Unbundled Attorney Orientation Training: Estate / Probate Law

Introduction

In this Orientation Training, you’ll discover the essential strategies for converting your estate and probate leads into paying clients.

We cover proven best practices, workflow efficiencies, insights into offering profitable service options, and effective use of technology to streamline your intake and new client processes.

Course Content

Once you have watched the Introduction video above, watch each lesson below to continue the course. The total run time is approximately 37 minutes. You can start and stop the training anytime you wish, and then pick up right where you left off. Let’s get started!

The First Key to Conversion Success: Contact Rate (09:07)

Click here to download the Template Text Message and Emails document

The Second Key to Conversion Success: Service Options (13:38)

The Third Key to Conversion Success: Enrolling Clients (14:40)

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