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From intake to invoicing: How to take a 360 degree view when handling cases. (Sponsored)
JOIN OUR WEBINAR AS WE DISCUSS CLIENT INTAKE AND INVOICING.
The entries and exits matter just as much in legal services as handling the case. Opening and closing a case can be filled with minefields for law firms. Conflict checks, information gathering, file handoff and bill collections all can impose burdens on lawyers – taking them away from the valuable time actually servicing their clients’ legal needs. If you hit a roadblock while onboarding a new client, you can be setting your firm up for a future complaint. If you fail to close a file properly, your firm may be writing off legal fees that you’ve earned, and lose a client.
In this free, 1-hour Clio webinar, learn what you need to know about handling the bookends of intake and invoicing. We will discuss:
- Centralizing and documenting your conflict checks,
- Tools to help clients organize and share vital information with your firm,
- Best practices for ethically closing files, and
- Managing cash flows when invoicing difficult clients
Date: Tuesday, September 29th, 2015
Time: 11AM PT | 2PM ET
Speakers:
- Joshua Lenon, Lawyer in Residence, Clio
- David Tulkin, Senior Business Development Manager at Fundbox
- Michael Chasin, Founder of Lexicata
A recording of the webinar and the handouts are available to all registrants.
And sign up for a trial today!
From intake to invoicing: How to take a 360 degree view when handling cases. (Sponsored) was originally published on Lawyerist.
Source: https://lawyerist.com/88595/from-intake-to-invoicing-how-to-take-a-360-degree-view-when-handling-cases-sponsored/
