Everything You Need to Know to Build the Perfect Virtual Client Intake Process for Your Firm

Learn how to ethically streamline and automate the client intake process at your law firm—even when working remotely.

A distributed work environment calls for a shift in the client intake process. Make sure your firm adapts.

As more and more firms move to distributed, away-from-the-office work environments, it’s more important than ever to have a systematic, ethical, cloud-based intake process to capture each new potential client who walks through the door.

By implementing a more reliable intake process, firms can bring in new business more effectively, increase their revenue, achieve greater client satisfaction, and get potential new clients up and running in a more consistent, clear manner—regardless of where the firm’s staff is located.

Join our experts in this 1-hour webinar to find out how you can streamline the client intake process at your firm to make it more accessible, ethical, and easy to manage while working remotely.

In this webinar, you’ll learn:

  • The common problems law firms encounter when managing client intake
  • How to create a scalable client intake funnel that helps grow your firm
  • How to organize the intake process to comply with your ethical obligations as an attorney—and avoid communication missteps
  • How to automate each step of the intake process so that your team can work virtually

Duration: 60 minutes

Hosted by: Emma Raimi-Zlatic

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Michael Chasin
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.