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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
  7. 7 Being unrealistic
  8. 8 No accountability
  9. 9 No tracking or review time built in
  10. 10 No baby steps
  11. 11 The Saboteur
  12. 12 Lack of Clarity
  13. 13 “A goal without a plan is just a wish.” ― Antoine de Saint-Exupéry, writer and pioneering aviator
  14. 14 Why 90 Days?
  15. 15 Less room for procrastination
  16. 16 Still time to do something meaningful
  17. 17 Be agile
  18. 18 Builds good habits
  19. Workshop Time
  20. Click link in chat to follow along
  21. Final Polls & Resources
  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
  24. 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
  25. 26 Questions
  26. 27 CONTACT INFORMATION /Rio-Peterson @riopeterson 888-858-2546 Rio Peterson Senior Affinity Partnerships Manager
  27. 28 CONTACT INFORMATION /karinalauren @thekarinalauren 888-858-2546 Karina Cebuliak Team Lead, Customer Success Management
  28. Thank You