How to Manage Client Expectations for Long-Term Success

Offering a client-centered experience doesn’t have to be complicated.

Proactively take your firm’s communications beyond case updates to better manage client expectations.

Wondering what’s the key to happy clients? More often than not, it’s effective communication. Solid client relationships require more than regular case updates: It’s about being proactive so that they feel truly informed and supported.

So don’t be held back by unorganized processes and outdated systems. Learn how to level up your firm’s operational framework and make it more client-focussed and efficient.

In this recording, our panelists discuss what the road map to successful client communications looks like, including:

  • Rules for successful communication–such as understanding client preferences
  • Benefits of offering a FAQ content library–and tips for getting started on building your resources
  • Leveraging technology to facilitate all forms of communication–from simple check-ins to complex updates

Duration: 60 minutes

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

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Karina Lauren Cebuliak

Customer Success Manager, Team Lead


Karina has worked in the tech industry since childhood and successfully ran her own business teaching social media marketing and web design. She now leads the Customer Success Management team in Clio, focusing on creating the best experience possible for our firms in the mid-sized space.

Colin Ley

Co-founder and Lawyer-Human


Colin Ley is an asset protection attorney with LayRoots. After working as a consumer advocate for the Attorney General in New Mexico, he went to law school at Tulane Law School. At LayRoots, Colin created asset protection strategies that are accessible to a wider audience so that people can rest assured that they and their family’s futures are secure from lawsuits.

Shreya Ley

Co-founder and Lawyer-Human


Shreya Ley is a Lawyer-Human with LayRoots. After working as a chemical engineer in the oil & gas industry in Texas, she went to law school at Tulane Law School. While on a surfing trip in Westport, WA, she and her partner dreamed up a practice focusing on asset protection. They help business owners, licensed professionals, and investors protect their personal assets and continue to provide for their families in case of an emergency.