Chances are you recently lost a potential client because they slipped through your fingers at the point of initial contact. The problem lies with your intake process, and your firm is not alone. Learn how to ensure potential clients that have contacted your firm aren’t missed through poor intake practices.3 learning objectives:
- Learn why firms have an intake problem and how it’s impacting their bottom line.
- Gain an understanding of consumer behavior and expectations when it comes to intake.
- Collect key best practices to solve your intake problem.
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