Our 2020 attendees got to design their own conference experience by choosing from exceptional tracks and workshops to build a learning event tailored to their interests, career development, and law firm aspirations.
All times listed in PDT. Convert to your local timezone here.
09:30 am - 10:00 am PST
The Legal Trends Report is the most anticipated and comprehensive annual legal industry longitudinal analysis. Get the first look at these industry defining insights with Clio’s COO, George Psiharis as he explores the state of the legal industry, the future of the profession, and how the global health crisis has affected the practice law.
*For this program, Clio will seek 1.0 General CLE hours. Credit hours are estimated and are subject to each jurisdiction’s approval and credit rounding rules.
10:15 am - 10:45 am PST
For five years, the Legal Trends Report has provided benchmark data on key insights to help legal professionals better assess firm performance in relation to the broader industry. In this session, Clio’s COO George Psiharis will take a deeper look at the insights for 2020 and provide actionable insights to help your firm thrive.
*For this program, Clio will seek .5 General CLE hours. Credit hours are estimated and are subject to each jurisdiction’s approval and credit rounding rules.
08:00 am - 08:15 am PST
Kicking off the 2020 Clio Cloud Conference!
08:15 am - 09:15 am PST
Join Clio’s CEO Jack Newton as he kicks off the 2020 Clio Cloud Conference. During this keynote presentation, Jack will reveal essential insights and learnings for the legal industry, announce exciting product developments, and set the stage for the rest of the conference.
11:00 am - 11:30 am PST
Use this time to network within the conference platform, or join us for a wellness break with Barry’s Bootcamp!
Our daily movement sessions will help you get refreshed between conference sessions. Choose from two tracks to customize your wellness routine:
1. HIIT & Abs
Work on your abs and then HIIT hard to show them off. This workout is going to keep you moving, keep you sweating, and keep your heart rate up!
2. Release
Focus on recovery, unwind, and work on your mobility. This class will consist of dynamic and static stretching to help increase range of motion, relieve muscle soreness, and prevent injury.
11:30 am - 12:00 pm PST
This session isn’t designed to help people make perfect decisions that always result in the perfect outcomes. That’s not possible. This course is designed to help you maximize your chances of success while minimizing your chances of f***’ing up. We humans aren’t great at making awesome decisions, and our social environments can make good decision-making even tougher. Being knowledgeable and aware of decision-making pitfalls can help you avoid them, increasing the likelihood that your law practice will survive and thrive. There are no guarantees when it comes to business. But there is a better way. Join this session to learn that way.
*For this program, Clio will seek .5 General CLE hours. Credit hours are estimated and are subject to each jurisdiction’s approval and credit rounding rules.
12:15 pm - 12:45 pm PST
A lot’s changed. It’s all the rage to talk about the “new normal,” but the talk always focuses on things you can’t control. In this session, Mike Whelan will explore a method for brainstorming and filtering ideas. With these skills in hand, you’ll be able to design your own new normal.
*For this program, Clio will seek .5 General CLE hours. Credit hours are estimated and are subject to each jurisdiction’s approval and credit rounding rules.
13:00 pm - 13:30 pm PST
Bring your questions for Nika Kabiri and Mike Whelan Jr. as Erin Walker hosts an extended Q&A with both conference speakers.
About Mike
Mike Whelan, Jr. is an author and communications strategist for the legal industry. His book, Lawyer Forward: Finding Your Place in the Future of Law, helps lawyers turn self-acceptance into a business model. You can learn more about the book at lawyerforward.com and you can connect with Mike on Twitter and LinkedIn at mikewhelanjr
About Nika
Nika has spent 20+ years studying how people make decisions in a variety of contexts. She has a PhD in Sociology from the University of Washington, where her academic focus was on choice theory and decision-making within constraints. She’s a faculty member at the University of Washington, where she teaches graduate and undergraduate courses on Decision Science.
Nika has spent 10+ years working with businesses of all sizes, across all industry categories, helping them drive strategic growth. Her clients have included Amazon, Microsoft, Sony, Oakley, PepsiCo, General Mills, Anheuser-Busch InBev, the Seattle Seahawks, VMware, Zillow, Expedia, Smartsheet, and the Sierra Club, just to name a few. She is also an Advisor at Madrona Venture Labs, where she helps startups get their footing.
Nika also has a JD from the University of Texas. She’s contributed to the Huffington Post and Seattle Business Magazine, and has been interviewed by Forbes and Market Watch.
13:30 pm - 14:30 pm PST
As an Iron Chef and James Beard Award winner, the executive chef of five Chicago restaurants, and the first woman to win Top Chef, Stephanie Izard continues to make history and break barriers. Let’s see if we can keep up with Stephanie’s award-winning culinary skills on screen. Sharpen your knives, and get your appetite ready.
Download the shopping list and recipe here.
