2018 Recap

About

Dr. Kelly McGonigal is a health psychologist and Stanford University lecturer pioneering the field of “science-help.” Her mission is to translate insights from psychology and neuroscience into practical strategies that support personal well-being. She is the author of several books, including the international bestseller “The Willpower Instinct” and her latest book “The Upside of Stress.” Her 2013 TED talk, “How to Make Stress Your Friend,” is one of the 20 Most Viewed TED talks of all time.

About

As Founder and Executive Director of the Equal Justice Initiative, a MacArthur fellow, and a New York Times best-selling author, Bryan Stevenson is one of the nation’s most acclaimed and respected lawyers. A visionary legal thinker and social justice advocate, he’s at the center of critical national conversations around mass incarceration and equal access to justice.

About

Bill Burnett is an award-winning Silicon Valley designer and the Executive Director of the renowned Design Program at Stanford University. Having worked at companies ranging from startups to Fortune 500 companies, his innovative thinking has helped create award-winning products such as Apple’s PowerBook laptops and the original Hasbro Star Wars action figures. He is the co-author of Designing Your Life, an empowering book that emphasizes actionable tools for designing a life at any age.

Photo © Michael Lionstar

About

After years as a successful tech exec at Apple and Electronic Arts, Dave Evans came to realize that his real mission in life was to help others find theirs. Today he teaches Life Design at Stanford University and is the co-author of Designing Your Life. Evans’ lectures are transformative for both college students and executives, inspiring them to view life not as a problem that needs to be solved, but as a creative adventure.

Photo © Michael Lionstar

About

Jack Newton is the founder of Clio and a pioneer of cloud-based practice management. Jack has spearheaded efforts to educate the legal community on the security­, ethics­ and privacy­ issues surrounding cloud computing, and has become a nationally recognized writer and speaker on these topics. Jack also co-­founded and is acting President of the Legal Cloud Computing Association (LCCA), a consortium of leading cloud computing providers with a mandate to help accelerate the adoption of cloud computing in the legal industry.

About

Tys is a Director of Development at Clio, focusing on Clio’s API and Platform. An avid skier and mountain biker, he likes to spend his free time exploring the front ranges of the Rocky Mountains near Calgary. Tys was joined Clio in 2009 as one of the first employees and has worked on a number of key projects at Clio – from its original APIs and mobile applications to more recently supporting and expanding the functionality of Clio as a Platform for law firms.

About

Adam is a lawyer by trade but a builder at heart. As a Product Manager at Clio, he uses both his legal background and entrepreneurial experience to identify challenges our customers face and build new products and solutions to meet their needs. Prior to working at Clio, Adam founded a legal tech startup and was a lawyer, having practiced at a large business law firm and as a sole practitioner (was a Clio user!). Adam received his LL.B. & B.C.L. law degrees from McGill and is called to the Bar in British Columbia and Quebec.

About

Alex Deschamps is a Senior Development Manager at Clio. He is responsible for Clio documents. He is passionate about helping customers leverage troves of documents to accelerate their business. Alex worked in Montreal, Toronto, Dublin, Krakow, San Mateo, and now Calgary.

About

Alex Shipillo is the Director of Growth Marketing at Clio where his team is focused on building marketing programs that attract more engaged customers to Clio. Prior to joining Clio at the start of 2018, Alex held startup marketing roles at Influitive, Indochino, and Helpful.

About

Alex Kardash is an Account Executive at Clio. He has worked within multiple roles on the Sales team. Currently, Alex is responsible for demonstrating Clio’s value to new customers. Alex works with firms of 1-4 employees. He is passionate about helping small businesses find efficiencies through software and automation.

About

Allison Wolf will be one of 4 professional coaches joining us this year offering free, confidential 30-minute coaching sessions to tackle a specific challenge or opportunity. Opportunities to sign-up for a free 30-minute session will be available both days of the conference.

ABOUT ALLISON:

Allison Wolf is one of the most senior coaches for lawyers in North America. She has helped countless clients over the past fifteen years develop thriving legal practices and before that served as director of legal marketing for award-winning law firms. Allison received her Certified Executive Coach qualification from Royal Roads University in 2004, and to round out her education completed life coach training with Martha Beck in 2014. She is the president of Shift Works Strategic – Coaching for Lawyers, founder and managing editor of attorneywithalife, and a partner in the legal marketing agency Hogarth & Wolf. Allison is a member of the International Coach Federation and American Bar Association, and a frequent writer and presenter for legal organizations, media, and law firms.  Allison’s specialty is uncovering the thinking traps and gaps holding her clients back and helping them acquire the mindsets, skills, and habits for growing successful and rewarding legal practices.

About

Ainsley Robertson is Clio’s Manager of Developer Experience. She helps tell the world about what it’s like to be a software developer at Clio by engaging our development team to speak and write about the interesting problems we work on and the technology we use. Ainsley also fosters our dev culture through things like diversity and inclusion initiatives, hackathons, on-boarding experiences, etc. Early this year, Ainsley was also one of Clio’s Product Managers before moving into this new role. Ainsley has been a member of the Clio team for two years.

About

Alim is a Product Manager for billing at Clio and drifts off to sleep dreaming about how to make it easier and faster for firms to get paid. He has spent his career building software tools to help others manage their businesses – from Digital Advertisers to Realtors, and now Legal Professionals.

About

Andrea is the Community Programs Coordinator at Clio. She is responsible for developing and maintaining client relationships within our community programs such as the Academic Access program and the Clio Incubator program. Andrea is passionate about expanding Clio’s knowledge and commitment to the practice of law through practical experience and advocacy.

About

Andrew Gay is the Manager of Product Partnerships at Clio. Andrew is responsible for the recruitment and development of Clio’s integration partner community and is passionate about the creation of a thriving developer ecosystem to support Clio’s growth. Prior to joining the Product organization, Andrew led a variety of partnerships communities including Clio’s Affinity Program, the Academic Access Program, and the Channel Program. Andrew loves all things sports and is the captain of the Clio Slo-Pitch team.

