Save the Date for this TLOMA Marketing SIG

Join speaker Russ Haskin for an informative lunch and learn session this fall, sponsored by Wilson Allen.

Haskin, Russ 16may19

Both Sides of the Client Intake Process: New Perspectives from Finance and Business Development

If you ask lawyers about client intake, almost all will focus on two things: checking/clearing conflicts and being able to open a matter to put time to it.  Obviously these are essential components within business intake,  however more advanced firms look to this function as a key entry gate for information that serve all areas of the firm. Ensuring you have the right amount of foundational data to not only understand you client base but also allow proper business planning and performance measurement is a must for law firms wanting to gain better control and confidence. Through intake, business processes should be looked at from a cross-functional perspective with specific attention to financial and relationship/marketing needs. Whether its establishment of key contacts, identification of client/matter attributes, risk profile, financial details,  or anything else the intake process when used correctly can put a firm in a far better position to understand itself and its client base.

Attend this session to learn how to maximize the intake process. With a mix of discussion, trends, and a case study built around data accumulation and workflow, the session will illustrate the ability to transform the way firms think about intake.


Davies Ward Phillips & Vineberg LLP
40th Floor, 155 Wellington Street West
Toronto, Ontario

Registration Fee

There is no charge for a TLOMA Member to attend this event.  A non-member fee of $67.80 ($60.00 + HST) will apply. Payment is to be provided to TLOMA prior to the event.

If you wish to attend this SIG via Live Video Stream, please indicate in your registration.  Details of the live video stream will follow closer to the date of the event.

Members are encouraged to invite individuals and prospective members from their firm who may benefit from this topic.

LMA Members:  $25.00 plus HST ($28.25).Meal Choices: A buffet lunch will be provided.

Registration Deadline: Thu. Oct 24, 2019


24 hours’ notice is required for cancellation of all reservations.  No-Shows will be charged $67.80 ($60.00 + HST).  If you are registered and cannot attend the seminar, you can always send another TLOMA member from your firm for no charge or send a non-member for the fee of $67.80 ($60.00 + HST).