Creating a Client Intake Form - Webinar
Follow along with us! This webinar walks you through creating a client intake form that will capture everything you need using tools built into Microsoft Word and your PDF software.
CBA-CLE and CBA have partnered with Affinity Consulting Group to bring free law practice management and technology-related resources to members and passholders. Affinity Consulting Group specializes in strategic technology and management solutions for law firms and legal departments of all sizes. Find out more about the law practice management resources, access past webinars, and sign up for upcoming webinars.
Upcoming webinars:
- March 26, 2025 – It’s Time for a Change: Superior Methods for Drafting Complex Legal Documents
CBA-CLE will email webinar access information 24-48 hours before the program.
Home studies will be available 2-3 weeks following the live program.
CBA-CLE is committed to providing access, equal opportunity, and reasonable accommodation in its services, programs, and employment. To request an accommodation please contact [email protected] at least 14 business days in advance.
The program is accredited in Colorado. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee's responsibility to complete the accreditation outside of Colorado.
12:00 – 1:00 pm
Creating A Client Intake Form
Presented by Danielle DavisRoe, Esq., Affinity Consulting
Registration Fees
| Non Member | $75.00 |
| Paralegal/Support Staff | $27.50 |
| Public Service/Government/Non-Profit | $27.50 |
| Active Military | $27.50 |
| New Lawyer Edge | $0.00 |
| CBA Member | $0.00 |
| Elite Pass Holder | $0.00 |
| Student Currently Enrolled in Law School | $0.00 |
- General Credits: 1.00
- Ethics Credits: 0.00
- EDI Credits:
To join the CBA or add a Section to your membership click