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Growing Your Firm Through
Support Groups and Staffing
Building a Successful Law Firm: Session 11
Nefra MacDonald
Housekeeping
● Session length: 60 minutes
● Use to engage with fellow meetup attendees
and select “everyone” in the dropdown
● Use to ask questions directly to panellists
● Please fill out the survey at the end of the session
3
Agenda
● Meet the panel
● Networking & community building
● Virtual assistants & staffing
● Personal & employee development
● Clio’s offerings & polls
● Helpful resources
● Additional Q&A
4
Nefra MacDonald
Senior Manager, Strategic Engagement, Clio
Today’s Speakers
Amy Grubb
Lawyer & Legal Consultant,Grubb
Legal Consulting
Brett Trembly
Co-founder, Get Staffed Up
Michelle Fonseca-Kamana
Founder & Principal Attorney,
West Coast Lemons APC
Networking +
Building Community
6
I feel very connected
with my legal
community
a. Strongly agree
b. Agree
c. Neither agree nor disagree
d. Disagree
e. Strongly disagree
Growing Your Firm Through Support Groups and Staffing
Growing Your Firm Through Support Groups and Staffing
Growing Your Firm Through Support Groups and Staffing
Growing Your Firm Through Support Groups and Staffing
Virtual Assistants
& Staffing
12
Do you have a
domestic employee
who works remotely
(doesn’t work from the
office)?
a. Yes
b. No
●
Staffing Considerations
● Too many emails?
● Answering phones by yourself?
● Doing your own scheduling?
● Setting up your own meetings?
WHEN YOU SHOULD CONSIDER STAFFING
WHY YOU SHOULD ENLIST THE HELP OF A FULL-TIME
VIRTUAL TEAM MEMBER
Staffing Considerations
● W
h
e
n
y
o
u
s
h
HOW TO MEET THE HIRING NEEDS OF THE FIRM
Staffing Considerations
Personal & Employee
Development
17
When is the last time
you had lunch with
your team (virtually or
in person)?
a. Less than 1 month ago
b. More than 1 month ago
c. Never
d. I don’t have a team
EMPLOYEE DEVELOPMENT
● Daily/weekly check in
○ Consider time, frequency and format
○ Stand up meetings; technology
● Quarterly 1:1 - career goals
● Open door/office hours
● Team events - CPD, volunteer, social, surprise, well-being, retreat
● Path to partnership
● Support your team, show up and ask for feedback!
19
You are the average of the
five people you spend the
most time with.
-Jim Rohn
PERSONAL DEVELOPMENT
● Coach/consultant/mentors
● Create a plan for your life and business. Take some action!
● Read
● Vacation - a real one!
● Sleep
21
Clio’s Offerings &
Additional Resources
Clio EasyStart
Track your time and get paid
Everything you need to track your time, bill your clients, and get paid—plus some extras!
Clio Essentials
Optimize firm operations
Includes critical law practice management tools that allow you to work smarter, customize
how your firm gets organized, and communicate with clients and co-counsel.
Clio Advance
Scale your impact
Introduces unlimited access to new productivity tools and more business and financial
oversight. Priority on-call support ensures you get the most out of Clio.
Clio Complete
Grow your business
Scale your business by adding Clio Grow to improve and automate your client intake with
online forms, online appointment bookings, automated emails follow-ups, and more.
Lawyaw
New software for solo, small- and mid-sized legal practices that can help streamline
information gathering and document assembly, along with built-in e-sign and other features.
Visit clio.com/pricing to learn more.
Clio’s Offerings
Clio Payments
Clio Manageʼs new online payments platform makes it easy for
your clients to pay online using a credit card, debit card, or
eCheck—without the need for a third-party payment processor.
Clio Drive
Securely create, access, edit, store, and collaborate on
documents without ever leaving your desktop.
Clio for Clients
Clio for Clients, Clioʼs new secure client portal allows you to
streamline communication with your clients.
Text Notifications and Reminders
Use text notifications and reminders to avoid the costly
no-shows and unnecessary administrative overhead that comes
with organizing client meetings.
Visit clio.com/features/whats-new to learn more.
What’s New In Clio
Polls for Non-Clio and Clio Customers
Poll 1: For Non-Clio Customers
Would you like to learn more about Clio?
a. Yes, I would like to learn more
about Clioʼs products
b. Clio Cloud Conference
c. No, Iʼm not interested
d. No, Iʼm already a Clio Customer
24
Poll 2: For Clio Customers
Would you like to learn more about:
a. Adding Clio Grow to streamline
client intake
b. Adding Clio Payments
c. Clio Cloud Conference
d. No, Iʼm not interested or I already
use Clio Grow/Payments
25
Would you like Get
Staffed Up to help you
hire smarter and beat
the Great Resignation?
