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Innovate Legal Online: May Meetup Series - Managing Client Intake Virtually

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Clio’s May lineup of meetups are designed to set you up for success in varying aspects of your remote work life. From streamlining operations to wellness, business strategy, and law firm marketing, these sessions will provide knowledge and tools that will help your firm and career move forward—both during and after the current crisis.

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Innovate Legal Online: May Meetup Series - Managing Client Intake Virtually

  1. 1. A Clio Virtual Meetup Innovate Legal: May Meetup Series Managing Client Intake Virtually
  2. 2. Panel Chad Burton Co-founder of Modern Law Practice, CEO of CuroLegal Michael Chasin General Manager, Clio Grow Andrea H. Evans, Owner, The Law Firm of Andrea Hence Evans, LLC
  3. 3. Agenda • Why intake matters • Intake guidelines and strategies • Helpful resources to support the legal community • Clio Grow • Panel Q&A
  4. 4. Poll: What client intake related challenges are you facing? (select all that apply) a. Handling matters without in person meetings b. Finding the right collaboration tools for remote teams c. Finding new clients d. Collecting payments for consultations and retainers without paper checks e. Other (Type your answer in the chat)
  5. 5. Impeccable Intake Presented by Andrea H. Evans, Esq. 10 www.boss-squire.com | boss@boss-squire.com
  6. 6. 11 COMMUNICATION IS KEY…. FAST COMMUNICATION IS CRITICAL. IMPECCABLE INTAKE www.boss-squire.com | boss@boss-squire.com
  7. 7. CONSULTATION FORM NAME & CONTACT INFO - WHAT ARE THE FEES? - WHAT IS A CONSULTATION? - ARE ANY FEES REFUNDED OR APPLIED? - CONFIDENTIALITY - NO OBLIGATION TO PROCEED SET EXPECTATIONS 12 Impeccable Intake www.boss-squire.com | boss@boss-squire.com
  8. 8. INTAKE FORM NAME & CONTACT INFO SUBJECT MATTER IF MULTIPLE PRACTICE AREAS GENERAL QUESTIONS ABOUT THE ISSUE STATUTORY DEADLINES; FACTS SPECIFIC QUESTIONS ABOUT THE ISSUE 13 Impeccable Intake www.boss-squire.com | boss@boss-squire.com
  9. 9. 1 2 POTENTIAL CLIENT CALLS SEND CONSULTATION FORM SEND INTAKE FORM 3 POTENTIAL CLIENT PAYS & SCHEDULES 4 PRE-PAID MEETING IS ON YOUR CALENDAR 14 Impeccable Intake www.boss-squire.com | boss@boss-squire.com FOLLOW UP
  10. 10. Thank You 15 www.boss-squire.com | boss@boss-squire.com
  11. 11. Helpful Resources from Clio
  12. 12. How to work from home as a lawyer https://www.clio.com/resources/lawyers-work-from-hom e Work From Home Resources WebPage
  13. 13. Daily Matters Podcast
  14. 14. Register for our Upcoming Webinars! • [CLE-Eligible Webinar] May 12, 11am PDT | 2pm EDT: How to Build a Virtual Law Firm (and Why You Should) • May 20, 2020, 9am PDT | 12pm EDT: COVID-19 and The Future of The Professions - A Virtual Event with the Susskinds • [CLE-Eligible Webinar] June 9, 11am PDT | 2pm EDT: Understanding Legal Technology Competence with Bob Ambrogi and Joshua Lenon • Clio’s May Virtual Meetup Series
  15. 15. Clio’s offerings Clio Manage Legal practice management software Our most popular product—the industry’s leading solution to help manage clients, organize cases, and automate tedious tasks and month-end billing. Clio Grow Client intake and legal CRM software Standardize the client intake process with online intake forms, email automation, and e-signatures to build strong relationships, and get powerful data insights to grow your firm. The Clio Suite Legal practice management, client intake and CRM software. Get unmatched performance with Clio Suite, the industry’s only end-to-end software solution for your firms. Visit clio.com/pricing to learn more.
  16. 16. What Clio Grow does: Streamlines the client intake process Make the client intake process more efficient—and personal Use custom intake forms, e-signatures, and document automation to retain new clients with ease. Automate tasks, so you can focus on what matters most Streamline day-to-day tasks like email follow-up and eliminate duplicate data entry, so you have more time to grow your firm. Know which matters and clients drive your success Use advanced data reporting to identify your firm’s most valuable referral partners and clients.
  17. 17. Online Intake Forms Simplify client intake and eliminate data entry and non-billable tasks for your firm. Client Relationship Management (CRM) Offer clients flexible ways to engage with your firm—with document automation, e-signatures, and more. Workflow & Email Automation Turn legal client intake processes into an organized and automated system. Document Automation & Electronic Signatures Generate documents, get them signed, and collaborate with clients efficiently in the cloud. Reporting & Data Insights Understand revenue and productivity drivers, and where your most valuable clients are coming from. Clio Grow features: Everything you need to grow your firm
  18. 18. Clio Scheduler + Payments Clio Suite users can now accept online electronic payments online from prospective clients when they book their first appointment. Clio Scheduler + Payments helps law firms to bring in new business, and maintain cash flow during COVID-19.
  19. 19. Online Intake Forms Clio Grow’s public intake form option replaces paper/PDF forms and in-person intake processes with automated, online intake forms
  20. 20. Poll: Would you like to learn more about Clio? (select all that apply) a. Yes I’d like to learn more about Clio’s suite of products b. Yes I’d like to learn more about adding Clio Manage c. Yes I’d like to learn more about adding Clio Grow d. Yes I want to learn more about Clio Payments (I am an existing Clio customer already) e. I’m not interested at this time
  21. 21. Poll: Would you like to learn more about: (select all that apply) a. Modern Law Practice b. BOSS-Squire c. Fujitsu ScanSnap d. I’m not interested at this time
  22. 22. Thank you! www.clio.com @MichaelEChasin linkedin.com/in/michaelechasin/ michael.chasin@clio.com

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