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Course topic

  1. Topics
  2. Business
  3. Client Intake & Management

Client Intake & Management

Also indexed asClient Onboarding · Client Relations · Legal Clients · Customer Relations

Master effective client intake procedures and build strong client relationships for successful legal engagements.

Courses indexed
9
Live offers
0
Free & coupon courses onlyChange view
Personal Fitness Trainer: Screening Assessment
Instructor Jeroen Offergelt
Jeroen Offergelt
1 course
English
Personal Fitness Trainer: Screening Assessment

Personal Fitness Trainer: Screening Assessment

576
students
2.0 hours
content
Apr 2026
updated
$14.99
Tıbbi Sekreterlik Kursu Sertifikası
Instructor Kariyere Meslek
Kariyere Meslek
1 course
Turkish
Tıbbi Sekreterlik Kursu Sertifikası

Tıbbi Sekreterlik Kursu Sertifikası

(4.12 with 194 reviews)
939
students
5.5 hours
content
Jun 2024
updated
$14.99
Global Wealth Management: Account Opening, Onboarding, KYC
Instructor MTF Institute of Management, Technology and Finance
MTF Institute of Management, Technology and Finance
1 course
English
Global Wealth Management: Account Opening, Onboarding, KYC

Global Wealth Management: Account Opening, Onboarding, KYC

(4.48 with 384 reviews)
11.8K
students
3.2 hours
content
Apr 2026
updated
$17.99
Professional Skincare Coach Certification & Guide
Instructor Julia Shantal
Julia Shantal
1 course
English
Professional Skincare Coach Certification & Guide

Professional Skincare Coach Certification & Guide

(4.02 with 236 reviews)
769
students
46 minutes
content
Dec 2020
updated
$14.99
Building AI Chatbots Healthcare: Patient Intake to Triage
Instructor Tech Jedi
Tech Jedi
1 course
English
Building AI Chatbots Healthcare: Patient Intake to Triage

Building AI Chatbots Healthcare: Patient Intake to Triage

(4.38 with 8 reviews)
33
students
2.9 hours
content
Jun 2025
updated
$14.99
UiPath Automation Hub - RPA Intake
Instructor Bryan Lamb
Bryan Lamb
1 course
English
UiPath Automation Hub - RPA Intake

UiPath Automation Hub - RPA Intake

(4.63 with 207 reviews)
1.3K
students
3.6 hours
content
Apr 2023
updated
$14.99
Life Coach And Life Coaching Certification Masterclass
Instructor icourse Academy
icourse Academy
1 course
English
Life Coach And Life Coaching Certification Masterclass

Life Coach And Life Coaching Certification Masterclass

(4.06 with 8 reviews)
1.8K
students
4.2 hours
content
Oct 2025
updated
$14.99
QuickBooks Pro Desktop -Bookkeeping Business-Easy Way
Instructor Robert (Bob) Steele
Robert (Bob) Steele
1 course
English
QuickBooks Pro Desktop -Bookkeeping Business-Easy Way

QuickBooks Pro Desktop -Bookkeeping Business-Easy Way

(4.45 with 275 reviews)
42.7K
students
15 hours
content
Nov 2019
updated
$17.99
Mastering Immigration Case Management: A Step-by-Step Guide
Instructor Ileana Rivera
Ileana Rivera
1 course
English
Mastering Immigration Case Management: A Step-by-Step Guide

Mastering Immigration Case Management: A Step-by-Step Guide

(4.71 with 7 reviews)
834
students
1.2 hours
content
Nov 2025
updated
$14.99

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Topics related to Client Intake & Management

  • 01Patient Care Automation4
  • 02Medical Transcription5
  • 03Launch a Bookkeeping Business5
  • 04Fitness Assessment5
  • 05Skincare Coaching5
  • 06Medical Assisting6
  • 07Legal Strategy & Tools7