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

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 firms
  • What the roles and responsibilities are of a strategic advisor
  • Developments within legal practice management, software companies and legal services
  • Michael’s career history, including his successful creation of Lexicata
  • What we can expect from Michael and his career over the next few years

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