Innovate Legal Online:
Helpful Tools for Automating Your Document Management

Learn how to adapt your tools and processes to streamline your firm’s operations.

Tools to help your firm thrive in this new legal environment

Join this tech tools session on June 17, 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 share insights on how to identify which aspects of your business should be automated—and how to create these efficiencies. Some of the tools discussed in the meetup will include: practice management software (like Clio Manage), automation tools (like Zapier, the Google Suite, and Microsoft Office 365), and e-filing systems (like InfoTrack). 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 Rio Peterson and panelists Alex Braun, Marketing Manager of InfoTrack, Jordan Couch, Partner at Palace Law, and Jordan Carter, Customer Account Manager at Clio
  • Duration: 75 minutes (45 minutes of panel discussion + 30 minutes of Q&A)
  • Not approved for CLE Credit

Watch the replay of this Automation Meetup


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

Jordan Carter

Jordan Carter | Account Manager, Clio

Originally from New Zealand, Jordan Carter moved to Canada and joined the Clio Customer Support in 2018. Jordan’s product knowledge and passion for working with Clio users lead him into his current role as an Account Manager, where he works as a strategic advisor to Clio's customer base, helping them unlock the true potential of their Clio subscription.

Alex Braun

Alex Braun | Marketing Manager, InfoTrack US

Alex Braun is the marketing manager for InfoTrack US, which automates daily litigation tasks through integrations with popular case management systems. Alex has also worked for One Legal and two eDiscovery software companies, Nextpoint and Relativity. He is a 2008 graduate of the University of Missouri School of Journalism and the recipient of the Illinois Paralegal Association’s 2018 Outstanding Sustaining Member Award.

Jordan Couch

Jordan Couch | Partner, Palace Law

Jordan L. Couch ([email protected]) is a partner and cultural ambassador at Palace Law in University Place, Washington where his practice focuses on workers’ compensation and personal injury litigation. In his spare time Jordan works with local, state, and national bar associations to help others build a more modern client-centric law firm. Follow him on Twitter and other social media: @jordanlcouch.

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.