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

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