AGENDA

To help you make the most of ClioCon’s action-packed agenda, we’ve sorted keynotes, workshops, and sessions into different tracks. Choose the track that best suits your firm’s needs, or mix and match from multiple tracks to build a customized experience!

Please note, agenda times and sessions are subject to change. All CLE-eligible sessions are indicated with an *asterisk.

See Online Agenda Download PDF

In-person Virtual

6:30 a.m.- 7:30 a.m.

Morning Wellness Activity

6:30 a.m. - 7:30 a.m.

Morning Wellness Activity

In-Person

Join us for a morning walk/jog/run with Austin Running Club – Meeting location is near the entrance to ACC EH-5

7:00 a.m.- 9:00 a.m.

Registration Monday | October 7th

7:00 a.m. - 9:00 a.m.

Registration Monday | October 7th

In-Person

Meet us at the registration desk, where our team will greet you, give you your conference lanyard, wrist bands and an overview of the space. 🗺️

7:00 a.m.- 8:30 a.m.

Breakfast

7:00 a.m. - 8:30 a.m.

Breakfast

In-Person

Included as part of your conference pass, be sure to grab a bite and beverage (vegan and vegetarian options available).  🍽️

7:45 a.m.- 8:30 a.m.

Meet your ClioCon Community: Speed Networking

Networking Facilitators: Miquela Anzulovich, Kate Bell, Kerry O'Brien, Jesse Harink

Networking

7:45 a.m. - 8:30 a.m.

Meet your ClioCon Community: Speed Networking

Speakers: Networking Facilitators: Miquela Anzulovich, Kate Bell, Kerry O'Brien, Jesse Harink

Networking

In-Person

If growing your network is a priority but you feel like there’s never time to get out there and mingle, then this pop-up event is for you! ⏲️

Connect with your peers through:

  • Engaging question prompts
  • Buzzer-beater conversations 
  • Interactions with a range of legal professionals across different practice areas

7:45 a.m.- 8:30 a.m.

North, South, East & West: Geo-Based Mingling

Gathering Facilitators: Cecily Clarke, Katie Smith, Erin Walker

Gathering

7:45 a.m. - 8:30 a.m.

North, South, East & West: Geo-Based Mingling

Speakers: Gathering Facilitators: Cecily Clarke, Katie Smith, Erin Walker

Gathering

In-Person

Austin is the center of the legal universe this week, with legal professionals coming from every direction! East or west, north, or south, you’ll find your people right here. 🌎

In this mixer, expect to: 

  • Meet other legal professionals in your area
  • Exchange ideas and best practices
  • Stay on top of industry developments and trends

9:00 a.m.- 10:45 a.m.

Opening Keynote

Jack Newton

9:00 a.m. - 10:45 a.m.

Opening Keynote

Speakers: Jack Newton

In-Person Virtual

The man behind the magic himself ✨

ClioCon kicks off on a high note with Jack Newton’s keynote. He brings the energy and reminds us that we’re all here because we have the power to transform the legal experience together! 🎉

Join Jack, CEO and Founder of Clio, as he shares:

  • Insights into how the legal industry has evolved over the past year (and what to expect and plan for as we look ahead).
  • Tactics, backed by data, to show how successful firms stay at the top of their game.
  • Clio’s latest product releases and how they are designed to help make running a law firm easier.

Get ready to find out how you can move with momentum in 2025 📈

10:45 a.m.- 11:15 a.m.

Networking & Exhibitor Hall Break

Networking

10:45 a.m. - 11:15 a.m.

Networking & Exhibitor Hall Break

Networking

In-Person

11:00 a.m.- 11:20 a.m.

Clio for Personal Injury

Mackenzie Kerr

Clio Spotlight

11:00 a.m. - 11:20 a.m.

Clio for Personal Injury

Speakers: Mackenzie Kerr

Clio Spotlight

In-Person Virtual

Clio and personal injury—a match made in heaven.

Learn how to use our new suite of personal injury features to get the best outcomes for your clients. 💘

11:15 a.m.- 11:45 a.m.

Web Content That Clicks

Seth Price

Business of Law

11:15 a.m. - 11:45 a.m.

Web Content That Clicks

Speakers: Seth Price

Business of Law

In-Person Virtual

The phrase “if you build it, they will come” doesn’t quite apply to your website. Your traffic and conversion rates hinge on effective, SEO-optimized content. 🔨

In this session, learn how to:

  • Craft compelling content that drives conversion
  • Apply essential SEO techniques to improve visibility
  • Optimize user experience for enhanced engagement and loyalty
  • Use AI ethically and effectively to craft content
  • Leverage cost-effective local search to compete against the 800 lb gorilla in your market

Discover the best techniques to boost conversion rates and optimize SEO for your website, ensuring that your digital presence drives meaningful results. 📈

11:15 a.m.- 11:45 a.m.

The Centralized Firm: Powered by Clio

Heidi Eglash, Teresa Matich

Tech & Innovation

11:15 a.m. - 11:45 a.m.

The Centralized Firm: Powered by Clio

Speakers: Heidi Eglash, Teresa Matich

Tech & Innovation

In-Person Virtual

Immerse yourself in the transformative power of centralization as you discover how the Clio-Powered Firm maximizes productivity and success using the full suite of Clio products. 💼

In this session you will:

  • Explore real-world examples of firms who utilize Clio’s suite of products—Manage, Grow, Draft, Payments, and Accounting
  • Witness the seamless integration of Clio’s products throughout every stage of the firm’s workflow, from intake to billing
  • Understand how leveraging Clio’s comprehensive suite enhances efficiency, streamlines operations, and drives overall firm success

It’s time to harness the combined power of Clio’s product suite to transform your firm’s operations into a centralized force. 🌟

11:15 a.m.- 11:45 a.m.

Sustaining Your Energy: 10 Tips to Restoring Balance *

Dayna Lee-Bagley

Personal Growth

11:15 a.m. - 11:45 a.m.

Sustaining Your Energy: 10 Tips to Restoring Balance *

Speakers: Dayna Lee-Bagley

Personal Growth

In-Person

Putting off sleep and exercise until you “just get through the week”…for weeks on end? It’s time to break the cycle. 😴

In this session, you’ll learn to recharge through:

  • Strategies for work-life balance
  • Mindful time management techniques
  • Tips to fit nutrition and wellness into a busy schedule 

You can’t be at peak performance when you’re running on empty. Reclaim personal time to focus on you. 🔋

 

* This session is eligible for CLE/CPD credit

11:15 a.m.- 11:45 a.m.

Reisman Panel: Uplifting Your Community

Clio Host: Nav Gill

Client Centered

11:15 a.m. - 11:45 a.m.

Reisman Panel: Uplifting Your Community

Speakers: Clio Host: Nav Gill

Client Centered

In-Person

We’ve always been huge fans of our customers, and we’re honored to celebrate a few that have gone above and beyond for their communities. 🥇

Hear from our Reisman winners themselves about transforming the legal experience for all through community impact. 🩷

11:15 a.m.- 11:45 a.m.

Office Managers Unite!

Networking Facilitators: Miquela Anzulovich, Kate Bell, Kerry O'Brien, Jesse Harink

Networking

11:15 a.m. - 11:45 a.m.

Office Managers Unite!

Speakers: Networking Facilitators: Miquela Anzulovich, Kate Bell, Kerry O'Brien, Jesse Harink

Networking

In-Person

We know you’re secretly the glue holding your firm together—and so does everyone you’ll meet at this interactive event. 🏆

You can expect:

  • Engaging question ideas to get conversation rolling
  • Occasional prompts to move around the room
  • Stories and learnings from fellow office managers

11:15 a.m.- 11:45 a.m.

Try It Out: AI Edition

Andrew Fung, Natalie Berestovsky

Clio Mastery

11:15 a.m. - 11:45 a.m.

Try It Out: AI Edition

Speakers: Andrew Fung, Natalie Berestovsky

Clio Mastery

In-Person

Not sure where to start with AI? Test out our favorite tools for yourself to see what all the hype is about. ⚒️

In these live demos you’ll get an understanding of how you can leverage the power of AI to build momentum at your firm. 🧑‍💻

11:15 a.m.- 11:45 a.m.

How to Set up an AI Policy for your Firm *

Burton Kelso, Workshop Facilitator: Erin Walker

Industry Workshops

11:15 a.m. - 11:45 a.m.

How to Set up an AI Policy for your Firm *

Speakers: Burton Kelso, Workshop Facilitator: Erin Walker

Industry Workshops

In-Person

Want to make sure AI doesn’t turn into aye-aye-aye? We’ve got your back. 👍

In this session, you’ll learn:

  • What you need to know to make AI usage successful at your firm
  • Guidelines on when, where, and how to use AI
  • When you shouldn’t use AI 

Harness AI with confidence by setting up the right policies in advance to protect your firm and clients alike. ✏️

* This session is eligible for CLE/CPD credit

11:35 a.m.- 11:55 a.m.

