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Top Strategies for Client Intake and Onboarding for Law Firm Administrators

Read this guide to learn how to optimize your firm’s client intake and onboarding processes to maximize your firm's success.

Guide

Client Intake: A Guide for Law Firms

Download Clio’s free guide covering what you need to know about creating a strong client intake process, including best practices and automating client intake.

Guide

Get Your Finances Right From the Start: A Checklist for Launching Your Law Firm

Download Clio’s free checklist to uncover the financial steps every new firm should take to set themselves up for long-term success.

Guide

Get Your Finances Right From The Start Checklist

Personal Injury Template Guide: From Retainer to Settlement

Every personal injury case (and personal injury client) is different. Despite this, most cases follow a similar trajectory. In this guide you’ll start by…

Guide

How to Convince Firm Partners to Upgrade Legal Software

Ready to say “good riddance” to your firm's aging software but struggling to get the buy-in from the partners? Download this template to put…

Guide

Illustration of a person opening a door for another person with a doc template in the doorway

How to Successfully Implement Cloud-based Legal Software at Your Firm

Managing costs, involving firm staff, and overcoming the abundance of software choices—this Q&A will help you foolproof your firm’s cloud-based legal software implementation strategy.

Guide