Create an easy-to-follow and realistic playbook to help you measure, adapt, and accomplish your goals.

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

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Karina Lauren Cebuliak
Team Lead, Customer Success Managers
Today’s Speakers
Rio Peterson
Senior Affinity Partnerships Manager

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Agenda
1. New Year's Resolutions
2. The 90 Day Theory
3. Workshop Time: 90 Day
Goal Setting Template

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The New Year symbolizes new beginnings!

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But often New Year’s Resolutions Fail

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Being unrealistic

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No accountability

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No tracking or
review time built
in

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No baby steps

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The Saboteur

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Lack of Clarity

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“A goal without a plan is just a wish.”
― Antoine de Saint-Exupéry, writer and pioneering aviator

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Why 90 Days?

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Less room for
procrastination

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Still time to do
something
meaningful

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Be agile

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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

25. Additional resources
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● 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

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Questions

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CONTACT INFORMATION
/Rio-Peterson
@riopeterson
rio.peterson@clio.com
888-858-2546
www.clio.com
Rio
Peterson
Senior Affinity Partnerships Manager

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CONTACT INFORMATION
/karinalauren
@thekarinalauren
karina.cebuliak@clio.com
888-858-2546
www.clio.com
Karina
Cebuliak
Team Lead, Customer Success Management

29. Thank You