A Course in Client-Centered Lawyering: Designing Client-Driven Experiences

Learn how to modernize your firm’s processes to create a better client experience

Learn how to modernize your firm’s processes to create a better client experience

Session 3 of the Client-Centered Law Firm Course will help you take what you learned about client journey mapping in Session 2 and put it into action by designing new processes that better address the needs of your clients. You’ll hear from legal practitioner Kristin Gaston at Cascade Legal Planning, LLC, on how this innovative firm identified gaps in the estate planning industry and successfully designed a unique solution that made their processes faster, more convenient, and easily accessible for their clients. This session will teach you how to apply client-centered principles to your firm’s unique circumstances, yielding happier clients and a more profitable business.

This meetup will also include a live Q&A session, opportunities for peer networking via the live chat platform, and the chance to win audiobook copies of The Client-Centered Law Firm by Clio CEO Jack Newton.

Meetup Overview:

  • A virtual platform for learning and engagement among legal professionals
  • Hosted by Clio, featuring moderator Nefra MacDonald, Affinity Programs Manager, and Kristin Gaston, Attorney at Cascade Legal Planning, LLC
  • Duration: 45 Minutes (30 minutes of panel discussion + 15 minutes of Q&A)
  • Not approved for CLE credit
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Kristin Gaston


Cascade Legal Planning, LLC

From Cascade’s website: Kristin was born near Detroit, Michigan and grew up a true Midwestern girl with deep Scandinavian roots. Leaving Michigan for college, she attended a small liberal arts school in Minnesota, St. Olaf College. After half a year in Boston and a few years in south Texas, Kristin came to Oregon to attend law school at Lewis & Clark. Although she hated to leave the Pacific Northwest after law school, Kristin’s first job was with a small plaintiffs’ firm with a focus on environmental law in south Texas where she represented individuals and small business owners with contaminated property. She participated in a case that went to trial in Hidalgo County, Texas that returned a $100 million dollar verdict against multiple oil and natural gas companies. Kristin returned to Portland in 2008 and shifted her focus to estate planning. Like in her environmental work, Kristin’s focus is on helping people. In estate planning, Kristin helps clients navigate complicated family dynamics and design creative and protective solutions for preserving wealth for future generations.


Nefra MacDonald
Nefra MacDonald

Affinity Program Manager


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 better businesses. 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.