A Course in Client-Centered Lawyering: Designing Client-Driven Experiences

How to Become a Client-Centered Law Firm

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.

Meetup Overview:

  • 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

Watch the replay of the Course in Client-Centered Lawyering

Nefra MacDonald

Hosted by: Nefra MacDonald, Affinity Program Manager

Nefra MacDonald is the Affinity Programs Manager at Clio. Having worked in legal for nearly a decade, Nefra understands the pain points that affect legal professionals, and she uses her experience to help lawyers streamline processes and run better businesses. A graduate of the University of Miami, Nefra is a passionate speaker about legal technology, attorney health and wellness, and other topics relevant to legal professionals.

Kristin Gaston

Panelist: Kristin Gaston, Attorney at Cascade Legal Planning, LLC

From Cascade’s website: Kristin was born near Detroit, Michigan and grew up a true Midwestern girl with deep Scandinavian roots. Leaving Michigan for college, she attended a small liberal arts school in Minnesota, St. Olaf College. After half a year in Boston and a few years in south Texas, Kristin came to Oregon to attend law school at Lewis & Clark. Although she hated to leave the Pacific Northwest after law school, Kristin’s first job was with a small plaintiffs’ firm with a focus on environmental law in south Texas where she represented individuals and small business owners with contaminated property. She participated in a case that went to trial in Hidalgo County, Texas that returned a $100 million dollar verdict against multiple oil and natural gas companies. Kristin returned to Portland in 2008 and shifted her focus to estate planning. Like in her environmental work, Kristin’s focus is on helping people. In estate planning, Kristin helps clients navigate complicated family dynamics and design creative and protective solutions for preserving wealth for future generations.

Meet the Panel

Jared Correia

Jared Correia | Founder & Ceo, Red Cave Law Firm Consulting

Jared D. Correia, Esq. is the founder and CEO of Red Cave Law Firm Consulting and the COO of Gideon Software, Inc. A former practicing attorney, Jared has been providing services to lawyers and law firms for over a decade. He is a regular presenter at local, regional and national events, including ABA TECHSHOW. He regularly contributes to legal publications, including his column, ‘Managing,’ for Attorney at Work, his ‘Law Practice Confidential’ advice column for Lawyerist and his column for Above the Law focused on the legal technology startup community. Jared is the host of the award-winning Legal Toolkit podcast on Legal Talk Network. Jared also teaches for Concord Law School, Suffolk University Law School, Solo Practice University and Becker College. For more information about Jared, visit Red Cave’s website and/or Gideon’s website, his LinkedIn account, his Twitter account or contact him directly at [email protected].

Katy Goshtasbi

Katy Goshtasbi | CEO, Puris Consulting

Katy Goshtasbi is a branding expert and founder of Puris Consulting. She works with law firms, lawyers and organizations on growing, in size and profits, by mastering change and developing employee brands that get their message out effectively. The results include happier, more productive lawyers, reduced stress, attracting better clients and more revenues. Katy practiced securities law for over 14 years. She was Chair of the ABA Law Practice Division, 2018-2019, where she created the first ever ABA Lawyer Retreat. [email protected].

Elise Buie

Elise Buie | Founder, Elise Buie Family Law Group

Elise Buie is a Seattle attorney who has run a virtual family law practice since 2015. Elise is also a divorced mom/step mom of 6 who thrived through Hurricane Katrina, Divorce, Relocation and opening her own law firm.Elise specializes in supporting parents as they shift from their "Spouse Brain" to their "Co-CEOs of Team Child" brain so that they can co-parent in their strengths while maximizing their children and minimizing destructive conflict.

Our panel

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.

Hosted by

Rio Peterson

Rio Peterson| Affinity Programs Manager, Clio
Rio Peterson is the Affinity Programs Coordinator at Clio. She initially joined Clio in 2017 as a member of Clio’s award-winning Customer Support team and gained an in-depth knowledge of Clio’s products and customers. Now, Rio works to build flourishing relationships with legal associations across the United States and Canada, and she works passionately to educate lawyers on the importance of using data to build better practices and drive the legal industry forward.

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


Doug Edmunds

Principal, DBE Technology Consulting

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




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