VIRTUAL MEETUP

Innovate Legal Online:
Communication Tools for Law Firm Efficiency

Learn how to navigate the changing legal landscape by adapting your firm’s tool’s and processes.

Tools to help your firm succeed in this new legal environment

Join this communications tools session on June 11, 2020, as part of our virtual series of Innovate Legal June Meetups. The meetups will cover tools and best practices you can implement to better serve clients and collaborate with coworkers as the legal landscape continues to advance and evolve online.

This meetup will feature a panel of experienced legal and tech professionals who will review best in class communication and collaboration tools—including video conferencing software (like Zoom and Google Hangouts), messaging software (like Slack and Microsoft Teams), and other tools such as virtual receptionist services, live chat, email, and texting software. The panelists will also advise on how you can implement these different technologies into your firm and use them appropriately for internal and external communications. Following the panel presentations, attendees will have the opportunity to dive deeper and ask questions, as well as to share their own recommendations with one another.

Meetup Overview:

  • A virtual platform for learning and engagement among legal professionals
  • Hosted by Clio, featuring moderator Emma Raimi-Zlatic and panelists Maddy Martin, Head of Growth & Education at Smith.ai, and Adriana Linares, President at LawTech Partners, and Shaun Shaun Sorenson, Co-Founder and CEO of Kenect
  • Duration: 75 minutes (45 minutes of panel discussion + 30 minutes Q&A)
  • Opportunities for peer networking
  • Not approved for CLE Credit

Watch the replay of this Communication Tool Meetup

Panel

Joshua Lenon

Heather Hazelwood| Founder & Managing Partner, Ampersand Law

Heather Hazelwood is an estate planning attorney and owner of Ampersand Law in Durham, North Carolina. Heather grounds her practice in the beliefs that estate planning can (and should!) be a straightforward, manageable, and transparent process. The law firm's Instagram account, @ampersandlawnc, shows how she's #doinglawdifferently and leading the way to #unstuckestateplanning. Connect with her there, or reach her via email at [email protected]

Robert Ambrogi

Mark Homer| Co-Founder & CEO, GNGF

As founder and CEO of law firm marketing agency Get Noticed Get Found, Mark uses his twenty-five years of experience in marketing and technology to help lawyers grow their law firm business. He leads an amazing team that delivers effective results to clients with a focus on a law firm’s business goals and high-touch service. Through his book, Online Law Practice Strategies, his speaking, active blog, and online videos, Mark’s goal is to help law firms of all sizes whether they are a client or not.

Mark has been at the intersection of online technology and marketing since he built some of the first ever corpxorate websites in 1995 while at IBM.He furthered his online marketing experience with leadership roles at venture backed startups and as a co-founder of the marketing technology leader eshots, inc. He gained his experience in the legal industry from his years in Product Marketing for iManage.

Mark has delivered presentations on digital marketing, company culture, and leadership to business owners of all kinds around the world, from small business owners to executive partners of Fortune 500 companies. When not managing the day-to-day operations at GNGF, Mark can usually be found watching superhero or sci-fi movies with his two teenage boys and very patient wife.

Meet the Panel

Adriana Linares

Adriana Linares | President, LawTech Partners

Adriana Linares is a legal technology consultant with her company, LawTech Partners. Using her practical and personal approach she helps legal professionals use technology to maximize skills and investments through training and consulting. She served as Chair of ABA TECHSHOW 2017; works as a technology consultant to the Florida Bar Board of Governors and serves as the Technology and Practice Management Advisor of the San Diego County Bar Association. Listen to Adriana as she hosts monthly episodes of the New Solo podcast on the Legal Talk Network. To learn about hiring Adriana to help you with your law practice, visit lawtechpartners.com.

Maddy Martin

Maddy Martin | Head of Growth & Eduction,Smith.ai

Maddy Martin is the head of growth and education for Smith.ai, which provides 24/7 virtual receptionist solutions by phone, web chat, text, and Facebook Messenger to accelerate growth for law firms and other service-driven businesses. Maddy has spent the last decade growing tech startups from New York to California, and has expertise in digital marketing, small business communications, lead conversion, email marketing, SEO & content marketing, social media, comarketing, and event marketing. Maddy can be reached at [email protected] and on LinkedIn.

Shaun Sorenson

Shaun Sorenson | Co-Founder & CEO, Kenect

Shaun is the Co-Founder and Chief Executive Officer of Kenect and a serial entrepreneur. Shaun founded Kenect to solve the communication and reputation challenges facing small businesses like law firms across North America. Shaun’s favorite part of Kenect is the 98% open rate that text messages have. He loves helping firms across the country convert their main number to a text-enabled line and see the text messages start flowing in immediately.

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

Joshua Lenon

Emma Raimi-Zlatic
Affinity Programs Manager, Clio


Having had nearly a decade of experience in tech and the legal field, Emma knows both the needs of companies and lawyers alike. She’s spoken on many occasions about law firm marketing, legal entrepreneurship, law firm growth, and cloud technology and security. Being a JD herself who previously founded her own attorney recruiting company, Emma is passionate about helping firms grow from the ground up, and knows firsthand the struggles involved in building a business.

Emma joined Clio in 2018 as a result of the acquisition of Lexicata, a legal-tech software company, and also worked in Silicon Valley for tech startups and for an international law firm previously. She can be reached at [email protected], and is based in Los Angeles, CA.

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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