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Book a Session Today! (Scheduling Links Below)

Alexis

Chris

David

Jack

Marc 

Michelle

Book a Session Today! (Scheduling Links Below)

Alexis

Chris

David

Jack

Marc 

Michelle

Watch the Episode 3 Replay Now

Thank you to everyone who joined us live for Episode 3 of the Access Legal & Clio Workshop Series - The FAIR Practice™ and Clio Work: How AI Is Powering a New Era of Efficient, Accessible and Highly Profitable Law Firms.

During the session, we walked through a scenario that stuck with the room: a matter that used to take 10 hours and bill out at $3,500 can now be delivered in a fraction of that time, with Clio Work cutting the manual work by 50 to 80 percent. That is not lost billable time — that is pure margin back in your practice.

If you want to see exactly how, the full replay is ready to watch now.

Watch the Episode 3 Replay Now

Here's what the replay covers:

• How pairing the FAIR Practice framework with Clio Work turns a 10-hour matter into a fraction of the time, so the hours you save go straight to your increased revenue
  
  

• A live, hands-on look at Clio Work drafting a trial prep memo in real time — flagging opposing-party statements and prioritizing key evidence
  
  

• How the information you gather in your FAIR Practice consultations flows directly into Clio Work, saving time and speeding up preparing legal documents
  
  

• Why trusted legal research inside Clio Work protects the accuracy of your work and helps you avoid the hallucination risks that come with open-source AI

One number from the session is worth sitting with even if you skip everything else: 79 percent of attorneys are now using AI in their practice, and firms using it strategically are nearly three times more likely to report revenue growth. 

Watch the Episode 3 Replay Now

Catch Up on the Series

Episode 3 closed out our three-part series with Clio — but each episode builds on the others.

Episode 1: The FAIR Practice™ Model and Clio Grow
This session laid the foundation: how the FAIR Practice model empowers client-centered attorneys to build real revenue by serving the massive, underserved middle-income market — without treating accessible pricing as a discount. You'll also see how Clio Grow's intake and referral tools support that model behind the scenes, so accessibility and profitability work together.

Episode 2: The FAIR Practice™ Consultation and Clio Draft
In the 2nd Episode we do a deep-dive into the conversation that decides whether a potential client enrolls: the consultation. It walks through a 7-step consultation process built to increase enrollment, how to deliver compelling quotes for both middle-income clients without underselling your value, and how Clio Draft's intake and document tools raise your Effective Hourly Rate while you're doing it.

Watch Episode 1 & Episode 2 Here

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Betsy Thomas has always been one of Access Legal's top retaining attorneys having served over 150 clients. When she sat down for her first coaching sessions with Success Attorneys, she figured there wasn't much left to learn. 

Consult Coaching took her retention rate to a level she has not hit before. What her call reviews turned up wasn't a laundry list of mistakes — it was a handful of small, specific moments where her approach could go even further. Nothing that required rebuilding her process from scratch. Just precise adjustments to how she opened trust, how she framed her value, and how she delivered her offer.

What Betsy has to say about Consult Coaching:

"It wasn't criticism. It was very constructive, very helpful.  They weren't big, massive changes that I had to make to my consults — just a couple suggestions here and there. And once I did take them into account, I was able to retain all clients."

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Why You Shouldn't Miss This Workshop

Through Conversation Verified Clients™, Access Legal is already connecting you with potential clients who are serious about hiring an attorney. The consultation is where those opportunities turn into retained clients.

Here is what the session will actually look like:

• We will listen to real redacted recorded consultations together

• We will pause throughout and analyze what is happening in real time

• We will discuss the strategy behind each section of the consultation

• You will have the opportunity to ask questions directly to Betsy about why she approached the conversation the way she did

This is a live, open community event — not a lecture where you sit on the sideline. You will be an active participant in the discussion. Don’t miss this opportunity to be part of a collaborative workshop designed to help everyone strengthen their consultation skills and walk away with practical strategies that can be applied immediately.

REGISTER NOW

• Missed our last Consult Mastery sessions? Watch the replays here: Watch the Replays 

• Can't make it live? Register anyway and we'll send the replay straight to your inbox — no reason to miss what could change how you run your very next consultation.

REGISTER HERE

CLICK HERE TO REGISTER

Episode 3 of the Access Legal & Clio Workshop Series: The FAIR Practice™ and Clio Work: How AI is Powering a New Era of Efficient, Accessible and Highly Profitable Law Firms is live on August 6 at 10am PST / 1pm EST — and it's built to show you exactly how AI can help your firm work faster, serve more clients, and generate more revenue, without sacrificing quality or accuracy.

