WEBINAR

Disaster and Succession Planning for Law Firms: How to Prepare for Unpredictable Events

Learn how to prepare your law firm for unpredictable events, so you’re ready when disaster strikes or you need to pass the torch to a successor.

The unexpected can strike your law firm and your clients in many forms. Whether it’s a pandemic, a natural disaster, or an emergency change in leadership, you need to know whether your firm can recover quickly enough to meet your clients’ increased legal needs. If there’s a threat to your firm’s security or data, can you protect critical client and case information? And what if something happens to you, or you retire—is your firm ready for that kind of transition?

These situations may be uncomfortable to think about, but they’re even worse to ignore. Considering how your law firm will react to the unexpected—and developing strategic plans of action for these events—can protect your clients and prevent your practice from coming to a screeching halt, especially with new situations like the current COVID-19 pandemic.

In this webinar, you’ll learn:

  • The ethical obligations that shape how you should prepare for disasters and succession at your law firm
  • The policies and procedures necessary for ensuring that your firm can react effectively to the unexpected
  • How legal technology can help provide peace of mind in the face of uncertainty

Duration: 60 minutes

Watch now

Hosted by

Joshua Lenon

Joshua Lenon | Lawyer in Residence, Clio

Joshua Lenon is the Lawyer in Residence at Clio. An attorney admitted to the New York Bar, Joshua brings legal scholarship to the conversations happening both within Clio and with its customers. Joshua has worked extensively to educate lawyers on technology’s capability to enhance their practice, while also teaching tech companies about the unique needs of the legal system.

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.

Hosted by

Joshua Lenon

Joshua Lenon | Lawyer in Residence, Clio

Joshua Lenon is the Lawyer in Residence at Clio. An attorney admitted to the New York Bar, Joshua brings legal scholarship to the conversations happening both within Clio and with its customers. Joshua has worked extensively to educate lawyers on technology’s capability to enhance their practice, while also teaching tech companies about the unique needs of the legal system.

Janine Sickmeyer

Janine Sickmeyer | CEO and Founder of NextChapter

Janine is CEO and Founder of NextChapter, a web application for attorneys to prepare, manage and file bankruptcy cases online. Janine was honored as one of ABA's Women of Legal Tech 2017 and a Fastcase 50 winner in 2019. As a paralegal, she saw a need for cloud-based bankruptcy software, taught herself to code, built a team of skilled developers and launched NextChapter in 2016.

Mandy Ballinger

Mandy Ballinger | COO of NextChapter

Mandy is NextChapter’s Chief Operating Officer and is responsible for managing daily operations and development. After graduating at the top of her class in the Paralegal Program at Capital Law University, she joined the Chapter 13 Trustee’s Office and worked for 7 years in bankruptcy and foreclosure. Mandy joined NextChapter as the first employee and has grown in her role to become COO.
 

Hosted by

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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