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Work Less and Make More by
Standardizing Intake Processes
With Clio Grow
Hosts: Mechelle Woznicki & Liz Hudson
September 15, 2022
Housekeeping
● Session length: 60 minutes:
○ 45 minute presentation with 15 minute Q&A
● Recording & slides emailed tomorrow
● Use to engage with fellow webinar 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 our Speaker
● Audience poll
● Principles of Lean Law
● Maximize your time & achieve work life balance with Clio Grow
● Demo of Clio Grow led by Mechelle
● Additional resources
● Q&A
Senior Customer Marketing Manager, Clio
4
Liz Hudson
TODAY’S HOST
Attorney, Mediator and Continuous
Improvement Enthusiast
5
Mechelle Woznicki
TODAY’S HOST
● Woznicki Law - mechelle@woznickilaw.com
● Clio Certified Consultant: Well Balanced Legal
mechellew@wellbalancedlegal.com
269-692-5244
6
Who Am I?
My Background
● 10 years in the US Navy
● 25+ years in Global Sourcing – managing
international contracts with an expertise in
Lean Manufacturing
● Became an attorney in 2017
● …and most importantly - a grandma.
My first 2 years
CHAOS….
● No clients - so started with a lead service
● Hundreds of leads - drowning in work
● I missed court deadlines
● Offered poor service
● Worked 60–80-hour workweeks
● Just couldnʼt stay afloat
I had Clio, but wasnʼt using it properly
7
8
Poll Question 1
How many hours do you work on
average in a week?
a. Less than 30 hours
b. 30 - 40 hours
c. 40 - 50 hours
d. 50+ hours
e. No idea (too much to track)
Why I Dove Into Clio…
9
10
Lean Manufacturing
Lean Manufacturing
11
VALUE
WASTE
Back To My Roots
12
Applied Lean Manufacturing
Principles to Law (DMAIC)
The 8 Wastes - Downtime
13
Chart The Process
14
Process Map - Details
15
97%
of stats look pretty when
presented like this
16
Lawyer Mental Health
Suicide rates per 100,000 deaths:
66
Lawyers
Work Life Balance
14
General Population
97%
of stats look pretty when
presented like this
17
35%
Depression
67%
Anxiety
44%
Isolation
Work Life Balance
Legal Field Survey by Law.com:
Don’t Fall Into The Trap
18
With Lean Law and Clio you can have balance in your workflow and ultimately in your life.
“Next to love, balance is the most important thing.”
- John Wooden
19
Grow Walkthrough
Led by Mechelle
Clio Grow Demo
20
● Pipeline Management
● John Jones - Add to Drip Campaign
● Robert Allen - Send a Representation Agreement
● Janet Sample - Send an intake form
● Shelly Smith - Finalize intake form - Export to Manage
Clio Grow Demo
21
● Shelly Smith - Finalize intake form
○ Shelly has signed a representation agreement
○ Shelly has paid the firm $10,000 flat fee
○ She was sent an intake form but was missing her husbands SSN
○ She saved her progress on the form and calls me with the info
Clio Grow to Manage Demo
22
● Shelly Smith
○ Case in Manage - need to prepare an Appearance
■ Document Automation
○ Need to notify her of an upcoming Pretrial Hearing
■ Task List with Video link
23
8 Wastes - Downtime - Solved by Clio
24
Clio’s Offerings &
Additional Resources
Work Less and Make More by Standardizing Intake Processes With Clio Grow
Clio Grow
Organize your client intake
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
Advanced document automation
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.
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.
Visit clio.com/grow
or clio.com/lawyaw to learn more.
Clio’s Offerings
27
Poll Question
Would you like to learn more about:
a. Adding Clio Grow to streamline client intake
b. Adding Lawyaw for cloud-based document
collaboration and generation
c. Adding Clio Payments
d. The Clio Cloud Conference
e. No, Iʼm not interested or I already use Clio
Grow/Clio Payments/Lawyaw
Poll Question
Would you like engage with
Mechelle to learn more
about hiring her as a Clio
Certified Consultant?
