[Free CLE Webinar] Utilizing Technology to Design Efficient Law Firm Processes

September 7th, 11:00 am - 12:00 pm PT
Clio
Contact
September 7th, 2022
11:00 AM - 12:00 PM PT

Don’t let broken law firm processes hold you back.

Create efficiencies and better experiences for your staff and clients with the help of technology

Firms know revenue growth and a robust client base are essential to their success. But most legal professionals forget that well-designed processes and integrated technologies are key to how much revenue your firm earns or how satisfied your clients are.

So don’t be held back by unorganized processes and outdated systems. Learn how to level up your firm’s operational framework and make it more client-focussed and efficient.

Join industry experts in this free CLE-eligible* webinar to learn how to:

  • Monitor performance to find opportunities for process or technology enhancements
  • Enable buy-in and process adoption when implementing new technology or onboarding new staff
  • Design client-centered workflows that benefit your bottom line–and improve employee satisfaction

Can’t make the date? Sign up anyway—we’ll send a recording to everyone who registers!

*The live presentation of this webinar is eligible for CLE and CPD credit in specific jurisdictions.


* CLE and CPD Information

Clio has partnered with the ABA to seek eligibility for CLE and CPD credits to lawyers with licenses to practice in the United States and Canada who join the live session of this webinar.

States typically decide whether a program qualifies for MCLE credit in their jurisdiction 4-8 weeks after the program application is submitted. For many live events, credit approval is not received prior to the program.

To Receive CLE or CPD Credit: If you have met the participation requirements, you will receive a personalized CLE/CPD affidavit from mcle-clio@americanbar.org for the webinar you attended to completion. Please check your spam or junk folders as these emails often end up there. Please note you have to fill out an affidavit for each individual webinar. Once you complete the affidavit, you will be able to download your certificate(s) of attendance and they will be emailed to you as well from mcle-clio@americanbar.org.

To qualify for credit, you must:

  1. Register for the webinar (and log in live on the day/time of the session) under your own personal credentials, as we will need this to verify your proof of attendance. *Note: You should not use someone else’s registration or credentials to log in and must ensure that your name and email are registered correctly.
  2. Attend the entire session live.
  3. Participate in the polls during the live session.

Speakers

Andreas Becker
Director of Sales
Lawyaw

Andreas is one of several JDs on the Lawyaw team. He has spent the last three years working closely with thousands of legal professionals across various practice areas to help streamline their document drafting workflows. He can be reached at andreas@lawyaw.com, and is based in San Francisco. CA.

Melanie Leonard
Founder
streamlined.legal

As a young lawyer working in large law firms in downtown Chicago, Melanie Leonard was horrified by the stacks of paper that coated the desks of her colleagues. In 2006, Melanie started her own firm, driven by a single guiding principle: No Paper Allowed. To achieve that lofty goal, she searched for a cloud-based practice management software up to the task. In 2008, Melanie discovered the newly launched Clio and became one of the first lawyers to deeply integrate the software into every facet of her firm. Over the next 10 years, Melanie built a thriving real estate law practice and successfully kept her desk free of paper. She then sold that practice in 2018 and began streamlined.legal where she now helps other small law firms create efficiency in their daily workflows and optimize their use of practice management software. Melanie resides in the Chicago suburbs with her husband and their two ridiculously adorable children.

Steven A. Roseman
Managing Partner
Roseman Law, APC

Steven Roseman is the founder and managing partner in the law firm of Roseman Law, APC, a full-service real estate firm specializing in representation of homeowners’ associations as general counsel, collection of assessments, and SB800 compliance.

For over (26) years, Mr. Roseman has represented homeowners’ associations and their boards handling their day-to-day legal matters. In addition to representing homeowners’ associations and property owners in all facets of real estate matters, he also has substantial knowledge in dealing with local (City), County, including the Coastal Commission, and State agencies not only on behalf of his clients, but in a formal capacity as a commissioner on the Planning commission for the City of Calabasas.

He is a well-seasoned trial lawyer, and since 2015 has been named annually a “Superlawyer”, which is a rating for outstanding lawyers, by their peers for professional achievement, and less than 5% of attorneys achieve this recognition. Mr. Roseman is actively involved in numerous organizations. He is a member of the California and Nevada State Bar Associations.

Mr. Roseman is also an active member of the two most prominent trade groups in the common interest development arena— California Association of Community Managers (CACM) and the Community Associations Institute (CAI).

Mr. Roseman serves on the faculty of (CACM) and lectures extensively all over California teaching CACM‘s C-CAM manager certification which includes the large-scale management certification, and high-rise management certification. Mr. Roseman is on the Board and the Past President for the CAI – Channel Islands Chapter. In addition, he serves on the Mediation Steering Committee for CAI-Los Angeles.

Mr. Roseman is also actively involved in legislative action at a State Level, addressing issues that directly impact common interest developments. He is involved in the legislative action committee for CAI, and as a delegate for CAI’s California Legislative Action Committee (CLAC).

Teresa M. Agnew
Chief Operations Officer
Roseman Law, APC

Teresa Agnew joined the firm in 2009 and was recently named Chief Operations Officer. She brings over 26 years of experience in marketing and management in numerous capacities. In her current role, Ms. Agnew provides day-to-day leadership, monitoring the firm’s performance through management of information, evaluating the effectiveness of the firm’s operations and cross department boundaries to assure the firm’s goals are met. Ms. Agnew oversees the firm vision and strategic planning to ensure the firms culture is thriving. Ms. Agnew represents the firm to outside interests, including media and corporate partnerships, oversees the marketing team for ongoing development of new business, maintain client relationships, and growth in new markets. As part of the Executive Team of the firm, she works to execute procedures and protocols to enhance the team’s experience with clients.

Ms. Agnew is a member of Community Associations Institute (CAI), served as the 2021 Chapter President for the CAI-Greater Los Angeles Chapter. In addition, she is serving on the board of directors for CAI-Orange County, co-chairs their Symposium committee, and is a member of the Legislative Action Committee. She is the past President of the CAI-Channel Islands Chapter and is currently serving as the co-chair for their Community Faire. Ms. Agnew serves on several committees for other Southern California CAI chapters and is actively involved in CLAC and legislation effecting homeowners’ associations. She also holds a membership with Community Association Community Managers (CACM).

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