Intake of New Clients — Setting the Tone from the First Contact

Intake of New Clients — Setting the Tone from the First Contact

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.

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