INNOVATE LEGAL ONLINE PRESENTS:

Building a Successful Law Firm

Building and scaling a sustainable law firm is no easy feat but getting the right guidance definitely makes it easier. Clio’s Building a Successful Law Firm covers everything you need to know about establishing a thriving practice in 2022 and beyond.

Learn how new firm owners and industry experts tackle the many hurdles that come with starting, growing, and managing law firms. The sessions of this series are here to help you set your firm up for success—covering everything from building a business plan, to law firm marketing, to managing client expectations, and more.

It’s a must-attend series for legal professionals who want to:

Build out and level up foundational processes at their law firm
Grow their newly-established firm in a sustainable way
Start their own practice, but are not sure how to go about it

Building Out Your Law Firm Tool Box

Learn how technology can help your firm become more efficient, profitable, and client-centered.

Tuesday, May 17, at 11 a.m. PST | 2 p.m. EST

Nicole Sproule

Affinity Partnerships Manager at Clio
Kathi Tirelli

Founder of Kathi Tirelli Law
Christy Granieri

Founding Partner at Freeburg & Granieri, APC
Erin Pickar

President & COO of Uptime Legal Systems

Growing Your Firm Through Support Groups and Staffing

Learn how to build a reliable support network of colleagues, consultants, and mentors to help your law firm succeed. This session is sponsored by Get Staffed Up.

Thursday, May 19, at 11 a.m. PST | 2 p.m. EST

Nefra MacDonald

Senior Manager, Strategic Engagement at Clio
Brett Trembly

Founder of Trembly Law Firm & Co-Founder of Get Staffed Up
Michelle Fonseca-Kamana

Founder & Principal Attorney of West Coast Lemons
Amy Grubb

Legal Consultant at Grubb Legal Consulting

Past Sessions

Available to watch on-demand

What You Should Know Before Starting a Law Firm

Learn what you should plan and prepare for in advance to ensure your new firm is set up for success.

Christy Granieri

Founding Partner at Freeburg & Granieri, APC
Michelle Fonseca-Kamana

Founder & Principal Attorney of West Coast Lemons
Erin O’Rourke

Founder at Erin O’Rourke Law
Bryan Atkins

Executive at Evolve Family Law
Beau Atkins

Founder of Evolve Family Law
Kathi Tirelli

Founder of Kathi Tirelli Law

A Guide to What You Need to Officially (and Legally) Open a 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.

Joshua Lenon

Lawyer in Residence at Clio
Laura Keeler

Law Practice Advisor at Mass LOMAP
Christy Granieri

Founding Partner at Freeburg & Granieri, APC

Budgeting Essentials to Set Your Firm Up for Success

Learn why budget allocation is so vital for your firm’s financial health—and what you should prioritize when forecasting it.

Joshua Lenon

Lawyer in Residence at Clio
Amy Grubb

Legal Consultant at Grubb Legal Consulting
Erin O’Rourke

Founder at Erin O’Rourke Law

Tips for Optimizing Your Firm's Billing and Collections

Make it easy and convenient for your clients to pay—so you can get paid faster.

Rio Peterson

Senior Affinity Partnerships Manager, Clio
Angie Calliou

Owner of Advantage Virtual Service
Beau Atkins

Founder of Evolve Family Law
Bryan Atkins

Executive at Evolve Family Law

Law Firm Branding: How To Stand Out in a Crowded Market

Learn how to build and nurture your law firm brand in the online space to stay competitive in today’s a digital-first world.

Nefra MacDonald

Senior Manager, Strategic Engagement at Clio
Michelle Fonseca-Kamana

Founder & Principal Attorney of West Coast Lemons
Tyler Roberts

Founder of NOMOS Marketing
April Roberts

Founder of NOMOS Marketing

What Makes a Winning Law Firm Website

Learn how to build a robust law firm website that will win over clients and set you apart from the competition.

Michael Chasin

Strategic Advisor at Clio
John Wright

VP of Sales at Scorpion
Kathi Tirelli

Founder of Kathi Tirelli Law

Online Marketing Strategies to Attract Clients

Learn how to get a steady flow of clients through a variety of online marketing tactics.

Jocelyn O’Neill

Events and Partnerships Specialist at Clio
Michelle Fonseca-Kamana

Founder & Principal Attorney of West Coast Lemons
Nalini Prasad

Chief Strategy Officer at BluShark Digital

How To Set Up a Scalable Client Intake System

Learn how to set up a streamlined intake process that favors both, your firm and your clients.

Michael Chasin

Strategic Advisor of Clio Grow
Christy Granieri

Founding Partner at Freeburg & Granieri, APC
Bryan Atkins

Executive at Evolve Family Law

Strategies and Tools for Keeping Clients Happy

Learn how to build long-lasting client relationships based on trust and good communication.

Rio Peterson

Senior Affinity Partnerships Manager, Clio
Beau Atkins

Founder of Evolve Family Law
Erin O’Rourke

Founder at Erin O’Rourke Law