Clio
How to Improve Your Client Onboarding with Clio
Onboarding is one of the most critical client-facing processes for any law firm. It applies to every client you take on, and it has a huge impact on customer experience. Get it right, and you’ll see the benefits in client retention, customer satisfaction, and reduced admin hours for your team. Get it wrong, and you…
Read MoreHow to create a seamless onboarding experience using Clio Grow
We all know that first impressions matter. I’ve worked with lawyers for a long time, and I know how hard they work to make a great first impression when they meet a client. However, this meeting is rarely a client’s first experience of your firm – that comes earlier. Today, first impressions are often made…
Read More7 tasks lawyers should outsource to a Legal PA
The main reason lawyers reach out to us for help is because they’re struggling to keep on top of their workload. They know things aren’t working and that outsourcing could help. However, they’re often not sure what to outsource, how it works in practice and what the benefits are. That’s where we can assist. Unsure…
Read MoreHow 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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