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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 Today’s panel Nefra MacDonald Sr. Manager, Strategic Engagement, Clio
  5. 24 Clio’s Offerings & Additional Resources
  6. 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
  7. 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
  8. 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
  9. 28 Additional Questions
  10. 29 Thank You