Introduce Yourself 👋

Introduce Yourself 👋

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Hi Clio Community!

I’m Pegeen Turner. I am a legal technology consultant and Certified Clio Consultant based in Raleigh, NC.

  1. I love to help attorneys integrate technology into their practice - either by adding new technology or using more of their existing technology (including Clio!).
  2. I was one of the 250 attendees of the first Clio conference.
  3. I am the Co-Founder of myFirmData, the first custom reporting tool for Clio. I love reporting and getting more out of Clio.
  4. My dog, Opus, is named after Opus from the Bloom County cartoon.
  5. I rely on coffee to get my day started!
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Glad to be a part of the community!

I’ve been using Clio since 2010 and am a big fan of the continuing innovation of the platform.

  1. I am on a mission to craft a solution for access to justice and legal services for rural communities.
  2. I am the sole owner of Eques, Inc., a firm that serves 1/3 of Ohio (eques.law)
  3. I am the founder of RISE Spaces (risespaces.com) and Launch Law (launchlawinc.com).
  4. I forayed into writing with a narrative, Bootsville, and a play, The Death of Jacob Marley (both on Amazon).
  5. I firmly believe that the practice of law is an art form but the delivery of legal services is a science - and I spend time coach other attorneys and firms on developing a successful team, systems, and practice.
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I was one of the 250 attendees of the first Clio conference.

 

Welcome to the community @Pegeen Turner - great to see a familiar face and very cool that you’re one of the OG ClioCon attendees! See you again this year? :slight_smile:

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Glad to be a part of the community!

I’ve been using Clio since 2010 and am a big fan of the continuing innovation of the platform.

  1. I am on a mission to craft a solution for access to justice and legal services for rural communities.
  2. I am the sole owner of Eques, Inc., a firm that serves 1/3 of Ohio (eques.law)
  3. I am the founder of RISE Spaces (risespaces.com) and Launch Law (launchlawinc.com).
  4. I forayed into writing with a narrative, Bootsville, and a play, The Death of Jacob Marley (both on Amazon).
  5. I firmly believe that the practice of law is an art form but the delivery of legal services is a science - and I spend time coach other attorneys and firms on developing a successful team, systems, and practice.

Co-working space founder, play-writer, attorney - sounds like you’re an expert in wearing many hats! Welcome to the community @Chris White - excited to get to know you!

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Hi 5 things about me:

 

  1. I am a Husband for 35 (soon 36) years, a Father of two sons (ages 33 and 29) and an attorney for 38 years.
  2. I am a very active Lion Club member and for the last two years as President of my Lions Club, we have fed & clothed 80 homeless people through the pandemic
  3. i wanted to be a trial lawyer since I was 5 years old, my practice focused on state & Federal Criminal defense & civil rights/employment discrimination plaintiff’s work.
  4. I was a professional singer prior to graduating law school.
  5. I love Dogs, writing, coaching and teaching Trial techniques,  and Poker, not always in that order!
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Greetings All!

  1. Our firm’s greatest values are providing excellent legal services to clients from a variety of backgrounds, in a work environment where employees can flourish and excel in their own careers with work-life balance.
  2. I’ve been arguing since I was a kid! Who would have known I’d become a trial lawyer…
  3. 90% of our clients and staff are Muslim; I became Muslim 11 years ago. This gives our firm the unique perspective to assist clients in a multi-faceted way. In particular we provide services in the American legal system while ensuring Islamic law (Shariah) principals are not violated in the process.
  4. Our firm is based in Portland, Oregon providing Personal Injury, Business, Immigration, Criminal, and Estate Planning services for clients in Oregon and Washington state. Our Immigration practice also serves clients nationwide and around the globe.
  5. I currently speak Japanese and Oromo, and am trying to learn Amharic and Arabic. In my free time I like to travel, study the Quran and Islamic history, and spend time with my family.
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Hello!

  1. I have worked in the legal community for over 30 years, most of that managing small law firms and branches of large law firms.  All of the consultants on my team have worked in law firms for about the same amount of time.
  2. In 2013 I started a consulting firm that supports solo and small firms with experienced legal management advice and services to help partners put more money in their pockets and sleep better.
  3. I am a San Francisco Bay area native.
  4. I am a teacher in a paralegal program and love to share my experiences in law firms with others.
  5. I’m learning how to throw pottery.  It’s very hard physically!
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  1. I’m learning how to throw pottery.  It’s very hard physically!

