A smooth intake process sets the stage for smooth client-law firm interactions
Missed follow-ups, low-intent leads, tools that don’t connect, and no clear picture of what’s working.
Intake chaos isn’t a leadership failure or a staff problem. It’s a systems problem—and it costs your firm clients, time, and revenue every single week.
In this CLE-eligible* webinar you will learn how to:
- Stop wasting time on leads that won’t convert and ensure high-intent prospects get the fast, personal follow-up that wins their business.
- Use AI to improve your website, email marketing, and client experience from first contact to signed engagement.
- Use data to understand where your best clients are coming from, where prospects are dropping off, and what to fix first.
Duration: 60-minute CLE followed by 25-minute Clio Grow demo
Can’t make the date? Sign up anyway—we’ll send a recording to everyone who registers!
Register for Free
Speakers
Audrey Gay Ehrhardt
CEO and Founder
Practice 42
Audrey Gay Ehrhardt, Esq., CBC, brings a wealth of experience in creating and managing successful law practices across the country. As a licensed attorney in Florida and a certified behavioral consultant, Audrey’s expertise helps guide firms grappling with the evolving challenges of today’s legal landscape. A prominent national speaker on key topics like elder law, estate planning, business growth, team dynamics, legal marketing, and the integration of technology in legal services, Audrey is also CEO & Founder of Practice42, a law firm strategy consulting group.
CLE and CPD Information
Clio has partnered with the ABA to seek eligibility for CLE and CPD credits to lawyers with licenses to practice in the United States and Canada who join the live session of this webinar.
States typically decide whether a program qualifies for MCLE credit in their jurisdiction 4-8 weeks after the program application is submitted. For many live events, credit approval is not received prior to the program.
To Receive CLE or CPD Credit:
If you have met the participation requirements, you will receive a personalized CLE/CPD affidavit from [email protected] for the webinar you attended to completion.
Please check your spam or junk folders as these emails often end up there. Please note you have to fill out an affidavit for each individual webinar. Once you complete the affidavit, you will be able to download your certificate(s) of attendance and they will be emailed to you as well from [email protected].
To qualify for credit, you must:
– Register for the webinar (and log in live on the day/time of the session) under your own personal credentials, as we will need this to verify your proof of attendance. *Note: You should not use someone else’s registration or credentials to log in and must ensure that your name and email are registered correctly.
– Attend the entire session live.
– Participate in the CLE poll during the live session.