WEBINAR

Annual planning for law firms

Learn how you can set your law firm up for success in 2020. It might be the most important thing you do all year.

What does effective annual planning for look like for law firms?

As a law firm and business, planning a year in advance is one of the best ways to set yourself up for success in the new year. How can you drive focus? What are your goals? What kind of strategies are in place to reach those goals?

As 2019 winds down, let’s talk about 2020’s potential. In this webinar, you’ll learn:

  • How annual planning is key to law firm success
  • How to prioritize business development and revenue goals throughout the year
  • Which monthly metrics to measure to keep your firm on track

Duration: 60 minutes

Watch now

Hosted By:

Joshua Lenon

Joshua Lenon| Lawyer in Residence, Clio
Joshua Lenon is the Lawyer in Residence at Clio. An attorney admitted to the New York Bar, Joshua brings legal scholarship to the conversations happening both within Clio and with its customers. Joshua has worked extensively to educate lawyers on technology’s capability to enhance their practice, while also teaching tech companies about the unique needs of the legal system.

Hosted by

Joshua Lenon

Joshua Lenon | Lawyer in Residence, Clio

Joshua Lenon is the Lawyer in Residence at Clio. An attorney admitted to the New York Bar, Joshua brings legal scholarship to the conversations happening both within Clio and with its customers. Joshua has worked extensively to educate lawyers on technology’s capability to enhance their practice, while also teaching tech companies about the unique needs of the legal system.

Janine Sickmeyer

Janine Sickmeyer| CEO & Founder, NextChapter

Janine is CEO and Founder of NextChapter, a web application for attorneys to prepare, manage and file bankruptcy cases online. Janine was honored as one of ABA's Women of Legal Tech 2017 and a Fastcase 50 winner in 2019. As a paralegal, she saw a need for cloud-based bankruptcy software, taught herself to code, built a team of skilled developers and launched NextChapter in 2016.

Hosted by

Joshua Lenon

Joshua Lenon | Lawyer in Residence, Clio

Joshua Lenon is the Lawyer in Residence at Clio. An attorney admitted to the New York Bar, Joshua brings legal scholarship to the conversations happening both within Clio and with its customers. Joshua has worked extensively to educate lawyers on technology’s capability to enhance their practice, while also teaching tech companies about the unique needs of the legal system.

Janine Sickmeyer

Janine Sickmeyer | CEO and Founder of NextChapter

Janine is CEO and Founder of NextChapter, a web application for attorneys to prepare, manage and file bankruptcy cases online. Janine was honored as one of ABA's Women of Legal Tech 2017 and a Fastcase 50 winner in 2019. As a paralegal, she saw a need for cloud-based bankruptcy software, taught herself to code, built a team of skilled developers and launched NextChapter in 2016.

Mandy Ballinger

Mandy Ballinger | COO of NextChapter

Mandy is NextChapter’s Chief Operating Officer and is responsible for managing daily operations and development. After graduating at the top of her class in the Paralegal Program at Capital Law University, she joined the Chapter 13 Trustee’s Office and worked for 7 years in bankruptcy and foreclosure. Mandy joined NextChapter as the first employee and has grown in her role to become COO.
 

Hosted by

Joshua Lenon

Joshua Lenon | Lawyer in Residence, Clio

A New York-admitted attorney, Joshua provides legal scholarship to Clio on issues relating to technology, privacy, and lawyers’ ethical duties of competency.

Michelle Blankenship Jordan

Leon Carelli | Chief Technology Officer, Locks Law Firm

Leon Carelli manages varying forensic, eDiscovery, and information technology needs for Locks Law Firm. He also oversees the firm's litigation support department and coordinates projects involving data analytics.

William Large

William Large| Partner, Cara Stone

For more than 20 years, Large has litigated in federal and state courts throughout the United States on matters such as antitrust, environmental pollution, and securities. He served as a Member of Lead Counsel team and Chairman for the Plaintiffs’ Steering Committee Discovery Group during the Deepwater Horizon oil spill litigation.

Will Delgado

Will Delgado| Partner, Willenken Wilson Loh & Delgado LLP

Will’s practice focuses on intellectual property litigation, class actions, and complex business litigation. An expert in developing areas of law, Will frequently litigates and lectures on issues of first impression throughout the United States.

Clio is made by smart, creative people who want to help 21st century lawyers work better, smarter, faster.

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Doug Edmunds

Principal, DBE Technology Consulting

Clio helps me focus on what is important in my practice.

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So much great information. I want to implement it all.

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