1. Yes , Iʼd like to learn more about
Well Balanced Legal
2. No, thank you
Additional Resources
29
● Ebook: Client Intake: A Guide for Law Firms
● CLE-eligible webinar: Streamline Your Court Interactions With Technology,
October 6
● Meetup Series: The Legal Marketing Masterclass Series
● Clio Cloud Conference October 10-11, 2022: Get your pass
30
Questions
Thank You

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Work Less and Make More by Standardizing Intake Processes With Clio Grow

  • 1. Work Less and Make More by Standardizing Intake Processes With Clio Grow Hosts: Mechelle Woznicki & Liz Hudson September 15, 2022
  • 2. Housekeeping ● Session length: 60 minutes: ○ 45 minute presentation with 15 minute Q&A ● Recording & slides emailed tomorrow ● Use to engage with fellow webinar 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 our Speaker ● Audience poll ● Principles of Lean Law ● Maximize your time & achieve work life balance with Clio Grow ● Demo of Clio Grow led by Mechelle ● Additional resources ● Q&A
  • 4. Senior Customer Marketing Manager, Clio 4 Liz Hudson TODAY’S HOST
  • 5. Attorney, Mediator and Continuous Improvement Enthusiast 5 Mechelle Woznicki TODAY’S HOST ● Woznicki Law - mechelle@woznickilaw.com ● Clio Certified Consultant: Well Balanced Legal mechellew@wellbalancedlegal.com 269-692-5244
  • 6. 6 Who Am I? My Background ● 10 years in the US Navy ● 25+ years in Global Sourcing – managing international contracts with an expertise in Lean Manufacturing ● Became an attorney in 2017 ● …and most importantly - a grandma.
  • 7. My first 2 years CHAOS…. ● No clients - so started with a lead service ● Hundreds of leads - drowning in work ● I missed court deadlines ● Offered poor service ● Worked 60–80-hour workweeks ● Just couldnʼt stay afloat I had Clio, but wasnʼt using it properly 7
  • 8. 8 Poll Question 1 How many hours do you work on average in a week? a. Less than 30 hours b. 30 - 40 hours c. 40 - 50 hours d. 50+ hours e. No idea (too much to track)
  • 9. Why I Dove Into Clio… 9
  • 12. Back To My Roots 12 Applied Lean Manufacturing Principles to Law (DMAIC)
  • 13. The 8 Wastes - Downtime 13
  • 15. Process Map - Details 15
  • 16. 97% of stats look pretty when presented like this 16 Lawyer Mental Health Suicide rates per 100,000 deaths: 66 Lawyers Work Life Balance 14 General Population
  • 17. 97% of stats look pretty when presented like this 17 35% Depression 67% Anxiety 44% Isolation Work Life Balance Legal Field Survey by Law.com:
  • 18. Don’t Fall Into The Trap 18 With Lean Law and Clio you can have balance in your workflow and ultimately in your life. “Next to love, balance is the most important thing.” - John Wooden
  • 20. Clio Grow Demo 20 ● Pipeline Management ● John Jones - Add to Drip Campaign ● Robert Allen - Send a Representation Agreement ● Janet Sample - Send an intake form ● Shelly Smith - Finalize intake form - Export to Manage
  • 21. Clio Grow Demo 21 ● Shelly Smith - Finalize intake form ○ Shelly has signed a representation agreement ○ Shelly has paid the firm $10,000 flat fee ○ She was sent an intake form but was missing her husbands SSN ○ She saved her progress on the form and calls me with the info
  • 22. Clio Grow to Manage Demo 22 ● Shelly Smith ○ Case in Manage - need to prepare an Appearance ■ Document Automation ○ Need to notify her of an upcoming Pretrial Hearing ■ Task List with Video link
  • 23. 23 8 Wastes - Downtime - Solved by Clio
  • 26. Clio Grow Organize your client intake 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 Advanced document automation 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. 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. Visit clio.com/grow or clio.com/lawyaw to learn more. Clio’s Offerings
  • 27. 27 Poll Question Would you like to learn more about: a. Adding Clio Grow to streamline client intake b. Adding Lawyaw for cloud-based document collaboration and generation c. Adding Clio Payments d. The Clio Cloud Conference e. No, Iʼm not interested or I already use Clio Grow/Clio Payments/Lawyaw
  • 28. Poll Question Would you like engage with Mechelle to learn more about hiring her as a Clio Certified Consultant? 1. Yes , Iʼd like to learn more about Well Balanced Legal 2. No, thank you
  • 29. Additional Resources 29 ● Ebook: Client Intake: A Guide for Law Firms ● CLE-eligible webinar: Streamline Your Court Interactions With Technology, October 6 ● Meetup Series: The Legal Marketing Masterclass Series ● Clio Cloud Conference October 10-11, 2022: Get your pass