Innovate Legal Online: Managing Client Intake Virtually

A virtual meetup to help you retain new clients while working outside the office.

Streamline your client intake and bring in new clients—no matter where you’re working

Join this client intake session on May 7, 2020, as part of our series of Innovate Legal May Meetups featuring best practices, tools, advice, and networking to help your firm navigate the COVID-19 crisis and emerge stronger on the other side.

This meetup will feature a panel of experienced legal and tech professionals who will share best practices on how to create a remote-ready client intake system at your firm—as well as how to maintain outstanding levels of service without the proximity of in-person interaction. This session will be moderated by Michael Chasin, General Manager of Clio Grow, and will include panelists Chad Burton, CEO of CuroLegal and Co-Founder of Modern Law Practice and Andrea H. Evans, an intellectual property attorney and media personality.

This session will also include a Q&A portion 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 Fujitsu ScanSnap Scanner.

Meetup Overview

  • A virtual platform for learning and engagement among legal professionals
  • Hosted by Clio, featuring moderator Michael Chasin and panelists Chad Burton and Andrea H. Evans
  • Duration: 1 hour (30 minutes of panel discussion + 30 minutes of Q&A and networking)
Loading ...