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Free Webinar: Client Intake Simplified: Strategies and Tools for Small Law Firms

July 23 @ 12:00 pm 1:00 pm

Free event! Self-study credit available

Your client intake process is the first real interaction your clients have with your law firm—and perhaps the most critical component of the client journey. Having an organized and repeatable process is essential to ensure these first interactions go through smoothly—but how do you create, or enhance/improve your existing intake strategy?

In this session, Jay Barrett and Shaunesy Dyer from Clio will share vital factors to consider when building out a robust intake process. Tune in to learn more about:

  • Tips for creating a scalable client intake funnel that helps grow your firm
  • Ways to use technology to make client intake easier (including their favorite tools!)

We are committed to accessibility! Virtual events are equipped with closed captioning. To request an in-person accommodation, send us a note at or contact us at 916-516-1760 for assistance.


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