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Automated Client Intake and Onboarding with ClientSherpa

By LegalTechLIVE @legaltechlive · On October 16, 2018

In this episode, we chat with Bryan Marble of ClientSherpa after a big week for them at the Clio Cloud Conference. They had just participated as one of five finalists in the Clio Launch/Code. Bryan gives us a run down for how ClientSherpa came to be and how they’re changing the client intake procedures for small and solo law firms.

Learn more at: clientsherpa.com.

On Twitter: @ClientSherpa

 

automationbryan marbleclient intakeclient onboardingclientsherpacustomer experienceivan raiklinlaw technologylawtechlegal technologylegaltechlegaltechlivenick rishwain
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