About

Andrew Rose is a Product Designer at Clio specializing in mobile interfaces. Before joining Clio’s product team in mid-2017, he designed desktop and mobile experiences for marketers, software developers, and major retailers. Andrew is passionate about product strategy and solving problems for Clio customers through design thinking. If you use Clio on iOS or Android, be sure to say hi!

About

Billie Tarascio is the owner of Modern Law,PLLC, Modern Law Practice, LLC and Access Legal, LLC. She is also the author of Decode Your Divorce, a guide to Arizona Divorce and a co-author of Tiger Tactics, Powerful Strategies for Winning Law Firms. Billie’s firm has been recognized as one of the fastest growing firms in the nation, focusing on technology, automation, culture, people and data. When she isn’t working, she is doing yoga, drinking great wine, enjoying food and friends and her four growing kids.

About

Brian Dunkiel is a co-founder and partner at Dunkiel Saunders Elliott Raubvogel & Hand. In this role, he serves as a trusted legal advisor to some of Vermont’s leading businesses and nonprofit organizations. Previous to founding Dunkiel Saunders in 2001, Brian served as general counsel to Friends of the Earth, a national environmental organization based in Washington, DC.

Brian’s clients operate in a wide range of areas, from real estate and renewable energy, to agriculture and food products, green consumer goods, and publishing. What they share is the desire to pursue projects, products, services, and missions that are truly pioneering and often unusually challenging—demanding an innovative and creative approach to meeting their legal representation needs.

Whatever the industry or idea, Brian helps clients work through the legal and strategic issues at every stage, from conception, through planning and development, to completion and implementation. He also enjoys working with management teams and boards on a wide variety of general matters, analyzing relevant areas of the law and translating data and facts into useful information they can act upon with confidence.

Brian has extensive experience in permitting and regulatory proceedings before local, state, and federal decision-makers; negotiating with government regulators and third parties; and litigation involving a wide variety of regulated activities, including land use, environmental, energy, private and municipal development, and product development and marketing. He has extensive experience helping start-ups and well established national brands navigate the issues presented by a variety of marketing claims.

Brian has served on the board of Vermont Businesses for Social Responsibility for almost a decade and was chair of the business trade group 2012-2014. This involvement reflects his longstanding commitment to helping businesses that desire to positively impact their communities and the environment.

About

Brittany is a Sales Development Representative at Clio. She is part of Clio’s Sales team and consults with lawyers everyday to help them evaluate Clio as efficiently and effectively as possible. Brittany has been a member of the Clio team for nearly 1.5 years. Brittany is a lawyer herself, with a J.D. from Western University in Ontario, Canada.

About

Brittney Lloyd is the Channel Development Coordinator at Clio and works with our Bar Partners and Channel Resellers across the US and around the globe. With an emphasis on process, Brittney cultivates strong partner relationships by maximizing resources and leveraging mutual expertise to achieve common goals.

About

Bronwyn Bell is a Sales Development Representative at Clio. She is part of Clio’s Sales team and specializes in consulting with lawyers on a daily basis to help them evaluate Clio as efficiently and effectively as possible. Bronwyn has been a member of the Clio team for nearly 8 months. Bronwyn holds a Bachelor Degree in Business Administration.

About

Bryce Firman has been a Product Designer at Clio since April 2017. He’s worked on a number of different Clio projects including Search, Calendar, Documents and Onboarding. Before Clio, Bryce was a UX Designer at Electronic Arts on the FIFA Ultimate Team, one of the biggest video games franchises in the world. He has a B.A. in Psychology from the University of Simon Fraser and an M.Sc in Human Factors in Information Design from Bentley University in Boston, Massachusetts.

About

Cailin is a Customer Success Trainer at Clio. As part of the Customer Enablement team, she is passionate about ensuring a smooth transition to Clio. Prior to joining Clio six months ago, Cailin developed comprehensive employee training for a fast-paced financial tech startup in Vancouver. In her spare time, Cailin practices her skills by training cats.

About

Caitlin “Cat” Moon is the Director of Innovation Design for the Program in Law and Innovation (PoLI) at Vanderbilt Law School. In this role, she works with PoLI colleagues to design the curriculum for both the JD program and the PoLI Institute, which provides interactive training in legal innovation to practicing lawyers and legal professionals. She also co-founded and produces the Summit on Law and Innovation (SoLI), which brings together experts across legal, technology, and other disciplines in collaborative legal innovation projects.

Professor Moon currently teaches Legal Problem Solving, which is a course in human-centered design for law, as well as the Business of Law and Blockchain and Smart Contracts.

In addition to her role at Vanderbilt, Professor Moon works with law firms, legal departments, and law schools globally to bring a human-centered design perspective to re-imagining the delivery of legal services and legal education. She regularly speaks and facilitates workshops across the United States and Europe on the application of human-centered design and creativity to realizing innovation in both the legal profession and legal education. With a deep interest in the intersection of law and blockchain technology, Professor Moon founded Ledger.Law, a consultancy providing companies and law firms with counsel on blockchain related to regulation, policy, and legal structure.

Before joining Vanderbilt Law School’s faculty and founding Ledger.Law, Professor Moon provided legal counsel and strategic guidance to start-up companies throughout her 20 years of legal practice in Nashville. Professor Moon also is a co-organizer of the Music City Legal Hackathon, sponsored by PoLI and part of the global Legal Hackers community, which brings together legal professionals, technologists, designers, and other professionals to create technology solutions to provide access to justice and legal services.

About

Calvin is the Mobile Development Manager at Clio. He has a long history of mobile application development across a wide variety of industries. Since joining Clio in 2016, Calvin uses this experience to help Clio build best-in-class mobile products that enable our customers to do their best work anywhere.

About

Chris Yeh will be one of 4 professional coaches joining us this year offering free, confidential 30-minute coaching sessions to tackle a specific challenge or opportunity. Opportunities to sign-up for a free 30-minute session will be available both days of the conference.

