Disaster and Succession Planning for Law Firms: How to Prepare for Unpredictable Events

Event Description


The unexpected can strike your law firm and your clients in many forms. If it’s a natural disaster, can your firm recover quickly enough to meet your clients’ increased legal needs? If there’s a threat to your firm’s security or data, can you protect critical client and case information? And what if something happens to you, or you retire—is your firm ready for that kind of transition?

These questions may be uncomfortable to think about, but they’re even worse to ignore. Considering how your law firm will react to the unexpected—and developing strategic plans of action for these events—can protect your clients and prevent your practice from coming to a screeching halt.

In this session, we will review:

  • The ethical obligations that shape how you should prepare for disasters and succession at your law firm
  • The policies and procedures necessary for ensuring that your firm can react effectively to the unexpected
  • How legal technology can help provide peace of mind in the face of uncertainty


Emma Raimi-Zlatic Emma was head of Product Education and Partnerships for Lexicata before Lexicata was acquired by Clio. Now Emma is Strategic Partnership Manager for Clio. Emma speaks regularly on legal topics including cloud computing, data privacy & security, law firm marketing, client intake, law firm automation and entrepreneurship.

CLE Credits:

1.0 CLE credit will be applied for | Event Code:


CLE is Free to All Members

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

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Pre-Registration is Closed

Tuesday, April 7, 2020

1:00 PM to 2:00 PM