Simplifying Firm Financials

Chelsea Ryan

Clio Spotlight

11:35 a.m. - 11:55 a.m.

Simplifying Firm Financials

Speakers: Chelsea Ryan

Clio Spotlight

In-Person Virtual

Don’t let managing your finances turn you into a full-time job. 

Discover practical strategies to save time and streamline your financial operations, reduce complexity in information gathering, and simplify your reconciliation processes. 🏦

11:45 a.m.- 1:00 p.m.

Lunch Break

11:45 a.m. - 1:00 p.m.

Lunch Break

In-Person

Included as part of your conference pass be sure to grab a bite and beverage (vegan and vegetarian options available).  🍽️

12:15 p.m.- 12:45 p.m.

Connect with Purpose: ProBono and Social Justice Advocates

Networking Facilitators: Miquela Anzulovich, Kate Bell, Kerry O'Brien, Jesse Harink

Networking

12:15 p.m. - 12:45 p.m.

Connect with Purpose: ProBono and Social Justice Advocates

Speakers: Networking Facilitators: Miquela Anzulovich, Kate Bell, Kerry O'Brien, Jesse Harink

Networking

In-Person

Bond over the pros (and woes) of pro bono and social justice work in law with fellow advocates looking to close the access to justice gap and make the system more equitable to all. ⚖️

You can expect:

  • Heartwarming stories from fellow advocates
  • Prompt questions to get the conversation flowing
  • Guidance from your host to ensure you engage with multiple new people

12:15 p.m.- 12:45 p.m.

Personal Injury

Gathering Facilitators: Cecily Clarke, Katie Smith, Erin Walker

Gathering

12:15 p.m. - 12:45 p.m.

Personal Injury

Speakers: Gathering Facilitators: Cecily Clarke, Katie Smith, Erin Walker

Gathering

In-Person

ClioCon is a great place to meet the global legal community, but we get it, you’re also looking to make some new connections in PI. Well, get ready to make new friends! 🤘

In this mixer, expect to:

  • Get to know practitioners in PI
  • Trade tips and tricks on how to navigate the changing trends in your practice 
  • Share insights on how to navigate legislation in your area

1:00 p.m.- 1:20 p.m.

Documents in Clio

Kenneth Barker

Clio Spotlight

1:00 p.m. - 1:20 p.m.

Documents in Clio

Speakers: Kenneth Barker

Clio Spotlight

In-Person Virtual

If you’re like most people, documents aren’t the highlight of your day. But they’re foundational to all law firms.

That’s why we want you to get the most from Clio’s document solution. Create and manage documents accurately and collaboratively—in record time. ⌛

1:00 p.m.- 2:00 p.m.

Deep Dive on the 2024 Legal Trends Report *

Joshua Lenon

Business of Law

1:00 p.m. - 2:00 p.m.

Deep Dive on the 2024 Legal Trends Report *

Speakers: Joshua Lenon

Business of Law

In-Person Virtual

Trends change, but every year, Clio’s Legal Trends Report delivers industry insights that help firms like yours adapt successfully to navigate the months and years ahead. 📑

This year is no exception. Join this popular session and set your firm on the right path for 2025. 

In this session, learn how to:

  • Leverage insights from the 2024 Legal Trends Report and ensure you are pricing your services appropriately against market rates
  • Optimize your firm operations and spend to set you on the right track for the coming year
  • Mimic the successes of “growing” firms and avoid the mistakes of “shrinking” firms

You don’t need to be a data scientist to forecast pitfalls…you just need to bring your questions to our experts! 📊

 

* This session is eligible for CLE/CPD credit

1:00 p.m.- 2:00 p.m.

Building Your Small Law Firm's Future: Crafting an Effective Technology Stack *

Allison C. Williams, Clio Host: Reagan Attle

Tech & Innovation

1:00 p.m. - 2:00 p.m.

Building Your Small Law Firm's Future: Crafting an Effective Technology Stack *

Speakers: Allison C. Williams, Clio Host: Reagan Attle

Tech & Innovation

In-Person Virtual

Don’t have the luxury of a full-scale team complete with marketing and admin? Worry not—your small firm can leverage technology to automate and optimize your workflows so you can focus on the legal work. 🧑‍💻

In this session, you’ll learn about:

  • Measuring efficiency, productivity, and ROI
  • Mastering integration, adoption, and change management
  • Ensuring your tech stack remains adaptive and sustainable in the long run

Be a small but mighty operation by building the right tech stack to maximize efficiency. 💪

 

* This session is eligible for CLE/CPD credit

1:00 p.m.- 2:00 p.m.

Getting Noticed to Get Ahead: How to Get Promoted

Marina Harris, Katie Koleszar, Heather A. O'Connor, Jessica Childress

Personal Growth

1:00 p.m. - 2:00 p.m.

Getting Noticed to Get Ahead: How to Get Promoted

Speakers: Marina Harris, Katie Koleszar, Heather A. O'Connor, Jessica Childress

Personal Growth

In-Person

If a legal professional does good work in the office but nobody is around to see it….does it have an impact? Perhaps on the company—but probably not on your career growth. 😥

In this session, you’ll learn about:

  • Mapping your development plan
  • Tracking achievements and making them visible
  • The power of turning feedback into opportunity to document growth

You’ve got ambitious goals. And after this session, you’ll have a plan to achieve them. 🏅

1:00 p.m.- 2:00 p.m.

Crafting Excellence: Human-Centered Legal Design *

Angela Hayden, Clio Host: Stevie Nguyen

Client Centered

1:00 p.m. - 2:00 p.m.

Crafting Excellence: Human-Centered Legal Design *

Speakers: Angela Hayden, Clio Host: Stevie Nguyen

Client Centered

In-Person

Good design isn’t just for artists. But what is human-centered legal design, and how do you use it? Find out in this session. 🎨

You’ll learn how to:

  • Map your client journey
  • Implement design strategies in legal processes
  • Measure and iterate for ongoing improvement

Grab a notepad and start sketching out a better experience for your clients. ✏️

 

* This session is eligible for CLE/CPD credit

1:00 p.m.- 2:00 p.m.

Clio Grow Power Hour

Mechelle Woznicki, Saygin Yag

Clio Mastery

1:00 p.m. - 2:00 p.m.

Clio Grow Power Hour

Speakers: Mechelle Woznicki, Saygin Yag

Clio Mastery

In-Person

Buckle up, because we’re about to show you how to maximize your impact with Clio Grow! 📈

Get ready to scale back on tedious work while growing your firm using features like intake forms, document automation, email templates and more.

The real question is, what are you going to do with all that time back? 🤔

1:00 p.m.- 2:00 p.m.

Law Firm Culture: Managing People & Shifting Mindsets

Ruby Powers

Industry Workshops

1:00 p.m. - 2:00 p.m.

Law Firm Culture: Managing People & Shifting Mindsets

Speakers: Ruby Powers

Industry Workshops

In-Person

Looking to build a strong work culture? Ditch the pizza parties in favor of impactful efforts that build a meaningful culture at your firm. 🍕

In this session, you will:

  • Participate in interactive exercises for shaping culture
  • Learn to establish culture based on well-articulated vision and values  
  • Enroll members of your team in implementation to ensure success

This interactive session will leave you with the skills, clarity, and knowledge you need to shape your law firm’s culture—while getting your whole team on board. 🫶

1:15 p.m.- 1:45 p.m.

BIPOC Mingle : Connect and Empower

Gathering Facilitators: Cecily Clarke, Katie Smith

Gathering

1:15 p.m. - 1:45 p.m.

BIPOC Mingle : Connect and Empower

Speakers: Gathering Facilitators: Cecily Clarke, Katie Smith

Gathering

In-Person

Could your network use more fellow BIPOC professionals to connect with and discuss what it means to excel in the legal industry? Now’s your chance. 🌍

You can expect:

  • Facilitated conversations around BIPOC experiences in law
  • Encouragement to move throughout the room and really put the mix in mixer
  • Relatable stories from fellow colleagues about navigating the legal field as BIPOC professionals

1:35 p.m.- 1:55 p.m.

Learn What's New with Clio Grow

Adam Olgui

Clio Spotlight

1:35 p.m. - 1:55 p.m.

Learn What's New with Clio Grow

Speakers: Adam Olgui

Clio Spotlight

In-Person Virtual

Clio is always growing…and so is Clio Grow. 

Whether you’re a long-time fan or just dipping your toes in, there’s lots to learn! See how you can reach for the sky with the latest and greatest in Clio Grow.  🌱

2:15 p.m.- 2:35 p.m.

Getting Started with Clio File

Noah Aron

Clio Spotlight

2:15 p.m. - 2:35 p.m.

Getting Started with Clio File

Speakers: Noah Aron

Clio Spotlight

In-Person Virtual

Shred your relationship with paper and start electronically filing, serving, and delivering court documents from Clio File. 📄

2:15 p.m.- 2:45 p.m.

