An Innovate Legal Online Virtual Meetup

How To Set Up a Scalable Client Intake System

Learn how to build a scalable client intake process that makes it easy for prospective clients to avail your legal services

Learn how to set up a streamlined intake process that favors both, your firm and your clients

Your client intake process is the first real interaction your clients have with your law firm—it’s perhaps the most critical component of the client journey. Having an organized and a repeatable process is essential to ensure this first interaction goes through smoothly—but how do you create one? 

In this session, Michael Chasin, Strategic Advisor of Clio, will share vital factors to consider when building out a robust intake process. You’ll also hear two firm owners discuss how they’ve structured their intake process. Tune in to learn more about:

  • Best practices for lead acquisition and nurturing prospective clients
  • Tips for creating a scalable client intake funnel that helps grow your firm
  • Ways to use technology to make client intake easier (including their favorite tools!)

Meetup Overview:

  • This session is part of a seriesBuilding a Successful Law Firmintended for legal professionals looking to start or grow their practice 
  • Hosted by Michael Chasin, Strategic Advisor of Clio, featuring Christy Granieri, Founding Partner at Freeburg & Granieri, and Bryan Atkins, Executive at Evolve Family Law
  • Duration: 60 minutes (40 minutes of panel discussion + 20 minutes of Q&A)

P.S. This is the eighth session in the series Building a Successful Law Firm, you can catch up on previous installments here.

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Christy Granieri

Founding Partner

Freeburg & Granieri

Christy Granieri is a founding partner of Freeburg & Granieri, APC based in Pasadena, California, which specializes in employment, injury, and business litigation. Christy and her law partner founded Freeburg & Granieri, APC, in February 2021 and had their firm up and running within the same month by using Clio as its practice management software. By using Clio and its integration partners, Christy started a cloud-based law firm with minimal startup capital, reduced operating costs, and streamlined processes that created immediate profitability and growth.

Bryan Atkins

Executive and Co-Founder

Evolve Family Law

Bryan is a multi-disciplinary business professional, having served roles in Finance, HR, Tech, Marketing, Administration and IT. He is a Project Management Professional (PMP), Certified Human Resources Professional (CHRP) and has his MBA.

Bryan’s interest in building and reshaping organizations has led him through a range of successful early stage and restructuring businesses. Most recently, in 2020, he joined Evolve Family Law as an Executive to lead the firm through standardization and scaling, focusing on process improvement, product development, calculated implementations and the introduction of creative strategies.


photo of Michael
Michael Chasin

Strategic Advisor


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.