VIRTUAL MEETUP

A Course in Client-Centered Lawyering: Understanding Your Client Journey

Gain a better understanding of the experience clients have with your firm

Gain a better understanding of the experience clients have with your firm

Innovative and proactive business leaders use Client Journey Mapping to learn how their customers experience their brand—from the first moment of engagement through the course of their relationship with the company. To learn how this pivotal tool can make a difference for your law firm, join Part 2 of Clio’s Crash Course in Client-Centered Lawyering. In this session, you’ll learn which components comprise a client journey map—and why you should use this tool to better understand and connect with your current and potential clients. This session will help you put yourself in your client’s shoes through a live exercise with legal professional Lori Gonzalez, who routinely uses journey mapping to identify which gaps in her business need to be addressed.

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 Rio Peterson, Affinity Programs Manager, and Lori Gonzalez, CEO & Founder, The RayNa Corporation
  • Duration: 45 Minutes (30 minutes of panel discussion + 15 minutes of Q&A)
  • Not approved for CLE credit
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Speakers

Rio Peterson

Affinity Program Manager

Clio

Rio Peterson is the Affinity Programs Coordinator at Clio. She initially joined Clio in 2017 as a member of Clio’s award-winning Customer Support team and gained an in-depth knowledge of Clio’s products and customers. Now, Rio works to build flourishing relationships with legal associations across the United States and Canada, and she works passionately to educate lawyers on the importance of using data to build better practices and drive the legal industry forward.

Lori Gonzalez

President & CEO

The RayNa Corporation

Lori Gonzalez is legal tech lover, process nerd and promotor of access to justice. She founded The RayNa Corporation – a medical record retrieval company that also focuses on helping lawyers find lost time. She focuses her energy on testing, using and improving legal tech, as well as, process and efficiency improvement. She is a frequent speaker at state and local bar associations, presents at national conferences and facilitates staff trainings for firms. Her service includes the Tennessee Access for Justice Commission’s Pro Bono Committee, an organizer of the Music City Legal Hackers and creating new tools for access to justice with Code for America’s Nashville brigade. She served on the State Bar of California’s Access Through Innovation of Legal Services Task Force and is currently serving on the advisory board for the University of Las Vegas – William S. Boyd School of Law’s Tech and Innovation Initiative.