Automation in Law Firm Intakes and Marketing

Presented by

Lead Docket by Filevine

About this talk

Coming off of a $100 million verdict, Ryan McKeen of Connecticut Trial Firm sits down with Lead Docket expert Cameron Killmer and shares his secrets to improving the intake process, tracking marketing spend, building solid relationships with clients, and more – you definitely don't want to miss this! In this talk, you'll learn how to improve your intake process, including: • How to define your client profile • Tips for operating with more efficiency • How to transcend the virtual world and build a meaningful connection with your clients • And more! Plus, a very special appearance by Connecticut Trial Firm intake specialist Brinna Alasso.
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Filevine is changing the way legal work gets done for law practitioners and their clients. Welcome to our channel, where we showcase the latest information about our industry and our platform to keep legal professionals up-to-date. As the leading legal work platform, Filevine is dedicated to empowering all organizations with tools to simplify and elevate complex, high-stakes legal work. Powering everything from document management and client communication to contract lifecycle management and business analytics, over 25,000 legal professionals use Filevine daily to deliver excellence in every contract, deadline, and result. Filevine is the top legal software company on the Inc. 5000 list, has been named one of the Utah Business Fast 50 and is among the top 50 fastest-growing privately-owned software companies according to the 2021 Inc. 5000 list.