Free online event from Clio: how to improve client intake at your firm

Changing client expectations and staff expectations call for a shift in the client intake process for law firms. With hybrid and remote working more common, and with consumers expecting to do more online, how law firms approach client intake can be crucial to success.

If you are still relying on spreadsheets or paper-based client intake processes (diaries, notebooks, or maybe even Post-Its!), there is an easier way to do things.

To show you how much simpler client intake can be, leading global legaltech provider Clio is offering a free, online, 30-minute webinar:

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

Event date: Tuesday, 22 February

Event time: 2 p.m. GMT

Venue: Online

Cost: Free

Session duration: 30 minutes

Register here

Why client intake matters

As more and more law firms embrace hybrid working as their firm’s way forward, it is 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.

What’s more, 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’s 2021 Legal Trends Report found that firms that saw a minimum of 20% revenue growth over a five-year period were 46% more likely to use client intake and client relationship management (CRM) solutions.

Key event details

Featuring 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, this 30-minute free event will show you 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 will 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.

Register now.

(Can’t make the date? Do not worry—register anyway at the link above and Clio will send you a recording after the event to watch at your leisure.)