Professional Development

Client Intake and Management Tool Kit for Paralegals

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Delaware Certified Paralegal Program Approved 1 Total
Florida Registered Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
NALA Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
North Carolina Continuing Paralegal Education Approved 1 Total
Ohio Certified Paralegals Approved 1 Total
NFPA Approved 1 Total
Washington Paralegal Association Approved 1 Total
OnDemand
58 minutes
Susi Boss
With Susi Boss from Higdon, Hardy & Zuflacht, L.L.P.
Recorded January 31, 2025

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Course Includes
$119

OnDemand Video

Video Download

Course Book Download

OnDemand content will be available within 14 days of event date.

or
Upgrade to IPE Unlimited Pass and Get This Course
$69/month

Overview

Why Your Old Intake Processes Are Inefficient - and What to Do Instead

Failing to keep client files up to date, inadequate communication, resistance to technological change - these are just a few of the mistakes that even experienced paralegals make. Are you ready to step up to the plate and lay the groundwork for a positive case outcome? In this paralegal-focused course, our accomplished instructors reveal tips and tricks for effective client intake and management. Take control of your professional growth - register today!

  • Identify key steps to take in the preliminary client meeting.
  • Demonstrate best practices in preparing client intake forms.
  • Formulate strategies for using CRM technology during the intake process.

*Any mention of specific products in this program is intended as part of a general overview and does not constitute IPE's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

Abbreviated Agenda

  1. First Steps in Client Intake: Conducting Interviews and Gathering Info
  2. Preparing Client Files and Intake Forms: Timesaving Tips
  3. Managing Expectations and Navigating Difficult Conversations
  4. Case Management and Data Entry: Gathering Evidence and Documents
  5. Using CRM Technology to Streamline Processes: How You Benefit

Related Topics

Product ID 99679

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Delaware Certified Paralegal Program Approved 1 Total
Florida Registered Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
NALA Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
North Carolina Continuing Paralegal Education Approved 1 Total
Ohio Certified Paralegals Approved 1 Total
NFPA Approved 1 Total
Washington Paralegal Association Approved 1 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Client Intake and Management Tool Kit for Paralegals

    1. First Steps in Client Intake: Conducting Interviews and Gathering Info
    2. Preparing Client Files and Intake Forms: Timesaving Tips
    3. Managing Expectations and Navigating Difficult Conversations
    4. Case Management and Data Entry: Gathering Evidence and Documents
    5. Using CRM Technology to Streamline Processes: How You Benefit

Who Should Attend

This intermediate level course is designed to prepare legal professionals for the client intake process and share real-world tips for client management. Those who should attend include:

  • Paralegals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Speakers

Susi Boss
Susi
Boss
Higdon, Hardy & Zuflacht, L.L.P.
Speaker bio
Susi Boss

Susi Boss

Higdon, Hardy & Zuflacht, L.L.P.
Susi Boss

has been a senior paralegal with Higdon, Hardy & Zuflacht, L.L.P. for 22 years. She is the past president of the paralegal division of the State Bar of Texas and a member of the State Bar of Texas Family's Law section, The College of the State Bar of Texas, San Antonio Bar Association, National Association of Legal Assistants, and San Antonio Paralegal Association. Ms. Boss earned her associates degree from the College of Paralegal Studies.

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Top FAQs

What is included with my course purchase?

When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time.

With each course, you will receive access to the content via OnDemand Streaming and the Video Download.

Course reference materials are included with each course purchase in a downloadable PDF format.
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Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-793-5274.
Do you have options for attendees who are deaf or hard of hearing?

Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.
Are multiple attendee discounts available?

Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.
When will the OnDemand be available and how long will I have access to the content?

The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account.

If you're a subscriber, you'll have access to your course recordings until 7 days after the expiration date of the subscription.

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