Thursday, May 16, 2019

9:00 AM-12:15 PM

Louisville Bar Center
  • Government/Non-Profit Member $60.00
  • Judge $0.00
  • LBA Young Lawyers $15.00
  • Member $120.00
  • Non-Member $240.00
  • Paralegal Member $20.00
  • Sustaining Member $108.00

May 15, 2019 11:00 PM

Over 80% of consumers expect an instantaneous response when contacting a business online or by phone. That’s pressure almost every solo and small-firm lawyer faces to stay competitive and earn new business.

But, how on earth can you do that without breaking the bank or working around the clock?

In this hands-on session, you will learn how to map out an ideal intake process that can be automated with technology and outsourced support services, so that every visitor on your website and inbound caller receives a prompt and personalized response.

Bonus workbook with templates, samples, and exercises:
Delivered as a “workshop,” this course includes a comprehensive workbook for attendees with dozens of templates, samples, and exercises. With the completed workbook in hand, you will be equipped to build a system custom-tailored to your needs as soon as you return to the office.

Valuable Takeaways:

  • Design your intake process with step-by-step expert guidance. By creating a “map” of your lead sources, and then creating forms and follow-up processes for each, you will build a consistent and effective system for qualifying and onboarding new clients.
  • Build phone call and web chat scripts for both prospects and clients from proven templates.
  • Create processes to streamline appointment booking and payment collection.
  • Write a simple and effective four-step email drip campaign to nurture and convert leads.

Presentation Outline:

  1. Introduction
  2. Understanding the “Law Firm Funnel”
  3. Technology Best Practices for Ethical Client Communication
  4. Designing Your Ideal Intake System
  5. Goal Setting and Success Benchmarks
  6. Inbound Lead Generation
  7. Creating a Follow-Up Process
  8. Inbound Form Handling
  9. Small-Firm Communication Template Library
    1. Inbound and Outbound Phone Scripts
    2. Email Templates
    3. Chat Scripts
    4. Appointment-Related Communications (Set, Remind, and No-Show)
    5. Ongoing Client Status Notifications for Text and Email
  10. Bonus: How to Grow Your Reputation with Online Reviews

Speaker: Maddy Martin,

Maddy Martin is the head of growth and education for, which provides law firm communication services, including their virtual receptionist & intake service, web chat, and Keypad cloud phone system. 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 .

All handout materials are via electronic download. Paper copy may be purchased for an additional cost.

Cancellation Policy: All cancellations must be received by the LBA 24 hours in advance to receive a credit or refund. Substitutes will be allowed.

Credit Status: Approved
  • General (2)
  • Ethics (1)