1.
Work Less and Make More by
Standardizing Intake Processes
With Clio Grow
Hosts: Mechelle Woznicki & Liz Hudson
September 15, 2022

2.
Housekeeping
● Session length: 60 minutes:
○ 45 minute presentation with 15 minute Q&A
● Recording & slides emailed tomorrow
● 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
Agenda
● Meet our Speaker
● Audience poll
● Principles of Lean Law
● Maximize your time & achieve work life balance with Clio Grow
● Demo of Clio Grow led by Mechelle
● Additional resources
● Q&A

4.
Senior Customer Marketing Manager, Clio
4
Liz Hudson
TODAY’S HOST

5.
Attorney, Mediator and Continuous
Improvement Enthusiast
5
Mechelle Woznicki
TODAY’S HOST
● Woznicki Law - mechelle@woznickilaw.com
● Clio Certified Consultant: Well Balanced Legal
mechellew@wellbalancedlegal.com
269-692-5244

6.
6
Who Am I?
My Background
● 10 years in the US Navy
● 25+ years in Global Sourcing – managing
international contracts with an expertise in
Lean Manufacturing
● Became an attorney in 2017
● …and most importantly - a grandma.

7.
My first 2 years
CHAOS….
● No clients - so started with a lead service
● Hundreds of leads - drowning in work
● I missed court deadlines
● Offered poor service
● Worked 60–80-hour workweeks
● Just couldnʼt stay afloat
I had Clio, but wasnʼt using it properly
7

8.
8
Poll Question 1
How many hours do you work on
average in a week?
a. Less than 30 hours
b. 30 - 40 hours
c. 40 - 50 hours
d. 50+ hours
e. No idea (too much to track)

9.
Why I Dove Into Clio…
9

10.
10
Lean Manufacturing

11.
Lean Manufacturing
11
VALUE
WASTE

12.
Back To My Roots
12
Applied Lean Manufacturing
Principles to Law (DMAIC)

13.
The 8 Wastes - Downtime
13

14.
Chart The Process
14

15.
Process Map - Details
15

16.
97%
of stats look pretty when
presented like this
16
Lawyer Mental Health
Suicide rates per 100,000 deaths:
66
Lawyers
Work Life Balance
14
General Population

17.
97%
of stats look pretty when
presented like this
17
35%
Depression
67%
Anxiety
44%
Isolation
Work Life Balance
Legal Field Survey by Law.com:

18.
Don’t Fall Into The Trap
18
With Lean Law and Clio you can have balance in your workflow and ultimately in your life.
“Next to love, balance is the most important thing.”
- John Wooden

19.
19
Grow Walkthrough
Led by Mechelle

20.
Clio Grow Demo
20
● Pipeline Management
● John Jones - Add to Drip Campaign
● Robert Allen - Send a Representation Agreement
● Janet Sample - Send an intake form
● Shelly Smith - Finalize intake form - Export to Manage

21.
Clio Grow Demo
21
● Shelly Smith - Finalize intake form
○ Shelly has signed a representation agreement
○ Shelly has paid the firm $10,000 flat fee
○ She was sent an intake form but was missing her husbands SSN
○ She saved her progress on the form and calls me with the info

22.
Clio Grow to Manage Demo
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● Shelly Smith
○ Case in Manage - need to prepare an Appearance
■ Document Automation
○ Need to notify her of an upcoming Pretrial Hearing
■ Task List with Video link

23.
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8 Wastes - Downtime - Solved by Clio

24.
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Clio’s Offerings &
Additional Resources

25.
Clio Grow
Organize your client intake
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
Advanced document automation
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.
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.
Visit clio.com/grow
or clio.com/lawyaw to learn more.
Clio’s Offerings

26.
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Poll Question
Would you like to learn more about:
a. Adding Clio Grow to streamline client intake
b. Adding Lawyaw for cloud-based document
collaboration and generation
c. Adding Clio Payments
d. The Clio Cloud Conference
e. No, Iʼm not interested or I already use Clio
Grow/Clio Payments/Lawyaw

27.
Poll Question
Would you like engage with
Mechelle to learn more
about hiring her as a Clio
Certified Consultant?
1. Yes , Iʼd like to learn more about
Well Balanced Legal
2. No, thank you

28.
Additional Resources
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● Ebook: Client Intake: A Guide for Law Firms
● CLE-eligible webinar: Streamline Your Court Interactions With Technology,
October 6
● Meetup Series: The Legal Marketing Masterclass Series
● Clio Cloud Conference October 10-11, 2022: Get your pass

29.
30
Questions

30.
Thank You