VIRTUAL MEETUP

A Course in Client-Centered Lawyering: How to Implement a Client-Centered Model at Your Firm

How to Become a Client-Centered Law Firm

Wednesday, September 30, 2020 at 11 a.m. PDT | 2 p.m. EDT

Learn specific practices for implementing and measuring a client-centered approach at your firm.

Now that you’re equipped with the knowledge to identify where gaps exist in your firm’s client journey experience and how best to approach them, the final session of this course will prepare you on to start using a client-centered model at your firm—and to measure your success. During this session, our panel of managing attorneys and entrepreneurs will share how they developed specialized products and processes to make their services more accessible and affordable—with appeal for a wider base of clients. The panelists will also address how to achieve internal buy-in at your firm, and they will suggest helpful tools for measuring the financial and personal impact of implementing a client-centered approach.

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 audiobook copies of The Client Centered Law Firm.

Meetup Overview:

  • A virtual platform for learning and engagement among legal professionals
  • Hosted by Clio, featuring moderator Emma Raimi-Zlatic, Affinity Programs Manager, Patrick Palace, Owner of Palace Law, LLP, and Erin Levine, Founder and CEO of Hello Divorce and Levine Family Law Group
  • Duration: 60 Minutes (30 minutes of panel discussion + 30 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 the Course in Client-Centered Lawyering

Panelists

Erin Levine

Erin Levine | Founder & CEO, Hello Divorce

Erin Levine is an entrepreneur, legal innovator, and Certified Family Law Specialist. She is the founder and CEO of Hello Divorce, a “modern breakup service” offering an affordable, convenient, and low conflict divorce option through a revolutionary web application, the Divorce Navigator. Her awarding winning legal technology and access to justice work has been recognized by the legal industry and beyond – with recent features in Above the Law, Forbes, Entrepreneur, and Brit + Co.

Patrick Palace

Patrick Palace| Owner, Palace Law LLC

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.”

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

Emma Raimi-Zlatic

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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