Win-Win-Win Billing: Track Less, Earn More, and Create Fee Certainty

Beau Atkins

Industry Workshops

2:15 p.m. - 2:45 p.m.

Win-Win-Win Billing: Track Less, Earn More, and Create Fee Certainty

Speakers: Beau Atkins

Industry Workshops

In-Person

Start your journey to win-win-win billing by eliminating time tracking, increasing your earnings, and offering clients fee certainty.   📈

Discover how adopting value-based billing and leveraging technology like Clio Manage and Clio Draft can revolutionize your legal practice and enhance client satisfaction.

In this session, you’ll learn how to:

  • Estimate flat fees for any file, regardless of the degree of conflict.
  • Scope the level of engagement and address any necessary out-of-scope work.
  • Stop tethering your life to your scarcest resource (time) and increase the value to your clients.

Revolutionize your billing practices and achieve greater client satisfaction with these illuminating insights. 💡

2:15 p.m.- 2:45 p.m.

Reisman Panel: Secrets to Success

Clio Host: Taylor Lecky

Business of Law

2:15 p.m. - 2:45 p.m.

Reisman Panel: Secrets to Success

Speakers: Clio Host: Taylor Lecky

Business of Law

In-Person Virtual

Bring your umbrella to this one, because our panel of Reisman winners are going to show you how to make it rain revenue. ☂️

In this session, learn how to:

  • Prioritize core business areas for stable and successful growth
  • Streamline client communication while managing availability expectations 
  • Effectively negotiate and mitigate concerns around your cost of services, while implementing pricing and payment solutions that work for you and your clients 

While there’s a lot you can do to grow your business, you don’t want to go an inch deep and a mile wide on every strategy. These successful law firms will share how they turned antifragility into their revenue generator! 💰

2:15 p.m.- 2:45 p.m.

New Technology Requires New Regulation (Let's talk before it's too late!) *

Jayne Reardon, Chris Bentley, Host: Phil Brown

Tech & Innovation

2:15 p.m. - 2:45 p.m.

New Technology Requires New Regulation (Let's talk before it's too late!) *

Speakers: Jayne Reardon, Chris Bentley, Host: Phil Brown

Tech & Innovation

In-Person

We will look at lawyers as gatekeepers, lawyers as innovators and the potential benefits of less regulation. We will even look at Rule 5.4 and 5.5, mobility and sandboxes, all in 30 minutes or less!

Takeaways:

  • Less regulation can be more effective
  • Professional duty includes providing legal services to more people
  • Re-regulation will strengthen the delivery of legal services

* This session is eligible for CLE/CPD credit

2:15 p.m.- 2:45 p.m.

2024 Cybersecurity Trends *

Gavin Miller

Client Centered

2:15 p.m. - 2:45 p.m.

2024 Cybersecurity Trends *

Speakers: Gavin Miller

Client Centered

In-Person

Law firms are entrusted with a high volume of sensitive data—making them prime targets for a breach. Ensure your firm maintains client trust and meets their legal obligations by applying the highest level of cybersecurity measures. 🛡️

In this session, learn how to:

  • Stay on top of the latest trends and know what’s important looking ahead 
  • Protect yourself and your firm, with key tactical steps and ethical considerations
  • Action takeaways to implement in your law firm

Bonus: Clio’s cybersecurity experts will be on-hand the entire conference to help answer your questions and keep you safe. 🔒

 

* This session is eligible for CLE/CPD credit

2:15 p.m.- 2:45 p.m.

Balance by Numbers: A Data-Driven Approach to Work-Life Harmony *

Del Friday

Personal Growth

2:15 p.m. - 2:45 p.m.

Balance by Numbers: A Data-Driven Approach to Work-Life Harmony *

Speakers: Del Friday

Personal Growth

In-Person

Is balancing the scales of justice leading to work-life imbalance? Statistically speaking, the answer is yes. ⚖️

Find harmony in your work and life by:

  • Understanding work-life imbalance trends
  • Identifying personalized solutions through data analysis and reporting
  • Implementing data-backed work-life harmony

Rebalance your life with this data-driven approach to living and working well. ⭐

 

* This session is eligible for CLE/CPD credit

2:15 p.m.- 2:45 p.m.

Out & Proud: 2SLGBTQIA+ Legal Professionals

Networking Facilitators: Miquela Anzulovich, Kate Bell, Kerry O'Brien, Jesse Harink

Networking

2:15 p.m. - 2:45 p.m.

Out & Proud: 2SLGBTQIA+ Legal Professionals

Speakers: Networking Facilitators: Miquela Anzulovich, Kate Bell, Kerry O'Brien, Jesse Harink

Networking

In-Person

Could your network use more fellow 2SLGBTQIA+ professionals to connect with and chat through what it means to be out and proud in law? Now’s your chance. 🏳️‍🌈

You can expect:

  • Facilitated conversation around Pride in law
  • Encouragement to move throughout the room and really put the mix in mixer 
  • Relatable stories from fellow colleagues about being out and proud in law

2:15 p.m.- 2:45 p.m.

Corporate & Business Law

Gathering Facilitators: Cecily Clarke, Katie Smith, Erin Walker

Gathering

2:15 p.m. - 2:45 p.m.

Corporate & Business Law

Speakers: Gathering Facilitators: Cecily Clarke, Katie Smith, Erin Walker

Gathering

In-Person

Working in a law firm isn’t the only career path for lawyers! Talk to your peers in corporate and business law right here. 🏢

In this mixer, expect to: 

  • Share insights on how to navigate legislation in your area
  • Swap stress management secrets
  • Grow your network of corporate legal professionals

2:15 p.m.- 2:45 p.m.

Clio Accounting 101

Lillian Wu, Omar Robinson

Clio Mastery

2:15 p.m. - 2:45 p.m.

Clio Accounting 101

Speakers: Lillian Wu, Omar Robinson

Clio Mastery

In-Person

Don’t let managing your finances feel taxing—get in sync with Clio Accounting! 💰🔄

In this session, discover how Clio Accounting can automate transaction management, provide real-time insights for improved cash flow control, simplify compliance, and make tax preparation effortless!

This is a chance to get your questions answered and learn firsthand how seamless bookkeeping and accounting can be. We’re excited to show you the ropes! 🪢

3:00 p.m.- 3:20 p.m.

15 Clio Draft Templates

Donnalee Davidson

Clio Spotlight

3:00 p.m. - 3:20 p.m.

15 Clio Draft Templates

Speakers: Donnalee Davidson

Clio Spotlight

In-Person Virtual

Instagram stories aren’t the only highlight reels you can watch today. Check out this walkthrough of the most popular Clio Draft templates. Ready, set, draft! ✨

3:00 p.m.- 4:00 p.m.

Planning for Financial Stability and Success *

Mark Khazanovich, Clio Host: Alex MacGillivray

Business of Law

3:00 p.m. - 4:00 p.m.

Planning for Financial Stability and Success *

Speakers: Mark Khazanovich, Clio Host: Alex MacGillivray

Business of Law

In-Person Virtual

Building financial success starts with a rock-solid foundation. 🪨

In this session, learn how to:

  • Effectively manage your cash flow and expenses to maintain financial stability and profitability
  • Avoid the ups and downs of your firm’s finances by implementing sound strategies
  • Maximize collection rates, realization rates, and minimize lock up to optimize your cash flow

By preparing for success in both economic highs and lows, you will be equipped to navigate any financial challenges that come your way. 🦾

 

* This session is eligible for CLE/CPD credit

3:00 p.m.- 4:00 p.m.

Actionable Insights on AI: Getting Started *

Damien Riehl, Clio Q&A Host: Erin Walker

Tech & Innovation

3:00 p.m. - 4:00 p.m.

Actionable Insights on AI: Getting Started *

Speakers: Damien Riehl, Clio Q&A Host: Erin Walker

Tech & Innovation

In-Person Virtual

Interested in AI but not sure where to start? You’re in the right place. We’ve put together this session for you to dip your toes in. 🤖

You will learn about:

  • Choosing AI tools and integrating them into your day-to-day
  • Data quality and ethical considerations
  • When to use AI (and when not to)

Take your first step into the future of the legal industry with these practical learnings on integrating AI into your firm. 👣

* This session is eligible for CLE/CPD credit

3:00 p.m.- 4:00 p.m.

Cultivating Inclusion: Fostering Cultural Competency and Belonging in Legal Practices *

Koren Lightning, Clio Host: Maya Toussaint

Personal Growth

3:00 p.m. - 4:00 p.m.