ABOUT CHRIS:

Chris Yeh, BSc, MSc, CPHR, is Clio’s Manager of Talent Development. Chris started his Clio Path as a Talent Acquisition Specialist and continues his journey by leading the Talent Development function. Having spent nearly five years with Clio, Chris has built nearly all facets of the talent operating system during Clio’s stage of hyper growth. As Manager of Talent Development, Chris oversees the formation and deployment of organizational talent initiatives, operates as trusted advisor and coach to leaders across the company, and manages a team of world-class talent business partners. Chris has been trained as a coach through the Coaches Training Institute (CTI) and is pursuing his ACC and CPCC designations.

About

David is the Customer Support Manager at Clio and has been with the company for just shy of five years. His career has always been customer focused and he has developed a passion for optimizing customer experience over the years. He has had the chance to speak and write on Clio’s behalf in regards to building an award winning Customer Service organization on multiple occasions. Come say hi! If you’re shy, he really likes dogs…start with that.

About

A former patent litigator, Dat’s strong technical and legal experience allows him to bridge the divide between technology and law. Having spent his career at the intersection of technology and law, Dat brings a unique set of skills to deliver Sagewise’s vision of building a platform that provides a safety net for smart contracts, governance, and transactional confidence into the blockchain.

Prior to joining Sagewise, Dat was a business consultant advising and investing in startups from a wide range of industries including hospitality, healthcare, e-commerce, retail and video gaming. Dat also counseled clients in resolving their disputes efficiently outside of courts through mediation and arbitration.

Dat started his career as a commercial and patent litigator at Orrick, Herrington & Sutcliffe, LLP and then at Milbank, Tweed, Hadley & McCloy LLP. Dat has represented numerous Fortune 100 companies in resolving their commercial — and specifically patent — disputes. In addition, he counseled numerous clients regarding patent strategy and licensing. He has experience in a wide range of technologies including: cellular, semiconductors, memory, audio and video standards, video gaming, virtual reality, graphics processing, blockchain, and data encryption.

Dat is also an active member in the Southern California blockchain and legal community. He has spoken on a wide variety of topics including: blockchain basics; the limitation of smart contracts and online smart contract dispute resolution; governance, data management, and decentralization; cryptocurrency; and IP considerations in the blockchain.

From his extensive litigation experience, Dat understands firsthand the inefficiencies and expense related with litigation. He is hopeful that blockchain technology can bring numerous benefits to the business world in minimizing and making disputes more efficient. However, before such benefits can be realized, there is a lot that still needs to be done on the blockchain. Dat brings his real-world experience of contract disputes and dispute resolution to the team and works closely with both founders of Sagewise, Amy and Dan, in developing each component of the Sagewise ecosystem.

About

Ed Walters is the CEO and co-founder of Fastcase, an online legal research software company based in Washington, D.C. Under Ed’s leadership, Fastcase has grown to one of the world’s largest legal publishers, currently serving more than 800,000 subscribers from around the world. He is an adjunct professor at the Georgetown University Law Center and at Cornell Tech, where he teaches The Law of Robots, a class about the frontiers of law and technology.

Before founding Fastcase, Ed worked at Covington & Burling, in Washington D.C. and Brussels, where he advised Microsoft, Merck, SmithKline, the Business Software Alliance, the National Football League, and the National Hockey League. His practice focused on corporate advisory work for software companies and sports leagues, and intellectual property litigation.

Ed worked in the White House from 1991-1993, first in the Office of Media Affairs and then in the Office of Presidential Speechwriting. After working in the White House, he worked in an influential Washington public relations boutique. He has written for The Washington Post, The New York Times, The University of Chicago Law Review, The Green Bag, and Legal Times, and has spoken extensively on legal publishing around the country.

Ed earned an A.B. in government from Georgetown University and a J.D. from the University of Chicago. He is a member of the Virginia State Bar, and the District of Columbia Bar, and he has been admitted to practice in the U.S. Supreme Court and the U.S. Courts of Appeals for the Fourth Circuit and Fifth Circuit. He serves on the boards of Pro Bono Net, Friends of Telecom Without Borders, and Public.Resource.org. He is on the Editorial Board for the Journal of Robotics, Artificial Intelligence & Law (RAIL), and he is the editor of the recently-released Data-Driven Law (Taylor & Francis 2018).

About

Early on in her career as a trial attorney, Erin discovered a passion for helping other professionals improve their craft, and she built a national reputation as a sought-after speaker on a variety of topics. Combining both her trial skills and talent for speaking, Erin is exceptional when it comes to reducing the complicated and difficult down to the simple and actionable.

Erin brings this experience and expertise to individuals and organizations looking to adapt to a changing work environment. She helps people embrace the modern world by leading workshops focused on technology and automation for businesses, navigating legal ethics in a technology-enabled world, and developing client-centered practices focused on delivering exceptional legal services.

Erin regularly presents at organizations around the country including the American Bar Association, the New York State Bar Association, Institute for Continuing Legal Education, Avvo Inc., Consortium for Access to Justice, Georgia State University College of Law, Office of the Wyoming State Public Defender, Washington Foundation for Criminal Justice, Federal Defenders of Montana, the California Lawyers Association and the Institute of Continuing Judicial Education.

Erin received her Juris Doctor degree from Emory University School of Law, and a Bachelor of Arts degree, Cum Laude, in Political Science and Philosophy from Northeastern University.

About

Emily is a Growth Marketer at Clio. As part of the Growth team at Clio, Emily specializes in optimizing and building new channels to help grow Clio’s customer base. Emily joined the Clio team this year after having worked at companies such as Tilt, (acquired by Airbnb), and GrowSumo. Emily holds a B.A. in Business Administration and Media, Information, and Technoculture from Western University and Ivey Business School.

About

Clio’s Live Events Manager, Emily van Siereveld, organizes Clio’s attendance at conferences across North America. This enables her to speak with attorneys across the country about their firm and work flows while sharing the benefits of Clio and the cloud. Emily has also presented at several conferences across the country. In her previous life, she was a Clio customer! As office manager for a busy immigration law firm, Emily implemented Clio in the office – a move that directly contributed to the expansion of the company to a second location.

