Skip to main content
by learnformula
Explore courses
search
For Business
Team license & compliance management
For Higher Education
Academic partnerships
For Government Agencies
Government training solutions
For Instructors & Course Creators
Teach on our marketplace
Become a Sponsor
Reach professionals where they learn
Log inStart 7-Day Free TrialStart Free TrialStart Free Trial
search
Explore courses
  1. Courses
  2. /Legal Practice Skills & Management
  3. /Law Practice Management

The Future of Client Acquisition - Part 2: From First Inquiry to Retained Client

Why your marketing funnel is leaking and how to turn more inquiries into signed retainers.

Created byToronto Lawyers Association
BeginnerUpdated Sep 22, 2026

What You'll Learn

  • check_circleAnalyze the impact of response time on lead conversion rates
  • check_circleApply systematic follow-up strategies to increase retainer conversion
  • check_circleEvaluate the role of CRM systems in tracking marketing attribution
  • check_circleDesign a standardized intake process for phone, email, and web inquiries

About This Course

What happens in the minutes, hours, and days after a prospective client calls, emails, or submits a form often determines whether that matter is retained or quietly lost to another firm. Yet many firms have never formally mapped, measured, or optimized this critical part of the client journey.

This session builds on Found or Forgotten by focusing on what happens after visibility becomes opportunity.

We'll examine the systems, processes, and operational habits that turn inquiries into retained clients from response times and intake scripting to source attribution, conversion tracking, and CRM implementation. We'll explore where firms commonly lose high-value matters, how to identify operational blind spots, and how to build a more measurable, repeatable intake process.

Attendees will leave with practical tools, operational frameworks, and a clearer understanding of how to connect marketing, referrals, business development, and client intake into one measurable growth system.

Topics include:

  • What happens in the first 5 minutes, 24 hours, and 48 hours after inquiry
  • Phone, email, and web intake best practices
  • Response speed, follow-up cadence, and conversion psychology
  • Using CRM and practice management tools for visibility and accountability
  • Tracking referral sources, marketing channels, and retained matters
  • Handling declined matters professionally while protecting reputation
  • Building a 90-day intake improvement roadmap

Course Content

1 activity • 1 videos • duration: 52m

  • videocamThe Future of Client Acquisition - Part 2: From First Inquiry to Retained Client
    Duration 52:34

Your Instructors

Toronto Lawyers Association

Toronto Lawyers Association

menu_book175 courses
star2,398 reviews

For more than 135 years, the Toronto Lawyers' Association, located within the Courthouse Library, has represented the interests of lawyers practising in the City of Toronto. The association was founded to support its members in three key areas: Knowledge, Advocacy, and Community.To uphold these pillars, the association offers a year-round mix of online and in-person education programs for lawyers, hosts both free and paid events to foster in-person networking, and submits advocacy pieces on behalf of its members to the Ontario bench and bar, all levels of government, and the broader public.

Marly Broudie

Founder and President of SocialEyes Communications

Marly Broudie is the proud owner of SocialEyes Communications, a leading digital marketing and business development firm specializing in working with lawyers, law firms, and other professional service providers. Marly has spent the last decade working in the field of digital marketing and business development. Throughout her career, she has had the privilege of working with numerous lawyers and firms, gaining valuable insights into the unique challenges and opportunities they face in today’s digital age. As the founder of SocialEyes, she has successfully collaborated with legal professionals to develop tailored strategies for enhancing their online visibility, reputation management, and client acquisition. Marly has provided training sessions at various law firms and has authored several articles on relevant topics in the legal marketing area.

Credit Information

Professional development requirements vary by profession, country, and regulatory body. Before enrolling, review the course details and confirm that the content, learning format, and any listed credits meet your specific requirements. You are responsible for confirming eligibility with your regulator or professional association and keeping the records required for reporting.

What Students Are Saying

0.0 out of 5
Student's Choice
0 reviews

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

You May Also Like

  • Ethics: Business Ethics

    2026 Ethics and Corporate Compliance

    starRated5.0out of 5,(601 reviews)
    2 CPD hrs
  • Finance: NASBA - Finance

    Sensitivity Analysis and Scenario Planning

    starRated5.0out of 5,(151 reviews)
    1.5 CPD hrs
  • Accounting & Tax: Technology for Accountants

    Claude Fundamentals for Accountants (2026 Update)

    starRated5.0out of 5,(682 reviews)
    2.5 CPD hrs