REMOTE PARTICIPATION ONLY. Is your firm’s system for responding to potential clients in need of an overhaul? In this session, you will learn how to convert more leads into new clients using automation! Combine tools within your practice management and calendaring software to capture, qualify, and convert leads into new clients. Plus, learn how to monetize referrals when leads are not a good fit. You’ll receive examples of the best lead-qualification questions, lead-intake forms, and a “playbook” for automating the entire process from lead capture to new-client intake. You’ll also learn how to outsource most of the workflow to virtual receptionists to save time and money. 1.0 CLE credit will be applied