Small-Firm Technology Fall Bootcamp

Event Description

Deadline to Register: Tuesday, October 22, 2019

Free Professional Headshots for Attendees! (3-5:30 pm)


Fresh off the heels of the Clio Conference, it’s clearer than ever that technology plays a critical role in the growth and operations of a law firm — from client acquisition to case management, bookkeeping to legal research. Software that hastens routine tasks, eliminates chores, informs better decisions, and keeps work on track is more affordable and easier to adopt than ever.

For solo and small-firm attorneys, this is critical to remaining competitive in the marketplace, productive in your practice, financially secure...and sane. There’s too much work on the shoulders of micro-firm owners. But the promises of technology are only fulfilled when it’s implemented. And so often, that involves time, energy, and money already extremely limited in these small practices. You know tech can help you be more productive and profitable, but there’s a hurdle: it takes AGES to evaluate it all, and how it’ll work for YOU.

This bootcamp is for solo and small-firm lawyers who are ready to adopt the best legal technologies to grow and sustain their firms. Come for a half day. Carve out the time. And then take a game plan with actionable steps back to your practice.

We’ll touch on everything from bringing in new clients through the front door to capturing more revenue in your back office, all with the help of technology that’s accessible and affordable. Plus, we’ll share the highlights from Clio Con and their latest Legal Trends Report.

Tech-savvy? Tech-timid? No matter your experience with legal technology, you’ll learn something new.

This is your end-of-year motivation to strongly close out 2019, and to inform your key objectives in 2020. Join us!


8:15  -  Goal-Setting Starter Session: Identifying Your Top Tech Trouble to Fix at Your Firm (Marshall S. Lichty)

8:45  -  Welcome (Maddy Martin,

9:00  -  SEO vs. PPC: Where Should You Spend Your Marketing Dollars? (Mark Homer, GNGF)

10:15 - You Don't Know Sh*t About Online Marketing (Conrad Saam, Mockingbird Marketing)

11:30 - PANEL: Scary small-law horror stories...and how to avoid them!

12:45 - ClioCon Recap and Legal Trends Report Highights (Maddy Martin, & Jared Correia, Red Cave Law Firm Consulting)

2:00  -  Getting the Most out of your Practice Management Software (Melanie Leonard,

3:15  -  Responsivess, Intake & Effective Delegation That Doesn't Dilute Your Brand (Emily Cooper, Cooper Law Firm)

4:15  -  Networking/social Hour



Maddy Martin, Maddy is the head of growth and education for, a virtual receptionist & intake service for live calls and web chat. She has spent the last decade growing tech startups from New York to California, and has expertise in digital marketing, small business communications, lead conversion, email marketing, SEO, content marketing, social media, comarketing, and event marketing. Maddy can be reached at

Mark Homer, GNGF. As CEO of the law firm marketing agency GNGF, Mark uses a strong blend of technology, marketing, and management experience gained from his twenty years in the business world to lead the GNGF team in delivering targeted and efficient results with high-touch service. Mark gained in-depth business technology expertise at IBM, where his team helped develop some of the first corporate websites. As a co-founder of the marketing technology leader eshots, inc., he developed award-winning campaigns for many Fortune 500 brands.

Conrad Saam, Mockingbird Marketing. After leading marketing efforts for Avvo, Conrad Saam founded Mockingbird, an online marketing agency focused exclusively on legal. Called the “Gary V of Legal”, Conrad is the author of The FindLaw Jailbreak Guide, a Google Small Business Advisor and held positions for various ABA’s Practice Management marketing committees. A semi-professional bridge arsonist, Conrad enjoys publishing Cease and Desist letters from unscrupulous legal marketing vendors. He once bought the keyword, “mesothelioma lawyer” for $4.76. Conrad is the proud owner of Zippy, the first and only chicken to be awarded the Lawyers of Distinction Top 10% Award, which recognizes lawyers duped into buying a $700 annual subscription to a plaque.

Marisa Portuondo. Prior to attending law school, Ms. Portuondo graduated with a Master of Science degree from Florida International University’s College of Business and worked in the pharmaceutical industry managing over $60 Million of pharmaceutical raw material in several worldwide locations. While attending the University of Miami School of Law, Ms. Portuondo completed two internships at the Third District Court of Appeal under Chief Judge Juan Ramirez, Jr. and a third internship in the Miami-Dade County Public Defender’s Felony Division. Attorney Portuondo’s work focuses on business and construction law, real estate litigation, and property damage claims. Throughout her legal career, she has helped clients in various matters of all magnitudes. While she has had large successes, including the successful negotiation of a multi-million dollar arbitration and recovering escrow deposits worth hundreds of thousands of dollars, she also enjoys working hand in hand with smaller business owners, guiding them to success through business consulting and contract drafting and negotiations.

Mike Whelan, Casetext. Mike is Managing Editor at Casetext and author of the upcoming book Lawyer Forward: Finding Your Place in the Future of Law. He worked in logistics before law school and has spent most of his career since helping solo attorneys or being one himself. He lives in Kansas City now with his wife, four kids, and 12 pets.

Jared Correia, Red Cave Law Firm Consulting. Jared is the founder and CEO of Red Cave Law Firm Consulting. Red Cave offers subscription-based law firm business management consulting services for law firms, bar associations and corporations. Red Cave also works with legal vendors to develop programming and content. Jared is also the COO of Gideon Software, Inc. Gideon offers intelligent messaging and predictive analytics software built exclusively for law firms. A former practicing attorney, Jared has been providing services to lawyers and law firms for over a decade.

Melanie Leonard, Melanie is a Clio Gold Certified Consultant and attorney. She founded where she offers personalized consulting services, training, and education to small law firms who are looking to create efficiency in their daily workflow and optimize the use of practice management software throughout their firm.

Emily Cooper , Cooper Law Firm. Emily started her firm Cooper Law, LLC in 2010 with a goal of bringing affordable legal services to middle and lower-income individuals. As a single parent, she realized the importance of having an attorney in family law matters as well as the difficulty of affording one at standard attorney rates. Cooper Law's focus is on providing sliding scale legal fees and limited scope services to family law clients. After opening, she saw the need for assistance in apply for federal Social Security Disability benefits in cases with people on public benefits or who are homeless and brought in this new practice area. The firm is now a busy, community-oriented practice that serves every day people.

Marshall Lichty. Marshall Lichty helps lawyers and law firms work better. He's the host of JDHD | A Podcast for Lawyers with ADHD [] and an author of the newly-released best-seller "The Small Firm Roadmap: A Survival Guide to the Future of Your Law Practice. Find him at @mslichty or .


CLE Credits:

6.5 CLE credit will be applied for | Event Code: 280500


MSBA Member:  $50.00
Non-Member:  $150.00 
Law Student: $25.00

Remote Participation: Instructions will be sent the day before the CLE.

If you cannot find the instructions, please check your junk or spam folder. If you did not receive the instructions, check your email receipt to confirm you are registered for this event. If you are registered and did not receive the instructions, email


Thank you to our sponsors:                        GNGF
Casetext                       Clio

Register for this Event

This meeting has already occurred.

Pre-Registration is Closed

Thursday, October 24, 2019

9:00 AM to 6:00 PM

Minnesota State Bar Association
600 Nicollet Mall #380
Minneapolis, MN 55402