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2025-01-24 13:00:00

2 Credits

Practical strategies for lawyers to identify ideal clients, build lasting relationships, and market their services ethically.

2025-01-24 13:00:00

Practical strategies for lawyers to identify ideal clients, build lasting relationships, and market their services ethically.

2025-01-24 13:00:00

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

Key topics that will be covered

What will you learn

Attorneys will learn how to identify ideal clients, recognize poor client fits, and develop strategies for finding and retaining clients through networking and marketing.

What will you gain

Attorneys will gain practical skills for building a sustainable client base while maintaining ethical obligations and creating long-term professional relationships.

Client Selection
Learn to identify clients outside your practice area and those with meritless cases.
Payment Management
Understand why non-paying clients undermine practice stability and create ethical concerns.
Client Retention
Sixty to eighty percent of law firm business comes from existing clients and referrals.
Digital Marketing
Optimize websites for SEO and use social media to attract potential clients.
Ethical Obligations
Follow Rule 7.1 requiring truthful communications and Rule 7.3 limiting client solicitation.
Professional Networking
Join bar associations, attend events, and maintain relationships for consistent referral sources.

What will you learn

Attorneys will learn how to identify ideal clients, recognize poor client fits, and develop strategies for finding and retaining clients through networking and marketing.

What will you gain

Attorneys will gain practical skills for building a sustainable client base while maintaining ethical obligations and creating long-term professional relationships.

Agenda

Session 1

Defining Your Ideal Client for Practice Success

Session 2

Mastering Lead Generation to Attract New Opportunities

Session 3

Marketing Techniques and Personal Branding for Lawyers

Session 4

Building a Strong and Sustainable Referral Network

Session 5

Technology and Social Media for Client Acquisition

Session 6

Client Retention Strategies for Long-Term Practice Growth

clock 1:00 pm - 1:20 pm EST

Defining Your Ideal Client for Practice Success

R. Lee Robertson, Jr.

Robertson & Associates

Learn to identify which clients are the right fit for your practice and which to avoid. This session covers red flags like non-paying clients, those with meritless cases, and clients who have fired multiple attorneys, while outlining the characteristics of ideal clients who have realistic expectations, trust your expertise, and cooperate throughout representation.

R. Lee Robertson, Jr.

Robertson & Associates

clock 1:20 pm - 1:40 pm EST

Mastering Lead Generation to Attract New Opportunities

R. Lee Robertson, Jr.

Robertson & Associates

Discover proven strategies for consistently generating new client leads through multiple channels. This session explores referral sources, community involvement, professional networking, and how to leverage your existing client relationships to create a steady pipeline of new business opportunities.

R. Lee Robertson, Jr.

Robertson & Associates

clock 1:40 pm - 2:00 pm EST

Marketing Techniques and Personal Branding for Lawyers

R. Lee Robertson, Jr.

Robertson & Associates

Elevate your practice through strategic marketing and brand building that sets you apart. Learn traditional marketing approaches including community sponsorships, targeted advertising, and philanthropic giving while developing a consistent brand message that resonates with your target audience.

R. Lee Robertson, Jr.

Robertson & Associates

clock 2:10 pm - 2:30 pm EST

Building a Strong and Sustainable Referral Network

R. Lee Robertson, Jr.

Robertson & Associates

Implement practical, step-by-step guidance for developing a robust referral network that delivers consistent results. This session covers networking with other attorneys, non-legal professionals, and community contacts while navigating ethical rules around referral compensation and finder’s fees.

R. Lee Robertson, Jr.

Robertson & Associates

clock 2:30 pm - 2:50 pm EST

Technology and Social Media for Client Acquisition

R. Lee Robertson, Jr.

Robertson & Associates

Harness digital tools to supercharge your client acquisition efforts in today’s connected world. Learn website optimization, SEO strategies, search engine marketing, and platform selection for social media while understanding that 71 percent of firms successfully find clients through social media channels.

R. Lee Robertson, Jr.

Robertson & Associates

clock 2:50 pm - 3:10 pm EST

Client Retention Strategies for Long-Term Practice Growth

R. Lee Robertson, Jr.

Robertson & Associates

Master expert techniques for keeping clients satisfied and coming back for future legal needs. Discover why 60 to 80 percent of law firm business comes from existing clients and referrals, and learn relationship-building strategies including face-to-face meetings, personal connection, and cross-selling opportunities.

R. Lee Robertson, Jr.

Robertson & Associates

01 06
Prev
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speakers

Joe Ervin

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Kevin Foley

Reminger Co
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Grant H. Lawson

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

R. Lee Robertson, Jr.

Robertson & Associates

R. Lee Robertson, Jr.

Robertson & Associates

R. Lee Robertson Jr. is the managing partner of Robertson & Associates, a boutique commercial, construction, and real estate litigation law firm in Charlotte, North Carolina. He is regarded as an expert in North Carolina lien law and primarily represents contractors, subcontractors, and owners in construction disputes, as well as businesses and nonprofit organizations in various transactions and disputes.

Education & Credentials

B.A. at North Carolina State University; J.D. at the Charlotte School of Law.

