Matters: A podcast from Clio

The way clients are seeking legal representation continues to evolve—in fact, in 2019, it’s estimated that the average consumer will require 6-8 digital ‘touches’ before becoming a prospective client. Does your firm know how clients are finding you, and are you controlling the information they’re encountering along that journey?

Search engines, review sites, social media, online legal directories, and your website are all touchpoints that your potential clients are looking at as they determine whether to hire you or not—and each one can impact whether they choose to retain your services or hire a competitor instead. In this episode, legal marketing expert Gyi Tsakalakis of AttorneySync and Minneapolis-based attorney Jess Birken will cover the basics and benefits of managing your law firms’ online presence.

For years, businesses have been using automation to free their staff from repetitive tasks—and are reaping the benefits for their bottom lines. Now, with the help of technology, law firms too can automate processes and focus on delivering an incredible experience to their clients.

However, many law firms have been slow to adopt automation: According to ILTA’s 2018 technology survey, 46% of firms still aren’t using any system to help themselves automate business processes.

Nehal Madhani of Alt Legal and Jordan Couch of Palace Law break down some of the misconceptions around automation in law firms. They also explain how automation works, and provide tips for automating processes in your own practice.

With the power of technology, it’s easier than you think to automate repetitive tasks and get more out of your day.

When does a client become a client? Is it when they sign a retainer agreement? Or is it earlier, when they come in for their initial consult or look up your firm’s website?

Client interactions begin earlier than you think. Providing amazing client experiences from the start can lead to happier clients, positive reviews, and more referrals, but legal clients are still frustrated by delayed follow-ups and inconsistent processes.

Michael Chasin, General Manager of Clio Grow, and Jennifer Reynolds, Owner of Fresh Legal, explain the ins and outs of client intake and acquisition—and why paying close attention to the client intake process is critical for building trust with clients.

Jennifer shares some of the success that’s resulted from improving client intake at Fresh Legal, and both her and Michael share their tips for testing, evaluating, and improving law firm client intake processes.

Data is everywhere, and the power of data analysis is coming to law firms too.

With advancements in data collection, data analysis, and business intelligence tools, many organizations now have the tools they need make more data-driven decisions—but many law firms aren’t taking advantage.

We spoke with Billie Tarascio, owner of Modern Law, and George Psiharis, COO at Clio, about why many law firms have been slow to start using data to make better business decisions—and about the benefits for firms that are data-driven.

Billie’s seen plenty of positive changes at her firm since she started using data to guide her decision making, and both her and George shared plenty of tips for firms just starting out on their own data-driven journeys.

Consumer expectations have changed, no matter what industry you’re in.

Legal clients expect convenience, faster response times, and timely, meaningful communication, and law firms who commit to providing amazing client experiences will enjoy more referrals and increased revenues—and more positive interactions with their clients.

Greg McLawsen of Sound Immigration and Joshua Kubicki of Bold Duck Studio shared their expertise on all things client-experience related with us—from common misconceptions about the client experience in the legal industry, to advice for improving the client experience at larger firms.

Greg is the leader of a successful, Seattle-based immigration law firm, and Joshua has previously worked as head of strategy at Seyfarth Shaw, so you’ll definitely want to hear their thoughts.

Welcome to Matters, a podcast presented by Clio. In Matters, legal professionals and subject matter experts will take a monthly look at one topic, tactic, or strategy that can yield tangible results for today's law firms. Featuring the best and brightest in the worlds of law, legal technology, and business, each episode of Matters will leave you with a better understanding of how to make your firm more successful.