Creating Clients for Life with Client-Centered Communication

Learn how to use client-centered communication to stay competitive, grow your business—and build lasting relationships with your clients.

This virtual meetup series will cover:

  • Two of the core values of a client-centered law firm: generating ease with communication and creating clients for life
  • Best practices and helpful tools to keep your clients informed and involved at every touchpoint—from their first visit to your website, to onboarding, to contract completion, and beyond
  • How to use these thoughtful and responsive strategies to build lifelong relationships with your clients

Note: To get the most out of this series, we recommend completing the Course in Client-Centered Lawyering first. 

  • Winning and Welcoming Clients with a Client-Centered Approach


    Are you making a good first impression with new leads? Does your communication style generate ease with clients from the start? This session will focus on how to effectively communicate and build a strong connection with new leads at the beginning of their client journey—from awareness and research to consultation and onboarding.

  • Derek Bolen

    Senior Manager of Customer Marketing at Clio

    Willie Peacock
    Willie Peacock

    Attorney and Marketing Consultant, Peacock Planning: Wills, Trusts & QDRO Law

    Taylor Smiley & Jacinta Gallant

    Divorce Lawyers at Waterstone Law Group

  • Tools for Effective Communication During a Case


    Clients want to feel like they’re in the loop. This session will focus on how to leverage communication strategies and tools to more effectively communicate with clients and keep them up-to-date with the progression of their case. It will also discuss how to deliver updates using the appropriate communication channel, including best practices for using client portals.

  • Rio Peterson

    Affinity Partnerships Manager at Clio

    Adriana Linares

    President at LawTech Partners

    Megan Cornell

    Founder and CEO of Momentum Business Law

  • After Resolution: Navigating Reviews, Referrals, and Retention


    The end of a case doesn’t have to mean the end of the client’s journey with your firm. In this session, our panellists will explore how offering a client-centered approach as a legal matter reaches resolution can improve your law firm operations, help you obtain new clients through referrals, and create life-long clients.

  • Nefra MacDonald

    Affinity Partnerships Manager at Clio

    Sonia Lakhany

    Trademark Attorney at Lakhany Law, PC

    Joseph Jenkins

    Director of Sales (Legal Services) at Podium