Are you looking to enhance the client intake processes at your firm? By automating repetitive tasks and streamlining communication channels, you can efficiently manage client inquiries, provide timely responses, and create a smooth experience for potential clients. Join us for a live product walkthrough with Clio's product experts, Aamnah Izhar and Alice Wang, as they showcase how to: Leverage text messaging and automated emails for seamless communication Streamline and log communications for efficient tracking Integrate Clio Grow with MailChimp to optimize client engagement Plus, you'll learn how to unlock the full power of Clio, and achieve seamless firm management, by syncing Clio Grow and Clio Manage.

1. How Automating
Client Intake
Increases Client
Confidence
August 24, 2023
Alice Wang, Aamnah Izhar, Liz Hudson

2. Housekeeping
● Session length: 45 minutes
● Recording & slides emailed tomorrow
● Use to engage with fellow webinar attendees
and select “Everyone” in the dropdown
● Use to ask questions directly to panellists
● Please fill out the survey at the end of the session

3. Senior Customer Marketing Manager, Clio
3
Liz Hudson
TODAY’S HOST

4. Product Manager, Clio Grow
4
Alice Wang
TODAY’S SPEAKERS

5. Product Designer, Clio Grow
5
Aamnah Izhar
TODAY’S SPEAKERS

6. 6
Agenda
● The importance of automation in client intake
● Automation without sacrificing
personalization
● Driving momentum throughout the client
journey
● Taking client confidence to the next level

7. The importance of
automation during
client intake

8. 8
When first contacting a lawyer, what do
legal consumers care about the most?

9. 9
Top 3 factors important to
clients when considering
which firm to work with:
1. Timely responses
2. Easy to understand
3. Knowing the process

10. 10
42%
of consumers say:
if they like the first lawyer they speak with, they
wonʼt need to speak with any others

11. 11
79%
of clients expect a response
within 24 hours

12. 12
Why automate?
● Timely responses bolster confidence in your
firm's commitment and reliability.
● Research underscores that responsiveness is
closely linked to a firm's hireability in potential
clients' eyes.
● Meeting the 24-hour response expectation
validates your dedication and professionalism.
● Being the first to respond positions you as a
dependable and attentive choice, increasing
your appeal to potential clients.

13. Automation
without sacrificing
personalization

14. Intake Forms
Create personalized, reusable form templates
that you can customize for different stages of
your intake process.
Information automatically gets stored in Grow
upon client submission.
Grow formsʼ interactivity and conditional
logic make for a smoother form-filling
experience than traditional PDFs.
14
Be more personalized,
while saving time

15. Forms demo

16. Email Communication Templates
Create prebuilt personalized email templates
that you can send directly from Grow.
Customize template types for: form &
document requests, scheduling
appointments, and general communications.
Embed your logo and add attachments like
payment links, files, or a welcome video.
16
Be more personalized,
while saving time

17. Driving momentum
throughout the
client journey

18. Checklists
Create checklists as a to-do list for your firm to
have ensure an organization progression of your
matters, and build client confidence with a clear,
systematic handling of their cases.
18
Create a seamless
client journey

19. 19
Easy scheduling
Create an easy appointment booking experience
for yourself and your leads/clients with a direct
scheduling link connected to your calendar using
Clio Growʼs Scheduler.
Create a seamless
client journey

20. Reduce no-shows
Set automated text & email reminders to keep
clients on track and informed.
Protip
Text messages also have a 98% open rate as
opposed to ~20% of emails.
20
Create a seamless
client journey

21. Scheduler demo

22. Move information to
Clio Manage
22
Once the lead has converted to a client, easily
move the matterʼs contents into Manage. The
faster the information is moved to Manage, the
quicker you can work the case.

23. Stay on track with a birdʼs eye view of all your
matters
Click into matters to see a history of everything
thatʼs occurred on your matter so far in the
Timeline
Respond to clients under 24h by keeping your
intake pipeline organized
23
Stay on top of your
intake pipeline

24. Pipeline demo

25. Taking client
confidence to the
next level

26. Keep the ball rolling
with email automation

27. 27
Keep the ball rolling
with email automation
● Clio Certified Consultant
● 2-person firm specializing in Family law
Attorney, Mediator and Continuous
Improvement Enthusiast
Woznicki Law
Mechelle
Woznicki
“After spending 10 years in the Navy,
becoming a parent then a grandparent,
and 20 years in business, I became an
attorney. I quickly became frustrated
with the status quo of the legal
landscape and its inherent
inefficiencies.
My continuous improvement
methodology uncovers inefficiencies
and allows me to have a healthy
work/life balance.”

28. 28
● Uses email templates & email campaigns to
make sure no client falls through the cracks
Attorney, Mediator and Continuous
Improvement Enthusiast
Woznicki Law
Mechelle
Woznicki
Keep the ball rolling
with email automation

29. 29
● Uses email templates & email campaigns to
make sure no client falls through the cracks
Attorney, Mediator and Continuous
Improvement Enthusiast
Woznicki Law
Mechelle
Woznicki
Keep the ball rolling
with email automation

30. 30
● Uses email templates & email campaigns to
make sure no client falls through the cracks
Attorney, Mediator and Continuous
Improvement Enthusiast
Woznicki Law
Mechelle
Woznicki
Keep the ball rolling
with email automation

31. Boost your firm’s
credibility

32. 32
Boosting credibility
with Google Reviews
● 2-person firm specializing in Business,
Intellectual Property, and Education Law
● Sends a welcome package to clients with the
engagement letter, which builds trust while
setting boundaries
Co-founder, Nazareth Bonifacino Law
Benefit LLC
Natasha
Nazareth
“We start with a paragraph that says
our primary goal is to give you five-star
service, and at the end of the
representation we’ll be asking you for a
Google review.
We say right up front from the
beginning that we hope they’ll give us a
five-star review, and then we include it
again in our closing letters.
Lo and behold, we have five-star ratings
across the board.”

33. 33
Co-founder, Nazareth Bonifacino Law
Benefit LLC
Natasha
Nazareth
Boosting credibility
with Google Reviews
● Sets expectations with clients about
providing great service, then reaches out for
Google reviews at the end of the case

34. Build your firmʼs online presence and credibility by
receiving Google reviews from your clients.
● Set up a direct link using Google Business
Profile and connect it to your firmʼs profile
● Send it to clients after theyʼve had a positive
interaction with you, or after the matter is
complete
34
Boosting credibility
with Google Reviews

35. Conclusion

36. 37
As an attorney you’re supposed to juggle balls all the time,
and your goal is to not drop them. With Clio, there’s a lack
of stress that balls are being dropped. There is not one part
of my head that’s worried about whether everything is on
track.
— Natasha Nazareth, Nazareth Bonifacino Law Benefit LLC

37. Poll 1: Would you like to learn more about Clio Grow?
a. Yes, I would like to schedule a personalized demo
b. Yes, I would like to be sent more information
38

38. Poll 2: What content topics would you like to see in
the future?
a. Creating a great client experience
b. Marketing your law firm
c. Optimizing your client intake processes
d. Automating workflows in your client intake
39

39. An informative online review can go a long
way for a prospective client that's looking at
your firm. The same goes for firms who are
evaluating Clio.
Can you spare a minute to submit a Clio
review on G2Crowd?
40
Your Opinion is
Valuable!

40. 41
Questions

41. Thank You