Intake and Conversion Workshop

When:  Aug 27, 2019 from 12:00 PM to 1:00 PM (CT)

Deadline to Register: Friday, August 23, 2019


What would an increase of 5, 10 or 15 percent more clients mean for your law firm, business and budget?

While most lawyers have high retention rates when it comes to bringing in new clients, the process of converting a PNC “potential new client or lead” from caller to consult, to client can be a vague or unstructured process.

In this session, Tiffany Poole, Founder of Hero Conversion Technologies, and AMP Consulting and Chelsey Lambert, legal technology specialist team up to shares proven strategies for converting more callers into paying clients and an overview of law firm CRMs, lead tracking systems and booking tools to help you execute.


Tiffany Poole, Founder of Hero Conversion Technologies, and AMP Consulting.

Chelsey Lambert: Author, Speaker, Founder and CEO of the Lex Tech Review
Legal Technology + Practice Management Specialist. On a mission to educate, equip and empower law firm entrepreneurs.
I matchmake lawyers with the technology and resources they need to build a business that runs itself, so they can focus on what they love.
As the Founder and CEO of Lex Tech Review and the Legal Technology Media Group. Chelsey and her team provide legal technology, marketing, and law practice management education to lawyers and staff all over the world. She also published the nearly 200 page 2017 Legal Technology Buyer’s Guide, the 2018 Law Firm Marketing Buyers Guide and several other publications. All of which aim to educate and save readers hours of research, headaches and costly mistakes.
Her career includes a combination of roles that give her a unique understanding of how solo to mid-sized law firms operate. From helping build legal technology products for lawyers, such as case management and payment processing software to serving as a practice management advisor and technology trainer for the Chicago Bar Association.
Don’t be surprised if you run into one of Chelsey’s various online courses, at a legal technology meetup or teaching a CLE at a bar association near you. She travels far and wide to fulfill her mission to help law firm entrepreneurs build better businesses so they can improve the quality of their life at home. | @ChelseyLambert |

CLE Credits:

1.0 CLE credit will be applied for | Event Code:  277707


MSBA Member:  FREE
Non-Member:  $35.00 
Law Student: FREE

Remote Participation: Instructions will be sent the day before the CLE.

If you cannot find the instructions, please check your junk or spam folder. If you did not receive the instructions, check your email receipt to confirm you are registered for this event. If you are registered and did not receive the instructions, email