90-Day Goal Setting for Legal Professionals
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The workshop focuses on helping legal professionals set achievable 90-day goals, addressing common pitfalls of New Year's resolutions like unrealistic expectations and lack of accountability. It highlights the benefits of shorter goal timelines for building good habits and fostering agility. Participants are encouraged to engage with resources from Clio, including their legal practice management software and tools.
90-Day Goal Setting for Legal Professionals
- 1. 90-Day Goals A Workshop for Legal Professionals Karina Lauren Cebuliak & Rio Peterson
- 2. Housekeeping ● Session length: 60 minutes ● Recorded and available on-demand ● 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 Karina Lauren Cebuliak Team Lead, Customer Success Managers Today’s Speakers Rio Peterson Senior Affinity Partnerships Manager
- 4. 4 Agenda 1. New Year's Resolutions 2. The 90 Day Theory 3. Workshop Time: 90 Day Goal Setting Template
- 5. 5 The New Year symbolizes new beginnings!
- 6. 6 But often New Year’s Resolutions Fail
- 9. 9 No tracking or review time built in
- 10. 10 No baby steps
- 11. 11 The Saboteur
- 13. 13 “A goal without a plan is just a wish.” ― Antoine de Saint-Exupéry, writer and pioneering aviator
- 14. 14 Why 90 Days?
- 16. 16 Still time to do something meaningful
- 17. 17 Be agile
- 19. Workshop Time
- 20. Click link in chat to follow along
- 22. 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
- 23. Polls: Participate to win a $25 gift card! 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 23 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
- 25. Additional resources 25 ● CLE-eligible Webinar: Best Practices for Trust Accounting ● CLE-eligible Webinar: How to Manage Client Expectations for Long-Term Success ● Goal Planning Worksheet: Download here ● Clio Cloud Conference, October 9-10, 2023: Get your discounted pass ● ClioCon Speaker Interest Form: Apply today
- 26. 26 Questions
- 27. 27 CONTACT INFORMATION /Rio-Peterson @riopeterson [email protected] 888-858-2546 www.clio.com Rio Peterson Senior Affinity Partnerships Manager
- 28. 28 CONTACT INFORMATION /karinalauren @thekarinalauren [email protected] 888-858-2546 www.clio.com Karina Cebuliak Team Lead, Customer Success Management
- 29. Thank You