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A co-counsel's guide to the Legal Strategy Session

Marble Legal Strategy Session guide

The Legal Strategy Session is the crux of the client journey at Marble. There are three main goals to this call:

  1. Opportunity for the potential client to get better acquainted with Marble, and feel comfortable moving forward

  2. Dedicated time for the co-counsel to understand the potential client's needs and determine if they are a good fit for Marble

  3. Communicate potential clients’ recommended services by immediately submitting a post-legal strategy web form to our Sales team for follow-up

The Legal Strategy web formWhat happens after completing the Legal Strategy SessionScheduling the Legal Strategy SessionInformation you should receive before the Legal Strategy SessionHow to use the Attorney App for Legal Strategy SessionsWhat to do if the potential client does not answerWhat to do if the client asks you to reschedule the Legal Strategy SessionWhat happens after the Legal Strategy Session is completedWhat to do if a client has not received a follow up
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