Clio's Family Law Virtual Summit

Join the virtual summit early to network with other attendees.

Opening remarks will begin at 8:50 a.m.

Marco Delgado

Marketing Manager, Clio

For the past five years, Marco has been dedicated to helping B2B technology companies reach new customers by addressing client pain points and driving organizational change through technology. Now, as Demand Generation Manager at Clio, he is passionate about educating law firms on how cloud-based legal software can create scalable, sustainable practices, while exploring how AI and automation can make legal work more efficient.

Looking to scale up your practice? To serve more clients, you need processes that are optimized to handle more cases. This includes both your internal and client-facing processes, from intake to the collection of client information. Learn from the experience of Mechelle Woznicki, owner of Woznicki Law and Well Balanced Legal, who was able to scale their practice by:

• Streamlining the intake process to overcome bottlenecks that slow down the firm
• Gathering client information effectively to ensure the case is the right fit
• Automating document preparation and freeing up more time to devote to legal work

Liz Hudson

Manager, Customer Marketing, clIO

Liz is the Manager of Customer Marketing at Clio where she’s obsessed with helping customers get the most value out of Clio products. She loves learning about how customers are using Clio and the impact it has on their lives. Giving them the spotlight to help educate other customers on their best practices is the best part of Liz’s job.

Mechelle Woznicki

Collaborative Family Law Attorney, Mediator and Certified Clio Consultant, Well Balanced Legal

Mechelle is a former United States Navy Veteran and Global Strategic Sourcing Manager with a unique perspective on legal issues. Her background in lean manufacturing and practical process improvement allows her to navigate complex legal issues in family law, mediation, and law firm consulting.

Hear about the tools and skills needed to navigate complex family law cases with confidence. This session will help alleviate common pain points like inefficient case evaluations and communication challenges, setting you up to deliver stronger outcomes for you and your clients. Session highlights include:

• Best practices for assessing whether a case is appropriate for Alternative Dispute Resolution.
• Tips and techniques on how to effectively gather information and documentation.
• How to develop creative proposals to advance your clients’ goals.

Leslie A. Williams

Co-founder of Williams Family Lawyers

Leslie is the co-founding member of a boutique family law firm in Norfolk, Virginia. She uses her prior personal and professional experience to educate her clients to make the best decisions for their legal matters. Leslie encourages and assists her clients in resolving their legal matters, if possible, with alternative dispute resolution methods through her decade of family law litigation practice, collaborative law certification and negotiation experience, and creativity.

Stretch, snack or socialize! Or, join for a round of speed trivia!

Learn from a panel of experts how family law practices can stay ahead of the curve through the power of technology, from flexible pricing, to innovative service delivery models.

Join this session for a lively discussion on:

• How to leverage technology to streamline client interactions and enhance service delivery
• Why alternative billing and subscription methods provide accessible and client-focused legal solutions
• How to price family law services in a predictable and transparent way

Nefra MacDonald

DIRECTOR of Strategic Engagement, Clio

Nefra MacDonald is a legal technology and wellness speaker who works with bar associations and other legal organizations to help lawyers succeed in their practices. With over a decade of experience in the legal industry, Nefra understands the pain points that affect law firms, and she uses her expertise to help lawyers streamline processes and run a better business.

Beau Atkins

CEO, Evolve Family Law

Beau founded Evolve Family Law, an innovative law office built on core values and leveraging cutting-edge technology to offer unique flat-fee services, moving away from the traditional billable hour, with payment plans to increase accessibility.

Kimberly Bennett

Founder, K Bennett Law, and Fidu

Kimberly is an avid traveler, lover of technology, legal industry disruptor, speaker, business coach and an attorney who runs K Bennett Law LLC, a boutique, virtual trademark and business strategy law practice offering on-demand and subscription legal services. Her practice focuses on helping industry disruptors and social impact organizations protect their brands and grow profitable and sustainable businesses.

Erin Levine

CEO and Founder, Hello Divorce

Erin Levine, Esq. is a do-it-yourself divorce navigator startup, and she is Managing Attorney at Levine Family Law Group, a full-service family law firm in Oakland, CA. Erin is working to democratize divorce by ensuring that “every American who wants a divorce has access to affordable, accessible and ethical legal assistance.”

Learn how Clio can benefit your Family Law Firm! Craig Hanton, product expert and former Family lawyer, will do a deep dive on how to use Clio to:

• Enhance client experience with intake, messaging, and collaboration tools
• Reduce administrative work, meet billable targets, and automate workflows
• Automatically track court deadlines and milestones
• Streamline time tracking, billing, and payments

Craig Hanton

Account Executive, Clio

Craig Hanton is an Account Executive at Clio, and a former Family Lawyer where he practiced out of Toronto, Ontario. His perspective on case management platforms is unique, as he has experience from both sides, so he can offer more tailored insight to the way Clio can be utilized, and has been helping customers do so for over a year now. He is passionate about advancing the legal field using technology and educating lawyers how to leverage these new tools.

Already a Clio user, but not sure if you’re making the most of it? Join this session to learn from our product team about the most popular Clio features that family law firms (and their clients) love.

You’ll learn more about:

• How Clio Grow helps streamline client intake
• How to stay on top of court dates with Calendar Rules
• How to automate drafting court forms and routine legal documents with easy-to-fill templates in Clio Draft
• How to ensure your client communications are secure with Clio’s client portal and other messaging features

Ramin Alizadeh

Product Expert, Clio

Ramin is a Customer Sales Account Executive at Clio. He works closely with Clio’s existing client base to help them maximize their use of Clio’s additional product set. His goal is to provide tailored solutions that enhance their legal practice management, ensuring they get the most out of Clio’s additional feature set.

Divorce cases can be tough with balancing legal issues, personal conflicts, and client expectations—but Elizabeth Yang has cracked the code to master it!

In this interview style discussion, Elizabeth Yang, Founder of Yang Law, Author, and National Trial Lawyer Association’s top 40 under 40 award recipient, will share invaluable insights on how to:

• Help shift your divorce clients’ focus from adversarial to the best outcome for all parties
• Develop strategies to work with clients empathetically and create a clear path forward
• Understand the nuances that family lawyers need to be aware of to be successful

Elizabeth Yang

Owner and founder of Yang Law Offices.

Elizabeth Yang, has over a decade of experience in Family Law and is recognized by SuperLawyers as a Rising Star. Her firm specializes in Intellectual Property law (patents, trademarks, copyrights), business law and family law and has offices in Los Angeles, Irvine, Monterey Park and Taipei.

As we wrap up the summit, we’ll share top learnings from the day and open up networking rooms for you to continue to connect with fellow family law legal professionals.