Cultivating Inclusion: Fostering Cultural Competency and Belonging in Legal Practices *

Speakers: Koren Lightning, Clio Host: Maya Toussaint

Personal Growth

In-Person

Learn to cultivate a culture of inclusivity and belonging for clients and colleagues alike with this session on cultural competency. ♥️

You’ll leave this session with:

  • An understanding the importance of cultural competency and how you can foster belonging for all
  • How to navigate cultural difference and sensitivities
  • What meaningful changes and considerations you can action at your firm

Ensure everyone you encounter at your firm feels welcomed, heard, and valued with this powerful talk on cultural competency and belonging. 🥰

 

* This session is eligible for CLE/CPD credit

3:00 p.m.- 4:00 p.m.

Building Up Business by Niching Down *

Kevin Buckley, Erin O'Rourke, Clio Host: Meggie Javid

Client Centered

3:00 p.m. - 4:00 p.m.

Building Up Business by Niching Down *

Speakers: Kevin Buckley, Erin O'Rourke, Clio Host: Meggie Javid

Client Centered

In-Person

Ever wished you could choose exactly what kinds of cases or clients you want to take on? It turns out, you can—and niching down can actually help you build up business.  📈

In this session, you’ll learn how to:

  • Define your niche
  • Attract the right kind of clients and transition your practice
  • Integrate service offerings along the whole client journey

Combine your interests and expertise into a niche legal career you know you’ll thrive in. 💥

* This session is eligible for CLE/CPD credit

3:00 p.m.- 4:00 p.m.

Advanced Clio Customer Roundtable

Jim Palmer, Jacob Stacy, Callie McLaughlin, Clio Host: Shari Borek

Clio Mastery

3:00 p.m. - 4:00 p.m.

Advanced Clio Customer Roundtable

Speakers: Jim Palmer, Jacob Stacy, Callie McLaughlin, Clio Host: Shari Borek

Clio Mastery

In-Person

You’ve learned the basics, you’ve uplevelled your skills, heck, you’re even training others in your firm how to use Clio. But do you really know all the secrets to mastering Clio’s solutions? 🧙 

Join us for this special roundtable panel where Clio super users will show you how to maximize your return on investment. 

Bring your questions and curiosities to our panel of experts. Let’s make unlocking the next level of functionality a breeze! 🌬️

3:00 p.m.- 4:00 p.m.

Applying the 2024 Legal Trends Report Insights to your Firm *

Joshua Lenon

Industry Workshops

3:00 p.m. - 4:00 p.m.

Applying the 2024 Legal Trends Report Insights to your Firm *

Speakers: Joshua Lenon

Industry Workshops

In-Person

Put insights from the 2024 Legal Trends Report to work in our engaging workshop session. Join us as we transform the learnings from the report into actionable plans that drive tangible results for your legal practice. 📊

In this workshop, expect to:

  • Translate the findings from the Legal Trends Report into practical strategies.
  • Collaborate with industry experts and fellow participants to brainstorm and develop actionable plans.
  • Gain valuable insights on implementing innovative practices to stay ahead in the evolving legal landscape.

Make the most out of the 2024 Legal Trends Report by attending this workshop, and leave with a clear roadmap to effectively leverage the report’s insights for your practice’s growth and success. ✨

 

* This session is eligible for CLE/CPD credit

3:00 p.m.- 4:00 p.m.

State of the App Ecosystem

Tom Heinan

3:00 p.m. - 4:00 p.m.

State of the App Ecosystem

Speakers: Tom Heinan

In-Person

An overview of the current state of the Clio App Ecosystem specifically for developers and integrators, and some exciting updates about the future of our tooling, APIs, and ecosystem capabilities. If you’re writing code with Clio’s API, this session is for you!

3:15 p.m.- 4:00 p.m.

Family Law

Gathering Facilitators: Cecily Clarke, Katie Smith, Erin Walker

Gathering

3:15 p.m. - 4:00 p.m.

Family Law

Speakers: Gathering Facilitators: Cecily Clarke, Katie Smith, Erin Walker

Gathering

In-Person

Helping clients through divorces or custody cases can be stressful and emotionally draining. Connect with your peers, share your stories, and unwind right here. 💖

In this mixer, expect to: 

  • Meet other family lawyers and legal professionals
  • Discuss best practices for navigating stressful or emotional cases
  • Exchange tips for managing mental wellbeing

3:15 p.m.- 4:00 p.m.

Bar Leader Connect

Miquela Anzulovich, Kate Bell

Networking

3:15 p.m. - 4:00 p.m.

Bar Leader Connect

Speakers: Miquela Anzulovich, Kate Bell

Networking

In-Person

This session is for Clio’s Affinity partners. Discover new ways to raise the bar by swapping stories with fellow bar leaders at this facilitated networking event. 🙌

You can expect:

  • Engaging question ideas to get conversation rolling
  • Occasional prompts to move around the room
  • Tips, tricks, and lessons your colleagues have learned over the years

3:35 p.m.- 3:55 p.m.

Clio’s Billing Features That Support your Business

Siobhan Ozege

Clio Spotlight

3:35 p.m. - 3:55 p.m.

Clio’s Billing Features That Support your Business

Speakers: Siobhan Ozege

Clio Spotlight

In-Person Virtual

Is your cash flowing with ease? Give it a little push (some momentum, if you would) with the full scope of Clio’s billing features.

Ensure you’re operating at peak efficiency and unblocking cashflow with the ins and outs of Clio’s billing features. 💵

4:00 p.m.- 4:30 p.m.

Networking & Exhibitor Hall Break

Networking

4:00 p.m. - 4:30 p.m.

Networking & Exhibitor Hall Break

Networking

In-Person

4:30 p.m.- 5:30 p.m.

Keynote | The Power of Dignity

Judge Victoria Pratt

4:30 p.m. - 5:30 p.m.

Keynote | The Power of Dignity

Speakers: Judge Victoria Pratt

In-Person Virtual

In the halls of justice around the world, how can we ensure everyone is treated with dignity and respect?Judge Victoria Pratt is celebrated for her radically respectful and highly effective approach to community and jurisprudence. She connects with audiences on how to leverage the principles highlighted in her book, The Power of Dignity. “When the court behaves differently, naturally people respond differently,” Pratt says. “We want people to enter our halls of justice and know that justice will be served there.”  During this talk, leaders will learn to see beyond the surface to solve problems and teams will learn the value of approaching challenges with curiosity and common sense. With actionable guidelines, Judge Pratt shows organizations why prioritizing dignity and respect is the secret to building a culture of trust.

7:00 p.m.- 11:00 p.m.

Clio After Dark — ACL Live at The Moody Theater

7:00 p.m. - 11:00 p.m.

Clio After Dark — ACL Live at The Moody Theater

In-Person

When the show ends, the party begins! 🥳

We can’t wait for you to join us at ACL Live at the Moody Theater starting at 7:00 p.m, showtime 8:00pm. There’ll be live music, cocktails and mocktails, and kudos all around, as we celebrate Clio’s 2024 Reisman winners, live on stage.

Details:

  • Included with all Individual or Team Passes
  • Hosted premium bar with ample zero-proof options, and light bites
  • Seats for ACL Live at the Moody Theater will be available on a first-come, first-served basis
  • Must be 21 or older to attend and show ID at the door
  • Bags are subject to search upon entry
  • Performers: Coming Soon

Put on your cowboy boots and get ready to party! 🤠

6:30 a.m.- 7:30 a.m.

Morning Wellness Activity

6:30 a.m. - 7:30 a.m.

Morning Wellness Activity

In-Person

Join us for a morning walk/jog/run with Austin Running Club – Meeting location is near the entrance to ACC EH-5

7:00 a.m.- 8:00 a.m.

Registration Tuesday | October 8th

7:00 a.m. - 8:00 a.m.

Registration Tuesday | October 8th

In-Person

No need to register again on Day 2 if you already did on Day 1. But if you need a conference tour, stop by, our team will be happy to help you. 🗺️

7:00 a.m.- 8:30 a.m.

Breakfast

7:00 a.m. - 8:30 a.m.

Breakfast

In-Person

Included as part of your conference pass be sure to grab a bite and beverage (vegan and vegetarian options available).  🍽️

7:45 a.m.- 8:30 a.m.

Solo Practitioner Power

Networking Facilitators: Kerry O'Brien, Jesse Harink

Networking

7:45 a.m. - 8:30 a.m.

Solo Practitioner Power

Speakers: Networking Facilitators: Kerry O'Brien, Jesse Harink

Networking

In-Person

As a solo attorney, you wear a lot of hats, and for this event, it’s time to put on your party hat. (Note: Party hats not provided. But you’ll have fun regardless!) 🥳

You can expect:

  • To grow your network of solo practitioners 
  • New ideas, tips, and best practices on managing a solo firm 
  • Facilitated conversations around the good, the bad, and the ugly of being solo

7:45 a.m.- 8:30 a.m.

Unsung Heroes: Law Firm Administrators

Gathering Facilitators: Cecily Clarke, Katie Smith, Erin Walker

Gathering

7:45 a.m. - 8:30 a.m.

