Innovate Legal Online: Moving Your Client Intake Process Online

Join Part 2 of Clio’s Virtual Law Firm Bootcamp series, for a deep dive into client intake best practices for lawyers working remotely.

Creating an efficient virtual intake process from “first impression” to “new client”

After you start a virtual law firm … you’ll need to build a pipeline of clients!

Join Part 2 of Clio’s Virtual Law Firm Bootcamp series on August 12, 2020, for a deep dive into client intake best practices for lawyers working remotely. This meetup will feature a panel of legal and consulting professionals who will walk you through the tactical steps necessary for automating and managing effective client intake processes—from streamlining email communications to scheduling appointments online and sharing online intake forms for potential clients to complete. The panelists will also cover strategies on how to build your client base and manage client expectations as you grow and transition your virtual operations.

This meetup will also include a Q&A session where participants can ask questions and share their own experiences and tips; opportunities for peer networking via the live chat platform; and the chance to win a prize pack including a Fujitsu ScanSnap Scanner, ring light and webcam!

Meetup Overview:

  • A virtual platform for learning and engagement among legal professionals
  • Hosted by Clio, featuring moderator Emma Raimi-Zlatic, Affinity Programs Manager at Clio, and panelists Michael Chasin, General Manager of Clio Grow, and Rebecca Flanagan, Founder of Flanagan Legal Services
  • Duration: 60 Minutes (40 minutes of panel discussion + 20 minutes of Q&A)
  • Not approved for CLE credit
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