Automated Client Intake and Onboarding with ClientSherpa - LegalTechLIVE - Episode 036

Published: Jan. 11, 2020, 5:09 p.m.

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: https://clientsherpa.com/ On Twitter: https://twitter.com/clientsherpa Video available: http://legaltechlive.com/