Clio Spotlight
Filter by
6:30 a.m.- 8:30 a.m.
Morning Wellness Activities
6:30 a.m. - 8:30 a.m.
7:00 a.m.- 9:00 a.m.
Registration
7:00 a.m. - 9:00 a.m.
7:00 a.m.- 8:30 a.m.
Breakfast
7:00 a.m. - 8:30 a.m.
9:00 a.m.- 10:30 a.m.
Opening Keynote: Jack Newton
Jack Newton
9:00 a.m. - 10:30 a.m.
The one, the only. ✨
Jack Newtown, CEO and Founder of Clio, is here to remind us that we’re all have the power to transform the legal experience—together! 🎉
ClioCon always kicks off on a high note with Jack’s annual keynote, so get ready to be inspired as Jack 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. You won’t want to miss it: There’s no better way to set your ClioCon journey up for success than by hearing about the state of our industry directly from Jack! ✅
10:30 a.m.- 11:15 a.m.
Networking & Exhibitor Break
10:30 a.m. - 11:15 a.m.
Visit Floor 2, 3 and the Exhibit Hall to meet our near 100 conference partners to learn about their product and services!
11:00 a.m.- 11:20 a.m.
Accounting, Streamlined: Managing Finances with Clio Accounting
Clio Spotlight
11:00 a.m. - 11:20 a.m.
Clio Spotlight
Clio Accounting has some new additions to share, and they can’t wait until (calcu)later!
Explore how streamlined online accounting tools can multiply your firm’s day-to-day operations by a little (or a lot). Will an abundance of math puns divide your attention or subtract from your experience? Come find the solution for yourself! 🧮
11:15 a.m.- 11:45 a.m.
Innovative Marketing Strategies for Modern Law Firms
Business of Law
11:15 a.m. - 11:45 a.m.
Business of Law
It’s not enough to hang your shingle and wait for your clients to find you in their hour of need—marketing in 2025 requires a more proactive approach.
Which is why the best way to find new clients is to meet them where they’re at: Their social media platforms of choice!
In this session, learn how to:
Leverage new and innovative digital marketing and SEO strategies to attract the clients you want
Learn to use and track your analytics and ROI to adjust your marketing strategies in real time
Understand how to translate the human element of your law firm into thought leadership and a strong brand identity for your team
So let’s get to it! 💪 (No TikTok dances required—we promise. 💃)
11:15 a.m.- 11:45 a.m.
The Ultimate Clio Test Drive: How To Do Everything You Want (and Need) on The Platform
Tech & Innovation
11:15 a.m. - 11:45 a.m.
Tech & Innovation
Imagine riding shotgun with a race car driver as they put their ride through its paces like a true pro.
This is almost exactly like that, only more exciting—we’re going to show you how to put Clio to work, and we have some true experts behind the wheel!
In this session, learn how to:
Utilize Clio’s suite of products by following real-world examples from top law firms
Integration the Clio platform into every stage of your firm’s workflow, from intake to billing
Reduce overhead, enhance efficiency, streamline your ops, and consolidate your tech to drive overall firm success
Attendance includes an entire chair…but you’ll only need the edge of your seat. 🔥
11:15 a.m.- 11:45 a.m.
The Human-Centered Law Firm: Boundaries, Balance, and Burnout Prevention
Culture & Clients
11:15 a.m. - 11:45 a.m.
Culture & Clients
People do their best work when they feel like their best selves, which makes a human-centered approach to running a law firm a no-brainer. From boundaries to burnout, you’ll see what a thriving workplace looks (and feels) like.
In this session, learn how to:
Build a work culture that improves retention, engagement, and client services
Strike the right balance between flexible work arrangement and the needs of the firm
Enact policies that promote mental health, wellness, and sustainable workloads
Culture isn’t just what you say—it’s what you do, and how your team feels as you do it! 💪
11:15 a.m.- 11:45 a.m.
Leadership for Legal Support Staff: Stepping Up and Adding Value
Industry Workshops
11:15 a.m. - 11:45 a.m.
Industry Workshops
Leadership isn’t a title, a personality type, or a vibe. It’s not about who you are, it’s about who you are for others. Leadership is a neverending journey, and here’s where you take your next step! 🤲
In this session, you will:
Learn leadership skills to take initiative in driving firm operational growth
Develop strategies to manage your projects effective while maintaining team harmony
Gain confidence and techniques to communicate clearly and proactively with firm leadership
True leaders know when to step back and follow others—so follow our lead as we grow together!
11:15 a.m.- 11:45 a.m.
Breaking Even with Personal Injury Law Professionals
Networking
11:15 a.m. - 11:45 a.m.
Networking
You know what they say about personal injury law—it’s not a pain at all, and everyone is incredibly cool and nice. (We say that at Clio.)
Enjoy the company of your peers as you share tactics, discuss client management strategies, and talk about shifts in the injury industry!
11:15 a.m.- 11:45 a.m.
Getting the Most out of Task Management in Clio Manage
Clio Mastery: Intmd.
11:15 a.m. - 11:45 a.m.
Clio Mastery: Intmd.
A law firm without strong task management fundamentals is like drinking coffee without a cup—it’s probably dangerous, and absolutely going to make a huge mess.
Built with Office Managers in mind (but ideal for any and all busy legal professionals!), this workshop will help you empower your firm’s office managers with Clio Manage, so your firm can keep things nice and clean.
From building customized tasks for individual team members to automating templates and workflows, you’ll be enjoying a relaxing coffee break in no time—with cups and everything. ☕
11:15 a.m.- 11:45 a.m.
Getting the Most out of Task Management in Clio Manage | Expert
Clio Mastery: Expert
11:15 a.m. - 11:45 a.m.
Clio Mastery: Expert
A law firm without strong task management fundamentals is like drinking coffee without a cup—it’s probably dangerous, and absolutely going to make a huge mess.
Built with Office Managers in mind (but ideal for any and all busy legal professionals!), this workshop will help you empower your firm’s office managers with Clio Manage, so your firm can keep things nice and clean.
From building customized tasks for individual team members to automating templates and workflows, you’ll be enjoying a relaxing coffee break in no time—with cups and everything. ☕
11:15 a.m.- 11:45 a.m.
