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    Building the Perfect Virtual Client Intake Process [CC]

    Building the Perfect Virtual Client Intake Process [CC]
    CLE 60 min

    Building the Perfect Virtual Client Intake Process [CC]

    Everything you need to know about streamlining the client intake process at your firm to make it more accessible, ethical, and easy to manage.

    Select your state to learn more about the credit details and status of CLE application. Credit is not available for states not listed.

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/13/2024

    1.00 total credit hours including

    • Ethics

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      06/13/2024

    1.00 total credit hours including

    • Lawyering Skills

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      06/13/2024

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/13/2024

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      12/31/2023

    1.00 total credit hours including

    • General

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      06/13/2024

    1.00 total credit hours including

    • General

      Status:

      Applied for upon completion

      1.00 credit hours

      Available until:

      12/31/2023

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/13/2024

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/13/2026

    1.00 total credit hours including

    • Non-Legal Subject

      Status:

      Applied for

      1.00 credit hours

      Available until:

      12/31/2023

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      06/13/2024

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      06/13/2024

    0.00 total credit hours including

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      12/31/2024

    1.00 total credit hours including

    • Law Office Management

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      06/13/2024

    1.20 total credit hours including

    • General

      Status:

      Reciprocity

      1.20 credit hours

      Available until:

      06/13/2024

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/13/2026

    1.00 total credit hours including

    • Law Practice Management

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/13/2024

    1.00 total credit hours including

    • General

      Status:

      Applied for upon completion

      1.00 credit hours

      Available until:

      12/31/2023

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/13/2024

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/13/2024

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      06/13/2024

    1.00 total credit hours including

    • Professionalism (General)

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      06/13/2024

    1.00 total credit hours including

    • Practical Skills

      Status:

      Self apply

      1.00 credit hours

      Available until:

      06/13/2024

    1.00 total credit hours including

    • General

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      06/13/2024

    1.00 total credit hours including

    • Ethics

      Status:

      Applied for

      1.00 credit hours

      Available until:

      06/13/2024

    1.00 total credit hours including

    • General

      Status:

      Self apply

      1.00 credit hours

      Available until:

      06/13/2024

    1.20 total credit hours including

    • General

      Status:

      Approved

      1.20 credit hours

      Available until:

      06/13/2024

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      10/31/2023

    1.00 total credit hours including

    • Other-Office Management

      Status:

      Self apply

      1.00 credit hours

      Available until:

      06/13/2026

    1.20 total credit hours including

    • Office Management

      Status:

      Applied for

      1.20 credit hours

      Available until:

      06/13/2024

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    $00
    MEMBERS
    $00
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    Closed Captioned.

    As more firms move to a hybrid or fully remote work environment, it's more important than ever to have a systematic, ethical, cloud-based intake process to capture each new potential client.

    By implementing a more reliable intake process, firms can bring in new business more effectively, achieve greater client satisfaction, increase their revenue, and get potential new clients up and running in a more consistent, clear manner-regardless of where the firm's staff is located.

    Join Emma Raimi-Zlatic, Clio's Affinity Program Manager, in this webinar to find out how you can streamline the client intake process at your firm to make it more accessible, ethical, and easy to manage.

    Product Details

    Sponsors

    American Bar Association, CLIO

    Product Code

    CE2106CLIOLC

    Duration

    60

    Publication Date

    6/14/2021 12:00:00 AM

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