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Continuing Legal Education Program
InformationClio: Perfecting Client Intake: 7 Essentials for an Optimized Process
April 08, 2025
Date(s)
Tuesday, April 08, 2025Time
10:00 am - 11:00 amEarly Bird Discount Prior To:
Tuesday, April 08, 2025Registration Deadline
Tuesday, April 08, 2025Location
Click here for directions
Clio: Perfecting Client Intake: 7 Essentials for an Optimized Process
Make the right first impression – and don’t stop there
Tuesday, April 8, 2025
10:00
– 11:00 a.m.
Clio Webinar
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1.0 General CLE Credits
CLE# 2025016
Registration fee: FREE
Registration Link: https://www.clio.com/events/webinar-perfecting-client-intake/
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 webinar, you’ll learn how to:
* Build a website that guides visitors towards next steps and sets the stage for a strong attorney-client relationships
* 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.
Plus, stick around after the CLE for an optional 20-minute demo of Clio Grow and a live Q&A session.
Registration Link: https://www.clio.com/events/webinar-perfecting-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 program 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.
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Explore More AK Bar Programs: Don’t miss out on our other upcoming events and CLE opportunities! To view our full calendar and register for additional programs - https://alaskabar.org/cle-mcle/member-events/.
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Learn more about Clio: Clio is the world's leading cloud-based legal software platform that simplifies opeations, grows businesses, and allows legal professionals like you to work remotely from anywhere. Let Clio focus on the business side of running your firm while you spend more time doing what you do best - practicing law. Learn more at www.clio.com.
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:
- 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.
- Attend the entire session live.
- Participate in the polls during the live session.
Agenda
Speakers
| Name | Organization | Speaking At |
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Sponsors
Continuing Education
Hotel
This program is free of charge
Hosted by Clio
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.
Registration link: https://www.clio.com/events/webinar-perfecting-client-intake/