(Don’t) Go For Broke: Mastering Smarter, Faster Law Firm Finance Techniques
Solo & Small Firms
11:15 a.m. - 11:45 a.m.
Solo & Small Firms
Effective financial management is the backbone of successful law firms, and keeping your books balanced is even more crucial for small law firms and solo practitioners operating with a tight budget.
That’s why Clio’s tools are designed to help you optimize profitability, streamline your billing practices, and improve your cash flow from the moment you start using them. We’d love to show you how!
In this session, you will:
With Clio, finding savings is just a matter of common cents!
11:35 a.m.- 11:55 a.m.
Matters, Managed: Improving Workflows With Clio Manage
Clio Spotlight
11:35 a.m. - 11:55 a.m.
Clio Spotlight
Thanks to task management and matter stages, it could not be easier (or simpler) to manage your day-to-day in Clio. Until now, that is!
Clio’s product experts are here to run you through the latest—and best!—ways to automate and streamline your daily tasks in Clio Manage, so you can focus on practicing law, not project managing! 📅
11:45 a.m.- 1:00 p.m.
Lunch
11:45 a.m. - 1:00 p.m.
12:00 p.m.- 12:30 p.m.
Sound Bath
12:00 p.m. - 12:30 p.m.
Back by popular demand!
12:15 p.m.- 12:45 p.m.
Somehow, You Manage: Ops Managers and Admins, Unite!
Networking
12:15 p.m. - 12:45 p.m.
Networking
Wait a minute. If all of the ops managers and administrators are here…then who is running ClioCon?!
Luckily, you don’t need to worry about that! Take a much-deserved break with your peers as you discuss best practices and share industry insights!
1:00 p.m.- 1:20 p.m.
Clio's Best-Kept Secret: Making Custom Fields Work for You
Clio Spotlight
1:00 p.m. - 1:20 p.m.
Clio Spotlight
Custom fields are the unsung heroes of firm data tracking and efficiency in Clio. So let’s sing those praises!
Learn how Clio Manage can solidify your firm’s workflows and operational standards while also enhancing and streamlining everything from organizing cases to billing. As we say: The custom is always right! (We do not say that—yet.) 🤯
1:00 p.m.- 2:00 p.m.
Deep Dive on Clio's Newest Legal Trends Report
Business of Law
1:00 p.m. - 2:00 p.m.
Business of Law
The only thing better than reading Clio’s Legal Trends Report is having someone else walk you through the most important parts. 📑
That’s why this session is so popular each year, so don’t miss out! 💡
In this session, learn how to:
Identify the most relevant insights from this year’s Legal Trends Report and price your services appropriately against market rates and patterns
Optimize your firm operations and spend to match the forecast in the coming year
Learn from and emulate the actions of “growing” firms and avoid the pitfalls of “shrinking” firms
There’s never been a better time to arm yourself with knowledge, and our experts are here to help keep you informed and prepared! 📊
1:00 p.m.- 2:00 p.m.
Building an Integrated Legal Technology Stack
Tech & Innovation
1:00 p.m. - 2:00 p.m.
Tech & Innovation
With technology continuing to evolve at a rapid pace, it’s becoming harder than ever to find the right tools for the job. And once you cut through the noise and make a choice, you then need to ensure your new tech syncs up with your existing setup!
Put down your needle-tweezers and step away from that haystack. We’re here to help.
In this session, learn how to:
Evaluate and choose the best technology for the various needs of your firm
Follow real-world success stories from other law firms to build your own tech stack roadmap
Understand and identify various integration challenges and the best practices for solving them
We promise you’ll leave this session feeling recharged! 🔋
1:00 p.m.- 2:00 p.m.
Client Experience Analytics: Measuring and Improving Satisfaction
Culture & Clients
1:00 p.m. - 2:00 p.m.
Culture & Clients
Each client your law firm works with represents an opportunity to listen, grow, and use that knowledge to land your next client. But once you’ve compiled that data, what’s your next step?
HINT: It’s attending this session, where you’ll learn to:
Explore the key factors your clients consider when evaluating a firm
Track key metrics like communication patterns, service effectiveness, and Net Promoter score
Use AI tools to build client feedback loops, improve retention rates, and enhance your client experience
Some say that winning clients is more art than science. We say: Why not both? 🎨🧪
1:00 p.m.- 2:00 p.m.
Time Out: The Science and Strategy of Time Management
Culture & Clients
1:00 p.m. - 2:00 p.m.
Culture & Clients
Time, as they say, keeps on slippin’. It can’t be mastered, but it can absolutely be managed. And for legal professionals, time is an especially precious resource. Let’s make it work for you.
In this session, you will:
We can’t wait to see you; we know you’ll have a great time. ⏳
1:00 p.m.- 2:00 p.m.
Your Best Billing Week with Clio
Clio Mastery: Intmd.
1:00 p.m. - 2:00 p.m.
Clio Mastery: Intmd.
Every law firm has to pay the bills, which is why your billing staff are literal heroes. Clio’s billing tools are built with their pain points and preferences in mind, allowing billing staff to stay on top of workflows—and then optimize them even further!
In this session, you’ll learn best practices on how to track billable time across team members, how to integrate that info into invoices, and how different payment options can help you get paid faster and improve your cashflow management..
From payment processing to monthly reporting, your firm’s days of end-of-month scrambling chaos are numbered in the best way possible. 📅
1:00 p.m.- 2:00 p.m.
Your Best Billing Week with Clio | Expert
Clio Mastery: Expert
1:00 p.m. - 2:00 p.m.
Clio Mastery: Expert
Every law firm has to pay the bills, which is why your billing staff are literal heroes. Clio’s billing tools are built with their pain points and preferences in mind, allowing billing staff to stay on top of workflows—and then optimize them even further!
In this session, you’ll learn best practices on how to track billable time across team members, how to integrate that info into invoices, and how different payment options can help you get paid faster and improve your cashflow management..
From payment processing to monthly reporting, your firm’s days of end-of-month scrambling chaos are numbered in the best way possible. 📅
1:00 p.m.- 2:00 p.m.
