An Innovate Legal Online Virtual Meetup

What You Need to Officially (and Legally) Open a Firm

Legal experts share everything you need to know from a legal standpoint before officially opening your law firm.

The lengthy list of work to complete before opening a firm can be daunting—but this panel will break down the key items you need to be aware of

Starting your law practice is much more than naming your firm and designing a logo. To successfully launch your business and offer your legal services, it’s important to first handle the administrative tasks required to start your law firm officially.

This session will outline how you can effectively navigate the tasks of:

  • Forming a legal entity while adhering to licensing and compliance requirements
  • Setting up bank accounts and choosing the right insurance policies
  • Understanding and fulfilling your local bar requirements

Please note that every jurisdiction has different legal requirements, and we will not be able to touch on everything. This session aims to give you a high-level overview of what you should expect when opening your firm—and to point you in the right direction.

Meetup Overview:
  • This session is part of a seriesBuilding a Successful Law Firmintended for legal professionals looking to start or grow their practice
  • Hosted by Joshua Lenon, Lawyer in Residence at Clio, featuring Laura Keeler, Law Practice Advisor at Mass LOMAP, and Christy Granieri, Founding Partner at Freeburg & Granieri, APC
  • Duration: 60 minutes (40 minutes of panel discussion + 20 minutes of Q&A)

P.S. This is the second session in the series Building a Successful Law Firm, you can catch up on the previous installment here.

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Christy Granieri

Founding Partner

Freeburg & Granieri

Christy Granieri is a founding partner of Freeburg & Granieri, APC based in Pasadena, California, which specializes in employment, injury, and business litigation. Christy and her law partner founded Freeburg & Granieri, APC, in February 2021 and had their firm up and running within the same month by using Clio as its practice management software. By using Clio and its integration partners, Christy started a cloud-based law firm with minimal startup capital, reduced operating costs, and streamlined processes that created immediate profitability and growth.

Laura Keeler

Law Practice Advisor


Laura Keeler works as a Law Practice Advisor at Lawyers Concerned for Lawyers’ Massachusetts Law Office Management Assistance Program (LCL | Mass LOMAP), where she assists legal professionals with law practice management and legal technology.

Prior to MassLOMAP, Laura worked at the USDOJ as an Honors Program Paralegal and at the New Hampshire Bar Association (NHBA), serving as the Law Practice Management Coordinator and New Lawyers’ Committee Liaison.

Laura is a co-columnist for the ABA Law Practice Magazine’s Tech From the Trenches Column. She also helps lawyers through Massachusetts Bar Association’s Solo and Small Firm Law Practice Management Section Council.


photo of Joshua
Joshua Lenon

Lawyer in Residence


Joshua Lenon is the Lawyer in Residence at Clio. An attorney admitted to the New York Bar, Joshua brings legal scholarship to the conversations happening both within Clio and with its customers. Joshua has worked extensively to educate lawyers on technology’s capability to enhance their practice, while also teaching tech companies about the unique needs of the legal system.