Your relationship with clients begins well before they sign a retainer agreement. Enable your client intake process to make the best first impression.
Most law firms struggle with client intake because their process to bring new clients on board is manual—or worse, non-existent.
A reliable intake process helps you bring in potential business more effectively, and get new clients up-and-running faster.
Watch this on-demand webinar to learn more about how to implement the following components of a successful client intake strategy:
- Scalability: Establish intake policies that work well throughout your firm’s growth journey.
- Ethics: Know your risks during intake to avoid client conflict and non-compliance to rules.
- Client Success: Build amazing relationships with your clients from the start of the relationship.
- Flexibility: Create processes that allow your firm to adapt in an evolving legal landscape.
- Technology: Use the best tools to improve your back-office operations and customer experience.
Duration: 60 minutes (plus an optional 15-minute demo of how to build a client intake workflow in Clio)
*The live presentation of this webinar is eligible for CLE and CPD credit in specific jurisdictions.
Watch the Recording
Lawyer in Residence
Joshua Lenon is the Lawyer in Residence at Clio. An attorney admitted to the New York Bar, Joshua brings legal scholarship to the conversations happening both within Clio and with its customers. Joshua has worked extensively to educate lawyers on technology’s capability to enhance their practice, while also teaching tech companies about the unique needs of the legal system.
Michael Chasin is a Strategic Advisor to Clio and was previously the General Manager of Clio Grow, Clio’s industry-leading client intake and legal CRM platform. Prior to joining Clio, Chasin held the role of CEO at Lexicata, which he co-founded in 2014. As CEO, he led the company to a successful acquisition by Clio in 2018.
Michael has a BSBA in Business from the University of North Carolina at Chapel Hill, and a J.D. and MBA from Loyola Law School and Loyola Marymount University respectively. He currently resides in Los Angeles, CA, and frequently speaks about legal technology and client intake.