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Why Client Onboarding Software is Vital in Modern Day Law Firms - Michael Chasin - S5E36

Why Client Onboarding Software is Vital in Modern Day Law Firms - Michael Chasin - S5E36

FromLegally Speaking Podcast


Why Client Onboarding Software is Vital in Modern Day Law Firms - Michael Chasin - S5E36

FromLegally Speaking Podcast

ratings:
Length:
35 minutes
Released:
Jul 4, 2022
Format:
Podcast episode

Description

Modern-day law firms, client onboarding, case management software... why is it vital?This week on the Legally Speaking Podcast, our host Robert Hanna welcomes Michael Chasin, our sponsor, Clio's Strategic Advisor!Alongside working with Clio, Michael is the Co-Founder and VP of TRIO Partnerships at Nucleus. He was previously the General Manager of Clio Grow, Clio’s industry-leading client intake and legal CRM platform before becoming their Strategic Advisor more recently. Prior to joining Clio, Michael held the role of CEO at Lexicata, which he co-founded in 2014. As CEO, he led the company to a successful acquisition by Clio in 2018.Michael has a BSBA in Business from the University of North Carolina at Chapel Hill, and a J.D. and MBA from Loyola Law School and Loyola Marymount University respectively. He currently resides in Los Angeles, California, and frequently speaks about legal technology and client intake at various events and within educational webinars!In this episode, we discuss the following:What client intake and client onboarding is and why it really matters for law firmsWhat the roles and responsibilities are of a strategic advisorDevelopments within legal practice management, software companies and legal servicesMichael's career history, including his successful creation of LexicataWhat we can expect from Michael and his career over the next few yearsOut now on the Legally Speaking Podcast website and all major audio platforms!Sponsored by Clio: Clio is a legal case management software that work in partnership with the Law Society of England and Wales and is an approved supplier of the Law Society of Scotland.Support the show
Released:
Jul 4, 2022
Format:
Podcast episode

Titles in the series (100)

We aim to inspire, educate and entertain, providing the ultimate way of learning more about the exciting world of legal. Whether you’re a lawyer, aspiring lawyer, involved in the legal industry or simply want to know more about the world of law this is the podcast for you. We will provide you with unique and accessible insights from a variety of incredible guests.Hosted by Rob Hanna, an expert in legal careers and content creation, he is the proud CEO & Founder of a variety of business ventures and regularly speaks for notable organisations within the global legal industry!We release new episodes every Monday and each episode promises to include exciting interviews, intriguing stories, tips to supercharge your legal career and so much more.You can listen & subscribe to the Legally Speaking Podcast for FREE on Apple, Spotify, Google or any app that supports podcasts. Or via our website: www.legallyspeakingpodcast.com