SMITH.AI MASTERS: Starting with the Best: Building the Right Intake Process

In this online workshop, viewers will get hands-on experience systemizing and perfecting their own intake process. Learn about automating the intake process, selling a consultation, and following up with potential clients. Viewers can expect to learn how to: Design an intake process that best serves your firm and your clients Reduce bias and inconsistency in your intake process Leverage various software and services to significantly streamline intake at your firm Apply best-in-class intake forms and workflows that stand the test of time Turn your intake form into a powerful tool that deploys your specific marketing campaigns unique to each caller to improve your conversion Make the potential client feel like they are working with you and your firm from the moment of first contact — all without you lifting a finger To learn more about Smith.ai and sign up for 24/7 receptionist and website chat service for your business, visit https://smith.ai​. To get in contact with Regina and learn more about Edwards Family Law, visit their website, https://www.edwardsfamilylaw.com/ To join Regina's Facebook group, Lawyer on the Beach, visit: http://lawyeronthebeach.com/