VIRTUAL MEETUP

A Course in Client-Centered Lawyering: Introducing The Client-Centered Law Firm

Learn how and why your firm should take a client-centered approach

Learn how and why your firm should take a client-centered approach

Unfamiliar with the concept of the client-centered law firm—or want to learn how to implement a more client-centric approach in your practice? Join Part 1 of Clio’s Course in Client-Centered Lawyering on September 9, 2020, for an introduction to the essentials for forming a successful, client-centered firm. This session will cover the five key values your firm must prioritize to adopt a client-centric system—and why this is beneficial. It will also provide insights into the breakdowns common in current lawyer-client relationships, and how adapting your firm’s processes addresses these issues to yield positive results for you and your clients.

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, Joshua Lenon, Lawyer in Residence at Clio and Diana Stepleton, VP, Legal Affairs at Ruby Receptionists
  • Duration: 60 Minutes (30 minutes of panel discussion + 30 minutes of Q&A)
  • Not approved for CLE credit
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Speakers

Rio Peterson

Affinity Programs Manager

Clio

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.

Diana Stepleton

VP, Legal Affairs

Ruby Receptionists

Diana has worn many hats at Ruby since 2009, and currently manages Ruby’s legal affairs, supporting multiple departments throughout the company. Diana has an MBA and expertise in both the telecom industry and owning a small business, which helps her marry the ins and outs of Ruby’s service with the unique needs of our customer base. Prior to Ruby, Diana spent nine years on the equipment side of AT&T/Lucent, and owned a successful market research company which earned a spot on the Inc. 500 for three consecutive years.

Joshua Lenon

Lawyer in Residence

Clio

Joshua Lenon is the Lawyer in Residence at Clio. An attorney admitted to the New York Bar, Joshua brings legal scholarship to the conversations happening both within Clio and with its customers. Joshua has worked extensively to educate lawyers on technology’s capability to enhance their practice, while also teaching tech companies about the unique needs of the legal system.