VIRTUAL MEETUP

A Course in Client-Centered Lawyering: Understanding Your Client Journey

How to Become a Client-Centered Law Firm

Gain a better understanding of the experience clients have with your firm

Innovative and proactive business leaders use Client Journey Mapping to learn how their customers experience their brand—from the first moment of engagement through the course of their relationship with the company. To learn how this pivotal tool can make a difference for your law firm, join Part 2 of Clio’s Crash Course in Client-Centered Lawyering. In this session, you’ll learn which components comprise a client journey map—and why you should use this tool to better understand and connect with your current and potential clients. This session will help you put yourself in your client’s shoes through a live exercise with legal professional Lori Gonzalez, who routinely uses journey mapping to identify which gaps in her business need to be addressed.

This meetup will also include a live Q&A session, opportunities for peer networking via the live chat platform, and the chance to win audiobook copies of The Client-Centered Law Firm by Clio CEO Jack Newton.

Meetup Overview:

  • A virtual platform for learning and engagement among legal professionals
  • Hosted by Clio, featuring moderator Rio Peterson, Affinity Programs Manager, and Lori Gonzalez, CEO & Founder, The RayNa Corporation
  • Duration: 45 Minutes (30 minutes of panel discussion + 15 minutes of Q&A)
  • Not approved for CLE credit

Watch the replay the Course in Client-Centered Lawyering

Rio Peterson

Hosted by: Rio Peterson, Affinity Program Manager

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.

Lori Gonzalez

Panelist: Lori Gonzalez, President & CEO, The RayNa Corporation

Lori Gonzalez is legal tech lover, process nerd and promotor of access to justice. She founded The RayNa Corporation – a medical record retrieval company that also focuses on helping lawyers find lost time. She focuses her energy on testing, using and improving legal tech, as well as, process and efficiency improvement. She is a frequent speaker at state and local bar associations, presents at national conferences and facilitates staff trainings for firms. Her service includes the Tennessee Access for Justice Commission’s Pro Bono Committee, an organizer of the Music City Legal Hackers and creating new tools for access to justice with Code for America’s Nashville brigade.  She served on the State Bar of California’s Access Through Innovation of Legal Services Task Force and is currently serving on the advisory board for the University of Las Vegas - William S. Boyd School of Law’s Tech and Innovation Initiative.  

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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