Intake mistakes? Win-win solutions for small-firm lawyers & clients.
Tell a Friend About This EventTell a Friend


5/5/2020 to 5/29/2020
When: May 28, 2020
Where: Webinar
North Dakota
United States
Contact: SBAND

Online registration is closed.
« Go to Upcoming Event List  


Intake mistakes? Win-win solutions for small-firm lawyers & clients.


Is your firm’s system for responding to potential clients in need of an overhaul? In this session, you will learn how to convert more leads into new clients with better software, services, and systems! Combine proven tools and talent to capture, qualify, and convert leads into new clients. Drawing from the Clio Legal Trends Report and 1M+ client conversations,'s Maddy Martin will teach you actionable steps to get more of the clients you want through effective communications, to save money, energy, and time (your MOST precious resource)!


You'll receive examples of the best lead-qualification questions, lead-intake forms, and a "playbook" for automating the entire process from lead capture to new-client intake. You'll also learn how to outsource most of the workflow to virtual receptionists to save time and money.


  • Learn the best lead-qualification questions and how to standardize and outsource them.
  • Learn the optimal workflow for new client intake using CRM, calendaring software, and marketing automation tools.
  • Learn how to generate clients and expand your network through referrals to other law practices.
  • Learn how to use virtual receptionists for inbound and outbound potential client communications, including screening, scheduling, intake, follow-up, and payments


About Maddy Martin, Head of Growth & Education, Virtual Receptionists

Maddy Martin is the head of growth and education for, which provides law firm communication & intake services for phone, web, and SMS text. She has spent the last decade growing tech startups from New York to California, and has expertise in digital marketing, small business communications, lead conversion, email marketing, SEO & content marketing, social media, comarketing, and event marketing. Maddy can be reached at and on LinkedIn.


APPROVED for 1.0 CLE Credit (ND)

MN Credit will be applied for


more Calendar

CAWS ND Webinar: Domestic Violence and Sexual Assault 101

Best Practices in Representing Immigrant Clients in ND and Common Forms of Immigration Relief

Featured Members

Online Surveys
Membership Software Powered by YourMembership  ::  Legal