How to Build the Perfect Client Intake Process for Your Law Firm – Oak

June 25, 2022 from 9:30 am to 10:30 am

Speaker: CLIO - Rio Petersons

As more and more firms move to distributed, away-from-the-office work environments, it’s more important than ever to have a systematic, cloud-based intake process to capture each new potential client who walks through the door- in person or virtually. By implementing a more reliable intake process, firms can bring in new business more effectively, increase their revenue, achieve greater client satisfaction, and get potential new clients up and running in a more consistent, clear manner – regardless of where the firm’s staff is located. 

Join this session to find out how you can streamline the client intake process at your firm to make it more accessible, ethical, and easy to manage while working remotely.