About

Ernie Bin is the Director of Design at Clio overseeing Product and Marketing design. He’s been a part of the Clio team since 2016 after a career designing experiences for clients such as Starbucks, Nike, and North Face as well as leading Design at Microsoft and Xbox.com.

About

Fiona Chiu is a Business Operations Analyst at Clio. She has been part of the Analytics team for 1.5 years, and specializes in data analysis for decision making and measuring business performance. Prior to Clio, Fiona worked in Investment Management, focused on portfolio analysis and performance attribution. She obtained her Bachelors of Business Administration from the University of Toronto and is a metalsmith

About

Gale Kirsopp is the CEO of 4700Group, a virtual accounting firm that works exclusively with law firms. While working at the intersection of accounting and technology, 4700Group provides their clients accounting and CFO services using QBO and Clio at the core, as well as cloud-based solutions that comply with the American Bar Association RPC (Rules of Professional Conduct). As an international speaker and trainer for both accountants and lawyers, Gale believes accurate real-time information can be a differentiator in running a successful law firm. On the personal side, Gale is both an avid hiker and reader.

About

George is the Chief Operating Offer at Clio. Specializing in customer development and data operations, George has worked extensively with law schools, bar associations, and other legal professionals to help make information on cloud computing and law firm economics increasingly accessible.

About

Gyi Tsakalakis helps lawyers earn meaningful attention online because that’s where clients are looking for them. As a lawyer himself, Gyi is familiar with the unique considerations of effectively marketing a law practice online. In 2008, Gyi founded AttorneySync to build the most trusted team in digital legal marketing. He serves as a Co-Chair on the ABA’s Client Development & Marketing Committee. Gyi lives in Chicago and loves coffee. He also misses coaching football and is happy to discuss various strategies and techniques of defensive front seven play. Have a question? Don’t hesitate to ask him.

About

Heidi is the Director of Information Security and has been with Clio for one year. Heidi has worked in the information security field for the last 14 years for such companies as Apple, Airbnb, LinkedIn, and Sephora, and she also holds a Computer Science Degree.

About

Jae Um is the Founder and Executive Director of Six Parsecs, an insights firm with a singular focus on the legal vertical. Prior to founding Six Parsecs, Jae served as a senior strategy executive at an Am Law 100 firm, where she provided decision support to the Managing Partner and Executive Committee to drive the firm’s innovation and strategic growth agenda. Jae has also served in consultant & data analytics roles on high-impact engagements for Fortune 100 clients. She contributes market analysis, commentary and educational content to ALM Media, Legal Evolution, BloombergLaw, and other industry publications.

Drawing from over ten years of experience in legal services in roles spanning service delivery, legal operations, and strategic innovation, Jae blends deep domain expertise with a multi-disciplinary skill set that includes market research, data analytics, and visual communication. A UCLA graduate with a degree in history, Jae combines traditional research methods with human-centered design techniques to generate practical, actionable insights about what buyers of legal services want and how law firms can create sustainable competitive advantage.

About

Jake Heller is the Founder and CEO of Casetext, which leverages data science and artificial intelligence to create powerful, context-aware legal research technology. Jake was named to Forbes 30 Under 30 and the Fastcase 50 for legal innovation for his work at Casetext. Before starting Casetext, Jake was a litigator at Ropes & Gray. He graduated from Stanford Law School, where he was president of Stanford Law Review, and clerked for Judge Michael Boudin on the U.S. Court of Appeals for the First Circuit. He’s a Silicon Valley native, and has been programming since childhood.

About

James is a Customer Success Trainer at Clio. As part of the Customer Enablement team, James is passionate about ensuring customers have a smooth transition to Clio by helping new Clio customers get up and running as efficiently and effectively as possible. James also hosts Clio’s weekly Training Webinars. In his spare time, James likes to pretend he’s Gordon Ramsay in the kitchen cooking up a storm…minus the temper.

About

Jason Morris is a husband, father of three, lawyer, and computer geek. Once a self-taught programmer and database analyst, he now works at Round Table Law, a virtual, paperless, cloud-based, automated law firm that he started in 2012.

In addition to board games, video games, and Dungeons & Dragons, in his spare time Jason is a founding organizer of the Edmonton chapter of Legal Hackers. He is currently working on his LL.M. in computational law at the University of Alberta. His research is into the use of declarative logic-based programming languages – one of the earliest forms of artificial intelligence – for the automation of legal advice in support of access to justice. Jason is also an ABA Centre for Innovation Fellow for 2018/2019. His fellowship project involves bringing reasoning by analogy to open source expert system tool Docassemble. Thus far in 2018 he has been invited to speak on law and technology by the University of Alberta Faculty of Law, the Legal Education Society of Alberta, and TEDxUalberta.

About

Jess Birken is the the owner of Birken Law Office, a firm designed to help nonprofits and the arts. Before becoming a private practice attorney, she spent four years inside a national nonprofit organization, Pheasants Forever. Jess has worked with nonprofit organizations for most of her career.

Jess worked her way through law school and had the beginnings of a promising career in criminal law after graduation. However, she quickly realized that going to court is depressing! In court, the toothpaste is out of the tube and you’re just trying to clean up the mess. Her colleagues reassured her that she’d become callous and get used to the grim reality. But Jess thought that sounded like a terrible personal outcome and decided she needed to change course. She really missed the nonprofit sector.  As a result, Jess went back to grad school and earned a Masters in Nonprofit Management. She rejoined the nonprofit sector through her work with Pheasants Forever where her role was a marriage of attorney work and federal grant management and administration.

Based outside of Minneapolis, Minnesota, Jess has two daughters, who are the light of her life. In her free time she enjoys pretending to be a foodie, science fiction, films, dance music, running and spending time with great friends.

About

John is an Account Representative at Clio. He is part of the Outreach team and speaks with attorneys everyday to learn about their firm and come up with solutions to improve their day-to-day. Prior to joining Clio, John led the Canadian sales team for a global food and beverage brand and holds a B.A. in International Economics and Finance.