Recognition & Leadership

Named Business North Carolina Magazine's "Legal Elite" and a "SuperLawyer" for multiple years; recognized as Mecklenburg County Bar's Outstanding Pro Bono Attorney in 2022; named "2021 Person of the Year" by QNotes Magazine.

Professional Involvement

Chairs the North Carolina Bar Association's Communications Committee; serves on Mecklenburg County Bar's Grievance Committee and Mecklenburg Bar Foundation's Board of Directors. Previously chaired the Mecklenburg County Bar's Leadership Institute and Social & Networking Committee, and served on the Mecklenburg County Bar's Board of Directors. Member of Keith Family YMCA Board of Managers for ten years; chaired Board of Directors of RAIN; Vice Chair of Board of Advisors for The Plus Collective; Director for Charlotte Pride and the Farewell to Summer Foundation.

Experience

Managing partner of Robertson & Associates since admission to the North Carolina State Bar in 2012. Has tried numerous jury and bench trials to verdict and recovered more than $75,000,000 for clients. Represents contractors, subcontractors, and owners in construction disputes, as well as businesses, nonprofit organizations, and licensed professionals. Handles commercial real estate transactions, entity formation, estate planning, and estate administration. Licensed to practice before all North Carolina courts, United States District Courts for the Western, Middle, and Eastern Districts of North Carolina, and the United States Fourth Circuit Court of Appeals.

R. Lee Robertson, Jr.

Robertson & Associates

R. Lee Robertson Jr. is the managing partner of Robertson & Associates, a boutique commercial, construction, and real estate litigation law firm in Charlotte, North Carolina. He is regarded as an expert in North Carolina lien law and primarily represents contractors, subcontractors, and owners in construction disputes, as well as businesses and nonprofit organizations in various transactions and disputes.

Education & Credentials

B.A. at North Carolina State University; J.D. at the Charlotte School of Law.

Recognition & Leadership

Named Business North Carolina Magazine's "Legal Elite" and a "SuperLawyer" for multiple years; recognized as Mecklenburg County Bar's Outstanding Pro Bono Attorney in 2022; named "2021 Person of the Year" by QNotes Magazine.

Professional Involvement

Chairs the North Carolina Bar Association's Communications Committee; serves on Mecklenburg County Bar's Grievance Committee and Mecklenburg Bar Foundation's Board of Directors. Previously chaired the Mecklenburg County Bar's Leadership Institute and Social & Networking Committee, and served on the Mecklenburg County Bar's Board of Directors. Member of Keith Family YMCA Board of Managers for ten years; chaired Board of Directors of RAIN; Vice Chair of Board of Advisors for The Plus Collective; Director for Charlotte Pride and the Farewell to Summer Foundation.

Experience

Managing partner of Robertson & Associates since admission to the North Carolina State Bar in 2012. Has tried numerous jury and bench trials to verdict and recovered more than $75,000,000 for clients. Represents contractors, subcontractors, and owners in construction disputes, as well as businesses, nonprofit organizations, and licensed professionals. Handles commercial real estate transactions, entity formation, estate planning, and estate administration. Licensed to practice before all North Carolina courts, United States District Courts for the Western, Middle, and Eastern Districts of North Carolina, and the United States Fourth Circuit Court of Appeals.

Plans

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Access type Individual Purchase Basic Premium Most Popular Corporate CLE Plan
Price
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
$395/year
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Number of Available Webinars 1 1,000+ 1,000+
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of Bias, etc.)
Included Included
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Individual Purchase
Basic
Premium
Corporate CLE Plan
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
Access type Pay per
class
Number of Available Webinars 1
Number of New Webinars Added Yearly Limited
Earn "Live" CLE credit Included
Ability to Ask Questions During
the Presentation via a Chat Box
Included
Attend "Live" Re-Broadcasts Included
Exclusive Partner Webinars & Events
Special credits (Ethics, Elimination
of Bias, etc.)
Instant Certificates After Completion
Personalized CLE Platform
Live Conferences
Bootcamps

Why Attend

Why this 
program matters

Understanding how to find, attract, and retain clients is critical for legal practitioners because it directly determines career success, financial stability, and the ability to sustain a profitable practice over time.
71%
Of law firms find clients through social media, highlighting the importance of digital presence for client acquisition. (Clio 2025 Legal Trends Report)
5-25x
More expensive to acquire a new client than to retain an existing one, making client retention strategies essential for profitability. (Harvard Business Review)
96%
Of people seeking legal advice use a search engine to begin their research, underscoring the need for strong online visibility. (Law Firm Marketing Pros 2024)
526%
Return on investment law firms see from SEO efforts within three years, demonstrating the value of digital marketing investment. (FirstPageSage 2024)

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Join live events with top attorneys and real-world case insights.
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Deep-dive training programs designed to build advanced, practical legal skills fast.

MCLE Credits

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Pending
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Alabama

Requirements

The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.  

Formats

  • Attorneys can earn unlimited “live” credit through live seminars, live webcasts, and co-sponsored locations with MyLAWCLE-Alabama approved programs
  • Attorneys are limited to 6 credits per compliance period of “online” programs through MyLAwCLE On-Demand programs