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Working from Home with Remote Law Firm Technology
AMA Panel Joshua Lenon Lawyer in Residence @JoshuaLenon Jaspal Singh Account Exec, Clio Radney Wood Partner, Vela Wood
Agenda • Vela Wood – A flexible firm in changing times • Jaspal Singh – Questions Clio is getting from lawyers everyday • ...
Radney Wood Vela Wood’s experience with remote working
Jaspal Singh Frontline conversations with lawyers
Poll: What challenges do you expect to encounter? A. Client communication B. Obtaining Signatures C. Firm cash flow D. Oth...
Joshua Lenon Getting remote working right
4 Key to Successful Virtual Teams Harvard Business Review identified four necessary components to successful virtual teams...
Right People People • Good communication skills, • High emotional intelligence, • Ability to work independently, and • Res...
Right Leadership & Touchpoints Leaders • Foster trust • Encourage open dialogue • Clarify goals and guidelines. Touchpoint...
Right Technology Distributed teams require less communication channels, not more.
Distributed Team Policies 1. Set tools for your team. • Accessible • Easy to use • Platform agnostic 2. Reports are essent...
Necessary Internal Remote Functions • Central record keeping • Easy messaging • Mobile outreach • Virtual Gatherings
Necessary External Remote Functions • Accessible updates • Easy sharing • Multiple touchpoints • Online payments • E-signa...
Start Now Working remotely now is better than figuring it out tomorrow.
Poll: Would you like to learn more about Clio? (select all that apply) a. Yes please contact me about Clio’s suite of prod...
Additional Resources Upcoming Webinars ● [CLE Eligible] Tue., April 7th at 11am PST: Disaster and Succession Planning for ...
Thank You Joshua Lenon joshua@clio.com @JoshuaLenon Linkedin.com/in/joshualenon 1-888-858-2546
AMA Panel: Working from Home with Remote Law Firm Technology
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AMA Panel: Working from Home with Remote Law Firm Technology

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Stay connected beyond office walls

Do you have questions about how to manage a distributed office while working from home?

In the face of widespread COVID-19 concern, lawyers shouldn’t have to disconnect entirely from their firm and clients. Instead your firm should be a bedrock for consistent and reliable legal service—at a time when your staff, coworkers, and business partners need you most.

Learn from our panel of experts, who will take your questions on how to maintain a personal touch with both clients and coworkers when working from home.

https://landing.clio.com/remote-law-firm-ama.html

Published in: Law
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AMA Panel: Working from Home with Remote Law Firm Technology

  1. 1. Working from Home with Remote Law Firm Technology
  2. 2. AMA Panel Joshua Lenon Lawyer in Residence @JoshuaLenon Jaspal Singh Account Exec, Clio Radney Wood Partner, Vela Wood
  3. 3. Agenda • Vela Wood – A flexible firm in changing times • Jaspal Singh – Questions Clio is getting from lawyers everyday • Joshua Lenon – Getting serious about remote working • AMA – Your questions
  4. 4. Radney Wood Vela Wood’s experience with remote working
  5. 5. Jaspal Singh Frontline conversations with lawyers
  6. 6. Poll: What challenges do you expect to encounter? A. Client communication B. Obtaining Signatures C. Firm cash flow D. Other: share in the chat
  7. 7. Joshua Lenon Getting remote working right
  8. 8. 4 Key to Successful Virtual Teams Harvard Business Review identified four necessary components to successful virtual teams. 1. Right people 2. Right leadership 3. Right touchpoints 4. Right technology Source: Getting Virtual Teams Right, by Keith Ferrazzi, HBR, December 2014
  9. 9. Right People People • Good communication skills, • High emotional intelligence, • Ability to work independently, and • Resilience to recover from snafus Size • Virtual teams smaller than 10 people are more effective Roles Three tiers of team members: 1. Core - strategy 2. Operational - decisions about day- to-day work 3. Outer - temporary or part-time members with specialized expertise
  10. 10. Right Leadership & Touchpoints Leaders • Foster trust • Encourage open dialogue • Clarify goals and guidelines. Touchpoints • Kickoff • Onboarding • Milestones
  11. 11. Right Technology Distributed teams require less communication channels, not more.
  12. 12. Distributed Team Policies 1. Set tools for your team. • Accessible • Easy to use • Platform agnostic 2. Reports are essential • Performance • Audits 3. Enforce usage
  13. 13. Necessary Internal Remote Functions • Central record keeping • Easy messaging • Mobile outreach • Virtual Gatherings
  14. 14. Necessary External Remote Functions • Accessible updates • Easy sharing • Multiple touchpoints • Online payments • E-signature
  15. 15. Start Now Working remotely now is better than figuring it out tomorrow.
  16. 16. Poll: Would you like to learn more about Clio? (select all that apply) a. Yes please contact me about Clio’s suite of products b. Yes please contact me about adding Clio Manage c. Yes please contact me about adding Clio Grow d. No thank you, I am a current Clio user already
  17. 17. Additional Resources Upcoming Webinars ● [CLE Eligible] Tue., April 7th at 11am PST: Disaster and Succession Planning for Law Firms: How to Prepare for Unpredictable Events ● [CLE Eligible] Tue., May 12, 11am PST: How to Build a Virtual Law Firm (and Why You Should) Other resources ● Working Remotely as a Lawyer Blog
  18. 18. Thank You Joshua Lenon joshua@clio.com @JoshuaLenon Linkedin.com/in/joshualenon 1-888-858-2546

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