VIRTUAL MEETUP

How to Set up Firm Processes to Get More Clients

Thursday, March 4, 2021 at 11 a.m. PST | 2 p.m. EST

Learn how to acquire quality leads with advanced intake processes.

Are there gaps, bottlenecks, or inefficiencies in your current intake processes? The first session of the “Mastering Client Intake” series will outline what a reliable intake system should look like and help you evaluate the current systems you have in place. 

Panelists Mark Homer, CEO of GNGF, and Audrey Ehrhardt, Founder of Practice42 will cover how to navigate the fundamental components of intake, including: marketing tactics for attracting more quality leads, tailoring the lead experience with your firm, capturing accurate lead data, and nurturing an increased volume of leads.

Meetup Overview:
  • Free interactive session held virtually through Zoom
  • Hosted by Rio Peterson, Affinity Partnerships Manager at Clio, featuring Mark Homer, CEO and Founder of GNGF and Audrey Ehrhardt, CEO and Founder of Practice42 
  • Duration: 60 Minutes (40 minutes of panel discussion + 20 minutes of Q&A)
  • All attendees will be entered into a draw to win an iPad at the end of the month!
  • This session is part of a series: Mastering Client Intake
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Speakers

Rio Peterson

Affinity Partnerships 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.

Mark Homer

CEO | Founder

GNGF

Using a strong blend of technology, marketing, consulting, and management experience gained from his eighteen years in the business world, Mark leads the GNGF team to deliver targeted and efficient results with high-touch service. Mark gained in-depth business technology expertise at IBM and online marketing experience as a co-founder of the marketing technology leader eshots, inc. He also has experience in the legal industry from his years in Product Marketing for iManage (now HP Autonomy).

Mark has delivered presentations to business owners of all kinds, from small business owners to executive partners of Fortune 500 companies. When not managing the day-to-day operations at GNGF, Mark can usually be found coaching little league or trying to brew up another batch of craft beer.

Audrey Ehrhardt

CEO | Founder

Practice42

Audrey Ehrhardt, Esquire, CBC, is the Founder and CEO of Practice42, a nationwide law practice management company. Practice42 combines the power of Law Practice Management Software Build Outs, Practice Mentor Coaching, and a full suite Legal Marketing Agency to deliver the success clients want, and need!

Audrey has unique experience building, running and marketing successful law practices and corporations nationwide. Her expertise gives her a unique perspective when working with attorneys and their teams to effectively address the challenges they face. A licensed Florida attorney and certified behavioural consultant, Audrey is a national speaker on topics such as elder law, advanced planning strategies for seniors, business development, legal referral marketing strategies, cyber security, software solutions, and marketing with todays technology.

Audrey lives in Florida with her husband, son, and three dogs.