How Legal AI is Different (and Why It Really Matters!)
Solo & Small Firms
1:00 p.m. - 2:00 p.m.
Solo & Small Firms
AI technology isn’t just a tool for large enterprise firms—solo practitioners and small law firms can (and do) leverage the power of automation to streamline their workflows and enhance their productivity.
In this session, we’ll show you how to join their ranks with Clio’s AI-powered toolset!
Adopting new technology into your workflow doesn’t happen overnight. But getting that ball rolling can start today!
1:15 p.m.- 1:45 p.m.
Above Board with Corporate and Commercial Law Professionals
Industry Workshops
1:15 p.m. - 1:45 p.m.
Industry Workshops
Funny story: This event was supposed to take place in three smaller rooms, but the attendees organized a leveraged buyout and combined it into a larger meeting room for tax purposes!
Once you’ve finished enjoying that joke, you can start enjoying the company of your peers in corporate governance, mergers and acquisitions, and business transactions!
Share insights, discuss trends, and talk shop about the corporate world!
1:35 p.m.- 1:50 p.m.
Documents Delivered: Tracking A Doc’s Journey Through Clio
Clio Spotlight
1:35 p.m. - 1:50 p.m.
Clio Spotlight
Where would we be without documents? (On vacation, probably.) But now, they’re getting the moment in the spotlight they’ve always deserved.
Clio’s experts will walk you through how the core deliverable of legal work moves through the platform, from beginning to end. It’s a literal doc-u-mentary! 📄
2:00 p.m.- 2:15 p.m.
Break
2:00 p.m. - 2:15 p.m.
2:15 p.m.- 2:45 p.m.
How To Grow Sustainable Law Firms: A Reisman Panel Talk
Business of Law
2:15 p.m. - 2:45 p.m.
Business of Law
If you’re not learning, you’re not growing. At this panel discussion, you can both at the same time!
Soak up some wisdom as this year’s Reisman Award winners for Best Growth Story and Best New Law Firm share their expertise around charting new and exciting paths to sustainable, innovative growth.
It never hurts to learn from a real-life success story. These law firms will share tactics and approaches that are relevant and compatible enough for you to bring back to your own team this year! 📈
2:15 p.m.- 2:45 p.m.
Chatbots and Virtual Assistants: Enhancing Client Service
Tech & Innovation
2:15 p.m. - 2:45 p.m.
Tech & Innovation
If used effectively, automation can create a smooth and seamless experience for prospective clients wanting to get in touch with your firm.
But without a human touch, chatbots and virtual assistants also run the risk of keeping new business at arm’s length.
In this session, learn how to:
It’s a fine line to walk, and we’ll show you how to keep your firm balanced! ⚖️
2:15 p.m.- 2:45 p.m.
Keep It Moving: How To Build A Culture Of Growth at Your Firm
Culture & Clients
2:15 p.m. - 2:45 p.m.
Culture & Clients
No one loves the feeling of being stuck in place. That’s why human-sized hamster wheels have yet to go mainstream. 🐹
By building a culture of continual development at your firm, you can ensure your team is always growing stronger and smarter.
In this session, learn how to:
NOTE: Clio takes no responsibility for intrusive thoughts surrounding the concept of “Adorable Hamster Lawyers.” 🐹
2:15 p.m.- 2:45 p.m.
More Than Words: Modern Strategies To Grow Your Firm Beyond Word-of-Mouth
Industry Workshops
2:15 p.m. - 2:45 p.m.
Industry Workshops
Good client referrals are invaluable for most law firms, but it can be difficult and time-consuming to source them on your own.
There’s no one way to build networks in this field, but this workshop is about sharing some tried-and-tested approaches from real-world examples!
In this session, you will:
That’s right—this networking workshop is also a secret networking event. Surprise! 🎉
2:15 p.m.- 2:45 p.m.
Taking Pride In Your Work: LGBTQIA2S+ Professionals, Unite!
Networking
2:15 p.m. - 2:45 p.m.
Networking
Come for a safe networking space for LGBTQIA2S+ lawyers and their allies to discuss issues of inclusion, diversity, and advocacy within the legal profession.
But stay for support, friendship, and solace! 🏳️🌈
2:15 p.m.- 2:45 p.m.
PI, 4U: How Clio Makes Personal Injury Firms More Efficient
Clio Spotlight
2:15 p.m. - 2:45 p.m.
Clio Spotlight
For every workflow problem your personal injury firm is facing, Clio has a solution!
Let our experts show you how tools like Clio Manage’s Personal Injury features, plus Clio Grow, Clio Draft, and Clio Duo, are designed with your firm’s use cases in mind.
2:15 p.m.- 2:45 p.m.
Maximizing Firm Insights: Reporting in Clio Manage
Clio Mastery: Intmd.
2:15 p.m. - 2:45 p.m.
Clio Mastery: Intmd.
It’s one thing to report on your firm’s finances, and another thing entirely to decipher the right insights and takeaways from those reports.
In this session, discover how Clio Manage takes the guesswork out of reporting analytics, allowing your team to do their best work. You’ll learn how to track revenue, outstanding balances, and profitability—all on the same platform.
With those (easy-to-understand) reports in hand, you can dig deeper into detailed breakdowns of everything from individual billable hours to overall task progress. The secrets of reporting are almost yours to behold! 🔮
2:15 p.m.- 2:45 p.m.
Maximizing Firm Insights: Reporting in Clio Manage | Expert
Clio Mastery: Expert
2:15 p.m. - 2:45 p.m.
Clio Mastery: Expert
It’s one thing to report on your firm’s finances, and another thing entirely to decipher the right insights and takeaways from those reports.
In this session, discover how Clio Manage takes the guesswork out of reporting analytics, allowing your team to do their best work. You’ll learn how to track revenue, outstanding balances, and profitability—all on the same platform.
With those (easy-to-understand) reports in hand, you can dig deeper into detailed breakdowns of everything from individual billable hours to overall task progress. The secrets of reporting are almost yours to behold! 🔮
2:15 p.m.- 2:45 p.m.
Data-Driven Success: Essential Reports & Insights
Solo & Small Firms
2:15 p.m. - 2:45 p.m.
