VIRTUAL MEETUP

Innovate Legal Online: How to Get Paid (the Paperless Way)

How to organize billing, collection, and payments—online

Wednesday, August 26, 2020 at 11 a.m. PDT | 2 p.m. EDT

Say goodbye to checks and say hello to quick, reliable online payments options

Once your virtual law firm is up and running and you’ve landed some clients, it’s time to streamline your billing and payment collection processes.

Join Part 3 of Clio’s Virtual Law Firm Bootcamp series on August 26, 2020, for the most important component of running your business: getting paid, quickly and easily! This meetup will feature a panel of legal and consulting professionals who will cover the important aspects of billing, collection, and payment arrangements for virtual legal practices. The panelists will share the key components of good online invoices, how to bill clients in an organized manner, and which payment options and plans (subscription, hourly, flat rate, etc.) are best suited for your practice.

This meetup will also include a Q&A session where participants can ask questions and share their own experiences and tips; opportunities for peer networking via the live chat platform; and the chance to win a prize pack including a Fujitsu ScanSnap Scanner, ring light and webcam!

Meetup Overview:

  • A virtual platform for learning and engagement among legal professionals
  • Hosted by Clio, featuring moderator Rio Peterson, Affinity Programs Manager at Clio, and panelists Peggy Gruenke, Owner of CPN Legal, and Katy Young, Managing Partner of Ad Astra Law Group
  • Duration: 60 Minutes (40 minutes of panel discussion + 20 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!

Register Now for Part 3 of the Virtual Law Firm Bootcamp

Panel

Peggy Gruenke

Peggy Gruenke| Owner, CPN Legal

With over 30 years combined experience in the legal environment, entrepreneur/business owner and an IT consultant, Peggy has combined her experiences to bring results and a competitive advantage to law firms, assisting solo and small firm attorneys across the country in building their businesses by providing law practice management, legal technology, and financial services. 

Peggy started her own business, CPN Legal, in 2012, recognizing the growing need for these services in the local Cincinnati attorney community and across the country. CPN Legal now has over 100 clients across the country. Specializing in Law Firm Accounting and Bookkeeping, Clio and QuickBooks Integration and creating efficient workflows to improve cash flow.
www.cpn-legal.com | 513-334-5076 | [email protected]

Katy Young

Katy Young| Managing Partner, Ad Astra

Katy Young is Ad Astra’s managing partner—out on the front lines advocating for her clients—as well as behind the scenes, helping to build a law firm full of people she’s proud of.

“You miss 100% of the shots you don’t take,” is one of Katy’s life mantras, and she’s never backed down from pursuing the outcome that represents a true victory for each client.

Credentials
Admissions
State Bar of California
Northern District of California

Education
J.D., University of San Francisco 2009
B.A., Social Science, University of the Pacific, 2004

Learn more about Katy and Ad Astra Law.


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.

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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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