Intake Across Offices, Part 1: Standard, Routing, and Sources
For managing partners and operations leads at multi-office firms: one intake standard, ownership by role, routing by practice, language, office, and availability, after-hours escalation, call tracking, cost per signed matter, and the metrics that matter. Included with Group.
Course Syllabus
Module 1: Standard, Routing, and Sources
10 lessonsCourse Instructor
Brandon Aday, M.B.A., is the founder and president of Aday Interactive, Inc. in Coral Gables, the company behind LegalCRM.pro. He has spent twenty years bridging engineering and business strategy, including seven years at Microsoft, five at Univision, and four on the AI and machine learning team at Southern Glazer's Wine & Spirits.
Educational content only
General education only, not legal advice. Confirm the current text of any rule before relying on it. Terms
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