VIRTUAL MEETUP

Pros and Cons of Implementing Practice Management Software at Solo Firms

Join solo lawyers to learn tips for evaluating and implementing legal practice management software in this Innovate Legal Online Meetup.

Practice management software helps solo firms manage day-to-day workflows and business operations—but is it the right fit for your firm?

Exploring practice management software for your firm opens the door to opportunities for efficiency and growth, but the selection process can also be complex when you’re going it alone. While potential drawbacks—like learning new processes and incurring additional costs—can be overwhelming, thorough research and expert guidance simplifies the situation. With proper implementation, legal software streamlines your firm’s processes, improves efficiencies, and ultimately sets your firm up for success. 

To help you determine if investing in software is the right move for your firm, the panelists will discuss the pros and cons and address key topics and questions, such as:

  • What to look for in software, and when to begin using it
  • The type of support and training needed for successful implementation
  • Potential risks involved
  • How to determine if a software is easy to use—and compatible with existing firm technology 

Meetup Overview:

  • Who: Hosted by Austin Pantaleo, Senior Marketing Programs Manager at Clio, featuring Kathi Tirelli, attorney at Kathi Tirelli Law and Jesse Mount, consultant at 3a. Law Management
  • What: A 60-minute panel discussion on legal software for solo attorneys 
  • When: August 11 at 11:00 a.m PDT | 2:00 p.m. EDT 
  • Where: Zoom 
  • Why: Choosing new technology for your firm can be overwhelming, but this meetup can help with the process
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Speakers

Austin Pantaleo

Senior Marketing Programs Manager

Clio

Austin is an experienced marketer and business consultant who has helped grow a variety of businesses. He became passionate about the legal industry after helping grow his wife’s solo practice. As a result, he joined Clio’s Marketing team in 2019 and focuses on initiatives that support solo and small firms. He has spoken at Clio’s annual conference on the topic of law firm growth and most recently helped launch Clio’s new Guide to Starting a Law Firm.

Jesse Mount

Law Management Consultant

3a. Law Management

Jesse was born in Northern California and eventually made his way to Chicago until he couldn’t bear the cold winters. So he headed south to Atlanta, where he began working for 3a. Law Management. He has been with 3a. nearly seven years and manages the firm’s west coast office located in his home state of California.

At 3a., Jesse has helped hundreds of attorneys start and grow their practices. He helps them run their firms more efficiently through automation, marketing and technology operations. He supports them when challenges occur and provides them with the guidance required to grow a successful law firm.
Dorna is on the Legal Services Corporation (LSC) Emerging Leaders Council and a member of the Legal Aid Foundation of Los Angeles (LAFLA)’s Advisory Board. She was named an ABA Legal Rebel and a Fastcase 50 honoree. She also teaches the Legal Innovations Lab at USC Law School.

Kathi Tirelli

Attorney

Kathi Tirelli Law

Kathi Tirelli has been practicing law since 1997 and is licensed in both New York and Massachusetts. Kathi has extensive experience in the areas of real estate law, business law and employment law, and was an integral associate in an employment law firm from 2011 to 2020. She is consistent, patient and professional, giving each new case her undivided attention while walking her clients through each step of the process.

Kathi is committed to providing a completely mobile and virtual experience in these changing times, and cares about her clients comfort level and safety.