Solo & Small Firms
Are you getting all of the insights and takeaways you can from your firm’s reporting tools? Well, it never hurts to get a second opinion—that’s exactly what this workshop is all about.
In this session, you will:
You work hard for your data; we want to make sure it’s working just as hard for you. 📈
2:45 p.m.- 3:00 p.m.
Break
2:45 p.m. - 3:00 p.m.
3:00 p.m.- 3:20 p.m.
Power Up! Unlocking New Levels of Efficiency with Clio Duo
Clio Spotlight
3:00 p.m. - 3:20 p.m.
Clio Spotlight
Every hero deserves a sidekick, and Clio Duo is here to help you save the day.
Join this walkthrough of how in-platform AI can help you automate and streamline your routine tasks and data entry projects, so you can double down on the work you do best! 🙌
3:00 p.m.- 4:00 p.m.
The Financially Savvy Law Firm: Master Budgeting and Cash Flow Management
Business of Law
3:00 p.m. - 4:00 p.m.
Business of Law
What’s better than a positive outlook?
A Cash-Flow Positive outlook! 💰 And these experts will show you that being profitable isn’t just possible; it’s probable.
In this session, learn how to:
As a wise person once said: “Budget now, save later.” (That wise person…was ✨us.✨)
3:00 p.m.- 4:00 p.m.
Automated Intake: Everything You Want To Know (But Were Afraid to Ask)
Clio Mastery: Intmd.
3:00 p.m. - 4:00 p.m.
Clio Mastery: Intmd.
Calling all hands-on learners! 📢 Have you wondered how to automate your firm’s intake process in Clio, but were too scared to ask? No questions needed: We’re here to help you do it yourself!
By the end of this workshop, you’ll know how to automate your workflows, identify unique automation opportunities for your firm specifically, and measure the impact of these changes to your overall process.
You’ll be an expert in no time, and we’re excited to help you get there! 🙌
3:00 p.m.- 4:00 p.m.
Automated Intake: Everything You Want To Know (But Were Afraid to Ask) | Expert
Clio Mastery: Expert
3:00 p.m. - 4:00 p.m.
Clio Mastery: Expert
Calling all hands-on learners! 📢 Have you wondered how to automate your firm’s intake process in Clio, but were too scared to ask? No questions needed: We’re here to help you do it yourself!
By the end of this workshop, you’ll know how to automate your workflows, identify unique automation opportunities for your firm specifically, and measure the impact of these changes to your overall process.
You’ll be an expert in no time, and we’re excited to help you get there! 🙌
3:00 p.m.- 4:00 p.m.
Many Hats, One Platform: The Future of Legaltech for Solo and Small Firms
Solo & Small Firms
3:00 p.m. - 4:00 p.m.
Solo & Small Firms
Have you ever looked at a product and wondered, “how did they ever think of that?” Now’s your chance to meet the “they” from that question—and get a sneak peek at how their minds work! 🧠
Join Clio’s Product team for a fun and fast-paced workshop on design thinking, where we’ll discuss the future of legal technology for solo practitioners and small firms—together.
In this session, you will:
Whether you’re new to Clio or an experienced master, this discussion is sure to open some eyes! 👀
3:00 p.m.- 4:00 p.m.
The AI-Enabled Law Firm: How to Level Up the Use of AI in Your Practice
Tech & Innovation
3:00 p.m. - 4:00 p.m.
Tech & Innovation
As a smart, popular, and informed individual, you’ve already heard the hype around AI’s unprecedented potential. But that same lack of precedent can lead to questions without clear answers—for now.
Your law firm deserves to reap the benefits of optimized productivity while also avoiding foreseeable ethical or legal complications that could emerge as the technology evolves over time.
In this session, learn how to:
The future is here, and you can be prepared to greet it. 🌄
3:00 p.m.- 4:00 p.m.
A Guide to Peak Performance: Time, Focus & Results
Culture & Clients
3:00 p.m. - 4:00 p.m.
Culture & Clients
The science is in, and many of our assumptions about the typical office workday are woefully out-of-date.
If you’re willing to challenge existing ideas of office productivity, you can lead your law firm to new heights of cognitive performance and focus.
In this session, learn how to:
There’s no other way to say it: This is what peak performance looks like. 🧠
3:00 p.m.- 4:00 p.m.
Unforgettable Service, Unmatched Success: How To Create an Amazing Client Experience
Industry Workshops
3:00 p.m. - 4:00 p.m.
Industry Workshops
In a competitive legal market, the service and experience you offer your clients could be the deciding factor when they consider working with your firm—or refer you to their friends. So it’s time to take your customer experience skills to the next level!
In this session, you will:
People will remember good service, but they’ll never forget excellent service. Let’s make your firm unforgettable! 👍
3:15 p.m.- 4:00 p.m.
The Room Where It Happens: Bar Leaders Assemble
Networking
3:15 p.m. - 4:00 p.m.
Networking
Are you ready to raise the bar?
Are you prepared to help us find another bar-related joke after this one has been used for a century? You’re at the right place!
Connect with other bar leaders at this facilitated networking event! Answer engaging ice-breakers to get conversation rolling, mix things up with occasional prompts, and learn from the combined wisdom of your colleagues and peers!
3:35 p.m.- 3:55 p.m.
Look Closer: Gaining Visibility with Reports in Clio Manage and Clio Grow
Clio Spotlight
3:35 p.m. - 3:55 p.m.
Clio Spotlight
Does reviewing reports make you feel like you’re living in the past? Good news: The reports in Clio Manage and Clio Grow are designed to save time and keep you moving forward, not looking back!
Learn how to generate and interpret revenue reports in Clio Manage to track everything from billable hours to your firm’s financial health, while Clio Grow gives you a wealth of data on leads, conversion, and client trends. Take the dread out of end-of-month reporting once and for all! 🙏
4:30 p.m.- 5:30 p.m.
Keynote: Coming Soon!
4:30 p.m. - 5:30 p.m.
7:00 p.m.- 11:00 p.m.
Clio After Dark: Venue Coming Soon!
7:00 p.m. - 11:00 p.m.
We have officially worked hard.
