3. 3
Agenda
● Today’s speakers
● About Clio
● A conversation on freelance &
contract staff
● Helpful resources
● Audience Q&A
4. 4
Nefra MacDonald
Affinity Partnerships
Manager, Clio
nefra.macdonald@clio.com
Kristin Tyler
Co-founder, LAWCLERK
ktyler@lawclerk.legal
Today’s Panel
J. Ryan Johnson
Attorney at Law
The Law Office of J. Ryan Johnson
5. Clio’s offerings
Clio Manage
Legal practice management software
Our most popular product—the industry’s leading solution
to help manage clients, organize cases, and automate
tedious tasks and month-end billing.
Clio Grow
Client intake and legal CRM software
Standardize the client intake process with online intake
forms, email automation, and e-signatures to build strong
relationships, and get powerful data insights to grow your
firm.
The Clio Suite
Legal practice management, client intake and CRM
software. Get unmatched performance with Clio Suite, the
industry’s only end-to-end software solution for your firms. Visit clio.com/pricing to learn more.
9. Polls for Non Clio Users & Clio Users
Not a Clio User
Would you like to learn more
about Clio?
a. Yes I would like to learn more
about Clio’s Suite of products
b. Clio Cloud Conference
c. No I’m not interested
d. No I’m already a Clio Customer
Clio Users
Would you like to learn more
about:
a. Adding Clio Grow (client intake &
CRM software)
b. Clio Cloud Conference
c. No I’m not interested or I
already use grow
14. Virtual Meetup (July 15): Advantages of Automated and Bundled Legal
Services
CLE-eligible webinar (July 20): Redefining the Future of Law: Alternative
Legal Service Models
Webinar (July 21): What’s Trending on the Clio App Directory
Virtual Meetup (July 27): The New Frontier: Non-Lawyer Ownership of Firms
Clio Cloud Conference (October 26-29): Claim your $99 ticket
Webinars, blogs, podcasts and more!