Handling legal calls isn't for the faint of heart - not only do you have to provide vital information while tiptoeing around legal questions, you have put on your sales hat, get appointments set, and talk clients through incredibly difficult situations. Whether you handle intake as a routine part of your job, or are expected to field calls in a pinch, it's critically important that all members of a law firm develop exceptional potential and active client management skills. Don't miss this exciting opportunity to take your intake and client handling skills to the next level - register today!
Learn what you must and can't say when fielding legal questions from potential clients.
Explore the critical role intake plays in new client acquisition and get top tips for setting appointments.
Get practical guidance for follow-ups and ongoing communication with active clients.
The Relationship Between Intake and Client Acquisition
Paralegal Education CA MCLE Paralegal
- 1.00Approval Exp. 10/29/2022
This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
MT CLE Credit for Paralegals
- 1.00Approval Exp. 10/29/2022
This program may qualify for up to 1.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of ethics. No more than 4.0 hours of self-study CLE credit may be earned during a reporting period.
NH Office of Career School Licensing
NBI, Inc. is licensed by the New Hampshire Department of Education Office of Career School Licensing. There are no enrollment prerequisites or admissions requirements for this course, and there is no exam or grading system. Satisfactory progress is based solely on attendance at the course. Credits may not be transferred. All refunds shall be paid within 30 days upon written notification from a student of cancellation or withdrawal. Students receiving benefits from federal programs shall be subject to federal refund policies, rules and regulation. Student complaints should be directed to our office at (800) 930-6182. Upon exhausting all avenues with NBI, Inc. for resolution, students may file a complaint with the Office of Career School Licensing at (603) 271-6443.
VICKI L. ESKIN, owner of Levy & Associates, P.A., in Longwood, Florida, is an experienced transactional and litigation attorney practicing estate and trust planning and administration, probate, and real property. She is a member of the The Florida Bar and Iowa State Bar Association, as well as the U.S. Supreme Court, Court of Appeals for the U.S. Armed Forces, and the Federal District Court for the Middle District of Florida. She served as chair in multiple years for the National Solo and Small Firm Conference for the GP|Solo Division of the American Bar Association and as an ABA advisor to the Uniform Law Commission Committee for Fiduciary Access to Digital Assets, as well as serving on The Florida Bar's RPPTL Committee, drafting a similar proposed legislation. Ms. Eskin has taught seminars and written numerous articles on estate issues of interest to attorney practitioners. She also assists foster care children aging out of the system by setting up guardianships and special needs trusts; and serving as a mentor to those young adults and young lawyers starting solo and small firm practices. Ms. Eskin earned her B.S. degree from the University of Florida and her J.D. degree from the University of Florida College of Law.
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