30. Automating Your Client Prep & Intake w/ Justie Nicol
Five Star Counsel Podcast
English - April 01, 2021 10:30 - 30 minutes - 56.5 MB - ★★★★★ - 23 ratingsEntrepreneurship Business Education How To bestpractices cle entrepreneur estateplanning legalnews tax attorney clientservice customerservice estatelaw Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: 29. Values, Culture, and Standards
Next Episode: 31. Setting Our Service Standards
We talk a lot about meeting clients where they are. There are a lot of ways we can take that concept - sometimes we even mean that literally. Usually, it's just speaking plainly and finding ways to make things easier for your client. We're joined by Colorado defense attorney and systems whiz Justie Nicol to discuss her approach to prepping clients, how she uses Typeform to automate intake, and how you can use all these simple techniques to serve your clients, even if you're never setting foot in a courtroom.
Find Justie @justie4justice on Twitter and at https://colawteam.com/
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