How to Manage Client Expectations for Long-Term Success

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

Tuesday, March 14, 2023 at 11 a.m. PT | 2 p.m. ET

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So don’t be held back by unorganized processes and outdated systems.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 free CLE-eligible webinar*, our panelists will 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

Can’t make the date? Sign up anyway—we’ll send a recording to everyone who registers! 

*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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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.