Innovate Legal Online:
Managing Client Intake Virtually

A virtual meetup to help you retain new
clients while working outside the office.

Streamline your client intake and bring in new clients—no matter where you’re working

Join this client intake session on May 7, 2020, as part of our series of Innovate Legal May Meetups featuring best practices, tools, advice, and networking to help your firm navigate the COVID-19 crisis and emerge stronger on the other side.

This meetup will feature a panel of experienced legal and tech professionals who will share best practices on how to create a remote-ready client intake system at your firm—as well as how to maintain outstanding levels of service without the proximity of in-person interaction. This session will be moderated by Michael Chasin, General Manager of Clio Grow, and will include panelists Chad Burton, CEO of CuroLegal and Co-Founder of Modern Law Practice and Andrea H. Evans, an intellectual property attorney and media personality.

This session will also include a Q&A portion 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 Fujitsu ScanSnap Scanner.

Meetup Overview

  • A virtual platform for learning and engagement among legal professionals
  • Hosted by Clio, featuring moderator Michael Chasin and panelists Chad Burton and Andrea H. Evans
  • Duration: 1 hour (30 minutes of panel discussion + 30 minutes of Q&A and networking)

Watch the replay of this Client Intake Meetup


Joshua Lenon

Chad Burton| Co-founder of Modern Law Practice, CEO of CuroLegal

Chad is a co-founder of Modern Law Practice, CEO of CuroLegal and a legal futurist. He has been actively engaged in building the future of legal services throughout his career via his work in building legal technology, creating ABA Blueprint, an AI driven interface to help attorneys select the best technology for their firms, and developing “new law” business models.

He serves on the ABA Standing Committee on the Delivery Of Legal Services and the Board of Directors for the Global Legal Blockchain Consortium. Chad previously served on the Governing Board for ABA’s Center for Innovation, ABA Law Practice Division’s Council and as Chair of the Division’s Futures Initiative. He regularly speaks around the country on topics related to legal technology, virtual law practice and the future of the legal profession.

Chad has been quoted and published in publications like the ABA Journal, Inc., the Atlantic, and Entrepreneur Magazine. Chad was named to the Fastcase 50 list of global legal innovators in 2014 and received an award by ALM for the Most Innovative Use of Technology for Firm in 2012.

Andrea H Evans

Andrea H. Evans| Owner, The Law Firm of Andrea Hence Evans, LLC

In 2007, Andrea Hence Evans, Esq. launched the intellectual property law practice, The Law Firm of Andrea Hence Evans. Attorney Evans career path is unique since she worked at the United States Patent and Trademark Office (USPTO) for approximately 5 years as both a patent examiner and a trademark examining attorney after graduating from law school.

Andrea Hence Evans, Esq. is a 2002 graduate of The George Washington Law School inWashington, DC. While attending law school, she took advantage of the school’s worldrenowned intellectual property curriculum. She is a graduate of Spelman College and Georgia Institute of Technology (Georgia Tech) in Atlanta, Georgia, where she obtained a Bachelors ofScience in Mathematics and a Bachelors of Civil Engineering, respectively.

Andrea Hence Evans, Esq. is a member of the Texas bar. She is also a registered Patent Attorney. She is a member of the US Supreme Court Bar. The Firm currently represents independent inventors, entrepreneurs, small, medium, and Fortune 100 clients in multiple states and multiple countries with patent, trademark and copyright issues. She is also the owner of a hands-on Science, Technology, Engineering and Math program, KidGINEER, LLC. She is theauthor of All About Inventing, Everything You Need to Know About Patents from a Former USPTO Patent Examiner & Patent Attorney. She is also a Patent Attorney on the PBS television show, MAKE48.

Meet the Panel

Joshua Lenon

Hosted by Nefra MacDonald | Affinity Programs Manager, Clio

Nefra MacDonald is the Affinity Programs Manager at Clio. Having worked in legal for nearly a decade, Nefra understands the pain points that affect legal professionals, and she uses her experience to help lawyers streamline processes and run better businesses. A graduate of the University of Miami, Nefra is a passionate speaker about legal technology, attorney health and wellness, and other topics relevant to legal professionals.


Erin Gerstenzang | Founder, EHG Law

Erin Gerstenzang founded EHG Law Firm, which is located in Atlanta, Georgia. She provides client-centered legal services to clients facing drug and alcohol-related criminal offenses, and subscription legal services to new hemp businesses in Georgia. She was honored by Fastcase 50 in 2018 and recognized by the ABA's Legal Technology Resource Center as one of the honorees of the Women in Legal Tech 2019. She is on the ABA TECHSHOW Planning Board and she co-founded She serves on the board of the Georgia Association for Women Lawyers Foundation, and she was a recipient of their GAWL Visionary Award in 2019. She chairs the Judicial Recommendation Committee of the Georgia Association of Criminal Defense Attorneys and is on their long-range planning committee and was the recipient of the President’s Award in January 2020. She also serves on the State Bar of Georgia's Disciplinary Rules and Procedures Committee.

Patrick Palace

Patrick Palace | Owner, Palace Law 

Patrick Palace is the owner of Palace Law, a firm of workers' compensation and personal injury attorneys. He is and has been a partner in a number of joint ventures with tech companies developing new tools for lawyers. Since 2016, Palace Law has been recognized by the Lawfirm 500 as one of the top 100 firms nationwide for its growth and innovation. Patrick was the first recipient of the “Service to the Legal Profession Award”, and has been chosen by the “National Trial Lawyers” as one of the Nation’s Top 100 trial lawyers. He was also named as one of the “Top Attorneys in Washington.”

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

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.

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.