FREE WEBINAR

How to Create High-Impact OKRs and KPIs for Mid-Sized Firms

Mid Market_Training and enablement on Clio's Latest Features

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Make your goals stick with OKRs and KPIs.

You’ve got big plans for your law firm—expanding your team, launching new practice areas, or increasing your caseload. But without a solid plan, those ideas can feel like wishful thinking. What if you could break it all down into clear, manageable steps?

Join our webinar to learn how to turn your ambitions into concrete results with OKRs (Objectives and Key Results) and KPIs (Key Performance Indicators). 

We’ll outline the steps for creating a strategy that reflects where your firm currently stands and aligns with your firm’s long-term goals.

Hosted by Clio’s Business Operations team and Michele is the Vice President of Operations at Scale LLP, this session will cover:

  • The difference between OKRs and KPIs—and when to use each
  • Strategies to structure and align goals across teams to break down silos
  • Examples of this approach in action at Scale LLP to inspire your firm

Who should attend? Senior partners, C-suite leaders, and operations directors ready to set their firm up for lasting success in 2025.

Duration: 60 minute minutes 

Speakers

Andrea Lal,

Business Operations Manager, Clio

Andrea is the Business Operations Manager at Clio and the driving force behind our company’s strategic goal-setting. As Clio’s in-house OKR Champion, she ensures that internal processes are streamlined and aligned to support our ambitious objectives. Her deep understanding of Clio’s business, cultivated over nine years of experience in diverse roles, provides her with a unique perspective to identify opportunities for improvement and growth. Her commitment to excellence and data-driven decision-making ensures that Clio continues to innovate and deliver exceptional value to the legal industry.

Andrea Lal

Michele Yuen,

Vice President of Operations at Scale LLP

Michele is the Vice President of Operations at Scale LLP, where she develops long- term strategies and implements actionable solutions to enhance the firm’s operations and business processes. She also focuses on M&A initiatives as a part of the firm’s growth strategies. Prior to joining Scale, Michele led operations at a legal-tech startup, served as in-house counsel for a fintech company in San Francisco, and worked as a regulatory attorney at Reed Smith LLP.