Learn how to set up a streamlined intake process that favors both, your firm and your clients.

1. How To Set Up a Scalable Client
Intake System
Building a Successful Law Firm: Session 8
April 19, 2022
Michael Chasin

2. Housekeeping
● Session length: 60 minutes
● Use to engage with fellow meetup 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. 3
Agenda
● Meet the panel
● Client intake discussion
● Clio’s offerings & polls
● Helpful resources
● Additional Q&A

4. 4
Michael Chasin
Advisor to Clio
Today’s Speakers
Bryan Atkins
Co-Founder of Evolve Family Law
Founder of PayDuh
Christy Granieri
Founding Partner at Freeburg &
Granieri, APC

5. Client intake
discussion

6. 6
Clio’s Offerings &
Additional Resources

7. Clio EasyStart
Track your time and get paid
Everything you need to track your time, bill your clients, and get
paid—plus some extras!
Clio Essentials
Optimize firm operations
Includes critical law practice management tools that allow you to
work smarter, customize how your firm gets organized, and
communicate with clients and co-counsel.
Clio Advance
Scale your impact
Introduces unlimited access to new productivity tools and more
business and financial oversight. Priority on-call support ensures
you get the most out of Clio.
Clio Complete
Grow your business
Scale your business by adding Clio Grow to improve and automate
your client intake with online forms, online appointment bookings,
automated emails follow-ups, and more.
Visit clio.com/pricing to learn more.
Clio’s Offerings

8. Polls for Non-Clio and Clio Customers
Poll 1: For Non-Clio Customers
Would you like to learn more about Clio?
a. Yes, I would like to learn more
about Clioʼs products
b. Clio Cloud Conference
c. No, Iʼm not interested
d. No, Iʼm already a Clio Customer
8
Poll 2: For Clio Customers
Would you like to learn more about:
a. Adding Clio Grow to streamline
client intake
b. Adding Clio Payments
c. Clio Cloud Conference
d. No, Iʼm not interested or I already
use Clio Grow/Payments

9. Additional Resources
9
● Blog: Client Intake: A Guide for Law Firms
● Meetup: Strategies and Tools for Keeping Clients Happy, April 21
● CLE-eligible webinar: 5 Things Your Intake Strategy Needs to Take on More
Clients With Ease, May 10
● CLE-eligible webinar: 5 Things Your Intake Strategy Needs to Take on More
Clients With Ease, June 7
● Clio Cloud Conference October 10-11, 2022: Get your pass

10. 10
Additional
Questions

11. 11
Thank You