How to Build a Better Client Intake Process at your Law Firm

Learn how to streamline and automate the client intake process at your law firm—at home, in the office, or on the go.

Available to watch for free on-demand. 


As more and more law firms embrace hybrid working as their firm’s way forward, it’s more important than ever to have a systematic, cloud-based client intake process to capture each new potential client who walks through the (virtual and physical) 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. In fact, research from Clio found that firms who are growing* are 46% more likely to use client intake and client relationship management (CRM) solutions.

Join Geraldine O’Reilly, Clio’s UK Community and Events Manager, and Michael Chasin, Co-founder of client intake software Lexicata and Strategic Advisor to Clio, in this 30-minute webinar to find out how you can streamline the client intake process at your firm to make it more accessible and easy to manage while working in a flexible way. 

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 automate each step of the intake process so that your team can work from anywhere.

Duration: 30 minutes

(Can’t make the date? Don’t worry—we’ll send a recording to everyone who registers!) 



*Statistic taken from Clio’s 2021 Legal Trends Report. “Growing” refers to firms that saw a minimum of 20% revenue growth over a five-year period.


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Geraldine O'Reilly

UK and Ireland Community Manager


Having had nearly a decade of experience in tech and the legal field, Geraldine has a deep understanding of the needs of businesses and lawyers. Geraldine leads Clio’s European events and community strategy and has spoken and moderated on many occasions about the future of legal, law firm growth, and cloud technology and security. Geraldine is also passionate about helping firms grow.

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, California, and frequently speaks about legal technology and client intake.