Masterclass: Nailing Intake Strategy, Process, and Design

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What to Expect
A clear framework for evaluating and improving your current intake process
Practical strategies to increase speed, consistency, and empathy in every client interaction
Insights into how modern technology and automation can empower your team
Real-world examples from leading plaintiff firms that have turned intake into a competitive advantage
Speakers

Paul Granieri
Founder, Granieri Legal Consulting
About
Paul Granieri is the Founder of Granieri Legal Consulting and serves as the Director of Operations and Technology at Freeburg & Granieri, APC. With over a decade of experience helping plaintiff firms modernize their intake and operations, Paul brings a rare blend of legal process expertise and business strategy. Before launching his consultancy, he helped shape the Clio Grow platform and led sales and business development teams at Lexicata and Clio. Today, Paul works with firms nationwide to design scalable intake systems that drive efficiency, client trust, and sustainable growth.
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