Unsung Heroes: Law Firm Administrators

Speakers: Gathering Facilitators: Cecily Clarke, Katie Smith, Erin Walker

Gathering

In-Person

You do so much for others to help ensure your team is set up for success, the firm is running in tip-top order, and clients have a great experience. It’s time to take some much deserved “you time” and connect with other firm superheroes. 🦸

In this mixer, expect to:

  • Socialize with other office managers, administrators, and support staff 
  • Talk about that one lawyer—you know who we’re talking about
  • Share tips, tricks, and lessons you’ve learned over the years

9:00 a.m.- 10:15 a.m.

Keynote | ChatGPT and Your Brain: Changing How We Think About Thinking

Nita Farahany

9:00 a.m. - 10:15 a.m.

Keynote | ChatGPT and Your Brain: Changing How We Think About Thinking

Speakers: Nita Farahany

In-Person Virtual

In this talk, Nita delves into the essence of thinking freely, spotlighting human relational intelligence, mental agility, and “interoception” in the context of generative AI’s immense potential and its inherent challenges. Offering insights and examples on how to harness AI to amplify human thought and mitigate the risks posed by modern digital platforms, Nita urges a societal reimagining of how we design, employ, and regulate technology, championing the cause of human cognitive liberty.

10:15 a.m.- 10:45 a.m.

Networking & Exhibitor Hall Break

Networking

10:15 a.m. - 10:45 a.m.

Networking & Exhibitor Hall Break

Networking

In-Person

10:45 a.m.- 11:05 a.m.

Setting Up and Assigning Your Firm’s Permissions

Brodie Cahill

Clio Spotlight

10:45 a.m. - 11:05 a.m.

Setting Up and Assigning Your Firm’s Permissions

Speakers: Brodie Cahill

Clio Spotlight

In-Person Virtual

There’s no one-setting-fits-all when it comes to privacy, so we’ve made Clio’s permission settings even more customizable.

Learn about the newest role and permission features to help your firm adhere to your privacy posture—and our best practices for implementing them. 🔐

10:45 a.m.- 11:45 a.m.

Business Principles for Unprincipled Times

Mark Britton, Clion Host: Alex Shipillo

Business of Law

10:45 a.m. - 11:45 a.m.

Business Principles for Unprincipled Times

Speakers: Mark Britton, Clion Host: Alex Shipillo

Business of Law

In-Person Virtual

Rising firm costs, but clients who think they should pay you less. Staff who wants “work-life balance” but you have none. Your tireless journey to be exceptional, but now there are the unexceptional barbarians of DIY, ABS, and AI at the gate.

In this session, learn:

  • Why many lawyers feel the legal profession has become an unprincipled mess.
  • How businesses outside of legal leverage operating principles to turn similar challenges into opportunities.
  • Practical strategies to navigate this perceived chaos and find new avenues for growth.

Transform your practice by seeing challenges as opportunities and adopting proven business principles. 🚀

10:45 a.m.- 11:45 a.m.

Connect your Financial Processes *

Peggy Gruenke, Meghan Archibald

Tech & Innovation

10:45 a.m. - 11:45 a.m.

Connect your Financial Processes *

Speakers: Peggy Gruenke, Meghan Archibald

Tech & Innovation

In-Person Virtual

Running a law firm is also running a business. And every successful business needs the right tools, processes, and insights to succeed. 📈

In this session, you will learn:

  • The power of connecting a firm’s billing, payment collection, and accounting
  • Key financial indicators and considerations of firm performance
  • Workflows and tools that improve efficiency

It’s time to embrace connectivity so you can get paid more…and faster. 💸

 

* This session is eligible for CLE/CPD credit

10:45 a.m.- 11:45 a.m.

Mastering Time Management for Lawyers *

Olivia Vizachero, Clio Q&A Host: Niamh Pollak

Personal Growth

10:45 a.m. - 11:45 a.m.

Mastering Time Management for Lawyers *

Speakers: Olivia Vizachero, Clio Q&A Host: Niamh Pollak

Personal Growth

In-Person

🕒 Time is an attorney’s most valuable asset. And yet, lawyers are rarely taught how to manage it effectively, impacting their productivity, stress levels, and job satisfaction. Luckily, time management is a skill that can be mastered.

In this session, learn how to:

  • Identify and overcome the main obstacles to effective time management.
  • Cultivate the essential mindset for managing time effectively.
  • Implement a three-step process to master time management: 
  1. Reclaim control of your calendar
  2. Plan your schedule accurately
  3. Honor the plans you make

Take control of your stress, schedule, and workload with practical strategies from this talk. 🗓️

 

* This session is eligible for CLE/CPD credit

10:45 a.m.- 11:45 a.m.

Growing Your First Million Social Followers

Jefferson Fisher, Clio Q&A Host: Nick Anderson

Client Centered

10:45 a.m. - 11:45 a.m.

Growing Your First Million Social Followers

Speakers: Jefferson Fisher, Clio Q&A Host: Nick Anderson

Client Centered

In-Person

Unlock the secrets to creating a compelling social media presence that draws cases and clients to your law firm using only your phone and your authentic self. 📱✨ 

In this session, you’ll learn how to:

  • Leverage the power of short-form video.
  • Capture leads that turn into cases.
  • Build a brand that provides value.

Leverage the digital world to grow your firm with these actionable insights. 🚀

10:45 a.m.- 11:45 a.m.

Clio Draft Power Hour

Workshop Facilitator: Cory Bates-Rogers

Clio Mastery

10:45 a.m. - 11:45 a.m.

Clio Draft Power Hour

Speakers: Workshop Facilitator: Cory Bates-Rogers

Clio Mastery

In-Person

Don’t be daft—start using Clio Draft. It’s the easiest way to draft your legal documents. ✍️

In this workshop, learn how to:

  • Transform your firm’s documents into easy-to-fill templates
  • Auto-populate documents with information from Clio
  • Collect client signatures electronically

Learn how firms are leveraging the power of Clio Draft to automate and improve their document creation process (we promise to keep the puns to a minimum). 📃

10:45 a.m.- 11:45 a.m.

Mastering Difficult Conversations: A Workshop

Kerry O'Brien & Maya Toussaint

Industry Workshops

10:45 a.m. - 11:45 a.m.

Mastering Difficult Conversations: A Workshop

Speakers: Kerry O'Brien & Maya Toussaint

Industry Workshops

In-Person

With a difficult job comes difficult conversations—with clients, partners, and colleagues. ❤️‍🩹

Take a deep breath, enter this session, and learn how to work through conflict productively. 

This workshop empowers participants with:

  • De-escalation tactics for tough conversations
  • Actionable strategies to leverage silence and practice empathic listening
  • Techniques to help uncover resolutions that work for both parties

Remain calm and confident when tensions run high with your new arsenal of de-escalation strategies. 🛡️

10:45 a.m.- 11:45 a.m.

How Clio is Supporting Mid-Sized Firms Today and Tomorrow

Hemant Kashyap

Mid-to-Large Firms

10:45 a.m. - 11:45 a.m.

How Clio is Supporting Mid-Sized Firms Today and Tomorrow

Speakers: Hemant Kashyap

Mid-to-Large Firms

In-Person

Discover how Clio, the leading legal practice management software, enables mid-sized firms to scale and overcome common challenges. 🚀

In this session, you will:

  • Learn the specific problems that arise when a firm scales to 100+ users and how Clio addresses these challenges
  • Preview the robust capabilities of Clio that support mid-sized firms 
  • Get a sneak peek into Clio’s roadmap for mid-sized users, unveiling exciting upcoming features and enhancements

With Clio as your partner, you can unlock the full potential of your firm, optimize your workflows, and accelerate growth. Join us for a deep dive into how Clio’s tailored solutions set your mid-sized firm up for success. 🌟

11:00 a.m.- 11:30 a.m.

Fostering Diversity & Inclusion in Law

Networking Facilitators: Kerry O'Brien, Jesse Harink

Networking

11:00 a.m. - 11:30 a.m.

Fostering Diversity & Inclusion in Law

Speakers: Networking Facilitators: Kerry O'Brien, Jesse Harink

Networking

In-Person

Dive into everything DIBE with other passionate legal professionals at this facilitated networking event. 🏊

You can expect:

  • Facilitated conversation on making the legal field more welcoming to all
  • New ideas, tips, and strategies you can implement to foster inclusivity and belonging at your firm
  • Shared wins and challenges of championing DIBE at work

11:00 a.m.- 11:30 a.m.

Wills, Trusts & Estates

Gathering Facilitators: Cecily Clarke, Katie Smith, Erin Walker

Gathering

11:00 a.m. - 11:30 a.m.

