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

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.

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.

Session duration: 30 minutes