Clio Meetups

Virtual Workshop: Onboarding + Automation


Event Details

Join Clio’s Innovate Legal, Atlanta Legal Tech, and like-minded legal professionals on Friday, March 20, for a half-day, online workshop: Streamlining and Automating Your Intake + Client Onboarding.

During the event:
• Nefra MacDonald from Clio and Melanie Leonard from will share their expertise on automation and advise you about tools and resources that will make your life easier.
• In the afternoon, attendees will break into smaller groups to discuss the topics that most resonate with them.
• Attendees will learn how to set up systems, streamline client intake, and automate vital firm processes.
At the close of the workshop, prize giveaway winners will be announced (prizes include a $500 “Simply Spa” package from Serenbe and a copy of the #1 legal bestseller The Client-Centered Law Firm).
• Our team of experts will be offering virtual support and account setup assistance.

If you are looking to create more productive processes at your firm, you don’t want to miss this!

ATL LGL: Studio + Innovate Legal: Atlanta
Hosted by: Kimberly Bennett of ATL Legal Tech
Trainers: Nefra MacDonald, Clio + Melanie Leonard,
Date: Friday, March 20, 2020
Time: 10:00 a.m. – 2:00 p.m. ET


Fri, March 20, 2020, 10:00 AM


Fri, March 20, 2020, 02:00 PM


Virtual - from the comfort of your own home!


Nefra MacDonald

Nefra MacDonald is the Affinity Programs Manager at Clio. Having worked in legal for nearly a decade, Nefra understands the pain points that affect legal professionals, and she uses her experience to help lawyers streamline processes and run a better business. A graduate of the University of Miami, Nefra is a passionate speaker about legal technology, attorney health and wellness, and other topics relevant to legal professionals.

Melanie Leonard

As a young lawyer working in large law firms in downtown Chicago, Melanie Leonard was horrified by the stacks of paper that coated the desks of her colleagues. In 2006, Melanie started her own firm, driven by a single guiding principle: No Paper Allowed. To achieve that lofty goal, she searched for a cloud-based practice management software up to the task. In 2008, Melanie discovered the newly launched Clio and became one of the first lawyers to deeply integrate the software into every facet of her firm. Over the next 10 years, Melanie built a thriving real estate law practice and successfully kept her desk free of paper. She then sold that practice in 2018 and began where she now helps other small law firms create efficiency in their daily workflows and optimize their use of practice management software. Melanie resides in the Chicago suburbs with her husband and their two ridiculously adorable children.


    Atlanta Legal Tech

    ATL Legal Tech is Designing the New Practice of Law. Grown out of a local meetup, we are a thriving SouthEastern community of lawyers, tech gurus, paralegals, entrepreneurs, big thinkers, small business owners and thought-leaders. We fill a gap for solos and small firms by providing hands-on education, support and community around tech adoption, small business skills and innovation.

    Stop putting out fires and start building your firm! delivers peace of mind by
    helping you create efficiency in your daily workflows and optimize your use of practice
    management software. Our team has been there and done that. Work smarter.
    Get streamlined.

Virtual Workshop: Onboarding + Automation