QUICK START SESSION

Seamless Scheduling and Matter Management with Clio Suite

Session #2 in the Grow Manage Quick Start series.

Every Monday, Wednesday, and Friday, learn how to connect your Clio Grow and Clio Manage accounts to simplify client scheduling and matter management.

Join this 45-minute virtual training session to learn how to connect your Clio Grow and Clio Manage accounts, so you can access everything you need—including contacts, matters, and important documents and forms—from Clio Manage.

You will also learn how to connect Clio Grow’s Scheduler feature to Clio Manage, to see your Clio Grow appointments on your Clio Manage calendar, and even charge for paid consultations using Clio Payments.

This session includes a 45-minute training session and a 15-minute Q&A.

Register 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.

T.C. Whittaker

T.C. Whittaker| Venture Leader, PwC InsightsOfficer

T.C. Whittaker is the Venture Leader of PwC InsightsOfficer, the bookkeeping, billing and insights solution for law firms. Prior to this role, T.C. was a director for PwC’s Private Company Services practice, where he worked closely with private companies in various industries across the southeast region to deliver transformational assurance, tax and advisory solutions. He has extensive startup experience, having founded multiple businesses, ranging from real estate development, mobile application development, automotive services, and logistics.

T.C. held multiple executive and entrepreneurial roles before joining PwC. He worked in investment banking on Wall Street, then moved to Atlanta to be the CFO of an early stage IT staffing company. T.C. was later on promoted to President and CEO, and during his tenure oversaw the expansion of the business and eventual sale. Under T.C.’s leadership and management, the company ranked first in the Atlanta Business Chronicle’s Best Places to Work award and the American Staffing Association Best in Class Website award.

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

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.

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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