CaseLoad Coaching Session 9 – Client Onboarding

Webinars
02.09.2020

Hosted by:

Grant Yuill
Grant Yuill
Head of Marketing & Customer Engagement
Steven Hill
Steven Hill
Operations Director

The way law firms are engaging with their clients is changing – and there is a growing realisation that how initial enquiries are handled is of utmost importance. Given increasing competitive pressures, every new enquiry must be managed carefully and with a streamlined processes, to maximise the chance of converting every prospect into a paying client.

Join Steven Hill, Operations Director at Denovo, and Grant Yuill, Denovo’s Head of Marketing in this recorded webinar.

Topics we will cover are as follows:

  • Converting from a Lead to a Client
  • Client & Matter Creation
  • Conflict Checking
  • Smart Event Document Packs to new Clients
  • AML Process

Duration: 30 minutes

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