WEBINAR

Improve your client intake process with Clio Grow

Learn from two industry experts on how to simplify the client intake process and start turning potential new clients into satisfied customers today.

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

Duration: 60 minutes

Can’t make the date? Register anyway, and we’ll send you a recording after the webinar!

Watch now

Hosted By:

Raphael Davis-Williams

Joshua Lenon | Lawyer in Residence, Clio
A New York-admitted attorney, Joshua provides legal scholarship to Clio on issues relating to technology, privacy, and lawyers’ ethical duties of competency.

Hosted by

Joshua Lenon

Joshua Lenon | Lawyer in Residence, Clio

A New York-admitted attorney, Joshua provides legal scholarship to Clio on issues relating to technology, privacy, and lawyers’ ethical duties of competency.

Michael Chasin

Michael Chasin| General Manager of Clio Grow

Michael Chasin (JD/MBA) is the General Manager of Clio Grow, the legal client relationship management (CRM) and online intake software that empowers lawyers to deliver better client experiences. An experienced legal tech entrepreneur, Michael is also co-founder of Lexicata, acquired by Clio in 2018.

Hosted by

Raphael Davis-Williams

Joshua Lenon | Lawyer in Residence, Clio

A New York-admitted attorney, Joshua provides legal scholarship to Clio on issues relating to technology, privacy, and lawyers’ ethical duties of competency.

Raphael Davis-Williams

Joshua Lenon | Lawyer in Residence, Clio

A New York-admitted attorney, Joshua provides legal scholarship to Clio on issues relating to technology, privacy, and lawyers’ ethical duties of competency.

Raphael Davis-Williams

Joshua Lenon | Lawyer in Residence, Clio

A New York-admitted attorney, Joshua provides legal scholarship to Clio on issues relating to technology, privacy, and lawyers’ ethical duties of competency.

Hosted by

Joshua Lenon

Joshua Lenon | Lawyer in Residence, Clio

A New York-admitted attorney, Joshua provides legal scholarship to Clio on issues relating to technology, privacy, and lawyers’ ethical duties of competency.

Michelle Blankenship Jordan

Leon Carelli | Chief Technology Officer, Locks Law Firm

Leon Carelli manages varying forensic, eDiscovery, and information technology needs for Locks Law Firm. He also oversees the firm's litigation support department and coordinates projects involving data analytics.

William Large

William Large| Partner, Cara Stone

For more than 20 years, Large has litigated in federal and state courts throughout the United States on matters such as antitrust, environmental pollution, and securities. He served as a Member of Lead Counsel team and Chairman for the Plaintiffs’ Steering Committee Discovery Group during the Deepwater Horizon oil spill litigation.

Will Delgado

Will Delgado| Partner, Willenken Wilson Loh & Delgado LLP

Will’s practice focuses on intellectual property litigation, class actions, and complex business litigation. An expert in developing areas of law, Will frequently litigates and lectures on issues of first impression throughout the United States.

Clio is made by smart, creative people who want to help 21st century lawyers work better, smarter, faster.

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Doug Edmunds

Principal, DBE Technology Consulting

Clio helps me focus on what is important in my practice.

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So much great information. I want to implement it all.

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