A smooth intake process sets the stage for smooth client-law firm interactions. Your potential client is ready to move forward—and then, they’re met with a mountain of emails, paper forms, scanning requests, and endless back-and-forth. By the time it’s all sorted, they may be having second thoughts.
A clunky intake process is a pain for everyone, but in this session, we’ll show you simple ways to make the intake process faster, smoother, and way less frustrating.
In this CLE-eligible* webinar, you’ll learn how to:
- Build a website that guides visitors towards the next steps and sets the stage for a strong attorney-client relationship
- Connect your legal practice management software with your website to simplify tasks and client communication.
- Use portals, automated follow-ups, and interactive features to move things forward—without all the back-and-forth.
Perfecting Client Intake: 7 Essentials for an Optimized Process
Date+Time:
Tuesday, April 8, 2025 a
11 a.m. PT | 12 p.m. MT | 1 p.m. CT | 2 p.m. ET
Register Now!
Credit:
The live presentation of this webinar is eligible for CLE and CPD credit in specific jurisdictions. Clio has partnered with the ABA to seek eligibility for CLE and CPD credits to lawyers with licenses to practice in the United States and Canada who join the live session of this webinar. States typically decide whether a program qualifies for MCLE credit in their jurisdiction 4-8 weeks after the program application is submitted. For many live events, credit approval is not received prior to the program.
Speakers:
Clio
Register Now!
Credit:
The live presentation of this webinar is eligible for CLE and CPD credit in specific jurisdictions. Clio has partnered with the ABA to seek eligibility for CLE and CPD credits to lawyers with licenses to practice in the United States and Canada who join the live session of this webinar. States typically decide whether a program qualifies for MCLE credit in their jurisdiction 4-8 weeks after the program application is submitted. For many live events, credit approval is not received prior to the program.
Speakers:
- Audrey Gay Ehrhard, CEO and Founder, Practice 42, brings a wealth of experience in creating and managing successful law practices across the country. As a licensed attorney in Florida and a certified behavioral consultant, Audrey’s expertise helps guide firms grappling with the evolving challenges of today’s legal landscape. A prominent national speaker on key topics like elder law, estate planning, business growth, team dynamics, legal marketing, and the integration of technology in legal services, Audrey is also CEO & Founder of Practice42, a law firm strategy consulting group.
- Liz Hudson is a Manager of Customer Marketing at Clio where she’s obsessed with helping customers get the most value out of Clio. She loves learning about how customers are using Clio products and the impact it has on their lives. Giving them the spotlight to help educate other customers on their best practices is the best part of Liz’s job.
Clio
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