VIRTUAL MEETUP

Innovate Legal Online:
Embracing Technology for Long-Term Success

Learn how to think critically about the tech tools that will help your business succeed in the long run.

Tools to help your firm succeed—now and in the future

Join this tech tools session on June 30, 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 connect with coworkers as the legal landscape continues to advance and evolve online.

In this meetup John Grant, Founder of the Agile Attorney Network, and Simon Boehme, a mediator and technology entrepreneur, will discuss their preferred tools for expanding law firm business offerings and addressing common security concerns. They will also offer insights around establishing a new, tech-centric business model that will position your firm for success in the post-COVID world. Following the panel presentations, attendees will have the opportunity to participate in a live Q&A to delve deeper into the topics with the panelists.

Meetup Overview:

  • A virtual platform for learning and engagement among legal professionals
  • Hosted by Clio, featuring moderator Nefra MacDonald, Affinity Programs Manager at Clio; John Grant, Founder of the Agile Attorney Network; and Simon Boehme, mediator and tech entrepreneur
  • Duration: 60 minutes (30 minutes of panel discussion + 30 minutes of Q&A)
  • Opportunities for peer networking
  • Not approved for CLE Credit

Watch the replay of this Technology Meetup

Panel

John Grant

John Grant| Founder of Agile Attorney

John E. Grant is the founder of the Agile Attorney Network, a consultancy for legal professionals looking to harness the tools of modern entrepreneurship to build more profitable, scalable, and sustainable practices. He is a fourth-generation lawyer who has served as in-house counsel and managed a boutique IP law firm. John co-chaired the Oregon State Bar's Futures Task Force and currently sits on its Board of Governors, serves on the board of The Commons Law Center, is a fellow of the American Bar Foundation, and is a FastCase 50 and ABA Journal Web100 Honoree.

Simon Boehme

Simon Boehme| Technology Entrepreneur

Simon Boehme is a technology entrepreneur, specializing in dispute resolution and legal innovation. He has been practicing and researching online dispute resolution for nearly a decade. Simon was a recent member of the State Bar of California’s Access Through Innovation of Legal Services (ATILS) Task Force. Simon was previously Co-Founder and COO at Disputly (formerly LegalWin). He also founded Magnify, a contract company summarizing terms and conditions of popular websites (recently acquired). He also was a member of the Accord Project Dispute Resolution Working Group (building guidelines and open source code for smart legal contracts). He also served as a mediator with Conflict Intervention Service aiming to reduce homelessness in San Francisco (along with creating the first online dispute resolution system for landlord-tenant disputes). Simon was appointed by the Obama Administration to serve on the U.S. Department of Education's National Advisory Committee for Institutional Quality and Integrity (NACIQI). He served on NACIQI from 2013 to 2019. He currently lives in San Francisco, California. You can contact Simon at simonboehme.com.

Meet the Panel

Joshua Lenon

Hosted by Nefra MacDonald | Affinity Programs Manager, Clio

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.

Erin

Erin Gerstenzang | Founder, EHG Law

Erin Gerstenzang founded EHG Law Firm, which is located in Atlanta, Georgia. She provides client-centered legal services to clients facing drug and alcohol-related criminal offenses, and subscription legal services to new hemp businesses in Georgia. She was honored by Fastcase 50 in 2018 and recognized by the ABA's Legal Technology Resource Center as one of the honorees of the Women in Legal Tech 2019. She is on the ABA TECHSHOW Planning Board and she co-founded AtlantaLegalTech.com. She serves on the board of the Georgia Association for Women Lawyers Foundation, and she was a recipient of their GAWL Visionary Award in 2019. She chairs the Judicial Recommendation Committee of the Georgia Association of Criminal Defense Attorneys and is on their long-range planning committee and was the recipient of the President’s Award in January 2020. She also serves on the State Bar of Georgia's Disciplinary Rules and Procedures Committee.

Patrick Palace

Patrick Palace | Owner, Palace Law 

Patrick Palace is the owner of Palace Law, a firm of workers' compensation and personal injury attorneys. He is and has been a partner in a number of joint ventures with tech companies developing new tools for lawyers. Since 2016, Palace Law has been recognized by the Lawfirm 500 as one of the top 100 firms nationwide for its growth and innovation. Patrick was the first recipient of the “Service to the Legal Profession Award”, and has been chosen by the “National Trial Lawyers” as one of the Nation’s Top 100 trial lawyers. He was also named as one of the “Top Attorneys in Washington.”
 

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

Nefra MacDonald

Nefra MacDonald
Affinity Programs Manager, Clio

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.

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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