About

John Kassel is a co-founder and managing partner at Dunkiel Saunders Elliott Raubvogel & Hand. John helped to develop the firm’s robust energy and exempt-organization practices. Based on the breadth and depth of his legal, policy and management experience, John provides counsel that is uniquely valuable to clients who seek to advance the public good through sustainable and thriving enterprises, both for-profit and non-profit.

For more than 30 years, John has worked on complex and often contentious issues of importance both to public health and wellbeing and to private financial reward, from all sides. He has represented private clients in the renewable energy, public utility (electric and gas), health care and telecommunications industries, in both regulatory matters before state and federal agencies and also in private commercial disputes.

He gained the government perspective as General Counsel, Deputy Secretary and Secretary of the Vermont Agency of Natural Resources during the administration of Governor Howard Dean. In these capacities he ran a wide-ranging state agency that regulates industries and developers, manages extensive and varied lands and facilities, ensures healthy ecosystems, and conducts civil and criminal law enforcement. His government experience also includes two years as a criminal prosecutor and a judicial clerkship with the Hon. Joseph L. Tauro, U.S. District Judge for the District of Massachusetts.

In 2009 John became President of Conservation Law Foundation, a New England-wide environmental advocacy non-profit with headquarters in Boston. He led the re-tooling of the financial and development functions of the organization, as well as its re-branding and market positioning for financial sustainability as well as mission success.

Through all of this experience John has come to understand the strengths and limits of the private sector, government authorities (executive, legislative and judicial) and non-governmental organizations like few people in our region today. As a result, his counsel is widely sought by entities on all sides, across New England and nationally.

About

Jordan is a Staff Software Developer at Clio. As part of the Backend Infrastructure team, Jordan is responsible to grow Clio’s API with our customers and integrators. After ten years building web applications, Jordan is passionate about creating exceptional teams and systems that are efficient and reliable for the long term.

About

José Cumbas is a founding partner of Morgan & Cumbas. Admitted to the Bar Association of Puerto Rico, José holds a JD from the Pontificia Universidad Católica de Puerto Rico. He devotes his practice exclusively to the representation of individuals in immigration proceedings including removal proceedings before the Executive Office for Immigration Review as well as representing individuals seeking visas and immigration benefits before USCIS.

Prior to founding Morgan & Cumbas, José Cumbas was a restaurateur and he also ran a successful criminal defense practice in San Juan, Puerto Rico. In 2015, José decided to pursue a new dream and he resettled in San Antonio, Texas. As a recent arrival to Texas, he understands the difficulties his clients face as they seek to immigrate to the United States and relies on his personal struggles to inspire compassionate attention to his clients’ needs.

Since founding Morgan & Cumbas, José has appeared before immigration courts in California, Florida, Louisiana, Massachusetts, New Mexico, New York, and Texas to represent individuals in proceedings before the Executive Office for Immigration Review. He has also reunited hundreds of families by obtaining favorable bond decisions in custody proceedings.

José Cumbas has been recognized by The National Advocates as a Top 40 Under 40 (2018) and as a 10 Best Immigration Attorney Texas (2017) by the American Institute of Legal Counsel. When asked what drives him to succeed, José humbly replies, “Reuniting families is my mission.” His most recent mission relates to a United States – Cuban relations and José has worked tirelessly to facilitate the release of dozens of Cubans who were previously detained in ICE custody.

About

Joseph is an Intermediate Customer Support Agent at Clio. As a member of Clio’s Customer Support team, Joseph utilizes his comprehensive product knowledge to help solve problems and address customer concerns via phone, chat, and email. Joseph holds a B.A. in Business Administration in Human Resources Management.

About

Joshua Browder is the Founder of DoNotPay, a chatbot lawyer that helps people with their legal issues. Since its launch, the site has attracted over 375,000 successful appeals and saved drivers an estimated $9 million. He has since expanded the website to deal with other over a 100 areas of the law, including homelessness and refugee asylum. Outside of his startup, Browder has worked for numerous human rights organizations, such as Freedom House. He is the youngest ever recipient of the Forbes 30 Under 30 award in the “Law and Policy” category and hopes to improve access to justice with bots.

About

Joshua Lenon is the Lawyer-in-Residence at Clio, providing legal scholarship and research skills to the leading cloud-based practice management platform. An attorney admitted to the New York Bar, Joshua studied law at St. Louis University School of Law, obtaining a Juris Doctorate and a Certificate in International and Comparative Law. During this time, Joshua clerked for the Missouri Attorney General helping prosecute discrimination claims on behalf of Missouri citizens. Joshua also studied European Union Law at the University of Georgia School of Law’s Brussels Legal Seminar. Joshua has since helped legal practitioners improve their services, working for Thomson Reuter’s publishing departments in both the United States and Canada.

About

Katie Wyka will be one of 4 professional coaches joining us this year offering free, confidential 30-minute coaching sessions to tackle a specific challenge or opportunity. Opportunities to sign-up for a free 30-minute session will be available both days of the conference.

ABOUT KATIE:

Katie Wyka, BA, MA, is Clio’s in house Performance Coach, helping Clions identify, plan and act on ways to improve and sustain performance, over time. After twenty years in industry, in a variety of HR and OD consulting roles, Katie jumped at the chance to work exclusively with Clio’s teams and leaders – to test her capacity as Coach. Drawing from her deep dives in performance psychology, brain science, motivation, emotional intelligence and organizational dynamics Katie asks her clients to become “scientists of themselves.” Using humour, good questions and a keen interest in seeing her clients reach both personal AND organizational goals, Katie pushes for self mastery.

About

Kelly Street is the marketing director at AttorneySync. For the past eight years, she has worked with a variety of start-up companies and established businesses in sales and marketing leadership roles. As the sole-marketing person in several small businesses, she understands the challenges and opportunities of wearing multiple hats while delivering results.

