A smooth intake process sets the stage for smooth client-law firm interactions
Your potential client is ready to move forward—and then, they’re met with a mountain of emails, paper forms, scanning requests, and endless back-and-forth. By the time it’s all sorted, they may be having second thoughts.
A clunky intake process is a pain for everyone, but in this session we’ll show you simple ways to make the intake process faster, smoother, and way less frustrating.
In this CLE-eligible* webinar, you’ll learn how to:
- Build a website that guides visitors towards next steps and sets the stage for a strong attorney-client relationships
- Connect your legal practice management software with your website to simplify tasks and client communication.
- Use portals, automated follow-ups, and interactive features to move things forward—without all the back-and-forth.
Duration: 60 minutes minutes
Plus, stick around after the CLE for an optional 20-minute demo of Clio Grow and a live Q&A session.
Can’t make the date? Sign up anyway—we’ll send a recording to everyone who registers!
* 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 polls during the live session.
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.
Shane Sharma
Solutions Engineer
Clio
Shane Sharma, an Solutions Engineer supporting Clio’s Customer Sales team. He partners with firms to provide tools that streamline client intake, boost revenue, simplify accounting, and improve organization. With years of experience across Support, Research, Customer Success, and Sales Shane brings a well-rounded expertise to Clio. Shane lives in Toronto and enjoys trying new restaurants, playing sports, and baking desserts!
Host
Liz Hudson
Customer Marketing Manager
Clio
Liz is a Manager of Customer Marketing at Clio where she’s obsessed with helping customers get the most value out of Clio. She loves learning about how customers are using Clio products and the impact it has on their lives. Giving them the spotlight to help educate other customers on their best practices is the best part of Liz’s job.