CPD 429 – The Ultimate Automation Playbook for Busy Law Firms

Recorded: 2025-09-24
Qualifies for 1.0 CPD Hour, all of which qualifies for Ethics

Materials and Resources:

https://modernlawyer.origingrc.com/workflow-automation-guidebook-optin

Watch this 60-minute session and walk away with a clear understanding on how to transform your legal workflows.
Looking for practical insights and actionable strategies to optimize your firm’s workflows? Learn how to leverage automation tools to increase productivity and profits at your firm. With the right technology, law firms can automate many time-consuming tasks—spending less time on administrative work and freeing up more time for billable hours and attention to clients.

You’ll learn:
How to differentiate between busywork and billable work in your legal practice
Key trends and areas in a law firm that are open to automation
How to navigate AI and select legal technology that can save you time and money

Who Should Take It
Legal operations professionals
Managing partners and firm administrators
Paralegals and legal assistants
IT and innovation leads in law firms
Solo and small firm practitioners looking to scale efficiently

Presenters:
Miquela Anzulovich, Clio
Nathan Lee, Origin GRC

About the Speakers:
Series host Nathan Lee is a seasoned tech executive and advisor with over 25 years of experience in the legal tech industry. As the Principal Consultant at ORIGIN, he specializes in digital transformation for the legal sector. For over 17 years, he was the Owner and CEO of a Calgary-based IT Managed Service Provider, which he sold to focus on the growing need for strategic support in the legal profession. Nathan is passionate about helping lawyers improve their digital literacy and modernize their practices by aligning technology with business goals. His efforts lead to enhanced productivity, profitability, and client experience, resulting in a modern, efficient legal practice.

Miquela Anzulovich, Senior Affinity Partnerships Manager at Clio, is an accomplished marketing professional with experience in tech startups, education, and legal tech. She specializes in finding innovative, data-driven solutions to support lawyers and works with law societies and bar associations to help legal professionals streamline their practices. Miquela is also active in mentorship and speaking, sharing practical tips to improve law firm operations.

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This content has been prepared for use in conjunction with a CPD program hosted by the Law Society of Saskatchewan. Reproduction of any portion of the program content, for purposes other than personal use, without the express written consent of the Law Society is strictly prohibited. The presenters have assumed that viewers will exercise their professional judgment regarding the correctness and applicability of the program content. The Law Society can accept no responsibility for any errors or omissions and expressly disclaims any such responsibility.

This transcript has been generated by an automated speech recognition system and may contain misspellings, mistranslations, or errors. It may be incomplete or inaccurate due to inaudible passages or speech recognition errors. It is provided as-is without any warranties or guarantees of accuracy. The Law Society of Saskatchewan does not assume any responsibility or liability for the use or interpretation of this transcript.