Join us for an interactive masterclass on intake strategy and design. We’ll cover how to build a streamlined intake process that aligns with your firm’s goals, leverages the right technology, and creates a seamless experience for potential clients. You’ll walk away with practical frameworks for evaluating your current intake, designing for efficiency and client trust, and implementing strategies that set the foundation for stronger cases and sustainable growth. Note that this masterclass has limited seats available. This format ensures every participant can engage directly, ask questions, and walk away with actionable strategies tailored to their firm.