Innovate Legal Online: Moving Your Client Intake Process Online

How to optimize client intake while working remotely

Creating an efficient virtual intake process from “first impression” to “new client”

After you start a virtual law firm … you’ll need to build a pipeline of clients!

Join Part 2 of Clio’s Virtual Law Firm Bootcamp series on August 12, 2020, for a deep dive into client intake best practices for lawyers working remotely. This meetup will feature a panel of legal and consulting professionals who will walk you through the tactical steps necessary for automating and managing effective client intake processes—from streamlining email communications to scheduling appointments online and sharing online intake forms for potential clients to complete. The panelists will also cover strategies on how to build your client base and manage client expectations as you grow and transition your virtual operations.

This meetup will also include a Q&A session where participants can ask questions and share their own experiences and tips; opportunities for peer networking via the live chat platform; and the chance to win a prize pack including a Fujitsu ScanSnap Scanner, ring light and webcam!

Meetup Overview:

  • A virtual platform for learning and engagement among legal professionals
  • Hosted by Clio, featuring moderator Emma Raimi-Zlatic, Affinity Programs Manager at Clio, and panelists Michael Chasin, General Manager of Clio Grow, and Rebecca Flanagan, Founder of Flanagan Legal Services
  • Duration: 60 Minutes (40 minutes of panel discussion + 20 minutes of Q&A)
  • Not approved for CLE credit

Watch Part 2 of the Virtual Law Firm Bootcamp


Michael Chasin

Michael Chasin| General Manager of Clio Grow

Michael Chasin is the General Manager of Clio Grow, Clio’s new CRM and client intake platform. Previously, Chasin held the role of CEO at Lexicata, which he co-founded in 2014. As CEO, Chasin led the company to a successful acquisition by Clio in 2018. As GM of Clio Grow, Chasin plays a key role in offering the legal industry the first end-to-end cloud-based solution that streamlines the client journey from the first call to the final invoice.

Before his roles at Lexicata and Clio, Chasin earned his BSBA in Business at the University of North Carolina at Chapel Hill, then he earned his MBA and J.D. at the Loyola Law School at Loyola Marymount University. He currently resides in Los Angeles, CA, where he heads up Clio’s first US-based office.

Rebecca Flanagan

Rebecca Flanagan| Founder of Flanagan Legal Services

A fourth-generation entrepreneur, Rebecca focuses her practice on serving family-owned businesses, the heart of our community and the engine of the economy.

An experienced attorney, mother, and northwest native, Rebecca enjoys learning, creating harmony in chaos, and the sense of accomplishment that comes with the final detail of a large project.

Meet the Panel

Jared Correia

Jared Correia | Founder & Ceo, Red Cave Law Firm Consulting

Jared D. Correia, Esq. is the founder and CEO of Red Cave Law Firm Consulting and the COO of Gideon Software, Inc. A former practicing attorney, Jared has been providing services to lawyers and law firms for over a decade. He is a regular presenter at local, regional and national events, including ABA TECHSHOW. He regularly contributes to legal publications, including his column, ‘Managing,’ for Attorney at Work, his ‘Law Practice Confidential’ advice column for Lawyerist and his column for Above the Law focused on the legal technology startup community. Jared is the host of the award-winning Legal Toolkit podcast on Legal Talk Network. Jared also teaches for Concord Law School, Suffolk University Law School, Solo Practice University and Becker College. For more information about Jared, visit Red Cave’s website and/or Gideon’s website, his LinkedIn account, his Twitter account or contact him directly at [email protected].

Katy Goshtasbi

Katy Goshtasbi | CEO, Puris Consulting

Katy Goshtasbi is a branding expert and founder of Puris Consulting. She works with law firms, lawyers and organizations on growing, in size and profits, by mastering change and developing employee brands that get their message out effectively. The results include happier, more productive lawyers, reduced stress, attracting better clients and more revenues. Katy practiced securities law for over 14 years. She was Chair of the ABA Law Practice Division, 2018-2019, where she created the first ever ABA Lawyer Retreat. [email protected].

Elise Buie

Elise Buie | Founder, Elise Buie Family Law Group

Elise Buie is a Seattle attorney who has run a virtual family law practice since 2015. Elise is also a divorced mom/step mom of 6 who thrived through Hurricane Katrina, Divorce, Relocation and opening her own law firm.Elise specializes in supporting parents as they shift from their "Spouse Brain" to their "Co-CEOs of Team Child" brain so that they can co-parent in their strengths while maximizing their children and minimizing destructive conflict.

Our panel

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.

Hosted by

Emma Raimi-Zlatic

Emma Raimi-Zlatic| Affinity Programs Manager, Clio
Having had nearly a decade of experience in tech and the legal field, Emma knows both the needs of companies and lawyers alike. She’s spoken on many occasions about law firm marketing, legal entrepreneurship, law firm growth, and cloud technology and security. Being a JD herself who previously founded her own attorney recruiting company, Emma is passionate about helping firms grow from the ground up, and knows firsthand the struggles involved in building a business.

Emma joined Clio in 2018 as a result of the acquisition of Lexicata, a legal-tech software company, and also worked in Silicon Valley for tech startups and for an international law firm previously. She can be reached at [email protected], and is based in Los Angeles, CA.

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


Doug Edmunds

Principal, DBE Technology Consulting

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




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