Learn how to build long-lasting client relationships based on trust and good communication.

1. Strategies and Tools for Keeping
Clients Happy
Building a Successful Law Firm: Session 9
April 21, 2022
Rio Peterson

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
● Audience polls
● Client Centered Law Firm
● Client service with our panelists
● Clio’s offerings & polls
● Helpful resources
● Additional Q&A

4. 4
Rio Peterson
Senior Affinity Partnerships
Manager, Clio
Today’s Speakers
Erin O’Rouke
Founder, Erin O'Rourke Law
Beau Atkins
Founder, Evolve Family Law

5. 5
How satisfied do you
think your clients are
with your service?
a. Not at all
b. Somewhat pleased
c. Very happy
d. EXTREMELY (10/10)
e. I don’t have any customers (yet)

6. What customer
experience did you
enjoy recently? Share in the chat!

7. THE
CLIENT-CENTERED
REVOLUTION

8. 1. Understand what your clients want.
2. Give your clients what they want.

9. PLACE HOLDER

16. Topic b

17. Topic b

18. Q&A with Erin

19. 19
Clio’s Offerings &
Additional Resources

20. Take the Survey

21. 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.
Visit clio.com/pricing to learn more.
Clio’s Offerings

22. 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

23. 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
23
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

24. Additional Resources
24
● Book: The Client-Centered Law Firm
● Customer webinar: Clio's In Your Court: How Clio Features Help Lawyers
Navigate the Court System, April 27
● CLE-eligible webinar: 5 Things Your Intake Strategy Needs to Take on More
Clients With Ease, May 10
● Meetup: Building Out Your Law Firm Tool Box, May 17
● Clio Cloud Conference October 10-11, 2022: Get your pass

25. 25
Additional
Questions

26. 26
Thank You