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Increase Your Profits
While Reducing Burnout
Hosted by Nefra MacDonald and Jayden Doye
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
Icebreaker: Who is
planning to take more
vacation or time-off in
2023 than in 2022?
a. Yes, I can’t wait
b. If I can manage it (tell me
your ways Jayden!)
c. No way
4
Jayden Doyé
President, Prestige Accounting Solutions
Jayden@prestigeaccountants.com
Today’s panel
Nefra MacDonald
Sr. Manager, Strategic Engagement, Clio
nefa.macdonald@clio.com
Increase Your Profits While Reducing Burnout
Increase Your Profits While Reducing Burnout
Increase Your Profits While Reducing Burnout
Increase Your Profits While Reducing Burnout
Increase Your Profits While Reducing Burnout
Increase Your Profits While Reducing Burnout
Increase Your Profits While Reducing Burnout
Increase Your Profits While Reducing Burnout
Increase Your Profits While Reducing Burnout
Increase Your Profits While Reducing Burnout
Increase Your Profits While Reducing Burnout
Increase Your Profits While Reducing Burnout
Increase Your Profits While Reducing Burnout
Increase Your Profits While Reducing Burnout
Increase Your Profits While Reducing Burnout
Increase Your Profits While Reducing Burnout
Increase Your Profits While Reducing Burnout
Increase Your Profits While Reducing Burnout
Increase Your Profits While Reducing Burnout
24
Clio’s Offerings &
Additional Resources
Clio Manage
Legal practice management software
Our most popular product—the industryʼs leading solution
to help manage clients, organize cases, and automate tedious
tasks like getting paid 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.
Lawyaw
Advanced document automation
New software for solo, small- and mid-sized legal practices that
streamline information gathering and document assembly with
programmable templates, built-in e-sign and other features.
Clio’s Offerings
Polls:
Poll 1: For Non-Clio Users
Would you like to learn more about:
a. Clio’s offerings
b. Clio Cloud Conference
c. No, I’m not interested or already
use Clio
26
Poll 2: For Clio users
Would you like to learn more about:
a. Adding Clio Grow for client intake
b. Adding Clio Payments
c. Clio Cloud Conference
d. No, I’m not interested or already
use Grow/Payments
Additional Resources
27
● CLE-Eligible Webinar, Feb 14: Best Practices for Trust Accounting
● CLE-Eligible Webinar, March 14: How to Manage Client Expectations for
Long-Term Success
● Blog: 10 Tips to Improve Law Firm Profitability
● Cloud Cloud Conference: Oct. 10 - 11, 2022 in Nashville, TN
28
Additional
Questions
29
Thank You

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Increase Your Profits While Reducing Burnout

  • 1. Increase Your Profits While Reducing Burnout Hosted by Nefra MacDonald and Jayden Doye
  • 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 Icebreaker: Who is planning to take more vacation or time-off in 2023 than in 2022? a. Yes, I can’t wait b. If I can manage it (tell me your ways Jayden!) c. No way
  • 4. 4 Jayden Doyé President, Prestige Accounting Solutions Jayden@prestigeaccountants.com Today’s panel Nefra MacDonald Sr. Manager, Strategic Engagement, Clio nefa.macdonald@clio.com
  • 25. Clio Manage Legal practice management software Our most popular product—the industryʼs leading solution to help manage clients, organize cases, and automate tedious tasks like getting paid 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. Lawyaw Advanced document automation New software for solo, small- and mid-sized legal practices that streamline information gathering and document assembly with programmable templates, built-in e-sign and other features. Clio’s Offerings
  • 26. Polls: Poll 1: For Non-Clio Users Would you like to learn more about: a. Clio’s offerings b. Clio Cloud Conference c. No, I’m not interested or already use Clio 26 Poll 2: For Clio users Would you like to learn more about: a. Adding Clio Grow for client intake b. Adding Clio Payments c. Clio Cloud Conference d. No, I’m not interested or already use Grow/Payments
  • 27. Additional Resources 27 ● CLE-Eligible Webinar, Feb 14: Best Practices for Trust Accounting ● CLE-Eligible Webinar, March 14: How to Manage Client Expectations for Long-Term Success ● Blog: 10 Tips to Improve Law Firm Profitability ● Cloud Cloud Conference: Oct. 10 - 11, 2022 in Nashville, TN