About
First impressions matter—and in family law, they often define the entire client relationship. In this class, you’ll learn how to manage every step of the client intake process with professionalism, empathy, and precision. We’ll walk through how to handle the initial client contact, conduct a productive intake interview, and prepare for a successful consultation meeting. You’ll receive a sample basic intake form and learn how to gather essential information without overwhelming the client. Finally, we’ll cover exactly what to do when a new client hires the firm, including the communications, documentation, and internal steps that set the stage for an organized, confident start to the case. By the end of this class, you’ll know how to turn a potential client into a well-informed, supported new client—ready to begin their family law journey with trust and clarity. Digital, editable versions of all forms used in this Class are included with your registration — actionable templates your team can implement immediately to streamline drafting, reduce errors, and reinforce what they’ve learned. _______________________________ Want to take it a step further? Want training tailored to your firm? We offer personalized Zoom or in-firm training sessions including lunch-and-learns, half-day workshops, and full-day intensives. _______________________________ Want ongoing support after Class? Stay connected with FLS Direct — our private, on-demand support line for family law professionals. Unlimited phone access to experienced guidance Available to your attorneys, paralegals, and legal assistants Same-day support when real-time answers matter most Find more information at https://www.familylawsolutionsinc.com/fls-direct