Kelly enjoys working with small companies and law firms. Her experience ranges from using traditional and online advertising, content marketing, social media, event marketing, trade show marketing, to SEO and website improvements. You can find her co-hosting (with Gyi Tsakalakis) on the Lunch Hour Legal Marketing and Clienting podcasts, where they discuss all things legal marketing.

About

Kimberly is an avid traveler, lover of technology, legal industry disruptor, speaker, and an attorney who runs K Bennett Law LLC, a boutique, virtual trademark and business strategy law practice offering on-demand and subscription legal services. Her practice focuses on helping industry disruptors and social impact entrepreneurs protect their brands and grow profitable and sustainable businesses. She has integrated the latest technologies into her practice with a focus on designing legal services that provide fast, flexible and frictionless solutions for her clients.

In addition to her law firm, Kim is passionate about moving the legal industry forward and teaching lawyers how to apply business principles to create innovative and modern law practices. You can find Kim hosting her monthly live show, The Modern Legal Collective, teaching lawyers how to add subscription services to their practice, and leading workshops and presentations on adding alternative revenue streams, creating products from your knowledge, implementing subscription revenue models, and navigating legal ethics for modern law firms.

Kim received her Juris Doctor degree from Villanova University School of Law in Villanova, Pennsylvania and her Bachelor of Arts degree in Psychology with a minor in Spanish and pre-medicine concentration from Spelman College in Atlanta, Georgia.

Kim currently runs her virtual law practice from Atlanta, GA. You can follow Kim at @kbennettlaw across social media.

About

Marcus is the Manager of Customer Experience Workforce Management & Development at Clio. Aside from being proud of having the longest job title at Clio, he’s focused on making sure that our award-winning Customer Success teams can support our customers as effortlessly and efficiently as possible. Marcus has been a member of the Clio team for over 3 years, has an extensive background in various customer service organizations, and a long history of delighting/tormenting Clions with amazing puns.

About

Megan saves lawyers’ careers. She defends lawyers before the State Bar of California in disciplinary investigations and proceedings.

Megan believes that her mission to support lawyers can be fulfilled in countless innovative ways, and she is constantly striving to develop new tools to make defending and avoiding State Bar complaints easier and less costly. Most recently she launched The Playbook: The California Bar Discipline System Practice Guide, a membership website for lawyers defending themselves on disciplinary charges. The Playbook is the first of its kind support tool for lawyers facing discipline. It features a practice guide, online community, and library of sample court filings not otherwise available online.

Megan has always done things her own way, in both her personal and professional lives. Her self-designed educational path led her to graduation from UC Berkeley’s Boalt Hall School of Law (Order of the Coif) at age 21. She clerked at the US Court of International Trade in New York and went on to practice securities litigation in three large firms in New York. Then she found her passion in representing lawyers and never looked back.

A California native, Megan was born and raised in the San Francisco Bay Area. She is admitted to practice in California, New York, New Jersey, and Georgia, and she practiced remotely from Sydney, Australia while living there in 2010-2011. Physical location has never been a boundary to her practice.

About

A seasoned sales leader with over 20 years of experience in digital media and tech, Megan has been with Clio for one year leading the Sales Outreach team. Her team is responsible for bringing the legal software discussion to law firms across North America. Megan strives to understand attorneys day-to-day challenges and provide advice on how technology can help them grow and run their business efficiently.

About

Myla is a faculty member at Sinclair College in the Law and Public Safety Department, Site Administrator for the Law and Leadership Institute, all while in her last year of Law school at Salmon P. Chase College of Law. Myla also holds two bachelor’s degrees, one in chemistry and one in Applied Management as well as an associate’s degree in Paralegal Studies.

Myla and her family started a domestic nonprofit this year, 1Love LLC. They go out into the community and commit to kind acts and try and tackle many of the issues plaguing the Dayton community.

Myla serves as the membership outreach chair for the Junior League of Dayton and serves on the Board of Directors for Agape for Youth and Board of Trustees for the National Multiple Sclerosis Society Ohio Valley Chapter.

Myla has been married for 8 years and has a 7 year old son. In her free time, she enjoys traveling and most recently visited Havana, Cuba.

About

Michael is a Development Manager at Clio. He has been a part of Clio’s Product team for 4 years and has experience diving into the code in various parts of Clio such as Accounting, Billing, Payments, and Documents.

About

Michael Morgan is a founding partner of Morgan & Cumbas in San Antonio, Texas. Michael holds both a JD from Baylor University School of Law as well as a MBA from Baylor. Admitted to the State of Bar of Texas, the United States Court of Appeals for the Fifth Circuit and the United States District Court for the Western District of Texas, Michael’s practice areas include immigration, personal injury, and criminal defense. When asked about the seemingly divergent nature of these practice areas, he replies, “The common denominator is size. I’m driven to work even harder when I’m in a David and Goliath battle.”

Events in Michael’s adolescence ignited a passion to represent victims of injustice – chiefly, witnessing the September 11th attack on New York from nearby a suburb. He recalls, “For years, my father passed through the World Trade Center every day on his way to work. I first learned of the attack when my mother relayed a message from my father confirming that he was safe. Notwithstanding my family’s blessing, thousands of innocent families were fractured that day. I wanted to give a voice for the mute.”

As fate would have it, Michael Morgan would eventually channel his vision, education, and training to serve the source of his inspiration. He had the opportunity to fulfill such service following the passage of the 911 Victim Compensation Fund.

Since founding Morgan & Cumbas, Michael has fought for hundreds of individuals in a wide variety of areas including: deportation proceedings; motions to reopen; appeals; auto accidents; commercial vehicle accidents; and felony charges. He has been recognized by The National Advocates as a Top 40 Under 40 (2018) and as a 10 Best Immigration Attorney Texas by the American Institute of Legal Counsel (2017).

With the support of the Morgan & Cumbas legal team, Michael is both proud and humbled by each opportunity to step into the courtroom.

About

Michelle Lodge is the Payroll Manager at Clio. She is part of Clio’s Finance team and oversees the processing and payment of all Clio employees. Michelle has been a member of the Clio team for over three years. Michelle holds her Certified Payroll Manager certification.

