Client Intake and Evaluation Mastery: Data, Workflows, and Case Screening Strategies to Win the Right Clients

Kerri Coby White | KerriJames, LLC

Kerri Coby White is CEO of KerriJames, LLC and author of the book The Law Firm Growth Machine. KerriJames is a growth consultancy, training and advising law firms and implementing growth systems backed by powerful data analytics reporting in some of the most competitive markets coast to coast. Recently, KerriJames codified what they’ve learned from their high-end consulting experiences and condensed it into affordable, proven solutions for helping smaller and stalled practices reach the next level.

A graduate of NYU’s Steinhardt School and a member of the board at Trusted Legal Partners, Kerri works with new attorneys to develop skills and practices that grow their professional brand, increase case acquisition, and drive revenue. She frequently speaks on the subjects of intake, growth strategies and systems, data and AI, as well as the small, consistent strategies that, compounded over time, result in deeply satisfying careers.

It is Kerri’s personal belief that strategy-driven systems run by expertly trained teams can provide firms with the intelligence that enables them to compete amidst a host of challenges and do the important work of seeking justice, supporting clients, and growing organizations that serve their communities.

Monica Logan | Professional Liability Fund

Monica Logan is a practice management attorney at the Professional Liability Fund (PLF). She provides confidential practice management assistance to Oregon attorneys to reduce their risk of malpractice claims, enhance their enjoyment of practicing law, and improve their client relationships through clear communication and efficient delivery of legal services. Ms. Logan obtained her JD from Willamette University College of Law. Ms. Logan is a member of the Oregon State Bar, Oregon Women Lawyers, the Multnomah Bar Association, and the American Bar Association. Before joining the PLF, Ms. Logan was in private practice for four years, working with clients in family law, elder law, and estate planning in Oregon. She practiced in Roseburg, Klamath Falls, Coos Bay, Salem, and Portland.

Session I – Mastering Client Intake: Strategies to Convert, Systemize, and Sustain Growth | 1:00pm – 2:00pm

• Essential intake data
• Client-centered conversions
• Systemizing intake
• Managing intake
• Incentivizing intake
• Beating fatigue
• Handling objections

Break | 2:00pm – 2:10pm

Session II – Assessing the Client and Matter: Key Considerations for Mitigating Malpractice Risk | 2:10pm – 3:10pm

• Effective case evaluation strategies
• Intake malpractice traps
• Managing client expectations
• Key engagement agreement terms
• Establishing the attorney-client relationship