VIRTUAL MEETUP

Automating Your Billing and Invoicing Processes

Learn how to make your billing and invoicing more efficient and accurate.

Did you know that lawyers spend 48% of their time on administrative tasks?

In this session, learn how automation tools can improve billing and invoicing productivity, achieving a smoother experience for both law firms and clients. Peggy Gruenke, Co-Founder of CPN Legal, will discuss how to make monthly billing less painful by reducing redundancies and simplifying tasks like time tracking, invoice creation, and invoice reminders. Peggy will also walk the audience through an automation workflow and will answer any questions you may have.

Meetup Overview:

  • A virtual platform for learning and engagement among legal professionals
  • Hosted by Rio Peterson, Affinity Partnerships Manager at Clio, featuring Peggy Gruenke, Co-Founder of CPN Legal 
  • Duration: 60 minutes (40 minutes of panel discussion + 20 minutes of Q&A)
  • There will be a chance to win a free consult with Peggy Gruenke, Co-Founder of CPN Legal (approx. $125 in value)
  • This session is part of the Financial Health for Your Firm series*  


*This series is for informational purposes only. It does not constitute legal, business, or accounting advice.

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Speakers

Rio Peterson

Affinity Partnerships Manager

Clio

Rio Peterson is the Affinity Programs Manager at Clio. She joined Clio in 2017 and works to build flourishing relationships with legal associations across the United States, and she works passionately to educate lawyers on the importance of using data to build better practices and drive the legal industry forward.

Peggy Gruenke

Co-Founder

CPN Legal

With over 30 years combined experience in the legal environment, as an entrepreneur/business owner and an IT consultant, Peggy has combined her experiences to bring results and a competitive advantage to law firms, assisting solo and small firm attorneys across the country in building their businesses by providing law practice management, legal technology, and financial services. 

Peggy started her own business, CPN Legal, in 2012, recognizing the growing need for these services in the local Cincinnati attorney community and across the country. CPN Legal now has over 100 clients across the country. She specializes in Law Firm Accounting and Bookkeeping, Clio and QuickBooks Integration, and creating efficient workflows to improve cash flow.