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 Emma Raimi-Zlatic, Clio’s Affinity Program Manager, and Michael Chasin, Co-founder of Lexicata and Strategic Advisor to Clio, 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 CLE-eligible 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
(Can’t make the date? Don’t worry—we’ll send a recording to everyone who registers!)
This presentation is CLE-eligible. Earn 1 hour of CLE credit when attending the live broadcast of this presentation.*
*California: Clio is a State Bar of California–approved MCLE provider, and will be supplying the appropriate materials for continuing legal education credits in California and any state that recognizes MCLE accreditation. Many states allow attorneys to apply for credit on their own and may require nominal accreditation fees when filing for CLE credit. CLE credit rules vary for online CLE. Please check your state bar association’s requirements for online CLE to ensure that the program meets the requirements of your jurisdiction.
*Wyoming: This webinar is approved for 1.0 hour of General CLE credit in Wyoming.
*Minnesota: 1.0 Minnesota CLE Credit has been applied for, but is not yet approved.
*Arizona: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.0 hours toward your annual CLE requirement for the State Bar of Arizona, including 1.0 hour(s) of professional responsibility.
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.
Affinity Programs Manager
Having had nearly a decade of experience in tech and the legal field, Emma knows both the needs of companies and lawyers alike. She’s spoken on many occasions about law firm marketing, legal entrepreneurship, law firm growth, and cloud technology and security. Being a JD herself who previously founded her own attorney recruiting company, Emma is passionate about helping firms grow from the ground up and knows firsthand the struggles involved in building a business. Emma joined Clio in 2018 as a result of the acquisition of Lexicata, a legal-tech software company, and also worked in Silicon Valley for tech startups and for an international law firm previously. She can be reached at [email protected], and is based in Los Angeles, CA.