Essentials for Law Firm Success in 2021: Innovating to Grow Your Firm

Essentials for Law Firm Success in 2021: Innovating to Grow Your Firm

Learn how to innovate and drive growth at your law firm.

Innovation has never been so vital towards the functionality and success of law firms. This year, we saw an incredible shift in the way law firms operated and offered legal services, as lawyers were forced to rethink their traditional model in the midst of a pandemic. Join innovative legal leaders Rachel Roche, Solicitor Director of Roche Legal, and Jodi Ann Donato, Attorney and Solo Practitioner of Donato Law, to learn how their firms have excelled amidst challenges and how they will continue to challenge the status quo in this ever changing legal landscape.

Meetup Overview:

  • A virtual platform for learning and engagement among legal professionals
  • Hosted by Rio Peterson, Affinity Programs Manager at Clio, featuring Reisman Award winners Rachel Roche and Jodi Ann Donato
  • Duration: 60 minutes of panel and Q&A discussion
  • For each attendee, Clio will donate $5 towards Feeding America, Food Banks Canada, and The Trussell Trust
  • This session is part of the Essentials for Law Firm Success Series
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Rachel Roche
Rachel Roche

Solicitor Director

Roche Legal

Rachel Roche founded Roche Legal in 2014 to provide specialist advice, particularly for older and vulnerable clients, utilising new technology to demystify legal jargon. Roche Legal is a multi-award-winning, boutique firm of private client solicitors, providing trusted, professional and high-quality legal services, specifically for wills and probate. In 2018 Rachel Roche was awarded the Law Society’s prestigious Sole Practitioner of the Year accolade, and this success was followed in 2019 with two more awards for excellence in private client work. Rachel has also co-authored a book in partnership with The Law Society, How to Start a Law Firm.

Roche Legal is the winner of the 2020 Reisman Award for Legal Innovation.

Jodi Ann Donato

Attorney and Sole Practitioner

Donato Law

Jodi Ann Donato is a solo practitioner in East Islip (Long Island), New York where she predominantly practices in the area of Matrimonial and Family Law. She also serves as a District Court Small Claims Arbitrator. She is a Director of the Suffolk County Women’s Bar Association, a Delegate to the Women’s Bar Association of the State of New York, and she just finished a three year term as a Manager and Secretary of the Suffolk County Bar Association’s Charity Foundation.

Donato Law is the winner of the 2020 Reisman Award for Best Growth Story.


Rio Peterson

Affinity Program Manager


Rio Peterson is the Affinity Programs Manager 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.