skip to main content

Back

 

Event Details

Date: Tue. Oct 29, 2019
Time: 12:00 PM - 2:00 PM

Add event to: ICal Outlook Google Calendar

Location

Davies Ward Phillips & Vineberg LLP
40th Floor, 155 Wellington Street West 
Toronto, Ontario

Event Sponsored By:

Red Carpet Event - Wilson Allen - Both sides of the Client Intake Process: New perspectives from finance and business development - October 29, 2019 HalfPage

TLOMA Marketing SIG - Both Sides of the Client Intake Process: New perspectives from Finance and Business Development

Description

If you ask lawyers about client intake, almost all will focus on two things: checking/clearing conflicts and being able to open a matter to put time to it. Obviously these are essential components within business intake, however more advanced firms look to this function as a key entry gate for information that serve all areas of the firm. Ensuring you have the right amount of foundational data to not only understand your client base, but also allow proper business planning and performance measurement is a must for law firms wanting to gain better control and confidence. Through intake, business processes should be looked at from a cross-functional perspective with specific attention to financial and relationship/marketing needs. 

Whether its establishment of key contacts, identification of client/matter attributes, risk profile, financial details, or anything else, the intake process when used correctly can put a firm in a far better position to understand itself and its client base.

Attend this session to learn how to maximize the intake process. With a mix of discussion, trends, and a case study built around data accumulation and workflow, the session will illustrate the ability to transform the way firms think about intake.  

Speaker(s)

Supporting Firms

  • logo_bereskin_parr
  • Davies Howe
  • logo_norton
  • logo_smith_valeriote
  • WARDs Legal - grayscale
  • AUM Law Logo 22nov18
  • rogers partners
  • logo_Osler_hoskin
  • logo_zuber
  • logo_kronis
  • dickinsonwright
  • Daoust_Vukovich
  • logo_sotos
  • Stockwoods Logo
  • RossMcBride
  • logo_dlapiper
  • Simpson Wigle greyscale 26jul17
  • Minken Employment Lawyers logo 14aug17
  • LLF_LAWYERS
  • Marks + Clerk 18may18
  • Rueters LLP 5mar18
  • logo_madorin
  • Rayman Beitchman LLP 2mar18
  • logo_bennet_jones
  • logo_macdonald_sager
  • member_minden_gross
  • logo_chaitons
  • logo_goodmans
  • logo_keyser
  • logo_robins
  • logo_gardiner_roberts
  • Piasetzki
  • Kormans Logo
  • DicksonAppellLogo
  • aviva_lawyers
  • Loopstra Nixon logo 140w greyscale
  • Harris Law Logo
  • logo_barriston
  • member_tgf
  • GWLG_GRAYSCALE
  • logo_oatley
  • logo_ricketts_harris
  • BlaneyMcMurtry
  • balesBeall
  • CLYDE + Co 2aug17
  • logo_goodmans
  • Cavalluzzo LLP_Logo
  • Grosman, Gale 2nov17
  • member_weirfoulds
  • logo_sullivan_festeryga
  • BakerMcKenzie
  • logo_bernardi_llp_5405 (greyscale)
  • logo_torys
  • Beard Winter Logo black white - New
  • Reybroek140x60 resized
  • member_torkin_manes
  • logo_wilson_vukelich
  • logo_pmlaw
  • hummingbird
  • Bersenas Jacobsen Chouest Thomson Blackburn 27jul17
  • Dueck-Sauer-Jutzi-Noll
  • logo_shibley
  • logo_foster townsend
  • fogler-rubinoff
  • MacDonald & Partners logo
  • logo_mills_mills
  • giffen
  • MillerThomson
  • logo_mcleish_orlando
  • dutton_brock
  • LeClair Logo
  • logo_dale_and_lessmann
  • SparkLaw
  • logo_harris-sheaffer
  • logo_bennet_jones
  • member_hicks_morley
  • Deloitte Tax Law
  • Levitt LLP Logo
  • Chappell Partners Logo
  • logo_chappell_partners
  • O'Sullivan
  • logo_hull_hull
  • logo_cassels
  • Tupman + Bloom 3mar20
  • logo_guberman
  • heuristica
  • logo_hsh
  • logo_dw
  • logo_giesbrecht
  • member_blg
  • logo_benson
  • logo_sherrard
  • Waddell Phillips
  • Dentons
  • logo_sokllp
  • logo_willms_shier
  • Green + Spiegel logo 31jul17
  • Fox Vanounou Porcelli 29aug19
  • Riches McKenzie 11oct17
  • Laxton Glass
  • Blouin Dunn
  • HRG.logo
  • Legate Personal Injury Lawyers greyscale 31jul17
  • Crawford Chondon & Partners LLP 24feb20
  • Goldblatt
  • Koskie Minsky
  • logo_ridout
  • logo_lerners
  • Cumming & Partners
  • Matthews Dinsdale 1feb19
  • McTague Logo
  • Lenczner Slaght resized
  • Walker Head Lawyers 27sept19 - greyscale.
  • Nelligan 14aug17
  • logo_wildeboer
  • GMA Full Name Logo
  • Haber Lawyers 14feb19

TLOMA Logo

© 2014 TLOMA. All Rights Reserved. 
Privacy Policy