CLE ELIGIBLE-WEBINAR

Optimizing the Legal Workflow: Tools and Tactics for a More Efficient Firm

Build workflows that actually work

Wednesday August 13, 2025 at 9 a.m. PT | 12 p.m. ET

Small changes that make your day run smoother

Tired of inconsistent processes, endless manual tasks, and workflow “improvements” that somehow make things worse?

You’re not alone. Most firms know their processes could be better, but figuring out what to fix (and how to measure success) can feel overwhelming. Without a clear roadmap, it’s easy to make changes that don’t move the needle.

That’s why we’re hosting a CLE-eligible webinar that shows you exactly how to tackle the workflow inefficiencies that slow you down.

You’ll learn how to:

  • Identify your biggest time drains using diagnostic questions that reveal where work stalls or gets duplicated
  • Focus on metrics that matter so you can prioritize changes that actually improve your firm’s performance
  • Choose the right automation tools for your specific needs—from intake to task management—and implement them effectively

Duration: 60 minutes + 20 minute live demo. See how these tools work together to simplify your firm’s day-to-day.

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 (see below for more details).

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Speakers

Mechelle Woznicki

Collaborative Attorney & Meditator

Woznicki Law PLC

Hi, I’m Mechelle, a family law attorney with a unique background. As a U.S. Navy Veteran and Global Strategic Sourcing Manager in healthcare, I’ve honed skills in pressure-driven environments and managed multi-million-dollar contracts. My expertise extends to law through a focus on continuous improvement and lean manufacturing. This diverse background allows me to bring a strategic and settlement-focused approach to family law, mediation, and law firm consulting. Whether navigating complex legal issues or assisting fellow attorneys in optimizing their practices, I am dedicated to efficiency, effectiveness, and delivering results. Choose me as your attorney for a streamlined, results-driven legal experience.

Host

Liz Hudson

Manager, Customer Marketing

Clio

Liz is a Manager of Customer Marketing at Clio where she’s obsessed with helping customers get the most value out of Clio. She loves learning about how customers are using Clio products and the impact it has on their lives. Giving them the spotlight to help educate other customers on their best practices is the best part of Liz’s job.

CLE and CPD Information

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:

– 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.
– Attend the entire session live.
– Participate in the polls during the live session.