Top Strategies for Improving Your Firm's Client Intake

Learn about the tools and tactics you need to fix the inefficiencies in your intake process.

Tuesday, March 5, 2024 at 11 a.m. PT | 2 p.m. ET

Make it easy for new clients to find and get on board with your firm.

Learn practical, easy-to-implement solutions for the common challenges faced by firms when attracting and onboarding new clients.

In this CLE-eligible* webinar, you’ll gain insights into how to:

  • Make your law firm easily accessible to clients, including best practices to attract new business
  • Identify and fix gaps in your current client intake process using the right tools
  • Ensure the right prospective clients get in touch with your firm—and that they feel confident about their choice

Duration: 60 minutes
Bonus: 20 minute walkthrough of Clio’s client intake software (Clio Grow)

Can’t make the date? Sign up anyway—we’ll send a recording to everyone who registers! 

*The live presentation of this webinar is eligible for CLE and CPD credit in specific jurisdictions.

* 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:

  1. 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.
  2. Attend the entire session live.
  3. Participate in the polls during the live session.
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Liz Hudson

Customer Marketing Manager


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.

Ryan Dahlen

VP of Marketing

Uptime Legal

Ryan is a seasoned professional with over a decade of experience in legal and marketing roles. He currently serves as VP of Marketing for Uptime Legal and the Director of Operations for JurisPage. With expertise in digital marketing strategy, lead generation, tracking and analytics, Ryan is known for driving results and optimizing processes. He holds a JD from Mitchell Hamline School of Law and a BA in Political Science from the University of Minnesota.