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.

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 on-demand 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)

Loading ...


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.