Clio
How to simplify & automate your law firm’s onboarding process
Last week a LinkedIn connection asked me for advice. They weren’t getting the information they needed out of new clients and wanted to know what to do. It’s a common problem. You start working with a new client, but then you hit a blocker as you don’t have all the information you need. However, there…
Read MoreHOW TO IMPROVE YOUR CLIENT ONBOARDING – A CASE STUDY
In a recent blog post, we highlighted how a poor client onboarding process could be costing you time and money and gave examples of what a good and poor onboarding process looks like. You can read more at: Is your client onboarding process costing you time and money? Today, we want to illustrate how you…
Read MoreIs your client onboarding process losing you clients and money?
Last year I was asked to speak at the Legal Ex conference in London. Having worked in the legal sector for over twenty years I knew what a big opportunity this was. However, I also felt a responsibility to present something that would not only be interesting, but valuable, to an audience of time-stretched lawyers…
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