Learn how to modernize your firm’s processes to create a better client experience
Session 3 of the Client-Centered Law Firm Course will help you take what you learned about client journey mapping in Session 2 and put it into action by designing new processes that better address the needs of your clients. You’ll hear from legal practitioner Kristin Gaston at Cascade Legal Planning, LLC, on how this innovative firm identified gaps in the estate planning industry and successfully designed a unique solution that made their processes faster, more convenient, and easily accessible for their clients. This session will teach you how to apply client-centered principles to your firm’s unique circumstances, yielding happier clients and a more profitable business.
This meetup will also include a live Q&A session, opportunities for peer networking via the live chat platform, and the chance to win audiobook copies of The Client-Centered Law Firm by Clio CEO Jack Newton.
- A virtual platform for learning and engagement among legal professionals
- Hosted by Clio, featuring moderator Nefra MacDonald, Affinity Programs Manager, and Kristin Gaston, Attorney at Cascade Legal Planning, LLC
- Duration: 45 Minutes (30 minutes of panel discussion + 15 minutes of Q&A)
- Not approved for CLE credit
If you can’t attend the session on the scheduled date, don’t worry—we’ll send a recording to everyone who registers!