The document outlines a webinar focused on streamlining client intake processes for law firms using Clio's software. It includes speaker introductions, agenda items for discussing best practices in client engagement from initial contact to onboarding, and tips for managing client relationships effectively. Additionally, it offers insights into using technology, such as automated email campaigns and mobile apps, to enhance the client experience during the summer season.

1. How Clio Customers
Take a Stress-Free
Summer: Streamlining
Client Intake
June 21, 2023
Mechelle Woznicki & Natasha Nazareth

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. Attorney, Mediator and Continuous
Improvement Enthusiast
4
Mechelle Woznicki
TODAY’S SPEAKER
● Woznicki Law - mechelle@woznickilaw.com
● Clio Certified Consultant: Well Balanced Legal
mechelle@wellbalancedlegal.com
269-692-5244

5. 5
Who Am I?
My Background
● 10 years in the US Navy
● 25+ years in Global Sourcing –
managing international contracts with
an expertise in Lean Manufacturing
● Became an attorney in 2017
● …and most importantly - a grandma.

6. Co-founder, Nazareth Bonifacino Law Benefit LLC
6
Natasha Nazareth
TODAY’S SPEAKER
● Boutique business, intellectual property, and education law
firm
● 2 attorneys - no staff
● Launched January 2022
● Marylandʼs first law firm to become a Certified B CorporationTM
● www.dmvbusinesslawyers.com
● natasha@dmvbusinesslawyers.com

7. 7
Who Am I?
My Background
● 25 years of practicing law
● 16 years in-house counsel, education
industry
● 13 years adjunct law professor at an
HBCU
● Intersection of law, business, and
strategy
● Community service
● Why? A more just and peaceful future

8. 8
Agenda (webinar prep - delete slide later)
● Housekeeping & Agenda (1 min)
● Introductions (5 mins)
● Grow Walkthrough: (20 mins)
○ How Natasha does intake vs How Mechelle does
intake from the start of the client intake journey
● Mechelle to demo Grow flow: (15-20 mins)
○ Website lead entering Grow through contact us form
--> Matter Created in Grow
○ Grow demo flow in the order that works best for
Mechelle to demo: Pipeline, scheduler, checklists,
email templates, automated reminders, document
generation, e-signatures, billing, Matter in Manage +
anything else relevant to the client intake journey)
● Email drip campaigns in grow and what email automations
are available in Manage (5 mins)
● Benefits of the Mobile App (5 mins)
● Q/A (10 mins)

9. 9
Agenda
● Client journey from contact to engagement
● Intake forms and automated documents
● Drip campaigns and automations
● Tips and tricks for a taking time off
● Q&A

10. Poll 1: How many vacations do you take a year?
a. 1
b. 2
c. 3
d. 4
e. 5+
10

11. Poll 2: How many vacations do you want to
take a year?
a. 1
b. 2
c. 3
d. 4
e. 5+
11

12. The Client Journey

13. 13
“A” clients only
Client acquisition funnel using Clio Grow+Manage
Why?
● Establish rapport quickly
● Reduce friction in the client experience
● Demonstrate our responsiveness
● Get paid and get going
How?
● Tech enabled with emotional intelligence
● Simplify

14. 14

15. 15
● How can we help you?
● Attorney-client privilege disclaimer
● Policy on paid consultations
● Related/opposing parties
● Referral source
→ Grow adds new matter to the Matter
Pipeline
First Touch

16. 16
● Attorney reaches out to potential client
● Establish rapport
● Qualify client
● Screen out undesirable matters
● Honor “red flags”
→ Capture relevant information in custom
fields
→ Matter Description
Second Touch

17. 17
● Attorney sends templated engagement letter
● Matter Description → Scope of Work
● Scripted cover email
● Electronic signature within Grow
→ One-touch conversion to Clio Manage
● Attorney sends trust request
● Scripted cover email
● Online payments through ClioPay
● Free trust accounting integration
Third Touch

18. 18
Onboarding Best
Practices
● Welcome Packet
● Name alternate attorney to contact
● Client education on confidentiality,
cybersecurity, ethics, and etiquette
● Opt in/out language for text messages
● W-9 for companies
● Automated reminders
● Client portal for secure documents
Our most important goal is to
give you the best possible experience
so that you will want to give us
a 5-star rating.

