A smooth intake process sets the stage for smooth client-law firm interactions
Your potential client is ready to move forward—and then, they’re met with a mountain of emails, paper forms, scanning requests, and endless back-and-forth. By the time it’s all sorted, they may be having second thoughts.
A clunky intake process is a pain for everyone, but in this session we’ll show you simple ways to make the intake process faster, smoother, and way less frustrating.
In this on demand webinar, you’ll learn how to:
- Build a website that guides visitors towards next steps and sets the stage for a strong attorney-client relationships
- Connect your legal practice management software with your website to simplify tasks and client communication.
- Use portals, automated follow-ups, and interactive features to move things forward—without all the back-and-forth.
60-minute on demand followed by 25-minute demo of Clio Grow.
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Still stuck? Give us a call at 1-888-858-2546.
Speakers
Audrey Gay Ehrhardt
CEO and Founder
Practice 42
Audrey Gay Ehrhardt, Esq., CBC, brings a wealth of experience in creating and managing successful law practices across the country. As a licensed attorney in Florida and a certified behavioral consultant, Audrey’s expertise helps guide firms grappling with the evolving challenges of today’s legal landscape. A prominent national speaker on key topics like elder law, estate planning, business growth, team dynamics, legal marketing, and the integration of technology in legal services, Audrey is also CEO & Founder of Practice42, a law firm strategy consulting group.
Shane Sharma
Solutions Engineer
Clio
Shane Sharma, an Solutions Engineer supporting Clio’s Customer Sales team. He partners with firms to provide tools that streamline client intake, boost revenue, simplify accounting, and improve organization. With years of experience across Support, Research, Customer Success, and Sales Shane brings a well-rounded expertise to Clio. Shane lives in Toronto and enjoys trying new restaurants, playing sports, and baking desserts!
Host
Liz Hudson
Customer Marketing Manager
Clio
Liz is a Manager of Customer Marketing at Clio where she’s obsessed with helping customers get the most value out of Clio. She loves learning about how customers are using Clio products and the impact it has on their lives. Giving them the spotlight to help educate other customers on their best practices is the best part of Liz’s job.