Growing Your Firm Through
Support Groups and Staffing
Building a Successful Law Firm: Session 11
Nefra MacDonald

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
Agenda
● Meet the panel
● Networking & community building
● Virtual assistants & staffing
● Personal & employee development
● Clio’s offerings & polls
● Helpful resources
● Additional Q&A

4
Nefra MacDonald
Senior Manager, Strategic Engagement, Clio
Today’s Speakers
Amy Grubb
Lawyer & Legal Consultant,Grubb
Legal Consulting
Brett Trembly
Co-founder, Get Staffed Up
Michelle Fonseca-Kamana
Founder & Principal Attorney,
West Coast Lemons APC

Networking +
Building Community

6
I feel very connected
with my legal
community
a. Strongly agree
b. Agree
c. Neither agree nor disagree
d. Disagree
e. Strongly disagree

Virtual Assistants
& Staffing

12
Do you have a
domestic employee
who works remotely
(doesn’t work from the
office)?
a. Yes
b. No

●
Staffing Considerations
● Too many emails?
● Answering phones by yourself?
● Doing your own scheduling?
● Setting up your own meetings?
WHEN YOU SHOULD CONSIDER STAFFING

WHY YOU SHOULD ENLIST THE HELP OF A FULL-TIME
VIRTUAL TEAM MEMBER
Staffing Considerations

● W
h
e
n
y
o
u
s
h
HOW TO MEET THE HIRING NEEDS OF THE FIRM
Staffing Considerations

Personal & Employee
Development

17
When is the last time
you had lunch with
your team (virtually or
in person)?
a. Less than 1 month ago
b. More than 1 month ago
c. Never
d. I don’t have a team

EMPLOYEE DEVELOPMENT
● Daily/weekly check in
○ Consider time, frequency and format
○ Stand up meetings; technology
● Quarterly 1:1 - career goals
● Open door/office hours
● Team events - CPD, volunteer, social, surprise, well-being, retreat
● Path to partnership
● Support your team, show up and ask for feedback!

19
You are the average of the
five people you spend the
most time with.
-Jim Rohn

PERSONAL DEVELOPMENT
● Coach/consultant/mentors
● Create a plan for your life and business. Take some action!
● Read
● Vacation - a real one!
● Sleep

21
Clio’s Offerings &
Additional Resources

Clio EasyStart
Track your time and get paid
Everything you need to track your time, bill your clients, and get paid—plus some extras!
Clio Essentials
Optimize firm operations
Includes critical law practice management tools that allow you to work smarter, customize
how your firm gets organized, and communicate with clients and co-counsel.
Clio Advance
Scale your impact
Introduces unlimited access to new productivity tools and more business and financial
oversight. Priority on-call support ensures you get the most out of Clio.
Clio Complete
Grow your business
Scale your business by adding Clio Grow to improve and automate your client intake with
online forms, online appointment bookings, automated emails follow-ups, and more.
Lawyaw
New software for solo, small- and mid-sized legal practices that can help streamline
information gathering and document assembly, along with built-in e-sign and other features.
Visit clio.com/pricing to learn more.
Clio’s Offerings

Clio Payments
Clio Manageʼs new online payments platform makes it easy for
your clients to pay online using a credit card, debit card, or
eCheck—without the need for a third-party payment processor.
Clio Drive
Securely create, access, edit, store, and collaborate on
documents without ever leaving your desktop.
Clio for Clients
Clio for Clients, Clioʼs new secure client portal allows you to
streamline communication with your clients.
Text Notifications and Reminders
Use text notifications and reminders to avoid the costly
no-shows and unnecessary administrative overhead that comes
with organizing client meetings.
Visit clio.com/features/whats-new to learn more.
What’s New In Clio

Polls for Non-Clio and Clio Customers
Poll 1: For Non-Clio Customers
Would you like to learn more about Clio?
a. Yes, I would like to learn more
about Clioʼs products
b. Clio Cloud Conference
c. No, Iʼm not interested
d. No, Iʼm already a Clio Customer
24
Poll 2: For Clio Customers
Would you like to learn more about:
a. Adding Clio Grow to streamline
client intake
b. Adding Clio Payments
c. Clio Cloud Conference
d. No, Iʼm not interested or I already
use Clio Grow/Payments

25
Would you like Get
Staffed Up to help you
hire smarter and beat
the Great Resignation?
a. Yes, I’d like to be in touch
b. No thank you

Additional Resources
26
● CLE-eligible webinar, June 7: Cultural Competence for Law Firms
● Meetup series, June - August: Legal Marketing Master Class Series
● Cloud Cloud Conference: Oct. 10 - 11, 2022 in Nashville, TN
● Discount offer & resource from Get Staffed Up: THE SMARTER WAY TO
● STAFF YOUR LAW FIRM

27
Additional
Questions

28
Thank You

29
CONTACT INFORMATION
/Nefra-MacDonald
@nefra_ann
nefra.macdonald@clio.com
888-858-2546
www.clio.com
Nefra
MacDonald
Affinity Partnerships Manager

30
CONTACT INFORMATION
/Bretttrembly
brett@getstaffedup.com
www.getstaffedup.com
Lawyer / Entrepreneur / Author / Delegation Expert at Get Staffed Up
Brett Trembly

32
CONTACT INFORMATION
/amygrubb
amy@grubblaw.ca
https://grubblaw.ca/
Lawyer & Legal Consultant, Grubb Legal Consulting
Amy Grubb