Evaluating and Modernizing Your Law Firm

About the series:

This January, critically evaluate the core components of your law firm, and find opportunities to modernize and succeed in today’s digital era. Over three sessions, a panel of legal experts will help you brainstorm new ideas and share frameworks on how to implement new processes for a more optimized firm.

Please note, we are offering two implementation sessions; one for small firms and one for larger firms, with unique strategies and case studies relevant to each.

Join us every Wednesday this January!

  • 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
    Emma Raimi-Zlatic

    Affinity Partnerships Manager at Clio

    Melanie Leonard
    Melanie Leonard

    Founder of

  • 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.

  • photo of Teresa Matich
    Teresa Matich

    Senior Content Strategist at Clio

    Mike Whelan
    Mike Whelan

    Author of Lawyer Forward: Finding Your Place in the Future of Law

    Justie Nicol
    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

    Fastcase logo

  • Nefra MacDonald
    Nefra MacDonald

     Affinity Partnerships Manager at Clio

    Erin Callahan
    Erin C. Callahan

    Attorney at The Law Office of Erin C. Callahan

    Pamela Netterville Grady
    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

    ND logo

  • Karina Cebuliak
    Karina Cebuliak

    Customer Success Manager at Clio

    Jordan Couch
    Jordan Couch

    Partner at Palace Law

    Gerri Martin
    Gerri Martin

    Consultant at Software Analysis Corporation