Now let’s party even harder! 🥳
We can’t wait for you to join us at Clio After Dark. Doors open at 7:00 p.m with official festivities kicking off at 8:00pm.
There’ll be fun vibes, cocktails and mocktails, and kudos all around as we celebrate Clio’s 2025 Reisman winners!
Details:
6:30 a.m.- 8:30 a.m.
Morning Wellness Activities
6:30 a.m. - 8:30 a.m.
7:00 a.m.- 9:00 a.m.
Registration
7:00 a.m. - 9:00 a.m.
7:00 a.m.- 8:30 a.m.
Breakfast
7:00 a.m. - 8:30 a.m.
7:45 a.m.- 8:30 a.m.
Solo, But Not Alone: Connect and Collaborate with Fellow Solos
Networking
7:45 a.m. - 8:30 a.m.
Networking
As a solo attorney, you’re used to being a one-stop-shop. Today, you need to stop and talk shop with your peers and colleagues! (Nailed it.)
Get to know other like-minded solo practitioners while discussing the challenges, strategies, and scaling solutions unique to your line of work.
9:00 a.m.- 10:15 a.m.
Keynote: Coming Soon!
9:00 a.m. - 10:15 a.m.
10:15 a.m.- 10:45 a.m.
Networking & Exhibitor Break
10:15 a.m. - 10:45 a.m.
Visit Floor 2, 3 and the Exhibit Hall to meet our near 100 conference partners to learn about their product and services!
10:45 a.m.- 11:15 a.m.
Black Excellence: Black Legal Professionals Assemble
Networking
10:45 a.m. - 11:15 a.m.
Networking
Black Excellence is a full-time job, but you deserve to get your flowers, talk shop, and enjoy the company of other Black legal professionals in safety and solidarity.
Come together to celebrate your achievements, share your challenges, and enjoy the simple pleasure of being seen.
10:45 a.m.- 11:15 a.m.
Top 10: Leverage Clio Grow’s Marketing Tools in 10 Big Ways
Clio Spotlight
10:45 a.m. - 11:15 a.m.
Clio Spotlight
You don’t need to become a marketing expert to drive your firm’s growth—you’ve already got all the tools and data you need to succeed!
Clio’s experts are here to give you a top-to-bottom rundown of how Clio Grow can help you land, expand, and manage new clients and increased demand. Looks like business is about to pick up! 📢
10:45 a.m.- 11:45 a.m.
The KPI Playbook: Turning Insights into Action
Business of Law
10:45 a.m. - 11:45 a.m.
Business of Law
Is your law firm encouraging a culture of true data literacy, or are you leaving valuable insights and metrics locked away in a forgotten filing cabinet? 🗄️
By learning how to define and decipher key performance indicators (KPIs), you’ll have the tools and training you need to make informed, data-driven decisions!
In this session, learn how to:
Ready to become a truly data-driven firm? It’s a date! ✔️
10:45 a.m.- 11:45 a.m.
Leveraging AI & Automation Tools for Law Firm Support Staff
Tech & Innovation
10:45 a.m. - 11:45 a.m.
Tech & Innovation
For legal assistants, the right AI tools can mean the difference between “busy work” and “busy working.” But automation is far from a catch-all solution; we’re here to help fill in the blanks.
In this session, learn how to:
We know you’re the behind-the-scenes star of your law firm; with the right tools, you’ll get to take a turn in the spotlight! (You deserve this.) 💐
10:45 a.m.- 11:45 a.m.
Legal Design Thinking: Reimagining Client-Centered Legal Services
Culture & Clients
10:45 a.m. - 11:45 a.m.
Culture & Clients
The design and user experience side of your legal services are easy to overlook, but leading law firms know the power of streamlined and clear communication with their clients. Now, that power can be yours!
In this session, learn how to:
Good design is 99% invisible; now you’ll be 100% informed! ✨
10:45 a.m.- 11:45 a.m.
The ABCs of the LTR: Spelling Out The Biggest Insights From This Year’s Legal Trends Report
Industry Workshops
10:45 a.m. - 11:45 a.m.
Industry Workshops
The only thing better than taking the best insights from the latest Legal Trends Report is putting those takeaways to work in our engaging workshop session! We’ll help you turn data points into action plans that can drive tangible results for your law firm. 📊
In this workshop, you will:
You’ll enter this workshop with a report on the past year, and you’ll leave with a roadmap for the year to come! 📍
10:45 a.m.- 11:45 a.m.
Better together: Document Workflows with Clio Draft and Clio Manage
Clio Mastery: Intmd.
10:45 a.m. - 11:45 a.m.
Clio Mastery: Intmd.
Sometimes, seeing is believing. And we think that’s especially true when it comes to Document Automation in Clio Draft and Clio Manage!
This workshop is all about showing you real-time examples of how law firms changed the fundamental pace of their workflow by leaning into the automation features offered by Clio.
From a deep dive into custom fields and data inputs to a complete timeline of how your workflow moves between Draft and Manage, we’re ready to make a believer out of you! ✨
10:45 a.m.- 11:45 a.m.
Better together: Document Workflows with Clio Draft and Clio Manage | Expert
Clio Mastery: Expert
10:45 a.m. - 11:45 a.m.
Clio Mastery: Expert
Sometimes, seeing is believing. And we think that’s especially true when it comes to Document Automation in Clio Draft and Clio Manage!
This workshop is all about showing you real-time examples of how law firms changed the fundamental pace of their workflow by leaning into the automation features offered by Clio.
From a deep dive into custom fields and data inputs to a complete timeline of how your workflow moves between Draft and Manage, we’re ready to make a believer out of you! ✨
10:45 a.m.- 11:45 a.m.
Unlocking Your Firm’s Potential: A Roadmap for Successful Scalability with Clio
Mid-to-Large Firms
10:45 a.m. - 11:45 a.m.
Mid-to-Large Firms
As the leader in legal practice management software, Clio is designed to scale with your firm as you grow to face new challenges and enjoy new opportunities. Basically? We’ve got your back.
In this session, you will:
You’re heading into an incredibly exciting time as a firm, and Clio wants to celebrate those moments with you—while also helping you prepare for success even further down the line. 🌟
11:20 a.m.- 11:40 a.m.