About

Nadia is a Customer Success Trainer at Clio. As a member of Clio’s Customer Enablement team, Nadia helps brand new Clio customers get up and running with Clio as efficiently and effectively as possible. Nadia holds a B.A. in Commerce and has been with Clio for 1.5 years.

About

Natalia Gonzalez is an Intermediate Support Specialist at Clio. As part of Clio’s Support team, Natalia is focused on Customer Advocacy and is a vocal presence for customers at Clio. Natalia has worked at Clio for two years and has a Diploma in General Studies with distinction.

About

Nika Kabiri is the Vice President of Strategic Insights at Lux Insights Inc., a boutique market research agency. Nika’s expertise is in applying social science insights to inform business strategy. Her rich understanding of social, psychological, and economic behavior, along with her extensive experience in consumer research, allows her to see connections between data and strategy in unique ways.

Nika has a rich and varied academic background that helps inform her distinctive approach. She received her PhD in Sociology at the University of Washington in Seattle and earned her BA in Political Science at Rice University. She also has a JD from the University of Texas School of Law. Nika is also a contributor at the Huffington Post and Seattle Business Magazine.

About

Patrick A. Palace is the owner of Palace Law, a firm of workers’ compensation and personal injury attorneys. He is and has been a partner in a number of joint ventures with tech companies developing new tools for lawyers.

Patrick was the President of the Washington State Bar Association (WSBA) 2013-2014. He is a member of the National Conference of Bar Presidents (NCBP)(2014-present) that prepares and trains Bar leadership nationwide. Currently serving on the NCBP Executive Counsel. He is the chair of the 21st Century Lawyer NCBP committee which produces monthly national webinars for bar leaders. He chaired the WSBA Future of the Profession Committee 2013-2015. Additionally, he served on the WSBA Board of Governors from 2008 – 2011, the Washington Association of Justice Board of Governors for 9 years and was WSBA Treasurer 2010-2011.

Patrick has presented at the Clio Cloud Conference, AVVOs Lawyernomics, the ABA TechShow, NCBP Annual and Midyear Conventions, and regularly presents at webinars and seminars at the local, state and national levels.

He has been interviewed on podcasts by Bob Ambrogi, the Lawyerist, Lawsome, Clienting, The Paralegal Voice, multiple podcasts on Legal Talk Network’s “On the Road”, Jeena Cho’s “The Resilient Lawyer”, and “Two Men and a Mic” podcast. He can he heard on live radio in Tacoma, interviewing legal innovators. He regularly writes for legal publications including NW Lawyer, GPSolo Magazine, and other state and local magazines.

Since 2016, Palace Law has been recognized by the Lawfirm 500 as one of the top 100 firms nationwide for its growth and innovation. Patrick was the first recipient of the “Service to the Legal Profession Award”, and has been chosen by the “National Trial Lawyers” as one of the Nation’s Top 100 trial lawyers. He was also named as one of the “Top Attorneys in Washington.”

Patrick produced and moderated two television programs: “The Peoples Law School” and “LawTalk”. These programs provide consumers with information about our legal system and their rights and remedies. Thirty-three programs were produced.

Patrick is a dedicated practitioner of yoga. He has a daily meditation practice, writes about meditation and speaks nationally of the topics of mindfulness and the future of the legal profession.

Finally, in 2015, Patrick opened a winery, Sunken Cellars, whose 2016 and 2017 vintages include Cabernet Sauvignon, Albariño and an Italian red blend (“Tesoro Rosso).(SunkenCellars.com).

Patrick is also a proud father who has a tendency to listen to his music (while drinking wine, and sometimes practicing yoga) louder than his non-rocker children would like.

About

Rebecca is a Product Designer at Clio. She specializes in designing the Clio subscription platform and improving the accessibility of the Clio application. Before joining Clio 18 months ago, Rebecca was a visual designer in the UK working alongside brands such as Worldpay and Michelin Tires to improve their client experience. Be sure to give her a big high-five if you see her but be careful not to get too deep into conversations about bike-packing.

About

Rio is an Intermediate Support Specialist at Clio. She is part of Clio’s Customer Success team and specializes in creating effortless support experiences for Clio’s customers. Rio has been a member of the Clio team for just shy of a year. She holds degrees in both Fashion Design and History.

About

Roger is a Customer Support Specialist at Clio. He has been with the company for just under a year and loves helping his customers get the most out of Clio. Roger holds Bachelor’s Degrees in both Mechanical Engineering and Corporate Finance from the University of Western Australia. Prior to joining Clio, Roger worked as an Engineer in the oil and gas industry and started his own STEM education business.

About

Ryan Hillier co-founded NOVAlex Law Firm and Legal Clinic after having practiced for nearly 10 years at two national Canadian law firms. NOVAlex offers a unique model for legal services. For every hour of paid legal services the firm provides to corporate clients, NOVAlex offers one hour of pro bono legal services to eligible low-income individuals, non-profits and early-stage entrepreneurs.

Admitted to the Quèbec Bar in 2007, Ryan’s practice covers various fields of commercial and civil litigation, as well as alternative dispute resolution. Throughout his career, Ryan has developed expertise in several industries, namely in the construction, information technology and renewable energy sectors. He frequently appears before all levels of courts in Quèbec and regularly acts in the context of arbitrations and mediations. Ryan is fluent in English and French and has a functional knowledge of Spanish.

About

Sarah Greig is an Associate Product Manager at Clio. She works primarily on case management workflows and loves talking to customers about how they use Matters and Contacts in Clio. Sarah has spent the last five years of her career working in tech and holds a B.A. in Commerce from the University of British Columbia’s Sauder School of Business.

About

Steve Harbaruk is a Product Manager at Clio. He is part of Clio’s Product team and specializes in Clio’s Accounting, Billing, and Payments functionalities. Steve has been a member of the Clio team for just over three years.

