Client intake sets the tone for the entire attorney-client relationship. Often overlooked and rarely reimagined, it is a critical component in running a more client-centric and efficient law firm. For many firms, this important first step remains a stumbling point that is still highly manual and prone to typos.
Join Clio’s lawyer-in-residence, Joshua Lenon, along with Michael Chasin, founder of Lexicata, as they teach you how to transform your firm’s intake process beyond notes on a legal pad, cumbersome paper forms, and outdated Word documents, with a modern and automated approach.
Save your spot here.
Time: 11AM PT | 2PM ET
Date: Tuesday, May 31st, 2016
Speakers: Michael Chasin, Founder of Lexicata, Joshua Lenon, Lawyer in Residence, Clio
In this webinar, you’ll learn how to:
- Streamline, speed up, and better organise your client intake
- Ethically handle contact information and conflict checks for prospective clients
- Use modern intake tools to eliminate data entry for your firm
- Manage your CRM cycle to anticipate future clients’ legal needs