File With Style: How to Streamline E-Filing With Clio
Clio Spotlight
11:20 a.m. - 11:40 a.m.
Clio Spotlight
Paper has done so much for us, but it’s time to break up. In the long run, this is for the best—just think of the trees! 🌳
With Clio File, your firm can streamline your court filing workflows allowing you—and the trees—to benefit from electronically filing, serving, and delivering court documents. Let’s get digital!
11:45 a.m.- 1:00 p.m.
Lunch
11:45 a.m. - 1:00 p.m.
12:00 p.m.- 12:30 p.m.
Sound Bath
12:00 p.m. - 12:30 p.m.
Back by popular demand!
12:00 p.m.- 12:30 p.m.
Success and Support with Family Law Professionals
Networking
12:00 p.m. - 12:30 p.m.
Networking
If family law professionals need one thing, it’s a hug. But if they need two things, it’s a hug and a platform to discuss the myriad challenges they face in their industry. Attendees can have access to at least one of those things in this event!*
Meet your colleagues and peers, and discuss best practices and insights around divorce, child custody, adoption, and spousal support cases. Complex family dynamics require complex solutions, and you’ll find plenty of support here.
*Please hug safely and responsibly.
1:00 p.m.- 1:20 p.m.
Time Trial: 20 Clio Features in 20 Minutes
Clio Spotlight
1:00 p.m. - 1:20 p.m.
Clio Spotlight
You’ve got so much to do and see at ClioCon—which is why this session is about maximizing your value and respecting your time.
You’ll learn the need-to-know facts about 20 exciting features across Clio’s platform that can drive efficiency, effectiveness, and collaboration across your entire firm. Get ready to think fast! ⏱️
1:00 p.m.- 1:30 p.m.
Making Metrics Matter: How to Measure Successful Marketing Campaigns
Business of Law
1:00 p.m. - 1:30 p.m.
Business of Law
Quick question: Are your firm’s digital marketing efforts working for you?
Follow-up question: Do you have an actual answer to that question, or are you just politely nodding your head?
Getting the most out of your metrics is a critical part of the modern marketing landscape, and that’s especially true if you’re not a marketer. That’s why we’re here to help!
In this session, learn how to:
It’s time to help your ROI go sky-high. 📈
1:00 p.m.- 1:30 p.m.
Cybersecurity in 2025: How to Protect Your Data from the Next Big Threat
Tech & Innovation
1:00 p.m. - 1:30 p.m.
Tech & Innovation
Every year brings a fresh crop of sophisticated cyber threats, from viruses to phishing scams. But when it comes to cyber security, knowing is half the battle. So let’s get educated!
In this session, learn how to:
Cybersecurity is an investment that pays for itself, so make sure you (and your clients) are protected! 🛡️
1:00 p.m.- 1:30 p.m.
Serving One, Serving All: A Reisman Panel Talk
Culture & Clients
1:00 p.m. - 1:30 p.m.
Culture & Clients
We’re proud to celebrate our incredible customers—especially those who’ve gone above and beyond for their communities. Join us as we spotlight our Reisman Award winners for Client Service and Championing Diversity, who are transforming the legal experience through outstanding client service and community impact.
The legal system can often feel overwhelming and impersonal for clients. That’s why treating people with respect, dignity, and humanity isn’t just good practice—it’s a winning strategy. Our panelists exemplify this approach through their intentional, client-centered work.
In this session, you’ll hear real-life stories, insights, and practical advice from our Reisman Award winners. And you’ll walk away with actionable ways to embed care, respect, and inclusion into your firm’s processes—and make a lasting impact on your clients and community.
1:00 p.m.- 1:30 p.m.
Alternative Fee Arrangements: Flat Fees, Subscriptions, and More
Industry Workshops
1:00 p.m. - 1:30 p.m.
Industry Workshops
Every billing model comes with its set of upsides and downsides; we’ll explore them all in plain language (and with practical examples) in this workshop. It’s priced to move! 💸
In this session, you will:
With this knowledge in hand, you’ll be a true role model for your firm’s billing department! 💰
1:00 p.m.- 1:30 p.m.
All Chat, No GPT: Talking Legal AI With Real Humans
Networking
1:00 p.m. - 1:30 p.m.
Networking
Any discussion around AI in legal practice will be a nuanced conversation by default. The field is full of ethical and regulatory challenges, newly-formed laws, and deep questions around fair and equitable AI applications within and beyond our industry.
It would be deeply irresponsible to make a reference to The Terminator. Or SkyNet. So we won’t.
Instead, enjoy the company of your peers and colleagues as you discuss those issues above—and more!
1:00 p.m.- 1:30 p.m.
Next Level Document Automation: The Magic of Conditional Logic
Clio Mastery: Intmd.
1:00 p.m. - 1:30 p.m.
Clio Mastery: Intmd.
Adding automation to your firm’s workflows is a balancing act between increasing efficiency and keeping the personal touch that keeps you connected to your clients.
Conditional logic is how you can strike that balance, and in this session you’ll learn how to make the most of it within Clio Draft and Clio Manage. By leaning into custom form and document population fundamentals, your clients will get a personalized experience while you reap the benefits of efficient automation!
You’ll learn basic “If-Then” statements and ramp up to advanced techniques like nested conditions and compound logic. You don’t need to be a coder to get the results you want; we’ll show you how! 👩💻
1:00 p.m.- 1:30 p.m.
Next Level Document Automation: The Magic of Conditional Logic | Expert
Clio Mastery: Expert
1:00 p.m. - 1:30 p.m.
Clio Mastery: Expert
Adding automation to your firm’s workflows is a balancing act between increasing efficiency and keeping the personal touch that keeps you connected to your clients.
Conditional logic is how you can strike that balance, and in this session you’ll learn how to make the most of it within Clio Draft and Clio Manage. By leaning into custom form and document population fundamentals, your clients will get a personalized experience while you reap the benefits of efficient automation!
You’ll learn basic “If-Then” statements and ramp up to advanced techniques like nested conditions and compound logic. You don’t need to be a coder to get the results you want; we’ll show you how! 👩💻
1:00 p.m.- 1:30 p.m.
