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

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

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 found that firms who are growing* are 46% more likely to use client intake and client relationship management (CRM) solutions.

Join 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, in this 30-minute webinar to find out 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’ll 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.

Duration: 30 minutes

(Can’t make the date? Don’t worry—we’ll send a recording to everyone who registers!) 

*Statistic taken from Clio’s 2021 Legal Trends Report. “Growing” refers to firms that saw a minimum of 20% revenue growth over a five-year period.