Wills, Trusts & Estates

Speakers: Gathering Facilitators: Cecily Clarke, Katie Smith, Erin Walker

Gathering

In-Person

Lawyers working on wills and estates are used to having tough conversations. We promise the conversation here will be on the lighter side! 🏠

In this mixer, expect to: 

  • Hear from your peers how they handle those tough conversations 
  • Trade tips and tricks on navigating changing trends in your practice 
  • Exchange strategies on maintaining your mental wellness during emotionally charged cases

11:20 a.m.- 11:40 a.m.

How to use Clio Calendar and Task Management

Devon Mitton

Clio Spotlight

11:20 a.m. - 11:40 a.m.

How to use Clio Calendar and Task Management

Speakers: Devon Mitton

Clio Spotlight

In-Person Virtual

See how you can say bye-bye busywork and hello smooth operations with Clio Calendar and task management tools.

Learn to automatically translate calendar events into time entries, bulk-update task deadlines, and more. 📅

11:45 a.m.- 1:00 p.m.

Lunch Break

11:45 a.m. - 1:00 p.m.

Lunch Break

In-Person

Included as part of your conference pass be sure to grab a bite and beverage (vegan and vegetarian options available).  🍽️

12:15 p.m.- 12:45 p.m.

Accountants & Bookkeepers

Gathering Facilitators: Cecily Clarke, Katie Smith, Erin Walker

Gathering

12:15 p.m. - 12:45 p.m.

Accountants & Bookkeepers

Speakers: Gathering Facilitators: Cecily Clarke, Katie Smith, Erin Walker

Gathering

In-Person

It’s time to swap the financial transactions for human ones to multiply your network. Chat with fellow accountants and bookkeepers in the legal sphere. ✖️

In this mixer, expect to:

  • Grow your network of accountants and bookkeepers 
  • Share ideas, tips and best practices on managing a firm 
  • Learn new ways of delivering exceptional client service

12:15 p.m.- 12:45 p.m.

Latinx Networking: Connect and Thrive

Networking Facilitators: Jesse Harink, Gabi Delgado, Lisa Del Real

Networking

12:15 p.m. - 12:45 p.m.

Latinx Networking: Connect and Thrive

Speakers: Networking Facilitators: Jesse Harink, Gabi Delgado, Lisa Del Real

Networking

In-Person

Could your network use more fellow Latinx professionals to connect with and discuss what it means to thrive in the legal industry? Now’s your chance. 🔥

You can expect:

  • Facilitated conversations around Latinx experiences in law
  • Encouragement to move throughout the room and really put the mix in mixer
  • Relatable stories from fellow colleagues about navigating the legal field as Latinx professionals

1:00 p.m.- 1:20 p.m.

Improving your Firm’s Cash Flow with Clio Payments

Arman Ghanbari

Clio Spotlight

1:00 p.m. - 1:20 p.m.

Improving your Firm’s Cash Flow with Clio Payments

Speakers: Arman Ghanbari

Clio Spotlight

In-Person Virtual

It’s hard to move with momentum when your cash is stuck in lockup—or worse yet, not collected at all.

Explore how online payment technologies can get more money in your account in less time during this walkthrough of Clio Payments. One thing’s for certain—attending this session makes a lot cents. 💰

1:00 p.m.- 1:30 p.m.

Successful Scaling: Setting Up Your People and Processes to Prosper *

Eda Rosa

Business of Law

1:00 p.m. - 1:30 p.m.

Successful Scaling: Setting Up Your People and Processes to Prosper *

Speakers: Eda Rosa

Business of Law

In-Person Virtual

Opportunities are boundless for law firms to scale up, and learning how to navigate the twists and turns can be both challenging and rewarding. 🚀

In this session, learn how to:

  • Optimize your operating process to streamline your workflow and optimize revenue growth 
  • Build a strong culture that promotes growth and rewards impact 
  • Support employees in their success as you scale  

With the right guidance, you can ensure that your firm is poised for success at every stage of your growth journey. 🎉

 

* This session is eligible for CLE/CPD credit

1:00 p.m.- 1:30 p.m.

Practical Strategies to Automate your Law Firm Operation *

Stanley Tate

Tech & Innovation

1:00 p.m. - 1:30 p.m.

Practical Strategies to Automate your Law Firm Operation *

Speakers: Stanley Tate

Tech & Innovation

In-Person Virtual

Automation is here to help you streamline redundant work so your processes can run like a well-oiled machine. ⚙️

Coming out of this session, you’ll know how to:

  • Uncover automation opportunities in your workflows
  • Choose, implement, and manage user-friendly automation tools
  • Realize tangible benefits through practical examples

Ditch the mindless work and put your brain to better use by automating your law firm. 🧠

 

* This session is eligible for CLE/CPD credit

1:00 p.m.- 1:30 p.m.

The Power of Mentorship and Coaching in Law *

Temi Siyanbade

Personal Growth

1:00 p.m. - 1:30 p.m.

The Power of Mentorship and Coaching in Law *

Speakers: Temi Siyanbade

Personal Growth

In-Person

Translate years of success, failure, and improvement into shared learnings and unleash the power of mentorship at your firm. 🧠

In this session, learn how to:

  • Unlock professional growth through meaningful mentor-mentee relationships
  • Leverage mentorship for business development
  • Action recommendations on how to start mentoring and what to focus on

Your law firm is a team—coach every player to reach their maximum potential with insights from this talk. 🏁

* This session is eligible for CLE/CPD credit

1:00 p.m.- 1:30 p.m.

Client Experience Panel

Daniela Szary, Lolita Rudovica, Host: Nkoyo-Ene Effiong Lewis

Client Centered

1:00 p.m. - 1:30 p.m.

Client Experience Panel

Speakers: Daniela Szary, Lolita Rudovica, Host: Nkoyo-Ene Effiong Lewis

Client Centered

In-Person

In case you haven’t heard, we’re pretty passionate about client experience over here—so we thought we’d let you hear from the clients themselves. 👀

In this moderated discussion, you’ll hear from legal professionals and their clients about the ins and outs of running a client-centered law firm. 🧡

1:00 p.m.- 1:30 p.m.

AI and the Future of Law

Networking Facilitators: Kerry O'Brien, Jesse Harink

Networking

1:00 p.m. - 1:30 p.m.

AI and the Future of Law

Speakers: Networking Facilitators: Kerry O'Brien, Jesse Harink

Networking

In-Person

Calling all early adopters, innovators and legal futurists! Now’s your chance to ditch the nay-sayers and discuss the possibilities of legaltech with like-minded peers. 🤖

You can expect:

  • To build a network of fellow innovators in the legaltech space 
  • Tips, tricks and challenges of adopting tech and AI in legal
  • Facilitated conversations on where legal is headed in a world of endless possibility

1:00 p.m.- 1:30 p.m.

Advanced Document Templates: Conditional Formatting

Workshop Facilitators: Joe Kaczrowski

Clio Mastery

1:00 p.m. - 1:30 p.m.

Advanced Document Templates: Conditional Formatting

Speakers: Workshop Facilitators: Joe Kaczrowski

Clio Mastery

In-Person

We heard you’re not consistent with your values (in legal documents, that is). 🔢

Learn how to use conditional formatting to customize your documents for each client so “customized” doesn’t have to mean “built from scratch”. 🧑‍💻

1:00 p.m.- 1:30 p.m.

A Purposeful Practice: Self Reflection

Nefra MacDonald

Industry Workshops

1:00 p.m. - 1:30 p.m.

A Purposeful Practice: Self Reflection

Speakers: Nefra MacDonald

Industry Workshops

In-Person

You spend a lot of time supporting clients—but when was the last time you checked in with yourself? Take 30 to reflect and realign with your purpose this morning. ☀️

In this session you will:

  • Embark on a purposeful journey
  • Participate in guided self reflection
  • Intentionally check in with yourself

Revive your passion and return to your work with clarity and purpose after this short, reflective session. 🥰

1:00 p.m.- 1:30 p.m.

How Mid-Sized and Large Firms Can Stay Competitive *

Bob Simon, Rob Dickson, Clio Host: Jenny Dingus

Mid-to-Large Firms

1:00 p.m. - 1:30 p.m.

How Mid-Sized and Large Firms Can Stay Competitive *

Speakers: Bob Simon, Rob Dickson, Clio Host: Jenny Dingus

Mid-to-Large Firms

In-Person

Staying competitive in the ever-evolving legal landscape requires mid-sized and large firms to proactively adapt to changing industry trends. 📈

In this session, learn how to:

  • Understand the current mid-sized legal trends that are shaping the industry landscape
  • Leverage technology and innovation to gain a competitive edge in service delivery and client experience
  • Implement effective talent acquisition and retention strategies to build a high-performing team

By staying informed about trends and implementing key strategies, mid-sized and large firms can position themselves for long-term success in a highly competitive market. 📊

* This session is eligible for CLE/CPD credit

1:45 p.m.- 2:05 p.m.

Simplifying your Interactions with the Courts

Chris Stock

Clio Spotlight

1:45 p.m. - 2:05 p.m.