Firm Management with Clio: A Playbook for Leadership at Mid-to-Large Firms
Mid-to-Large Firms
1:00 p.m. - 1:30 p.m.
Mid-to-Large Firms
Sometimes the most helpful part of a challenging situation is simply knowing you’re not alone. This session is about the common pain points that mid-sized firms often face, and how real-world firms have used Clio to solve those issues.
In this session, you will:
Whether you need a helping hand or a sympathetic ear, everybody is welcome here! 🙌
1:30 p.m.- 1:45 p.m.
Break
1:30 p.m. - 1:45 p.m.
1:45 p.m.- 2:05 p.m.
Dollar for Dollar: Capturing Every Bill With Clio Payments
Clio Spotlight
1:45 p.m. - 2:05 p.m.
Clio Spotlight
Clio Payments is adding exciting new features—but that just means more savings for you!
Learn how to set your firm up for financial success by adding Texting Payment Links, Subscriptions, Bank Transfers, and Multi-currency payments to your accounting workflow. Now that’s an investment! 💰
1:45 p.m.- 2:45 p.m.
Change Management: How to Help Your Firm Face Its Fears (and Survive)
Business of Law
1:45 p.m. - 2:45 p.m.
Business of Law
The specter of change can cause people to panic, shut down, or lose sight of your firm’s goals. They’ll need someone to put on a brave face, adopt a proactive management style, and lead them through the dark towards a bright successful future. They need you!
But we’re not going to send you into the dark unprepared. Our experts are here to highlight time-tested strategies to help you plan for and navigate change as it arrives.
In this session, learn how to:
They say that the greatest fear is of The Unknown. But with a flashlight of knowledge in hand, you’ll be able to turn it into The Known. Way less scary! 🔦
1:45 p.m.- 2:45 p.m.
No Code? No Problem! How You Too Can Build Custom Tech Solutions
Tech & Innovation
1:45 p.m. - 2:45 p.m.
Tech & Innovation
It’s official: The No-Code Revolution has arrived! There have never been so many exciting and user-friendly ways for legal professionals to create custom applications for their firm. It’s just about finding the right one for you!
In this session, learn how to:
Don’t spend your weeknights learning Kotlin on Skillshare; just attend this session instead! 👩💻
1:45 p.m.- 2:45 p.m.
Hybrid Work: Balancing Remote and In-Person for Maximum Impact
Culture & Clients
1:45 p.m. - 2:45 p.m.
Culture & Clients
No two hybrid workplaces operate the same way, which is why it’s crucial to absorb best practices from others to find the best solution for your law firm.
In this session, learn how to:
Show your law firm that the best of both worlds isn’t just possible—it’s happening. ☯️
1:45 p.m.- 2:45 p.m.
SEO for Law Firms: How to Turn Your Website into a New Business Magnet
Industry Workshops
1:45 p.m. - 2:45 p.m.
Industry Workshops
We love a tastefully-designed homepage that finds the perfect balance between form and function. But that’s all a moot point if no one can find it to begin with! And that’s what Search Engine Optimization (SEO) is for; helping people find you when they need you.
In this session, you will:
When you’ve built an SEO-empowered homepage, meeting new clients will be like meeting a new friend. You’ll just click. 🖱️
1:45 p.m.- 2:45 p.m.
Clio Draft Power Hour
Clio Mastery: Intmd.
1:45 p.m. - 2:45 p.m.
Clio Mastery: Intmd.
Ready to take your understanding of Clio Draft to the next level? Just give us 60 minutes, and we’ll give you a ton of new tools and techniques!
In this workshop, you’ll learn to transform your firm’s documents into easy-to-fill templates, auto-populate them with info directly from Clio, and collect client signatures electronically.
Get ready to be empowered! 🏋️
1:45 p.m.- 2:45 p.m.
Clio Draft Power Hour | Expert
Clio Mastery: Expert
1:45 p.m. - 2:45 p.m.
Clio Mastery: Expert
Ready to take your understanding of Clio Draft to the next level? Just give us 60 minutes, and we’ll give you a ton of new tools and techniques!
In this workshop, you’ll learn to transform your firm’s documents into easy-to-fill templates, auto-populate them with info directly from Clio, and collect client signatures electronically.
Get ready to be empowered! 🏋️
1:45 p.m.- 2:45 p.m.
From Ideas to Impact: The Future of Legaltech for Mid-to-Large Firms
Mid-to-Large Firms
1:45 p.m. - 2:45 p.m.
Mid-to-Large Firms
What would you do if someone offered to show you the World of Tomorrow…today? Hopefully, you’d sign up for this session, because that’s exactly what you’ll see!
Join Clio’s Product team for a fun and fast-paced workshop on design thinking, where we’ll discuss the future of legal technology for mid-to-large firms—together.
In this session, you will:
Whether your firm is new to cloud-based legaltech or was built on Clio from the ground up, join us—we want to hear from as many perspectives as possible! 👂
2:00 p.m.- 2:30 p.m.
Best and Brightest: Latinx Legal Professionals, Unite!
Networking
2:00 p.m. - 2:30 p.m.
Networking
Latinx legal professionals have a unique set of challenges to navigate on a daily basis, and they deserve a safe space to discuss the joys and struggles of that process amongst themselves.
And here it is! Share stories, resources, and highlight opportunities for mutual support and advancement.
2:20 p.m.- 2:35 p.m.
Lawyering on the Go: Mastering Clio’s Mobile Experience
Clio Spotlight
2:20 p.m. - 2:35 p.m.
Clio Spotlight
Whether you’re in-office, on the go, or somewhere in between, Clio is there to support your firm. And our mobile app is only getting better!
In this session, learn about brand new features and quality-of-life improvements we’ve made to ensure the Clio app experience is just as smooth and seamless as every other part of the platform! 📱
2:45 p.m.- 3:00 p.m.
Break
2:45 p.m. - 3:00 p.m.
3:00 p.m.- 3:20 p.m.
Keeping Court: Simplifying Court Dates With Clio
Clio Spotlight
3:00 p.m. - 3:20 p.m.
