Effective Engagement Letters, Retainer Agreements and Managing Client Payments

You've done the hard work to find leads, now learn how to turn those leads into clients! In this informative program, Leona Krasner, successful founder of a small firm, will address how to identify sources for leads, effective research to find promising leads, and the steps to establish trust with potential clients that will lead to a professional engagement. She will discuss the key provisions of engagement letters and retainer agreements, and how to negotiate that agreement. Finally, Ms. Krasner will cover best practices for managing client payments — payment processing software, billing software, marketing software, and managing IOLA and operating accounts, as well as tools and technology for managing lead and client information.