CMS Portals
Most every modern case management system includes a client portal or app. Most firms accept it as good enough. The firms on this panel didn't.
In this session we're sitting down with law firm leaders who looked at the included portal, weighed the free (or bundled) option, and chose to invest in a premium client experience platform in lieu of it. They run firms across different practice areas: personal injury, employment, estate, probate. Their back offices run the best Case Management solutions out there: SmartAdvocate, Filevine, Clio, and CasePeer. What they share is a conviction that the hiring decision isn't won on billboards or radio spots. It's won in the reviews their last client left and the referrals their happiest clients make.
Details about this webinar
Most every modern case management system includes a client portal or app. Most firms accept it as good enough. The firms on this panel didn't.
In this session we're sitting down with law firm leaders who looked at the included portal, weighed the free (or bundled) option, and chose to invest in a premium client experience platform in lieu of it. They run firms across different practice areas: personal injury, employment, estate, probate. Their back offices run the best Case Management solutions out there: SmartAdvocate, Filevine, Clio, and CasePeer. What they share is a conviction that the hiring decision isn't won on billboards or radio spots. It's won in the reviews their last client left and the referrals their happiest clients make.
We're asking the questions every managing partner should be asking:
Why did you decide the included portal wasn't enough?
Why did you decides to invest significant funds?
What return are you actually seeing on the investment?
What do you see happening inside your firm that firms without this tool simply can't see?
How does a premium client experience translate into real competitive advantage?
This isn't a session for every law firm. It's for the firms that already know reputation is the most valuable asset they own, and who are serious about protecting and growing it. If that's you, this hour is worth your time.
Meet Our Esteemed Panelists
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John Stefani is a Managing Partner at Levinson and Stefani Injury Lawyers, where trial law practice focuses on representing individuals and families affected by the negligence of others in cases such as truck crashes and wrongful death. Prior experience includes serving as an Attorney at Joseph, Lichtenstein & Levinson from June 2005 to May 2014, specializing in litigation related to trucking, catastrophic injuries, and nursing home negligence.
Jason Epstein is the Owner of Premier Law Group, where he has built a reputation for delivering client-first legal services with a focus on trust and communication. With decades of experience in personal injury law, Jason is passionate about improving the client experience and leveraging technology to strengthen firm–client relationships.
Nearly a decade at the crossroads of law, technology, and growth. Early team at Lexicata, then Clio post-acquisition. Today Paul runs operations for a boutique employment litigation firm and consults with solo, small, and mid-sized firms on intake, business development, and the systems that let lawyers practice law instead of chase email.
Ed Kirk leverages 12 years of legal expertise and a strong background in B2B legal tech sales. Previously a family lawyer and Head of North America & UK at Settify, Ed has driven international expansion efforts and built a broad network across North American and UK legal communities.
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