Clio Spotlight
When it comes to multi-step tasks like navigating court processes, time saved is time that can be spent anywhere else. Clio can help you save that time, and more!
From e-filing to automating court form generation and keeping track of deadlines, this session will teach you how to make court dates as painless as possible.
3:00 p.m.- 3:30 p.m.
From Billable Hours to Value-Based Pricing: Rethinking Law Firm Revenue Models
Business of Law
3:00 p.m. - 3:30 p.m.
Business of Law
In a world of monthly streaming subscriptions and pay-what-you-can crowdfunding campaigns, the average person’s relationship to money is unrecognizable to how it was even a decade ago.
If your law firm is still set on billable hours, you’re missing out on new ways to give your clients more options to work with you—and give your firm more paths to success!
In this session, learn how to:
Our experts will help you make sense out of making cents (and dollars). 💰
3:00 p.m.- 3:30 p.m.
Today’s Challenges, Tomorrow’s Solutions: A Reisman Panel Talk
Tech & Innovation
3:00 p.m. - 3:30 p.m.
Tech & Innovation
Law firms that can spot opportunities with new technology or see the unique needs of their own communities have something in common: They know the power of perspective.
In this session, you’ll add their point of view to your own as our Legal Innovation and Legal Impact Reisman Award winners discuss how they used keen insight and modern technology to serve their clients and communities.
Through their anecdotes and advice, you’ll learn how to use new technology and thought processes to transform the practice of law for good—and for the better!
3:00 p.m.- 3:30 p.m.
Empowered Teams, Stronger Firms: The Business Case for Psychological Safety
Culture & Clients
3:00 p.m. - 3:30 p.m.
Culture & Clients
Despite our best efforts to keep a healthy boundary between our work and personal lives, even top performers have times where they bring their struggles to work with them. (Recent studies suggest this is called “Being human.” Big if true!)
Enacting clear and consistent psychological safety practices allows your team to feel safe and supported to be their whole selves at work, regardless of what’s going on outside the office.
In this session, learn how to:
With a solid foundation, let’s see how strong your team will grow! 🌱
3:00 p.m.- 3:30 p.m.
Email Nurturing: Building Client Relationships and Increasing Conversions
Industry Workshops
3:00 p.m. - 3:30 p.m.
Industry Workshops
A healthy mailing list is one of the most valuable and resilient marketing channels a law firm can have. A well-crafted email nurture flow will allow your firm to stay relevant and on-message for existing and future clients.
In this session, you will:
We know you’ll find the subject interesting; we’ll cc you there! 📧
3:00 p.m.- 3:30 p.m.
Lessons Learned: ClioCon 2025 Takeaways
Networking
3:00 p.m. - 3:30 p.m.
Networking
What a journey it has been! Join together with your fellow attendees to reflect on what you’ve learned, what you’ve done, and (most importantly) to create a master list of your experiences for future reference!
3:00 p.m.- 3:30 p.m.
Maximizing Firm Insights: Reporting in Clio Grow
Clio Mastery: Intmd.
3:00 p.m. - 3:30 p.m.
Clio Mastery: Intmd.
The best law firms know that both sides of the intake process are equally valuable: Gathering the right information is half the battle, and pulling the best insights from that data is the other!
In this session, we’ll show you how to master both sides of that coin with Clio Grow. You’ll learn to analyze lead sources, conversion rates, and intake trends, then use your insights to make smart refinements to your firm’s marketing and bizdev efforts.
We can’t wait to see what (in)takeaways you’ll have!
3:00 p.m.- 3:30 p.m.
Maximizing Firm Insights: Reporting in Clio Grow | Expert
Clio Mastery: Expert
3:00 p.m. - 3:30 p.m.
Clio Mastery: Expert
The best law firms know that both sides of the intake process are equally valuable: Gathering the right information is half the battle, and pulling the best insights from that data is the other!
In this session, we’ll show you how to master both sides of that coin with Clio Grow. You’ll learn to analyze lead sources, conversion rates, and intake trends, then use your insights to make smart refinements to your firm’s marketing and bizdev efforts.
We can’t wait to see what (in)takeaways you’ll have!
3:00 p.m.- 3:30 p.m.
Getting it Done in Clio: A Playbook for Execution at Mid-to-Large Firms
Mid-to-Large Firms
3:00 p.m. - 3:30 p.m.
Mid-to-Large Firms
Every firm has its fair share of Planners and Doers, and they’re both incredibly valuable in their own way. But this session is for the doers in your firm, who build, maintain, and monitor the tools and processes your team relies on to thrive.
In this session, you will:
What else needs to be said? Let’s do this! 💪
3:30 p.m.- 4:15 p.m.
Networking & Exhibitor Break
3:30 p.m. - 4:15 p.m.
Visit Floor 2, 3 and the Exhibit Hall to meet our near 100 conference partners to learn about their product and services!
3:35 p.m.- 3:55 p.m.
Drafting Redefined: Automating Document Creation With Clio Draft
Clio Spotlight
3:35 p.m. - 3:55 p.m.
Clio Spotlight
Documents aren’t like snowflakes, or a box of chocolates. They’re pretty much like documents—as vital as they are repetitive. And that repetition can make working with them challenging—unless you’re using Clio Draft, that is!
Learn how to use Questionnaires in Clio Draft to gather information from clients and auto-populate that data into the legal documents needed to move their case forward.
An easy way for clients to provide info, and an easy way for you to create documents? HUGE win-win! 🏆
4:15 p.m.- 5:15 p.m.
Keynote: Coming Soon!
4:15 p.m. - 5:15 p.m.
5:15 p.m.- 5:30 p.m.
Closing Remarks
Jack Newton
5:15 p.m. - 5:30 p.m.
As we reach the end of our conference, our closing remarks will encapsulate our shared journey and highlight key moments, including:
Join us as we bring our conference to a meaningful close and set the stage for future growth.
7:00 p.m.- 11:00 p.m.
The Wrap Party: Venue Coming Soon!
7:00 p.m. - 11:00 p.m.
Top off two days of learning, excitement, and inspiration with a celebration you don’t want to miss 🎉
The ClioCon Wrap Party is an annual conference highlight! Details:
Passes on sale soon!