a. Yes, I’d like to be in touch
b. No thank you
Additional Resources
26
● CLE-eligible webinar, June 7: Cultural Competence for Law Firms
● Meetup series, June - August: Legal Marketing Master Class Series
● Cloud Cloud Conference: Oct. 10 - 11, 2022 in Nashville, TN
● Discount offer & resource from Get Staffed Up: THE SMARTER WAY TO
● STAFF YOUR LAW FIRM
27
Additional
Questions
28
Thank You
29
CONTACT INFORMATION
/Nefra-MacDonald
@nefra_ann
nefra.macdonald@clio.com
888-858-2546
www.clio.com
Nefra
MacDonald
Affinity Partnerships Manager
30
CONTACT INFORMATION
/Bretttrembly
brett@getstaffedup.com
www.getstaffedup.com
Lawyer / Entrepreneur / Author / Delegation Expert at Get Staffed Up
Brett Trembly
Growing Your Firm Through Support Groups and Staffing
32
CONTACT INFORMATION
/amygrubb
amy@grubblaw.ca
https://grubblaw.ca/
Lawyer & Legal Consultant, Grubb Legal Consulting
Amy Grubb

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Growing Your Firm Through Support Groups and Staffing

  • 1. Growing Your Firm Through Support Groups and Staffing Building a Successful Law Firm: Session 11 Nefra MacDonald
  • 2. Housekeeping ● Session length: 60 minutes ● Use to engage with fellow meetup attendees and select “everyone” in the dropdown ● Use to ask questions directly to panellists ● Please fill out the survey at the end of the session
  • 3. 3 Agenda ● Meet the panel ● Networking & community building ● Virtual assistants & staffing ● Personal & employee development ● Clio’s offerings & polls ● Helpful resources ● Additional Q&A
  • 4. 4 Nefra MacDonald Senior Manager, Strategic Engagement, Clio Today’s Speakers Amy Grubb Lawyer & Legal Consultant,Grubb Legal Consulting Brett Trembly Co-founder, Get Staffed Up Michelle Fonseca-Kamana Founder & Principal Attorney, West Coast Lemons APC
  • 6. 6 I feel very connected with my legal community a. Strongly agree b. Agree c. Neither agree nor disagree d. Disagree e. Strongly disagree
  • 12. 12 Do you have a domestic employee who works remotely (doesn’t work from the office)? a. Yes b. No
  • 13. ● Staffing Considerations ● Too many emails? ● Answering phones by yourself? ● Doing your own scheduling? ● Setting up your own meetings? WHEN YOU SHOULD CONSIDER STAFFING
  • 14. WHY YOU SHOULD ENLIST THE HELP OF A FULL-TIME VIRTUAL TEAM MEMBER Staffing Considerations
  • 15. ● W h e n y o u s h HOW TO MEET THE HIRING NEEDS OF THE FIRM Staffing Considerations
  • 17. 17 When is the last time you had lunch with your team (virtually or in person)? a. Less than 1 month ago b. More than 1 month ago c. Never d. I don’t have a team
  • 18. EMPLOYEE DEVELOPMENT ● Daily/weekly check in ○ Consider time, frequency and format ○ Stand up meetings; technology ● Quarterly 1:1 - career goals ● Open door/office hours ● Team events - CPD, volunteer, social, surprise, well-being, retreat ● Path to partnership ● Support your team, show up and ask for feedback!
  • 19. 19 You are the average of the five people you spend the most time with. -Jim Rohn
  • 20. PERSONAL DEVELOPMENT ● Coach/consultant/mentors ● Create a plan for your life and business. Take some action! ● Read ● Vacation - a real one! ● Sleep
  • 22. Clio EasyStart Track your time and get paid Everything you need to track your time, bill your clients, and get paid—plus some extras! Clio Essentials Optimize firm operations Includes critical law practice management tools that allow you to work smarter, customize how your firm gets organized, and communicate with clients and co-counsel. Clio Advance Scale your impact Introduces unlimited access to new productivity tools and more business and financial oversight. Priority on-call support ensures you get the most out of Clio. Clio Complete Grow your business Scale your business by adding Clio Grow to improve and automate your client intake with online forms, online appointment bookings, automated emails follow-ups, and more. Lawyaw New software for solo, small- and mid-sized legal practices that can help streamline information gathering and document assembly, along with built-in e-sign and other features. Visit clio.com/pricing to learn more. Clio’s Offerings
  • 23. Clio Payments Clio Manageʼs new online payments platform makes it easy for your clients to pay online using a credit card, debit card, or eCheck—without the need for a third-party payment processor. Clio Drive Securely create, access, edit, store, and collaborate on documents without ever leaving your desktop. Clio for Clients Clio for Clients, Clioʼs new secure client portal allows you to streamline communication with your clients. Text Notifications and Reminders Use text notifications and reminders to avoid the costly no-shows and unnecessary administrative overhead that comes with organizing client meetings. Visit clio.com/features/whats-new to learn more. What’s New In Clio
  • 24. Polls for Non-Clio and Clio Customers Poll 1: For Non-Clio Customers Would you like to learn more about Clio? a. Yes, I would like to learn more about Clioʼs products b. Clio Cloud Conference c. No, Iʼm not interested d. No, Iʼm already a Clio Customer 24 Poll 2: For Clio Customers Would you like to learn more about: a. Adding Clio Grow to streamline client intake b. Adding Clio Payments c. Clio Cloud Conference d. No, Iʼm not interested or I already use Clio Grow/Payments
  • 25. 25 Would you like Get Staffed Up to help you hire smarter and beat the Great Resignation? a. Yes, I’d like to be in touch b. No thank you
  • 26. Additional Resources 26 ● CLE-eligible webinar, June 7: Cultural Competence for Law Firms ● Meetup series, June - August: Legal Marketing Master Class Series ● Cloud Cloud Conference: Oct. 10 - 11, 2022 in Nashville, TN ● Discount offer & resource from Get Staffed Up: THE SMARTER WAY TO ● STAFF YOUR LAW FIRM
  • 30. 30 CONTACT INFORMATION /Bretttrembly brett@getstaffedup.com www.getstaffedup.com Lawyer / Entrepreneur / Author / Delegation Expert at Get Staffed Up Brett Trembly
  • 32. 32 CONTACT INFORMATION /amygrubb amy@grubblaw.ca https://grubblaw.ca/ Lawyer & Legal Consultant, Grubb Legal Consulting Amy Grubb