Clio Draft invites you to their event

Best Practices for Collecting Client Information Remotely

About this event

In this virtual workshop, we will review best-in class examples of how law firms are leveraging technology to seamlessly collect client information remotely. As a special bonus we will provide a sneak-peek at Lawyaw's new client intake form.

Agenda:

  1. Tools and strategies for collecting client information
  2. How to avoid duplicative data entry
  3. Practical tips for getting started

Hosted by

  • Team member
    T
    Justin White Director of Customer Enablement, Lawyaw @ Lawyaw / Clio

    Justin C. White is Lawyaw’s Director of Customer Enablement where he works closely with customers and partners to harness legal technology to implement automated workflows.

  • Team member
    T
    Tucker Cottingham Co-founder, CEO @ Lawyaw

    Tucker is the co-founder and CEO of Lawyaw. Previously Tucker practiced law and helped build and manage a top rated transactional law firm in San Francisco. He currently serves on the Board of the Legal Resources Technology Council for the American Bar Association.

Clio Draft

Document Automation and Cloud-Based Court Forms

Clio Draft delivers easy-to-use document automation, fillable court forms, eSign, and knowledge management solutions for solo to mid-size legal service providers and legal aid organizations in a web-based platform accessible from anywhere.