Strategies and Tools for Keeping Clients Happy
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This document provides an agenda and summary of a session on strategies and tools for keeping clients happy at a law firm. The session includes: 1. An introduction of the panelists discussing client service. 2. A discussion of understanding what clients want and giving clients what they want in a client-centered law practice. 3. An overview of Clio's software offerings for legal practices, including tools for time tracking, billing, payments, document management, and client communications. 4. Information on additional resources for client service best practices, legal technology, and an upcoming conference.
Strategies and Tools for Keeping Clients Happy
- 1. Strategies and Tools for Keeping Clients Happy Building a Successful Law Firm: Session 9 April 21, 2022 Rio Peterson
- 2. Housekeeping ● Session length: 60 minutes ● Use to engage with fellow meetup attendees and select “everyone” in the dropdown ● Use to ask questions directly to panellists ● Please fill out the survey at the end of the session
- 3. 3 Agenda ● Meet the panel ● Audience polls ● Client Centered Law Firm ● Client service with our panelists ● Clio’s offerings & polls ● Helpful resources ● Additional Q&A
- 4. 4 Rio Peterson Senior Affinity Partnerships Manager, Clio Today’s Speakers Erin O’Rouke Founder, Erin O'Rourke Law Beau Atkins Founder, Evolve Family Law
- 5. 5 How satisfied do you think your clients are with your service? a. Not at all b. Somewhat pleased c. Very happy d. EXTREMELY (10/10) e. I don’t have any customers (yet)
- 6. What customer experience did you enjoy recently? Share in the chat!
- 8. 1. Understand what your clients want. 2. Give your clients what they want.
- 9. PLACE HOLDER
- 16. Topic b
- 17. Topic b
- 18. Q&A with Erin
- 19. 19 Clio’s Offerings & Additional Resources
- 20. Take the Survey
- 21. Clio EasyStart Track your time and get paid Everything you need to track your time, bill your clients, and get paid—plus some extras! Clio Essentials Optimize firm operations Includes critical law practice management tools that allow you to work smarter, customize how your firm gets organized, and communicate with clients and co-counsel. Clio Advance Scale your impact Introduces unlimited access to new productivity tools and more business and financial oversight. Priority on-call support ensures you get the most out of Clio. Clio Complete Grow your business Scale your business by adding Clio Grow to improve and automate your client intake with online forms, online appointment bookings, automated emails follow-ups, and more. Visit clio.com/pricing to learn more. Clio’s Offerings
- 22. Clio Payments Clio Manageʼs new online payments platform makes it easy for your clients to pay online using a credit card, debit card, or eCheck—without the need for a third-party payment processor. Clio Drive Securely create, access, edit, store, and collaborate on documents without ever leaving your desktop. Clio for Clients Clio for Clients, Clioʼs new secure client portal allows you to streamline communication with your clients. Text Notifications and Reminders Use text notifications and reminders to avoid the costly no-shows and unnecessary administrative overhead that comes with organizing client meetings. Visit clio.com/features/whats-new to learn more. What’s New In Clio
- 23. Polls for Non-Clio and Clio Customers Poll 1: For Non-Clio Customers Would you like to learn more about Clio? a. Yes, I would like to learn more about Clioʼs products b. Clio Cloud Conference c. No, Iʼm not interested d. No, Iʼm already a Clio Customer 23 Poll 2: For Clio Customers Would you like to learn more about: a. Adding Clio Grow to streamline client intake b. Adding Clio Payments c. Clio Cloud Conference d. No, Iʼm not interested or I already use Clio Grow/Payments
- 24. Additional Resources 24 ● Book: The Client-Centered Law Firm ● Customer webinar: Clio's In Your Court: How Clio Features Help Lawyers Navigate the Court System, April 27 ● CLE-eligible webinar: 5 Things Your Intake Strategy Needs to Take on More Clients With Ease, May 10 ● Meetup: Building Out Your Law Firm Tool Box, May 17 ● Clio Cloud Conference October 10-11, 2022: Get your pass
- 26. 26 Thank You