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.
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Winning and Welcoming Clients with a Client-Centered Approach
On-demand
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.
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Derek Bolen
Senior Manager of Customer Marketing at Clio
Willie Peacock
Attorney and Marketing Consultant, Peacock Planning: Wills, Trusts & QDRO Law
Taylor Smiley & Jacinta Gallant
Divorce Lawyers at Waterstone Law Group
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Tools for Effective Communication During a Case
On-demand
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.
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Rio Peterson
Affinity Partnerships Manager at Clio
Adriana Linares
President at LawTech Partners
Megan Cornell
Founder and CEO of Momentum Business Law
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After Resolution: Navigating Reviews, Referrals, and Retention
On-demand
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.
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Nefra MacDonald
Affinity Partnerships Manager at Clio
Sonia Lakhany
Trademark Attorney at Lakhany Law, PC
Joseph Jenkins
Director of Sales (Legal Services) at Podium
Additional Virtual Events
Learn from industry experts on ways your firm can leverage technology, embrace automation, and improve traditional processes.