Simplifying your Interactions with the Courts

Speakers: Chris Stock

Clio Spotlight

In-Person Virtual

Live law in the fast lane with an overview of court processes you can streamline with Clio.

See how your firm can get more time back in their day when e-filing, calendaring according to court rules, drafting court forms and more. ⌛

1:45 p.m.- 2:45 p.m.

Building a Stand-Out Brand

Candace Ledbetter, Clio Q&A Host: Katie Koleszar

Business of Law

1:45 p.m. - 2:45 p.m.

Building a Stand-Out Brand

Speakers: Candace Ledbetter, Clio Q&A Host: Katie Koleszar

Business of Law

In-Person Virtual

A strong brand is the cornerstone of successful firms, setting them apart from the competition while attracting and retaining loyal customers. 🏆

In this session, learn how to: 

  • Differentiate your law firm from the competition with a strong brand 
  • Leverage public and media relations to shape public perception about your firm 
  • Develop a winning web strategy that resonates with your target audience  

With the right brand-building framework, you can establish a strong foundation for long-term success. 🔥

1:45 p.m.- 2:45 p.m.

Legaltech Week Live: Leading Journalist Roundtable

Stephanie Wilkins, Joe Patrice, Nicole Black, Stephen Embry, Caroline Hill, Joshua Lenon, Victor Li, Host: Bob Ambrogi

Tech & Innovation

1:45 p.m. - 2:45 p.m.

Legaltech Week Live: Leading Journalist Roundtable

Speakers: Stephanie Wilkins, Joe Patrice, Nicole Black, Stephen Embry, Caroline Hill, Joshua Lenon, Victor Li, Host: Bob Ambrogi

Tech & Innovation

In-Person Virtual

Join a distinguished panel of legal technology journalists who have their fingers on the pulse of the latest innovations and trends in the legal tech landscape. 📰

Hear from the experts about:

  • Their current views on the legal technology landscape
  • Emerging trends on the horizon—and how you can take advantage
  • Hot takes on hot topics in legal to help you sort through the noise

Gain industry insights that will give your firm an edge with this can’t-miss panel. 👏

1:45 p.m.- 2:45 p.m.

Beyond Prejudice: Navigating Implicit Bias *

Maya Toussaint

Personal Growth

1:45 p.m. - 2:45 p.m.

Beyond Prejudice: Navigating Implicit Bias *

Speakers: Maya Toussaint

Personal Growth

In-Person

Without equity, our system will never be just. Learn to navigate implicit bias so we can progress towards a fair legal experience for all. 📣

In this session, you will learn to:

  • Understand implicit bias in legal settings
  • Recognize and mitigate bias to achieve equitable legal outcomes
  • Take action: Commit to continuous learning and improvement


Let’s come together and make our legal system equitable to all members of our communities.  🤝

 

* This session is eligible for CLE/CPD credit

1:45 p.m.- 2:45 p.m.

Empower, Engage, Excel: Transforming Client Relationships in Law *

Zane Johnson, Clion Q&A Host: Jessica Ryker

Client Centered

1:45 p.m. - 2:45 p.m.

Empower, Engage, Excel: Transforming Client Relationships in Law *

Speakers: Zane Johnson, Clion Q&A Host: Jessica Ryker

Client Centered

In-Person

In today’s competitive legal landscape, providing an exceptional client experience is paramount, especially for attorneys in small to mid-sized firms. 🤝

Discover practical strategies for understanding and meeting your clients’ deeper goals without overextending yourself or your team.

In this session, you’ll learn how to:

  • Incorporate opportunities for client feedback into your service delivery process to better understand their overarching goals.
  • Brainstorm and develop new approaches to empower your clients, such as workshops, written resources, and other support mechanisms that align with their goals.
  • Set and manage client expectations effectively by clearly communicating processes, timelines, and outcomes.

Enhance client satisfaction and build lasting relationships with these valuable insights. 💼

* This session is eligible for CLE/CPD credit

1:45 p.m.- 2:45 p.m.

Implementing New Processes and Technology at a Large Law Firm *

James Creedon

Mid-to-Large Firms

1:45 p.m. - 2:45 p.m.

Implementing New Processes and Technology at a Large Law Firm *

Speakers: James Creedon

Mid-to-Large Firms

In-Person

Learn how to effectively implement new technology and processes in your large law firm, with a targeted change management approach. 📈

In this session, you will learn how to:

  • Implement new process and technologies, and onboard your team
  • Navigate resistance to change, including stakeholder communication and engagement
  • Create a culture of innovation and continuous improvement

By shifting to a change management approach, you can ensure that your large law firm effectively implements new technology and processes to drive growth and stay ahead of the competition. 🗺️

 

* This session is eligible for CLE/CPD credit

1:45 p.m.- 2:45 p.m.

Efficient Administration in Clio Manage

Workshop Facilitator: Sheena da Ponte

Clio Mastery

1:45 p.m. - 2:45 p.m.

Efficient Administration in Clio Manage

Speakers: Workshop Facilitator: Sheena da Ponte

Clio Mastery

In-Person

Managing a law firm? Work smarter, not harder with Clio Manage. 🤓

Learn the ins and outs of features like matter templates, scheduled reporting, task lists, and more so you can reduce administrative overhead in your day-to-day. 📄

1:45 p.m.- 2:45 p.m.

Building Marketing, Sales, and Legal Production Momentum using Clio Data

Paul Carlson

Industry Workshops

1:45 p.m. - 2:45 p.m.

Building Marketing, Sales, and Legal Production Momentum using Clio Data

Speakers: Paul Carlson

Industry Workshops

In-Person

In this session, we will demonstrate how to use Clio data to:

  1. Develop metrics to monitor the progress and ROI of each firm marketing campaign.
  2. Report on sales success by salesperson and intake specialist
  3. Drive legal production with weekly activity and monthly collections reporting.
  4. Avoid accounts receivable issues with client balance reporting.

We will also demonstrate how to use the Clio metrics to populate Entrepreneurial Operating System (EOS) style scorecards.

2:00 p.m.- 2:30 p.m.

Litigation

Gathering Facilitators: Cecily Clarke, Katie Smith, Erin Walker

Gathering

2:00 p.m. - 2:30 p.m.

Litigation

Speakers: Gathering Facilitators: Cecily Clarke, Katie Smith, Erin Walker

Gathering

In-Person

The benefits of meeting up with like-minded (litigation) practitioners are obvious but finding the time and space to do so can be challenging. Fear not! We’ve thought of everything! 👯

In this mixer, expect to:

  • Meet other litigation practitioners 
  • Exchange ideas and best practices
  • Stay on top of industry developments and trends

2:00 p.m.- 2:30 p.m.

Chat About Change: New Regulations in Law

Networking Facilitators: Kerry O'Brien, Jesse Harink

Networking

2:00 p.m. - 2:30 p.m.

Chat About Change: New Regulations in Law

Speakers: Networking Facilitators: Kerry O'Brien, Jesse Harink

Networking

In-Person

Swap insights and experiences with fellow law professionals regarding new regulations that impact your practice. 📜

You can expect:

  • Facilitated conversations on engaging topics
  • New perspectives from fellow legal professionals
  • Encouragement to move throughout the room and really put the mix in mixer

2:30 p.m.- 2:50 p.m.

How Clio Supports Payment Structures and Subscriptions

Stevie Nguyen

Clio Spotlight

2:30 p.m. - 2:50 p.m.

How Clio Supports Payment Structures and Subscriptions

Speakers: Stevie Nguyen

Clio Spotlight

In-Person Virtual

The early adopter gets the worm…or something like that. 

Uncover new and exciting ways to architect your payment structures and become a fee-forward firm. The right architecture will help you attract new clients and improve collections. Now that’s growth every firm can get behind. 💸

3:00 p.m.- 3:30 p.m.

Ready, Set, Scale: Building a High-Growth Law Practice

David Crum, Ryan Stygar, Clio Host: Niamh Pollak

Business of Law

3:00 p.m. - 3:30 p.m.

Ready, Set, Scale: Building a High-Growth Law Practice

Speakers: David Crum, Ryan Stygar, Clio Host: Niamh Pollak

Business of Law

In-Person Virtual

The sky’s the limit—but only with the right operations. ☁️

Some of the things our panelists are really keen to explore are:
  • Building your brand
  • Going viral – tactics to get noticed on social media
  • Fine-tuning your audience to convert more leads
  • Taking those leads to paying customers

Gain the knowledge and tools necessary to reach new heights in your business. Let’s build a foundation for limitless growth together! 🚀

3:00 p.m.- 3:30 p.m.

Reisman Panel: The Tech-sperts *

Clio Host: Carrie Elstner

Tech & Innovation

3:00 p.m. - 3:30 p.m.