Welcome to the community @Diane Camacho - pottery is something I’ve always wanted to try out, I may reach out for some tips in the future :) 

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Happy Monday, lots of new faces here! Welcome to the community @MollyAnthony @MaureenTabuchi @galenkardinal @Ken M @Greg Pang @Jim Pettis @B.Colvin @gabriellepaisneratty @YourNurseLawyer @tmalaw @enpile @Curtis B @jotorrez @kahnsell @Mhurwitz - introduce yourself below to your fellow Clio customers, we’re excited to meet you!

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Hi All, My name is Robert and I have a 4 attorney firm in Fresno, CA.  We practice Family Law, Real Estate, Personal Injury, Estate Planning and Criminal Law. We are primarily a civil litigation firm. We switched to Clio about 2.5 years ago. 

We too use technology as much as possible in our practice. In addition to practicing law, I teach Property at the Law School and serve on a couple non-profit boards.

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Hola everyone!

 

I’m new to Clio and hope to find all the ins, outs, and creative uses.

 

  1. I’m a paralegal extraordinaire, or like to think.  I love what I do. 
  2. I’m nomadic, have lived in 3 countries, visited many more, and look forward to seeing the world
  3. Coffee all the way and still love my tea, too!
  4. Army Veteran, HOOAH!
  5. Mama and auntie to many loved ones 
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Hi, I am Irnise! I am also a nurse and I mostly work with healthcare workers who are opening up their own businesses. My practice is based in Maryland, but I live in NYC. I am relocating to Atlanta for many reasons and I am excited to experience the southern life again.I have been using Clio for a while and I am excited to connect with this community. 

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Happy Friday and welcome to the community @YourNurseLawyer @PatriciaHLG @Robert Abrams - hope everyone has a great weekend!

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Hello!

I am Rhonda Owens and I am a Legal Billing Manager at a small Firm in Sugar Land, Texas.  My 5 facts:

  1.  I have worked in the Public Finance/Urban Development legal field for 30+ years with my career starting at Vinson & Elkins, then leaving with a group of lawyers to start a new Firm and working there until 2010. After taking a few years off, I began working for my current Firm part-time and now work full-time remotely.  I’ve known our Managing Partner since he was fresh out of law school at Vinson & Elkins.
  2. I live on the coastal plains of Texas in a small farming community with my husband of 40 years and a pack of old rescue dogs.  I have 2 sons and 3 grandchildren.
  3. I love writing and I have a blog called itsa5doglife.com.
  4. I love nature and the beach and I am involved in coastal conservation and wildlife protection.
  5. I am a Stage 3 breast cancer survivor - 1 year out from treatment and doing great.  

I look forward to learning from this Community.

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Five things about me:

  1. I’ve been using CLIO since 2017, and I love it.
  2. I’m joining this community to learn more about how to use CLIO effectively and to connect with a group of forward thinking lawyers.
  3. I’m also a Lutheran Pastor in the Evangelical Church in America.
  4. I’m passionate about politics and faith.
  5. I love to garden.
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Hi . Hope you had a wonderful holiday weekend.

 

  1.  I recently retired.  My background includes systems management and finance.  Both my son and daughter in law are lawyers.  My son recently his own practice and they have asked me assist to with setting up the office workflow for trust management, billing, payroll, etc.
  2. Currently living in Whippany New Jersey where I grew up as well as raised my two sons. I did live in Rochester New York and Charles Town West Virginia for a while while my sons were young but other than that I’ve basically lived in the same area my entire life.
  3. I’m hoping to be able to be a snowbird in the near future and explore some other areas of the country.  1st year hopefully Arizona area where one of my brothers lives with his wife and four children.
  4. I love learning and I’m excited about getting to know how to be use Clio to help the practice grow.  We are currently using LawPay and Clio and looking into Quicken Online for accounting.
  5. I also love to cook and always on the lookout for new recipes to try.

 

Bonnie D 

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Hi folks,

 

I’m a solo practitioner in Cincinnati, Ohio, also licensed in California. I do corporate and transactional work, primarily for startups and small businesses. I’m in the process of changing my firm name to Kinetic Law LLC, now that Ohio permits trade names.

I’m very motivated to incorporate 21st century principles into my practice - keeping a paperless office, using tech like Docusign and calendar scheduling (best thing since sliced bread), and updating all my documents and templates to strip out archaic, fusty, crappy legal writing. I challenge everyone here to immediately stop expressing numbers like “Thirty (30)” - there’s no reason for it, it can cause confusion when you get sloppy and the numbers don’t match, and I guarantee you don’t do it consistently in any case. 

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Hello, I’m J.D., and I am brand new to everything Clio. My goal is to master Clio so my colleagues can focus on delivering great client outcomes with few technology-related headaches. 