19. 19
Live Demo

20. 20
Onboarding
First Call - to Client
● First call to Virtual Receptionist
● Call scheduled with Client Intake Specialist
○ VR schedules and adds to Clio Grow
● If qualified, CIS schedules paid consult with
Attorney
● If further qualified and interested Client hires
and Intake Checklist is started

21. 21
Pipeline Management
● Arrange Pipeline to match actual workflow
● Create Checklists for each “Stage”
● Assign Checklists as needed
● Automate where possible

22. 22
Drip Campaigns &
Email Templates
● Based on how calls go - assign appropriate
Drip Email Campaigns
● Reasons for Drip
○ No response to first call
○ Missed Initial Call or Consult
○ PNC unsure of what they want
○ PNC needs more information
● Create Template emails for everything

23. 23
STAGES - Task Lists &
Dependant Dates
● Clio Grow has checklists that can coincide
with “Lead Stages”
● Clio Manage has task lists that can coincide
with “Case Stages”
● In Manage, entire task lists can be moved
out with one date change.

24. Tips And Tricks
For A Restorative
Vacation

25. 25
Ongoing:
● Every business process is documented and repeatable
○ Clio checklists for management & admin tasks
● Simplify and automate
● Cross-train roles
● Set healthy client boundaries
● Decide whether to be transparent
2 weeks before:
● Prioritize and hand-off tasks
● De-clutter
● Provide emergency contact info and define when the
office can/should call you.
● Block 1 full day after your return
2 days before:
● Set auto-responder to 1 day after you return
Before Vacation

26. 26
During Vacation
Actually unplug!
● Set your intention, perhaps to focus on
feeling more joyful, energized or calm
● Immerse in your vacation
● Be present to your people
If some work continues:
● Set limited hours on your office time zone
● Acknowledge emails with “I will address this
early next week.”
● Use Clio mobile app

27. 27
Life is what happens
while you’re busy making
other plans.
— John Lennon

28. 28
After Vacation
Strategize before diving in:
● Reconnect with your office
○ Be curious
○ Listen
○ Say thank you
● Evaluate needs
● Reset priorities
● Keep a memento of vacation visible
Gribbin, T. E. (2016). How to Minimize Stress Before, During,
and After Your Vacation. Harvard Business Review.
https://hbr.org/2018/09/how-to-minimize-stress-before-du
ring-and-after-your-vacation

29. Limited-Time Offer: Clio Grow
29
Attend a demo and get
a $100 gift card of your
choice or we can
donate it to charity on
your behalf!
Until June 30, 2023.

30. Poll 3: 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
30

31. 31
Scan Here

32. 32
Questions

33. Thank You

34. 34
Make your statement here.

35. 35
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36. Upcoming Webinars
36
● TBD

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question
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Put your excellent
quote here.
— Attribute here

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Put your excellent
customer testimonial quote here.
Don’t forget a picture!
— Attribute here

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Put your excellent,
thought-provoking, lengthy
quote here. (Two sentences
max.)
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(One sentence max.)
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90%
Of stats look amazing
presented in this format

79. 97%
of stats look pretty when
presented like this
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90%
Of stats look amazing
presented in this format
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Of stats look amazing
presented in this format

80. 97%
of stats look pretty when
presented like this
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90%
Of stats look amazing
presented in this format
80%
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presented in this format
100%
Of stats look amazing
presented in this format

81. 97%
of stats look pretty when
presented like this
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Stat 1
Explain what you
mean here
50%
Stat 3
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mean here
35%
Stat 5
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mean here
25%
Stat 2
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mean here
90%
Stat4
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mean here
75%

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Client Experience
Financial Performance
Service Delivery
Product Growth
Platform
Business Services
Product
Updates

