Disaster and Succession Planning for Law Firms

Learn how to prepare your law firm for unpredictable events, so you’re ready when disaster strikes or when the time comes to pass the firm on to a successor.

Tuesday, March 8, 2022 at 11 a.m. PST | 2 p.m. EST

Gain control over the unexpected with proper planning and processes today

The unexpected can strike your law firm and your clients in many forms. Whether it’s a pandemic, a natural disaster, or an emergency change in leadership, you need to know whether your firm can recover quickly enough to meet your clients’ increased legal needs.

Can you protect critical client and case information if there’s a threat to your firm’s security or data? And what if something happens to you, or you retire—is your firm ready for that kind of a transition?

These situations may be uncomfortable to think about, but they’re even worse to ignore. Considering how your law firm will react to the unexpected—and developing strategic plans of action for these events—can protect your clients and prevent your practice from coming to a screeching halt.

In this free CLE-eligible webinar, you’ll learn:

  • The ethical obligations that shape how you should prepare for disasters and succession at your law firm
  • Practical tips for creating your firm’s disaster recovery and succession plans
  • How legal technology can help provide peace of mind in the face of uncertainty

Duration: 60 minutes

Can’t make the date? Don’t worry—we’ll send a recording to everyone who registers! The recording of this webinar is not eligible for CLE or CPD credit.

The live presentation of this webinar is eligible for CLE and CPD credit in specific jurisdictions*

* CLE and CPD Information

Clio has partnered with the ABA to seek eligibility for CLE and CPD credits to lawyers with licenses to practice in the United States and Canada who join the live session of this webinar.

States typically decide whether a program qualifies for MCLE credit in their jurisdiction 4-8 weeks after the program application is submitted. For many live events, credit approval is not received prior to the program.

To Receive CLE or CPD Credit: If you have met the participation requirements, you will receive a personalized CLE/CPD affidavit from [email protected] for the webinar you attended to completion. Please check your spam or junk folders as these emails often end up there. Please note you have to fill out an affidavit for each individual webinar. Once you complete the affidavit, you will be able to download your certificate(s) of attendance and they will be emailed to you as well from [email protected]

To qualify for credit, you must:

  1. Register for the webinar (and log in live on the day/time of the session) under your own personal credentials, as we will need this to verify your proof of attendance. *Note: You should not use someone else’s registration or credentials to log in and must ensure that your name and email are registered correctly.
  2. Attend the entire session live.
  3. Participate in the polls during the live session.
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Nefra MacDonald

Sr. Manager, Strategic Engagement


Nefra MacDonald is a legal technology and wellness speaker who, as the Senior Manager of Strategic Engagement at Clio, works with bar associations and other legal organizations to help lawyers succeed in their practices. With over a decade of experience in the legal industry, Nefra understands the pain points that affect law firms, and she uses her expertise to help lawyers streamline processes and run a better business. A graduate of the University of Miami, Nefra is passionate about bringing a practical lens to each one of her presentations, so each attendee leaves with a takeaway that can improve their day-to-day. She has been a speaker at the Clio Cloud Conference, ABA TECHSHOW, and at many other legal conferences across North America.