• March 28, 2024
 Free online event from Clio: how to improve client intake at your firm

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.)

Clio

https://www.clio.com/uk/

The law is complicated enough—make running your firm easier.

Clio, the leading cloud-based legal case management software, provides everything conveyancing firms need to:

  • Organise cases and matters in the cloud
  • Deliver superior client service (including a secure client portal)
  • Do more billable work (in less time)
  • Meet compliance and security standards (including GDPR and SRA)
  • Manage your firm with ease

Clio is working in partnership with The Law Society of England and Wales and is an Approved Supplier for The Law Society of Scotland.

UK Solicitors love Clio’s case management software.

  • “Choosing Clio has been the best decision I’ve made as a sole practitioner. Clio has transformed how we work, so we can be the best law firm for our clients.” — Sarah Khan-Bashir MBE | SKB Law, Bradford
  • “Over the past three years, Clio has become the essential tool for our firm’s growth.” — Arun Chauhan | Tenet Law, Birmingham

 

Key Services

Address

Ireland Office: First Floor, Fumbally Studios, Fumbally Lane, Dublin 8, Ireland

 

Key Contact:

Name: Colin Bohanna

Tel: +44-800-433-2546

Email: sales@clio.com

Linkedin Account: https://www.linkedin.com/company/clio---cloud-based-legal-technology

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