Client Intake Document Virtual Meeting 
Clio
MAY 12, 2025
Your clients and their family members may be in different locations and have varied responsibilities, schedules, and mobility. Virtual estate planning gives equitable access to documents and legal expertise with convenience and comfort. Client communication: Wills and estate attorneys need to meet clients on their terms.
Attorney at Work
OCTOBER 1, 2021
Now that you’re more comfortable and natural on camera in Zoom, here are some third-party apps that will help you get the most out of meetings and integrate Zoom with other parts of your workflow. Another great use is during client intake interviews, where you want to provide undivided attention but also preserve every fact.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Attorney at Work
APRIL 30, 2021
Instead of potential clients being told to download a brochure or booklet to gain information, they get to watch and learn from their potential lawyer via video. It is a far more powerful marketing tool than a passive PDF document. The biggest concerns of lawyers are content and production quality, so let’s focus on those.
Clio
MARCH 25, 2024
Document review: Offering document review services by examining and evaluating a legal agreement to determine its terms and conditions for individuals or businesses. These days, in order to retain clients, lawyers are expected to use legal technology to help make things easier for clients.
Expert insights. Personalized for you.
52 
Let's personalize your content