Evaluating and Modernizing Your Law Firm

Evaluating Key Components of a Tech-Enabled Law Firm

January 6, at 10 a.m. PST / 1 p.m. EST

The first session will help you assess your firm’s technology-based processes and tools. We will discuss what technologies are crucial for law firm success in today’s digital era, based on findings from the 2020 Legal Trends Report and panelist Melanie Leonard’s extensive career in legal consulting. This session will help you evaluate your firm’s current technology, and where you should focus on making improvements in order to be more innovative and efficient.  

	Emma Raimi-Zlatic Affinity Partnerships Manager at Clio
	Melanie Leonard Founder of streamlined.legal

Brainstorming and Choosing New Ideas for Your Law Firm

January 13, at 10 a.m. PST / 1 p.m. EST

In this meetup, you’ll brainstorm ideas, processes, and technologies—and learn how to zero in on the ones that will help you seize opportunities to modernize your firm. Mike Whelan, author of Lawyer Forward, will share tips and tools for effective brainstorming, and will discuss the importance of testing out an idea to minimize risk. Justie Nicol, Owner of Nicol Gersch Petterson, will also join us to discuss her process for choosing innovative ideas at their law firm, and the results her firm has seen.

	Teresa Matich Senior Content Strategist at Clio
	Mike Whelan Author of Lawyer Forward: Finding Your Place in the Future of Law
	Justie Nicol Owner of Nicol Gersch Petterson

Putting New Ideas into Practice at Solo and Small Firms

January 20, at 10 a.m. PST / 1 p.m. EST

This session will offer guidance on how to implement new ideas, processes, and technologies while managing change at your firm. This session will focus on strategies specific to solo lawyers and small firms, and will feature lawyers Erin Callahan and Pamela Netterville Grady who will walk you through real life examples of how they’ve successfully implemented new processes at their firms.

Sponsored by

	Nefra MacDonald  Affinity Partnerships Manager at Clio
	Erin C. Callahan Attorney at The Law Office of Erin C. Callahan
	Pamela Netterville Grady Pamela Netterville Grady, Partner at Crews Grady, PLLC

Putting New Ideas into Practice at Mid-Sized and Large Firms

January 27, at 10 a.m. PST / 1 p.m. EST

This session will offer guidance on implementing new ideas and navigating change management. This session will focus on strategies specific to mid-sized and large firms, and will feature lawyer Jordan Couch who will walk you through how he implemented new processes at his law firm, Palace Law, and drove meaningful success. The framework taught in this session was developed by our second panelist, Gerri Martin, whose firm, Software Analysis Corporation, specializes in consulting, implementation and training

Sponsored by

	Karina Cebuliak Customer Success Manager at Clio
	Jordan Couch Partner at Palace Law
	Gerri Martin Consultant at Software Analysis Corporation