Building better client relationships and referrals through reliable workflows Client expectations have evolved. In an industry so dependent on referrals and reputation management, building better client relationships is what will earn you lifelong clients and continue to help your business grow. Propelling Clio’s vision to provide an entirely client-centered solution, Clio Grow will be the first client engagement platform available to the legal industry. Be the first to see how Clio Grow supports your client intake, revenue insights, and relationship management. Register for this exciting 60-minute webinar and get a preview of Clio Grow before it’s officially launched! Join Jack Newton, CEO and Co-founder of Clio, and Michael Chasin, CEO of Lexicata, to learn: How client experience will define the future growth and success of law firms. How Clio Grow helps connect every touchpoint throughout the client intake process. How to tap into a referral network of thousands of Clio lawyers. How to use in-depth reporting and dashboards to shape your law firm’s business development.

1. The Client-Centered Way
to Grow Your Firm

2. Joshua Lenon
• Lawyer in Residence at
Clio
• Attorney Admitted in
New York
• @JoshuaLenon

3. Jack Newton
• Founder and CEO of
Clio
• @Jack_Newton
#ClioWeb

4. Michael Chasin
• Graduate of Loyola Law
School, MBA
• Founder and CEO of
Lexicata
• @MichaelEChasin

5. Agenda
• Special Announcement from Jack Newton
• Lexicata’s Arc with Michael Chasin
• Missteps on the Client Journey
• Guiding Clients with Clio Grow
• Your Firm Connected Through Clio
• Questions

6. A Special Announcement
with Jack Newton
#ClioWeb

7. Simple Title
Page10 Years of Transforming the Practice
of Law, for Good.

8. Relationships with bar
associations and other industry
organizations
Where are we today?
90
COUNTRIES
150k+
CUSTOMERS
120+
APP INTEGRATION
PARTNERS
65+

9. An award-winning place

14. Lexicata’s Arc
with Michael Chasin

21. Missteps on the Client Journey

22. 75%
of small firms list acquiring new business
as their top challenge
Source: Thomson Reuters, 2017 State of US Small Law Firms

23. 71%
of those firms acknowledge that
they aren’t actively doing anything about it
Source: Thomson Reuters, 2017 State of US Small Law Firms

24. Legal
Trends
Report
2018

25. Business development
Office administration
Generating and sending bills 15%
Configuring technology 11%
Collections 6%
Licensing and continuing education
33%
16%
16%
Where does the time go?

26. 94%
of firms don’t know their cost
to acquire a new client
Source: 2017 Legal Trends Report

27. 91%
of firms can’t calculate the ROI
on their marketing spend
Source: 2017 Legal Trends Report

28. of consumers ask friends and
family for recommendations
when looking to hire a lawyer

29. 65%
58%
68%
of those who faced a
legal problem in the past
2 years hired a lawyer.
sought a consult witha
lawyer they didn’thire.
communicated with a
lawyer they did not hire.
Consumers who don’t hire a lawyer

30. would not contact
the firm again
25%of law firm inquirers
who left a message
did not receive a
call back in 24 hours
34% felt they would not
be encouraged to
contact the
business again
44%
Source: ‘Lawyers must deliver better service to tech-savvy clients,’
Raconteur, June 29, 2016
The Lawyer is In Out

31. Not Fast Enough
of clients expect an
immediate
response to texts
and emails
80% is how clients define
immediate
1-2 hours 4-8 hoursis what lawyers
think is appropriate
Source: ‘Why Attorneys Are Never Responsive Enough,’ BTI
Consulting, October 25, 2017

32. Wrong Medium
Source: 2018 Legal Trends Report

33. Current Intake Workflow

34. Current Intake Workflow
Marketing

35. Current Intake Workflow
Collecting Info

36. Current Intake Workflow
Scheduling

37. Current Intake Workflow
Sharing Documents

38. Current Intake Workflow
Converting Leads

39. Current Intake Workflow
Performance Metrics

40. Guiding Clients with Clio Grow

43. Organize Potential Clients

45. Client Journey Hurdles

47. Client Journey Hurdles

48. Share Intake Forms with Clients

55. Schedule Appointments
with Reminders

60. Client Journey Hurdles

61. Share Documents for e-Signing

65. Measure Your Results

67. Remove Hurdles for Increased Speed

68. Your Firm Connected Through Clio

69. Sync Converted Clients to Clio

73. Shortage of Feedback
Source: 2018 Legal Trends Report

74. Solicit Feedback Automatically

75. Clio Referral Network

77. Journeying Together

78. End-to-end client journey

79. End-to-end lawyer journey

80. Special Offer
Introductory Pricing
& Early Access

81. #ClioWeb

82. Webinar on November 6
With George Psiharis
Clio’s COO

83. Questions

84. Thank You
Joshua Lenon
joshua@clio.com
@JoshuaLenon
Linkedin.com/in/joshualenon
1-888-858-2546