Clio, a leading provider of cloud-based legal technology, is hosting a free webinar titled "How Clio Customers Take a Stress-Free Summer: Streamlining Client Intake." This event features Clio power users Mechelle Woznicki of Woznicki Law PLC and Natasha Nazareth of Nazareth Bonifacino Law LLC, who will share their strategies for optimizing client intake processes to facilitate taking time off during the summer months.
The webinar will cover key topics such as preparing for time off by completing work in advance, automating tasks to be handled during absence, and establishing effective coverage plans to ensure firm operations continue smoothly. Attendees will gain insights into utilizing Clio Grow and Clio Manage to enhance their client intake and case management workflows.
This one-hour session is designed for legal professionals seeking to improve their firm's efficiency and client intake processes, enabling them to enjoy a restful break without compromising their practice's performance.
Speakers(2)
Liz Hudson
Customer Marketing Manager at Clio
Liz is a Senior Manager of Customer Marketing at Clio, where she’s obsessed with helping customers get the most value out of Clio.
Mechelle Woznicki
Attorney, Mediator and Continuous Improvement Enthusiast at Woznicki Law PLC
After spending 10 years in the Navy, becoming a parent then a grandparent, and 20 years in business, I became an attorney. I quickly became frustrated with the status quo of the legal landscape and its inherent inefficiencies. My continuous improvement methodology uncovers inefficiencies and allows me to have a healthy work/life balance. I love sharing this methodology with other attorneys, so that they, too, can enjoy more time off with improved profit margins.
Event Details
- Date
- June 21, 2023
- Location
- 🇺🇸 United States
- Pricing
- Free
- Audience
- Legal professionals seeking to improve client intake processes and firm efficiency.