A Clio workshop

How to Build and Optimize Client Intake Workflows With Clio Grow

Wow prospective clients and set your law firm apart with easy, automated intake workflows.

Duration: 70 minutes

Optimize your intake process to create a better client experience, increase efficiency, and improve your firm’s intake rate.

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Speakers

Justie Nicol

CEO

Nicol Gersch Law PC

Justie Nicol is a feisty, red-headed, nerdy, dog & toddler mom, with a variety of legal experience who’s actually a PERSON (human first, then attorney) and who wants to GENUINELY HELP her clients. Justie practices primarily criminal defense work but is also well-known for innovation, systems-design, and using legal tech to achieve great results for the firm and her clients. Justie is often teaching other lawyers about tech stacks, guest-lecturing at local universities about animal law, teaching animal control officers how to testify and investigate, or giving webinars on law firm automation. She is the Nicol Gersch Petterson visionary.

Host

Michael Chasin

Strategic Advisor

Clio Grow

Michael Chasin is a Strategic Advisor to Clio and was previously the General Manager of Clio Grow, Clio’s industry-leading client intake and legal CRM platform. Prior to joining Clio, Chasin held the role of CEO at Lexicata, which he co-founded in 2014. As CEO, he led the company to a successful acquisition by Clio in 2018.

Michael has a BSBA in Business from the University of North Carolina at Chapel Hill, and a J.D. and MBA from Loyola Law School and Loyola Marymount University respectively. He currently resides in Los Angeles, CA, and frequently speaks about legal technology and client intake.