AI is rapidly changing how legal work gets done, and the firms embracing it now are gaining a real edge over those still relying on manual processes. The pace of this shift isn't slowing down — attorneys who wait risk falling behind on both efficiency and price, while those who move now are freeing up hours of routine work and reinvesting that time directly into growth.

In Episode 3: The FAIR Practice and Clio Work we'll break down how pairing the FAIR Practice framework with Clio Work creates a fully integrated system — from intake, to drafting, to delivery — that dramatically increases efficiency and unlocks a new level of profitability for your firm.

This is a live, hands-on session. You'll see real AI-powered tools in action, walk through how they fit directly into your existing workflow, and have the chance to ask questions about applying them in your own practice.

CLICK HERE TO REGISTER

In this session, you'll learn:

• How pairing the FAIR Practice™ framework with Clio Work cuts the time required to deliver legal services — so you can offer more accessible pricing while increasing your overall revenue

• How to put AI-powered document analysis, legal argument generation, and drafting tools to work in your day-to-day practice, producing high-quality work product in a fraction of the time

• How the information you gather during your FAIR Practice consultations flows directly into Clio Work — cutting manual entry and speeding up the creation of pleadings and legal documents

• How trusted legal research tools help protect the accuracy of your work and eliminate the risks that come with open-source AI hallucinations

Each workshop builds on the last while offering stand-alone insights and practical strategies. Whether you attend all three or just one, you’ll walk away with tactics you can immediately implement to modernize your firm.

Can’t attend live? Be sure to register anyway and we’ll send you the replay on demand.

We look forward to seeing you at the Workshop!

Missed the first two episodes?

Episode 1: The FAIR Practice™ Model and Clio Grow covered how legal tech helps attorneys boost profitability while making services more accessible to clients.

Episode 2: The FAIR Practice™ Consultation and Clio Draft showed how a client-centered consultation process can boost revenue by 3–4x. 

Catch up on both replays here: Watch Episode 1 & Episode 2

We're excited to announce our next live session of the Consult Mastery Workshop Series — a live, interactive workshop on how to elevate and implement the FAIR Practice™ Consultation.

Join us LIVE on Thursday, July 30 at 11:00 a.m. PST / 2:00 p.m. EST.

CLICK HERE TO REGISTER

You'll learn how to build the connection, confidence, and commitment that consistently turns consultations into retained clients.

This session features Betsy Thomas, an Access Attorney building a consumer bankruptcy practice in the greater Houston area. Since joining Access Legal this past February, she has served over 150 clients and has grown her client base substantially using the same FAIR Practice Consultation we'll unpack together live.

In her own words: "Access Legal has given me more than potential clients — they've given me the tools and strategy to retain them. Whenever my needs have changed, they've adjusted with me.

What I appreciate most is that this isn't a vendor relationship — it's a real, working partnership. I've been able to grow my caseload and increase my earning capacity because of it."

CLICK HERE TO REGISTER

This is a live, interactive session — not a lecture. You'll listen to a real, redacted consultation call, pause with us to break down the key moments, ask questions in real time, and leave with strategies you can put to use on your very next call.

Here's what we will cover:

• Walk through the 7 Steps of a FAIR Practice Consultation

• Review a redacted recording of a real consultation from a top-performing Access Attorney, breaking down what makes those consultations successful.

• We’ll pause throughout the call to analyze key moments, invite your questions, and unpack the strategy behind their consultation approach

• How to build trust and credibility quickly, so clients feel confident moving forward with you

• How to present a compelling offer and quote that clients are ready to say yes to

• Discuss how you can immediately apply these strategies to your own consultations

Retaining just 1 or 2 more clients out of every 20 could mean an extra $5,000–$10,000 a month in revenue.

CLICK HERE TO REGISTER

Ben Moskel, a DUI and Traffic Access Attorney, saw exactly that: after consultation coaching, he increased his retention rate from 21% to 43% — generating an additional $19,000 in revenue in just one month.

Taking the time to fine-tune your approach is one of the best investments you can make in your practice. This workshop gives you a real, unfiltered look at what that looks like in action and to apply those strategies immediately.

Real conversations. Real clients. Real retention strategy.

Can't attend live? Register Now and we'll send you the replay on demand. 

To your success,
The Team at Access Legal

P.S. — Missed our last Consult Mastery sessions? Watch the replays here: Watch the Replays

REGISTER HERE