Best Practices and Tools for Automating Firm Intake

Learn how to streamline your intake in this Innovate Legal Online Meetup with leading legal professionals.

Learn how to streamline your intake processes with automation and technology.

Client intake can take up valuable time that could be otherwise spent on billable work with clients. By automating your firm’s client intake, you can easily bring on new clients in a fraction of the time with less data entry—and less risk of error. 

In this session, you’ll learn how to automate your intake system—from creating forms, questionnaires, and custom fields to sharing forms and retainers with potential new clients. The panelists will also share some of their favorite intake technologies that reduce redundancies and improve experiences for clients.

Meetup Overview:
  • Free interactive session held virtually through Zoom
  • Hosted by Emma Raimi-Zlatic, Affinity Partnerships Manager at Clio, featuring Allen Rodriguez, Founder of ONE400 
  • Duration: 60 Minutes (40 minutes of panel discussion  + 20 minutes of Q&A)
  • All attendees will be entered into a draw to win an iPad at the end of the month! 
  • This session is part of the series: Mastering Client Intake  
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Emma Raimi-Zlatic
Emma Raimi-Zlatic

Affinity Partnerships Manager


Having had nearly a decade of experience in tech and the legal field, Emma knows both the needs of companies and lawyers alike. She’s spoken on many occasions about law firm marketing, legal entrepreneurship, law firm growth, and cloud technology and security. Being a JD herself who previously founded her own attorney recruiting company, Emma is passionate about helping firms grow from the ground up and knows firsthand the struggles involved in building a business. Emma joined Clio in 2018 as a result of the acquisition of Lexicata, a legal-tech software company, and also worked in Silicon Valley for tech startups and for an international law firm previously. She can be reached at [email protected], and is based in Los Angeles, CA.

Allen Rodriguez



Allen Rodriguez is a national speaker, product development strategist and legal innovator who has been serving the legal industry for 19 years. Over the course of his career, Allen has built a reputation for creating innovative legal services products as well as developing highly effective law firm business models and marketing strategies. Allen is a valued speaker on the topics of legal services product development, design thinking in law and future of law issues. He has provided consulting and engineering services for such companies as McKinsey & Co., Fastcase, Gavelytics, LexisNexis, and Littler.