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Partner Webinar: Strategies and Tools for Keeping Clients Happy

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April 21, 2022 @ 11:00 am 12:00 pm


See the full list of the Building a Successful Law Firm Series Webinar.

Learn how to build long-lasting client relationships based on trust and good communication

Providing an effortless client experience and delivering on client expectations are vital to the success of any law firm. Happy clients keep coming back, and also recommend your legal services to others. 

In this session, the panel will discuss tips for building and maintaining strong, lasting client relationships (and creating more referral opportunities), including how to:

  • Communicate clearly—and in a manner that works for your clients
  • Set realistic expectations with your clients about what you can achieve
  • Use tech tools to provide the experience they deserve

Meetup Overview:

  • This session is part of a seriesBuilding a Successful Law Firmintended for legal professionals looking to start or grow their practice 
  • Hosted by Rio Peterson, Senior Affinity Partnerships Manager at Clio, featuring Beau Atkins, Founder of Evolve Family Law, and Erin O’Rourke, Founder of Erin O’Rourke Law
  • Duration: 60 minutes (40 minutes of panel discussion + 20 minutes of Q&A)

P.S. This is the ninth session in the series Building a Successful Law Firm, you can catch up on previous installments here.


Rio Peterson | Senior Affinity Partnerships Manager | Clio
Rio Peterson is the Affinity Programs Coordinator at Clio. She initially joined Clio in 2017 as a member of Clio’s award-winning Customer Support team and gained an in-depth knowledge of Clio’s products and customers. Now, Rio works to build flourishing relationships with legal associations across the United States and Canada, and she works passionately to educate lawyers on the importance of using data to build better practices and drive the legal industry forward.

Erin O’Rourke | Founder | Erin O’Rourke Law
Erin is a lifelong advocate of improving access to justice and prides herself on providing fair and competent legal advice. She has built her practice around authentic and affordable legal services and focuses on employment, immigration, litigation and tenancy matters. Her belief in self-improvement and her love for the great outdoors bring a compassionate and human touch to way she helps clients with their legal needs.

Beau Atkins | Founder | Evolve Family Law
Beau Atkins is a Lawyer, Founder and CEO of Evolve Family Law. In 2015 with only 2 years at the bar, and already frustrated with traditional practice, he recognized a need for change for him to find fulfillment within the legal profession. Simplification was crucial and with the help of a lawyer with a bit more seniority, he established one of the first family law exclusive law firms in the city of Saskatoon.

In 2020, to vastly improve processes and systems Beau turned his focus to standardization and started Evolve Family Law. He enlisted non-legal subject matter experts to reduce the burden on a lawyer and increase productivity, through task management and automation. This inspiration helped him pursue unbundled and flat-rate services, both customary at the firm, and provided his team the ability to deliver a consistent experience for clients while advocating “no client will receive an unexpected bill or charge”.

We are committed to accessibility! Virtual events are equipped with closed captioning. To request an in-person accommodation, send us a note at or contact us at 916-516-1760 for assistance.


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