Intake That Signs, Part 2: From Conflict Check to Signed
The conflict check that starts on the form, collecting only what intake needs, booking and reminders, no-shows, the Deciding stage, the engagement agreement, Spanish written in Spanish, template approval, and the weekly 20-minute numbers review. Ends with a capstone: mystery-shop your own firm. Included with Solo, Practice, and Group.
Course Syllabus
Module 1: From Conflict Check to Signed
14 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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