LegalEx Virtual Summit - July 2022

About the session:

Mastering your client intake process could pay big dividends for your firm. By implementing a more reliable intake process, firms can bring in new business more effectively, increase their revenue, achieve greater client satisfaction, and get potential new clients up and running in a more consistent, clear manner—regardless of where the firm’s staff is located.  

Join Michael Chasin, co-founder of client intake software Lexicata and Strategic Advisor to Clio, in this session to find out how you can streamline the client intake process at your firm. 

Key takeaways:

• Why strong client intake and onboarding processes matter. 

• The common problems law firms encounter when managing client intake and onboarding. 

• Ways to streamline the intake and onboarding process. 

• How to create a scalable client intake funnel that helps grow your firm.  

• How to automate each step of the intake process so that your team can work from anywhere. 

Meet Michael!

Michael Chasin is a Strategic Advisor to Clio and was previously the General Manager of Clio Grow, Clio’s industry-leading client intake and legal CRM platform. Prior to joining Clio, Chasin held the role of CEO at Lexicata, which he co-founded in 2014. As CEO, he led the company to a successful acquisition by Clio in 2018. 

Michael has a BSBA in Business from the University of North Carolina at Chapel Hill, and a J.D. and MBA from Loyola Law School and Loyola Marymount University respectively. He currently resides in Los Angeles, California, and frequently speaks about legal technology and client intake. 

A bit about the session:

The presentation will include an update on good practice in complying with the money laundering regulations and information on where the SRA has found issues when doing anti-money laundering (AML) visits.

Topics covered will include identifying clients, putting in place a firm-wide risk assessment and maintaining robust policies procedures and controls. Colette will also cover off some of the main upcoming changes to be aware of. There will be a chance to ask questions.

Meet Colette!

Colette is Director of anti-money laundering at the SRA. Prior to joining the SRA, Colette worked in financial services policy specialising in investments at the Association of British Insurers, and housing policy at the Building Societies Association. Colette has been involved with preventing money laundering since 2007, when she worked on the implementation of the third money laundering directive at the Royal Institution of Chartered Surveyors.

A bit about the session:

A thought-provoking session on using technology to bring together all your people, data and processes into a single view, creating clarity throughout your firm. Understand what is fast becoming the new norm when it comes to the future of law firms; a paper-light, results-focused way of working that provides efficiency and simplicity whilst removing ambiguity across key business activities.  

Key takeaways from the session:

• Defining the three pillars of people, data and process in relation to your technology strategy 

• Why aligning these three pillars is essential to help drive firm success 

• Common challenges firms face in bringing people, data and process together, and strategies to help overcome those challenges 

Meet Lauren!

Lauren Colbeck joined Access Legal as Head of Product in March 2021 from legal technology provider Peppermint Technology. Prior to that, Lauren spent nine years in Experian managing various products for direct-to-consumer and business-to-business solutions. With over 15 years in software product management, she is passionate about creating software solutions that harness the power of technology to solve business and user challenges, helping customers to unlock their potential. 

A bit about the session:

First AML Chief Revenue Officer Bion Behdin discusses compliance and technology developments in the AML space.  He’ll cover how to get buy-in internally, why it’s more important than ever, and how you can stay compliant while providing a great customer experience. This session will also cover common AML issues lawyers face in practice, and a brief overview of the tech landscape when it comes to AML solutions. 

Key takeaways:

• How to educate your firm on why compliance is so important 

• Learn common mistakes/pain points that law firms have when it comes to KYC and CDD 

• Learn how to make compliance a competitive advantage 

• Understand the pros & cons of different AML tools 

Meet Bion!

Bion is a co-founder and Chief Revenue Officer of First AML. Having spent seven years working in the corporate commercial banking space across three major banks, he experienced the impact of inefficient and unfriendly AML processes first hand. It was this experience that spurred him and his fellow co-founders to start First AML. Bion brings to clients a wealth of experience when it comes to AML regulations and streamlining compliance. 

A bit about the session:

MarktoMarket explores recent trends in UK corporate activity to explore how market volatility and economic headwinds are affecting M&A and capital raising.  The session will focus on the small and mid markets where most of the action is.  This session will be interesting to lawyers involved in advising their clients on growth, capital raising and exit planning

Meet Doug!

Doug Lawson co-founded MarktoMarket in 2017.  MarktoMarket is the leading provider of data on UK private companies.  Prior to MarktoMarket he spent his career in fund management after qualifying as a Chartered Accountant with EY and working in corporate finance.  A significant part of his role involved considering the valuation drivers behind both private and public company valuations.  He co-founded Amati Global Investors, a smaller company specialist fund manager with over £1 billion of assets under management, partially exiting when a 49% stake was acquired by Mattioli Woods plc in 2017.

A bit about the session:

AI technology is having an impact on the legal sector. As a heavily regulated and process-driven industry there are often vast amounts of paperwork to be completed for even the simplest litigations.

In the age of reviews and social proof, many legal firm’s are shifting focus to the overall client experience in a bid to onboard lifelong clients. Artificial Intelligence can automate certain manual processes such as contract management or ID verification, creating a smooth and efficient client experience.

In this webinar we will discuss how leveraging AI capabilities could assist your legal firm with laborious tasks freeing your team’s time and focus.

Key takeaways:

• What is the AI technology?
• What are the benefits of adopting AI within your legal firm and the types of tasks AI can assist in.
• How cloud adoption is a necessary first step to achieve AI capabilities and operational excellence across your legal firm.

Meet Conor!

Conor Marken is the Sales Director for Cloud Geeni, an industry leading Cloud Managed Service platform and trusted supplier to the Legal sector for over three decades.

With over 10 years experience providing outstanding migrations to legal firms across the UK wishing to adopt the cloud, Conor has a keen interest in cyber security and emerging technologies.

Conor’s knowledgeable and friendly approach has helped hundreds of Legal firms with thousands of end users successfully migrate to the Cloud.

Conor is always happy to offer advice, helping professionals in the Legal sector make the right infrastructure choices for their firm enabling operational excellence and driving growth.

A bit about the session:

Recent times have highlighted the need to have a powerful, persuasive, and accessible digital presence as many client/prospect behaviours and attitudes have changed. The agile law firms are adapting accordingly and making sure they embrace online strategies to create new pipelines of work. Rachel will briefly talk about some of the online tools and tactics you need to remain competitive and ensure that your website is a client generator rather than an expensive and passive online brochure that doesn’t deliver.  

Key takeaways:

• How to show your best self on all formats – the importance of responsive website design 

• The power of conversion – how CTAs can help turn a website visitor into a website lead 

• Are you talking to your ideal clients or at them? Common legal website errors in your text 

• How to demonstrate your expertise and establish credibility – the use of free downloads and resources 

• How to drive prospects to your website – consider SEO/PPC/Social Media 

• Beyond the written word – how you are 50 times more likely to feature on page 1 of Google if you have video 

• The bigger picture – how to ensure your website is an integral part of all of your marketing 

Meet Rachel!

Rachel was a practising Solicitor for 15 years within both large city firms and smaller regional practices. During her legal career, Rachel became involved in the marketing and business development work that was being undertaken by the various firms in which she worked. She quickly discovered that effective marketing could deliver exceptional results for all legal professionals who want to attract new clients and grow their practices. 

Rachel’s deep knowledge of the legal sector combined with her business development and marketing expertise means she is perfectly placed to show barristers, solicitors, mediators, and other legal professionals how to market their services offering in a way that attracts and retains the right clients.