5 Things About Me: 

  1. I’m also brand new to the legal profession, having just started work as a legal assistant at a small estate law firm in the Rocky Mountain region. I’ve always wanted to work in a law office, so this opportunity is extremely exciting, and I hope to get my paralegal certs soon. 
  2. Most of my professional experience comes from the field of vacation rental and property management operations, so I love platforms like Clio. My old haunts were Vrbo and Breezeway, for anybody familiar with hospitality management apps. 
  3. I am a horror junkie. My favorite horror movie is Alien and my favorite horror novel is Between Two Fires by Christopher Buehlman. 
  4. I’m also a podcast junkie. I always have a pod on and I’ve probably listened to 1,500 hours of podcasts this year so far (no joke). 
  5. Once, on an elk hunting trip with my dad and one of his friends, we got so lost we had to sleep in a cave overnight. 

J.D. 

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5 Things about myself: 

  1. I am a newbie to Clio, only 3 months. I am hoping I can learn so much more about what it can do for me to work smarter not harder. 
  2. I am a Paralegal, Legal Assistant, and jack of all traits for a small Law Firm just outside of Atlanta, GA. 
  3. This is my second later in life career, and I LOVE the legal field! 
  4. I have 2 grown children, and 2 grandsons who keep me very busy! 
  5. I have 4 Shelties that are my “fur” children. One is an agility champion. She enjoys “bar hopping”. 
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Hi, I am Stefan Jovicic. I am using Clio for a year and I’m new to this Community.

 

  1. I like new technologies, blockchain, fintech;
  2. I am an F1 lover, rooting for Charles Leclerc, Alonso before;
  3. I am from Belgrade, Serbia;
  4. I am corporate lawyer, interested in fintech, crowdfunding, blockchain;
  5. I’ve been practicing for 6 years
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Welcome to the community @stefanjovicic @LConstant and @jdblgmt :grinning:  Hope you all have a great Labour Day weekend!

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Hello Clio Family!

I’m Jenny Doling - Here’s my 5…

  1. I’m a Certified Bankruptcy Specialist and Licensed Real Estate Broker in Southern California.
  2. I’m expecting my first grandbaby, a baby girl, next month!
  3. I love anything purple!
  4. I love chapter 12 family farmer bankruptcies (and, BK in general).
  5. I’m a lifelong Dodgers fan!

Best Regards,

Jen

Jenny L. Doling, Esq.*

Certified Bankruptcy Specialist

CA Licensed Real Estate Broker

J.DOLING LAW, PC​​​​

CONSUMER & BUSINESS BANKRUPTCY | TAX | IMMIGRATION

Southern California | Inland Empire | Orange County | San Diego | Los Angeles

36-915 Cook Street, Suite 101 | Palm Desert, California  92211

Inland Empire Office:  (760)884-4444 | Fax:  (760)341-3022 | jd@JDL.law | www.JDL.law

Los Angeles Office:  (310)542-5151

San Diego Office:  (619)363-8840

*LICENSED CA/NV

*NACBA Board of Directors

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I’ve been using Clio for about a year and am starting to see the benefits of the work in setting up custom fields. But that’s been a tedious process.

Five things about me:

  1. My wife and I rode the school bus together as children. We weren’t a couple in those schooldays, so it’s not super creepy. We lost touch for 23 years and reconnected via social media. Got married less than a year later.
  2. My dad is one of 12 children. Yikes!
  3. I am a third generation lawyer in a family lousy with lawyers.
  4. I love whiz-bang technology and am really looking forward to ClioCon.
  5. I’m a former White House Intern.

Nice to meet everybody!

Brendan

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Hello everyone,

I am a Clio Consultant since pretty much since the beginning of Clio.

We specialize in Clio and QBO and law firm accounting. Founded CPN Legal. We have an office dog - Jasper. Check out our website: Meet the Team - CPN Legal | Clio Certified Gold Consultants | Cincinnati, OH (cpn-legal.com)

I love to cycle, drink wine (in that order) and hike.

My degree is in Computer Science and how I ended up in legal accounting, I have no idea! But it works when you have a great team and hubby!

Happy to meet everyone!

Peggy

And I attended the First Clio Conference in Chicago - really miss that city!

 

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Hi Everyone, I am a real estate and corporate lawyer in Vancouver, BC. 

  1. I have never practiced law at a firm - I have worked for myself from the day I got called to the bar.
  2. My wife is a PhD candidate, I look forward to going by Mr. and Dr. Zbar 
  3. I am better at driving on the right hand side of the road
  4. I am an unabashed wine nerd
  5. I want to talk to you about Zapier and Asana 

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