Continuing Legal Education Program

Information

Top Strategies for Improving Your Firm’s Client Intake
Learn about the tools and tactics you need to fix the inefficiencies in your intake process. 

Tuesday, March 5, 2024 | 8:00 – 9:00 a.m.
Webinar
1.0 General CLE Credits | CLE# 2024025
Registration fee: FREE

This Program is presented by Clio 

Registration Link:
https://www.clio.com/events/webinar-strategies-for-improving-client-intake/

Programs presented by Clio can be reported as MCLE credits but are not eligible for Alaska Bar discounts or free CLE certificates. This program is not accessible through your member dashboard. You will receive a confirmation email with the webinar link once registered.

As a Clio CLE, this CLE will not be accessible on the AK Bar VOD catalog.  If you’re unable to attend the live event, please register, and Clio will send you the recording.

Make it easy for new clients to find and get on board with your firm.

When it comes to taking on potential new clients at your firm, first impressions matter. And yet, the client intake process at most firms feels like an afterthought—not because firms don’t understand its importance but more so because fixing the current process feels like a big undertaking.

We feel you. That’s why in our upcoming CLE webinar, a panel of experts will provide practical, easy-to-implement solutions for the common challenges faced by firms when attracting and onboarding new clients.
In this CLE-eligible* webinar, you’ll learn how to:

•  Make your law firm easily accessible to clients, including best practices to attract new business
•  Identify and fix gaps in your current client intake process using the right tools
•  Ensure the right prospective clients get in touch with your firm—and that they feel confident about their choice

Duration: 60 minutes

Can’t make the date? Sign up anyway - we’ll send a recording to everyone who registers! 
Registration Link:  https://www.clio.com/events/webinar-strategies-for-improving-client-intake/ 

Presenters:
Liz Hudon
Customer Marketing Manager
Clio

Ryan Dahlen
Director of Operations
Uptime Legal 

Registration Link:
https://www.clio.com/events/webinar-strategies-for-improving-client-intake/ 

Certificate of Attendance – provided by Clio

To Receive a Certificate of Attendance: If you have met the participation requirements, you will receive a personalized CLE/CPD affidavit from mcle-clio@americanbar.org for the webinar you attended to completion. Please check your spam or junk folders as these emails often end up there. Please note you have to fill out an affidavit for each individual webinar. Once you complete the affidavit, you will be able to download your certificate(s) of attendance and they will be emailed to you as well from mcle-clio@americanbar.org.

To qualify for credit, you must:
1.  Register for the webinar (and log in live on the day/time of the session) under your own personal credentials, as we will need this to verify your proof of attendance. *Note: You should not use someone else’s registration or credentials to log in and must ensure that your name and email are registered correctly.
2.  Attend the entire session live.
3.  Participate in the polls during the live session.