83. 83
#slack-name-here
Released

84. 84

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87. 87
AWARENESS CONSIDERATION DECISION CASE WORK RETENTION ADVOCACY
Intake
Lead
conversion
Case
begins
Case
resolution
Billing
Reviews
& NPS
ENGAGEMENT LETTER INVOICE PAYMENT
Referral
Marketing

88. 88
Chart 1
13%
16%
7%
13%
31%
20%
2015
2010 2011 2012 2014 2016

89. 89
Graph 1
0 50 100
JAN FEB MAR
30
75
50
500
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JAN JUN
MAY
APR
MAR
FEB

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Graph 2
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1
Series 1 Series 2 Series 3
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0
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Title 1
Explain what
you mean here.
Matrix Diagrams
Title 3
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you mean here.
Title4
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you mean here.
Title 2
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you mean here.
Title
Here
Title 1
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you mean here.
Title 2
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you mean here.
Title 3
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you mean here.
Title 4
Explain what
you mean here.

92. 92
Part 1
Explain what you
mean here.
Process 1
Part 2
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mean here.
Part 3
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mean here.
Part 4
Explain what you
mean here.
Part 5
Explain what you
mean here.

93. 93
Process 2 (Max 10 items)
Explain what
you mean here
Explain what
you mean here
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you mean here
Explain what
you mean here
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you mean here
Step 5
Explain what
you mean here
Explain what
you mean here
Explain what
you mean here
Explain what
you mean here
Explain what
you mean here
Step 10
Step 4
Step 9
Step 3
Step 8
Step 2
Step 7
Step 1
Step 6

94. 94
Team Name
Name Here
Title Here
Name Here
Title Here
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Title Here
Name Here
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Name Here
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Flow Chart 1
Name Here
Title Here
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95. 95
Name Here
Title Here
Name Here
Title Here
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Title Here
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Flow Chart 2

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Competitors Competitors A Competitors B Competitors C
Self Service
Channel Pivot
User Friendly
Privacy
Competitors A
Competitor Chart 1

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Competitor Chart 2
Competitor A Competitor B Competitor C Competitor D
Revenue
Profit
Market Share
Main activity
Product quality
Criteria

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World Map

99. 99
North America
Map

100. 100
Canada Map

101. 101
USA Map

102. 102
UK & Ireland Map Ireland Map

103. 103
Additional Resources
and Questions

104. Clio Manage
Legal practice management software
Our most popular product—the industryʼs 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 industryʼs
only end-to-end software solution for your firm. Visit clio.com/pricing to learn more.
Clio’s Offerings

105. 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 Suite of products
b. Clio Cloud Conference
c. No, Iʼm not interested
d. No, Iʼm already a Clio Customer
105
Poll 2: For Clio Customers
Would you like to learn more about:
a. Adding Clio Grow to
streamline client intake
b. Clio Cloud Conference
c. No, Iʼm not interested
or I already use Clio Grow

106. 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 Suite of products
b. No, Iʼm not interested
c. No, Iʼm already a Clio Customer
106
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. No, Iʼm not interested
or I already use Clio Grow

107. Upcoming Webinars
107
● Include links to upcoming webinars
● Upcoming webinar with link
● Cloud Cloud Conference (Virtual), Oct. 26 - 29:
Get your $99 pass to the best conference in legal today
● All Upcoming Webinars & Content:
Clio.com Resources Page

108. Grow Demo
108
Attend a demo and get
a $100 gift card of your
choice or have it
donated to charity on
your behalf!
Until June 30, 2023

109. Poll: 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
109

110. 110
Scan Here

111. 111
Questions

112. Thank You

113. 113
CONTACT INFORMATION
/linkedin-name
@twitter-handle
first.lastname@clio.com
888-858-2546
www.clio.com
Name Here

114. 114
CONTACT INFORMATION
/Nefra-MacDonald
@nefra_ann
nefra.macdonald@clio.com
888-858-2546
www.clio.com
Nefra
MacDonald
Affinity Partnerships Manager

115. 115
CONTACT INFORMATION
/emmarz
@EmmaRaimiZlatic
emma.raimi@clio.com
888-858-2546
www.clio.com
Emma
Raimi-Zlatic
Senior Affinity Partnerships Manager