Reisman Panel: The Tech-sperts *

Speakers: Clio Host: Carrie Elstner

Tech & Innovation

In-Person Virtual

You know what they say…the early-adopters get the worm. Hear from our 2024 Reisman award winners on how they’re breaking ground in legal with the latest technology. 🐦

  • Joel Ferdinand from Pierson Ferdinand, winner of our Best New Law Firm
  • Connor Malloy, from Law Center for Better Housing, winner of Legal Innovation

Get inspired by our innovative award recipients and learn new ways you can leverage technology for success. 🌠

 

* This session is eligible for CLE/CPD credit

3:00 p.m.- 3:30 p.m.

Leading with Impact: Strategies and Characteristics of Effective Management *

Steven Roseman

Personal Growth

3:00 p.m. - 3:30 p.m.

Leading with Impact: Strategies and Characteristics of Effective Management *

Speakers: Steven Roseman

Personal Growth

In-Person

Leading with impact means inspiring and empowering others, fostering growth, and driving collective vision and purpose. 💥

In this session, you will learn about:

  • Effective leadership in legal practice
  • Hiring, training and leading high-performing teams
  • Establishing and modeling your firm culture

Uncover the power of impactful leadership and watch your firm succeed as one. 💫

 

* This session is eligible for CLE/CPD credit

3:00 p.m.- 3:30 p.m.

Mastering Client Communication *

Chris Valdheims

Client Centered

3:00 p.m. - 3:30 p.m.

Mastering Client Communication *

Speakers: Chris Valdheims

Client Centered

In-Person

Good communication isn’t just about what you say, but how and when you say it. Being prompt, clear, and empathetic can help you grow with repeat clients, referrals, and reviews. 🗣️

In this session, you’ll learn how to:

  • Set expectations for the attorney-client relationship
  • Navigate sensitive topics and resolve issues during turbulent times
  • Communicate what, where, and when

Get ready to impress your clients, while avoiding mixups. The best part? You’ll identify areas of communication to automate, so you can improve communication in a snap. ⏲️

 

* This session is eligible for CLE/CPD credit

3:00 p.m.- 3:30 p.m.

How to Implement Clio for Clients

Workshop Facilitator: Samir Javer

Clio Mastery

3:00 p.m. - 3:30 p.m.

How to Implement Clio for Clients

Speakers: Workshop Facilitator: Samir Javer

Clio Mastery

In-Person

What’s worse? Wondering if your client saw your update, or having a meeting booked with them only for them to no-show? 

Make it easier to engage with clients in a way you both will love! ♥️

  • Highlight how Clio for Clients works
  • Provide practical tips for onboarding clients to Clio for Clients
  • Best practices and avoiding pitfalls

Give your clients visibility into case updates and important dates with their very own app. 🌟

3:00 p.m.- 3:30 p.m.

Accelerate Delivery of Legal Work using the Kanban Method

John Grant

Industry Workshops

3:00 p.m. - 3:30 p.m.

Accelerate Delivery of Legal Work using the Kanban Method

Speakers: John Grant

Industry Workshops

In-Person

John E. Grant of Agile Attorney Consulting has been teaching legal process improvement using the Kanban Method since 2014. 

In this session, he will share his approach to designing legal Kanban boards and demonstrate best practices for using Kanban to accelerate the flow of work through your practice.

In this session, you’ll learn how to:

  • Define workflow stages and card types in your Kanban system.
  • Use the six core practices of the Kanban Method and how to apply them in your legal practice.

Join us for this insightful session and streamline your workflow like never before. 🛠️

3:00 p.m.- 3:30 p.m.

Customer Case Study: How Clio Scales with Your Growing Law Firm

Nancy Barboza, Clio Host: Ronnie Gurion

Mid-to-Large Firms

3:00 p.m. - 3:30 p.m.

Customer Case Study: How Clio Scales with Your Growing Law Firm

Speakers: Nancy Barboza, Clio Host: Ronnie Gurion

Mid-to-Large Firms

In-Person

Join Clio’s COO Ronnie Gurion as he sits down with a current Clio user and mid-sized firm to dig into how their firm has grown and the ways Clio has helped them as they scale.

3:00 p.m.- 3:45 p.m.

Lessons Learned: ClioCon 2024 Takeaways

Networking Facilitators: Kerry O'Brien, Jesse Harink

Networking

3:00 p.m. - 3:45 p.m.

Lessons Learned: ClioCon 2024 Takeaways

Speakers: Networking Facilitators: Kerry O'Brien, Jesse Harink

Networking

In-Person

Come forth and multiply (your takeaways that is). Join together with other attendees to share your highlights from the conference and create a master list of everything you’ve learned. 🤓

You can expect:

  • Facilitated conversations with fellow ClioCon attendees (no terrible one-liners allowed!)
  • Time to reflect on and share your biggest takeaways from ClioCon 2024
  • Key insights from missed sessions

3:00 p.m.- 3:45 p.m.

The Law Community

Gathering Facilitators: Cecily Clarke, Katie Smith, Erin Walker

Gathering

3:00 p.m. - 3:45 p.m.

The Law Community

Speakers: Gathering Facilitators: Cecily Clarke, Katie Smith, Erin Walker

Gathering

In-Person

If you’re already a part of The Law Community (Clio’s online customer community) then you already know how incredible and supportive your peers are. This is a chance to meet some of your online friends and contacts in-person. 🧑‍💻

In this mixer, expect to:

  • Mingle with other Law Community participants 
  • Share insights on your state’s challenges and opportunities 
  • Learn new workflows and tips from customers just like you

3:05 p.m.- 3:25 p.m.

Discover Efficiency: 10 Mobile App Tricks to Simplify Your Daily Tasks

Miquela Anzulovich

Clio Spotlight

3:05 p.m. - 3:25 p.m.

Discover Efficiency: 10 Mobile App Tricks to Simplify Your Daily Tasks

Speakers: Miquela Anzulovich

Clio Spotlight

In-Person Virtual

Making day-to-day legal processes easier? There’s an app for that.

Clio’s mobile features go beyond on-the-go lawyering. See the top 10 ways we’ve added conveniences like tap to pay, document scanning, and time tracking with Siri to make your daily processes that much smoother. 📱

3:30 p.m.- 4:00 p.m.

Networking & Exhibitor Hall Break

Networking

3:30 p.m. - 4:00 p.m.

Networking & Exhibitor Hall Break

Networking

In-Person

3:40 p.m.- 4:00 p.m.

20/20 Vision: 20 Features in 20 Minutes

Mike Froom, Kate Bell

Clio Spotlight

3:40 p.m. - 4:00 p.m.

20/20 Vision: 20 Features in 20 Minutes

Speakers: Mike Froom, Kate Bell

Clio Spotlight

In-Person Virtual

Don’t think you’ve got time to uncover the best Clio has to offer? Think again.

Join this rapid fire overview of 20 Clio features you should be using in your law firm. How many are you already taking advantage of? 🔥

4:15 p.m.- 5:15 p.m.

Keynote | Atomic Habits: 1% Better Every Day

James Clear

4:15 p.m. - 5:15 p.m.

Keynote | Atomic Habits: 1% Better Every Day

Speakers: James Clear

In-Person Virtual

How can you see dramatic improvement in your personal and professional life? The natural impulse is to attempt big steps to improve. However, taking big steps often results in failure or only temporary gains. You rarely see the permanent results you want. The key to successful change is in small habits. In this entertaining talk, James Clear focuses on the science of small habits, how they work, and how their effects compound and multiply over time. Through research and personal stories, audiences will not only be entertained but also come away with practical strategies they can immediately apply in their personal and professional lives.

5:15 p.m.- 5:30 p.m.

ClioCon Closing Remarks

5:15 p.m. - 5:30 p.m.

ClioCon Closing Remarks

In-Person

As we reach the end of our conference, our closing remarks will encapsulate our shared journey and highlight key moments, including: 

  • Key Insights Recap: We’ll revisit significant themes and takeaways from our sessions to cement the knowledge gained.
  • Contributor Acknowledgment: A heartfelt thank you to our speakers, organizers, volunteers, and participants for their invaluable contributions.
  • Future Inspiration: Words to motivate and inspire you to apply your new knowledge and continue striving for excellence.
  • Final Reflections: A moment to reflect on our collective experience and the spirit of collaboration and learning that defined our time together.

Join us as we bring our conference to a meaningful close and set the stage for future growth.

6:30 p.m.- 10:30 p.m.

Clio After Dark — Banger's Sausage House & Beer Garden

6:30 p.m. - 10:30 p.m.

Clio After Dark — Banger's Sausage House & Beer Garden

In-Person

The ClioCon After Dark events are an annual conference highlight, and that means they sell out fast. Grab your passes now to ensure you don’t miss out!

Details:

  • Hosted bar featuring the largest tap-wall in Texas with 200+ beers, ciders, and wine
  • Southern smokehouse buffet dinner with options for meat lovers and vegans
  • Live band, DJ, and special event activations
  • Shuttle transportation to and from conference hotels

Secure my Spot at Banger’s