Join client intake expert Michael Chasin and family and criminal defense lawyer Justie Nicol to learn new ways to leverage Clio Grow’s intake workflows and make a great first impression on prospective clients. In this workshop, you will learn how you can: - Save time, reduce errors, and increase conversion rates with workflows benefitting your firm and clients. - Structure and organize workflows specific to your practice areas. - Build and optimize customized workflows using Justie’s best practices.

1. How to Build and Optimize
Client Intake Workflows With
Clio Grow
Michael Chasin & Justie Nicol

2. Housekeeping
● Session length: 60 minutes:
○ 45 minute presentation with 15 minute Q&A
● 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. Product Expert, Clio Grow
3
Michael Chasin
TODAY’S HOST
● BSBA in Business from the University of North Carolina
● J.D. and MBA from Loyola Law School and Loyola
Marymount University
● @MichaelEChasin

4. CEO, Colorado Lawyer Team
4
Justie Nicol
TODAY’S SPEAKER
● BA/BS from Colorado State University
● J.D. from University of Denver
● Linkedin.com/in/justieforjustice/
● Twitter: @Justie4Justice

5. 5
Agenda
● Common intake & onboarding challenges
● Creating a scalable client intake funnel
● Demo of Justie’s workflows in Clio Grow
● Additional Resources
● Q&A

6. 6
Do you currently have
automated processes
built into your client
intake?
a. My firm’s intake is driven by
automation
b. My firm automates some processes
but I want to automate more
c. My firms doesn’t automate their
intake processes
d. Not Sure

7. Common Problems
with Managing
Client Intake

8. The Pitfalls of the
Current Intake System
Front End (Client Facing) Back End (Law Firm Ops)
Poor Client Experience:
● Inefficient
● Frustrating
Disorganised:
● Wasted time
● Lost Revenue
● Professional Negligence
Bad Communication:
● Response time/Type
● Misinformation
● Miscommunication
Lower Retention Rate:
● Lost Revenue
● Poor ROI on Ad Spend

9. 69% of firms find it harder to
generate new leads than 5 years
ago. Meanwhile 65% are often too
busy to handle new clients.
Source: Moneypenny survey 2021

10. The Pitfalls of the
Current Intake System
Poor Client Experience
Source: 2019 Legal Trends Reports
How quickly do
potential clients
expect firms to
respond when
leaving a phone
message or email?

11. 39% of our calls
went to
voicemail—of
which 57% didn’t
return our call
within 72 hours.
Source: 2019 Legal Trends Reports
The Pitfalls of the
Current Intake System
Poor Client Experience

12. 97%
of stats look pretty when
presented like this
Open to the idea of working
with a lawyer remotely
2018 Legal Trends Report
23%
Option to work remotely with a
lawyer as an important factor
that would have a positive
influence on their decision to
hire that lawyer
2021 Legal Trends Report
90%
Source: 2018 and 2021 Legal Trends Reports
Shift in client demand:

13. Creating a Scalable
Client Intake Funnel

14. The Pitfalls of the
Current Intake System
Better Client Experience = Law Firm Growth
Growing firms are 46% more likely to use client intake and CRM solutions
Source: 2021 Legal Trends Report

16. Creating a Scalable
Intake Process Using
Automation
The Funnel
Intake Process
Case Work

17. Conversion Rate
Efficiency
Speed
Organisation
Scalability
Creating a Scalable
Intake Process Using
Automation
Building your Intake Process

18. Creating a Scalable
Intake Process Using
Automation
● Work like a lawyer, do business like a business
● Ethics & KYC Provisions
● Train your staff
● Matter type vs Personnel vs Types of clients
● Conditional logic
● Internal checklist(s) - standardised process(es)
● Build for both front-end and back-end
How to Build your Funnel

20. Intake Process
Case Work

21. 21
Grow Walkthrough
Led by Justie Nicol

22. Justie’s Pipeline View
● Filter Pipeline by:
○ Attorney
○ Practice area
○ Referral source
● Pipeline Stages
○ Lead Received
○ Intake Questionnaire Received
○ Consult Scheduled
○ Consult Conducted
○ Engagement Letter & Payment Info Sent
○ Follow Up Needed
○ Ready to Assign

23. Grow Workflows &
Workflow templates
Workflows are a virtual checklist of tasks that are
added to a matter in chronological order that
enable the user to take quick action on moving
the matter forward. Workflows also help to keep
track of the progression through the tasks so the
firm knows how far a potential new client has
moved towards completing their intake.
Benefits:
● Saves significant time by being able to
quickly delegate tasks to staff members
● Creates consistency in client
communication throughout the intake
process
● Can keep potential new clients engaged
with email drip campaigns
● Never lose track of a new client, see
progression through the completion of
the workflow tasks

24. Live Demo

25. Additional
resources

26. $899
$599
Clio Cloud Conference Special Offer
A savings of over 30%. Plus teams save even more!
Offer expires Monday July 18th.
USE CODE: WORKFLOW

27. 27
Would you like to
learn more about
(select multiple)
a. Adding Clio Grow for client intake
b. Adding Lawyaw for advanced document
automation
c. Adding Clio Payments
d. Clio Cloud Conference
e. I’m not a Clio user and would like a demo
f. Not interested

28. Upcoming Webinars
28
● CLE-Eligible Webinar, August: Law Firm Security: How to Protect Your
Client Data and Stay Compliant
● Meetup Series, June - August: Legal Marketing Masterclass Series
● Cloud Cloud Conference: Oct. 10 - 11, 2022 in Nashville, TN
● All Upcoming Webinars & Content: Clio.com Resources Page

29. 29
Questions

30. Linkedin.com/in/michaelechasin/
@MichaelEChasin
michael.chasin@clio.com
www.clio.com
30
Michael Chasin
CONTACT INFORMATION
Product Expert, Clio Grow

31. Linkedin.com/in/justieforjustice/
Twitter: @Justie4Justice
31
Justie Nicol
CONTACT INFORMATION
CEO, Colorado Lawyer Team

32. Thank You