About

Steven is the Senior Vice President of Global Sales at Clio. Prior to joining in 2013, Steven spent 8 years in senior sales leadership roles at Salesforce.com. Steven is a cloud computing evangelist with extensive experience in building high performance sales teams. Over the past 15 years, he has worked with businesses in every industry to harness the power of the cloud to drive growth, efficiency, and innovation.

About

Tara Burd has practiced law in California since 2011 after receiving her law degree in San Diego from California Western School of Law graduating from an accelerated two-year program, cum laude with Honors Distinction in Criminal Prosecution & Defense Practice Concentration.

Increasingly, she devotes herself to complex litigation, that involve cross-discipline multi-forum disputes. She primarily litigates probate, trust and business disputes, but also has experience with employment, civil rights, and personal injury matters. Ms. Burd prefers cases with unusual and interesting facts and legal issues. She has represented hundreds of clients in more than three hundred matters, and she has handled every stage of civil litigation, including trial and appellate litigation. In July 2017, she collaborated with the Southern California Legal Center to secure a judgment of $7.5 million for her client in a case that concerned a breach of contract to make a will.

Ms. Burd has received increasing recognition from her peers. In 2017 and 2018 she was selected as a Super Lawyers Rising Star, and in 2016 and again in 2017 she was named to the “Best of the Bar” in San Diego County. She was also a San Diego Business Journal Business Women of the Year Finalist in 2017.

Ms. Burd is a member of the Executive Committee for the Real Property Law Section of the California State Bar, as well as the sub-chairperson for this Section’s Statewide Networking & Outreach Committee for the San Diego region, which coordinates networking events at which real estate attorneys can meet other kinds of real property professionals. She also also been on the California Lawyers Association’s Executive Marketing and Communication Committee before it’s official inception in 2017, as well as other committees designed to identify and procure member benefits.

Ms. Burd is also President for the Irish-American Bar Association of San Diego, and for the past three years she has been a judge of the St. Patrick’s Day Parade in San Diego. She also belongs to the Hon. J. Clifford Wallace American Inn of Court, the Association of Business Trial Lawyers, the Lawyers’ Club, and the Probate and Real Property Sections of the San Diego County Bar Association.

Ms. Burd’s articles and commentary have appeared in the following publications: online sites for CNN, ABC, CBS, NBC and FOX-TV as well as GPSolo Magazine (a publication of the American Bar Association), The Boston Globe, The Riverside Press Enterprise, The San Diego Union-Tribune, Small Business Trendsetters, and The San Diego Professional Journal. She also has been a frequent guest speaker on ESPN 1700 AM, offering commentary on the law.

Originally from Cerritos, California, Ms. Burd settled in San Diego many years ago and enjoys spending much of her time in Point Loma and Ocean Beach. In her free time, she enjoys drinking natural wines, and living room dance parties with friends and family.

About

Terry DeMeo will be one of 4 professional coaches joining us this year offering free, confidential 30-minute coaching sessions to tackle a specific challenge or opportunity. Opportunities to sign-up for a free 30-minute session will be available both days of the conference.

ABOUT TERRY:

Terry DeMeo, J.D., MCC, is an attorney and Master Certified Coach, known for her versatility and wide-ranging experience. After almost twenty-five years as a civil rights, criminal, and domestic relations litigator, she became a full-time coach, focusing on lawyers and other licensed professionals. She specializes in the areas of professional development and relationships. Terry is certified by several coaching programs in both general and relationship coaching, a certified mindfulness and stress management practitioner, a certified provider of the Myers-Briggs Typology Instrument, and has completed graduate coursework in somatic clinical psychology. An instructor for the Martha Beck coach-training company, Terry teaches courses in coaching skills, practice development, and coaching ethics. She is a member of the International Coach Federation.

About

Tiffany Graves is an accomplished attorney and visionary leader with over twenty years of experience zealously advocating for marginalized children, individuals and families. Her fight for equity and justice for the underserved began while she was in law school at the University of Virginia School of Law, where she was honored for logging the most pro bono hours of any graduating student with the law school’s Pro Bono Award. She received the law school’s distinguished Powell Fellowship in Legal Services at graduation. The fellowship honors former Supreme Court Justice Lewis F. Powell Jr. and awards salary compensation to a law graduate to enable her to work in public interest law and to enhance the delivery of legal services to the poor under the sponsorship of a public interest organization.  Tiffany used her Powell Fellowship to work at the Mississippi Center for Justice (MCJ), a public interest law firm focused on advancing racial and economic justice.

After completing her fellowship year at MCJ, Tiffany spent four years in private practice developing and honing legal skills that have become essential to her success as a public interest lawyer. In her transition back to public interest, Tiffany led the Mississippi Volunteer Lawyers Project, a statewide nonprofit dedicated to providing pro bono legal services to low-income Mississippians, and the Mississippi Access to Justice Commission, a Supreme Court-created entity aimed at promoting initiatives to improve and expand access to justice to the over 700,000 people living in poverty in Mississippi. She now serves as the first-ever, national pro bono counsel for Bradley Arant Boult & Cummings LLP, a law firm with nine offices in seven states throughout the Southeast.

Tiffany has been recognized for her commitment to pro bono and equalizing the civil justice system with numerous award and honors.  She is a frequent writer and speaker, and she believes firmly in engaging community to further and increase access to legal and other services and social capital.

About

Tara is one of our Team Leads in Customer Support and has been with Clio a little more than 2 years. Tara began her career as a Legal Assistant before moving into software support and technical training; all in the legal industry. With more than 15 years of experience working within law firms big and small, Tara brings valuable perspective from someone who has been there and gets it!

About

Thomas is a Customer Support Specialist at Clio. He joined the Clio family a little over six months ago after moving from New Zealand to Canada. Thomas has developed a keen interest in helping our customers streamline their workflows and make monotonous tasks as quick and easy as possible. Although Thomas holds a Master’s Degree in Materials Engineering from the University of Aukland, he has found that he loves working in the IT industry and tackling the unique challenges that the industry brings. Prior to joining Clio, Thomas worked as a quality assurance tester in developing banking software for New Zealand Credit Unions.