Practices are built on meaningful relationships—not spreadsheets In a time when clients expect you to be more available, communicative, and understanding, it’s become even more important to find ways to make the client intake process more efficient—and personal. Join Joshua Lenon, Clio’s Lawyer in Residence, and Michael Chasin, the General Manager of Clio Grow, as they discuss the most common client intake issues law firms face, and how implementing the right client intake and legal CRM software can transform the way you grow your firm. In this free, 1-hour webinar you will learn how to: Identify any pitfalls in your current client intake process Transform your client intake process Better manage clients at every touchpoint Integrate Clio Grow with Clio Manage to create an end-to-end solution

2. Joshua Lenon
• Lawyer in Residence at
Clio
• Attorney Admitted in
New York
• @JoshuaLenon

3. Michael Chasin
• Graduate of Loyola Law
School, MBA
• Founder and CEO of
Lexicata, now Clio Grow
• @MichaelEChasin

4. Agenda
• Identify any pitfalls in your current client intake
process
• Transform your client intake process
• Better manage clients at every touchpoint
• Integrate Clio Grow with Clio Manage to create an
end-to-end solution
• Questions

5. Pitfalls of Client Intake

6. 2017 Legal Practitioner Snapshot
The average law firm is spending
5-10% of annual revenue
on business development.

7. ABA Benchmark Study
on Law Firm Intake Process
• Less than 10% of prospective clients actually speak
with a lawyer.
• 42% of the time, law firms take three or more days
to reply to a voicemail or web-generated form fill
from a prospective client.
• 3% of callers gave up before the phone was even
answered and 11% of calls lasted less than 10
seconds.

8. ABA Benchmark Study
on Law Firm Intake Process

9. ABA Benchmark Study
on Law Firm Intake Process

10. ABA Benchmark Study
on Law Firm Intake Process

11. ABA Benchmark Study
on Law Firm Intake Process

12. would not contact
the firm again
25%of law firm inquirers
who left a message
did not receive a
call back in 24 hours
34% felt they would not
be encouraged to
contact the
business again
44%
Source: ‘Lawyers must deliver better service to tech-savvy clients,’
Raconteur, June 29, 2016
The Lawyer is In Out

13. Not Fast Enough
of clients expect an
immediate
response to texts
and emails
80% is how clients define
immediate
1-2 hours 4-8 hoursis what lawyers
think is appropriate
Source: ‘Why Attorneys Are Never Responsive Enough,’ BTI
Consulting, October 25, 2017

14. 2017 Legal Practitioner Snapshot
92% of small law firm cannot calculate a
Return on Investment (ROI)
on their advertising spend

15. 2017 Legal Practitioner Snapshot
96% of small law firms do not know
what it costs to obtain a client

16. BigLaw is Serious About Intake
3/4 of firms with more than
200 attorneys have implemented
customer relationship management
(CRM) software and business intelligence
systems.
Source: ‘Trends in Legal Marketing and Business Development,’ joint
Legal Marketing Association and Bloomberg Law® research, April 2018

17. Small to Medium Firms Struggle with
Client Intake

18. Transform Your
Client Intake Process

19. Live Demo

20. Manage Clients
At Every Touchpoint

21. Live Demo

22. Integrate Clio Grow
with Clio Manage

23. Biggest Client Intake Pain

24. Biggest Time Commitments in Intake

25. Live Demo

26. Questions

27. Thank You
Joshua Lenon
joshua@clio.com
@JoshuaLenon
Linkedin.com/in/joshualenon
1-888-858-2546