10:00 am - 10:15 am PST
Clio wants to help law firms thrive. In this session we will look at what firms have said thriving looks like to them, and some of the product innovations Clio has delivered this year that can help firms perform at a higher level.
10:45 am - 11:00 am PST
This session will feature third-party apps that can help firms excel with firm performance by optimizing task management, collecting payment from clients and handling back-office accounting. Join this presentation to explore additions to your tech stack that’ll optimize your billable time while driving client satisfaction.
11:30 am - 11:45 am PST
Go through a normal billing cycle showcasing the new features we have worked on this past year! Take advantage of each future to reduce time looking for information, and maximize your collection rate.
12:00 pm - 12:15 pm PST
14% of bills do not get collected on. Come join us and learn how which features will help you maximize the speed you get paid, the amount you get paid, all while spending less time on collections.
12:30 pm - 12:45 pm PST
This session will highlight how Clio’s integration with QuickBooks Online can automate a firm’s accounting workflow, including check printing, client costs recovery and income tracking.
09:30 am - 10:00 am PST
This session is designed for those who are beginning their journey with Clio. Join Shauna as she helps you establish the basics for your Clio account and set up your contacts and matters.
10:15 am - 10:45 am PST
Join Jason and Kloe to learn about how Documents, Calendars and Tasks can streamline your workflow. This session will give you and your team all the tips and tricks to get started with features designed to bring out your most productive selves.
11:30 am - 12:00 pm PST
If you’re spending too much time on bills each month or feel that you aren’t using Clio’s billing system as efficiently as possible, then join Hadi and Matt as we talk about the best billing practices & workflows: from generating a single bill, to bulk billing, to sending bills out to clients.
12:15 pm - 12:30 pm PST
Join Amrit and Jeremy to learn how easy it is to set-up Clio Payments. In this session, they will cover the importance of this feature and share essential steps to be successful.
12:45 pm - 13:15 pm PST
In this session, Chris and Ian will help you take a deeper dive behind the value of moving your firm to the cloud. You will better understand why so many small and solo firms have been going completely paperless with Clio and have begun to leverage legal technology more and more in their everyday lives. We’ll break down the unique challenges that smaller firms face, and how Clio solves for them.
11:30 am - 12:15 pm PST
In The Client-Centered Law Firm, legal technology expert Jack Newton offers a clear-eyed and timely look at how providing a client-centered experience and running an efficient, profitable law firm aren’t opposing ideas. With this approach, they drive each other. Covering the what, why, and how of running a client-centered practice, with examples from law firms leading this revolution as well as practical strategies for implementation, The Client-Centered Law Firm is a rallying call to unlock the enormous untapped demand in the legal market by providing client-centered experiences, improving internal processes, and raising the bottom line.
*For this program, Clio will seek .75 General CLE hours. Credit hours are estimated and are subject to each jurisdiction’s approval and credit rounding rules.
12:30 pm - 13:15 pm PST
The five Launch//Code finalists have been named and will be competing for the title of “Best New Integration” and the $100,000 grand prize.
Watch as DiscoveryGenie, Documate, FirmScribe, Kenect, and Novara Search present videos and answer questions on their app’s innovation, impact, and business potential to esteemed judges Ed Walters, Kimberly Bennett, and Nicole Bradick.
Find out who wins in Friday’s Closing Remarks with Jack Newton.
09:55 am - 10:10 am PST
For more than 15 years, LawPay has been the industry leader in online legal payments, giving law firms a simple, secure way to accept payments from their clients. In 2016, LawPay and Clio teamed up to launch Clio Payments—LawPay’s powerful payment solution seamlessly integrated into the Clio app. In this session, Annie from LawPay and Amir from Clio walk you through Clio Payments and show you all the ways this incredible solution can help you streamline payments, grow revenue, and offer your clients an exceptional experience.
10:20 am - 10:35 am PST
WiseTime is for attorneys with more important things to do than timekeeping. Join us to learn how to use the power of AI technology to increase your billing utilization and save hours each week on manual tasks. Hosted by Susanne Kennedy, Business Development Manager from WiseTime, you’ll learn how our advanced patented algorithms and AI technology will help organize your days’ activity which you can seamlessly send to Clio for billing.
10:45 am - 11:00 am PST
Dialpad is the only Voice Intelligence-powered, cloud-native business communications suite offering voice, text, video, and meetings on any device from anywhere. With Dialpad and Clio Manage, law firms can connect with clients all from a single platform, no matter the device. Hosted by Geoff Reimer, Director of Sales Engineering from Dialpad, in just 10 minutes you’ll learn what makes Dialpad unique and how we integrate with Clio. Don’t forget to stop by our virtual exhibitor booth to learn more!
11:45 am - 12:15 pm PST
Gary Winter’s Clio journey started as a solo attorney. In 2009, he adopted Clio Manage to help scale and streamline his practice. Now the founder and managing attorney at Lawvex, Gary has remained tech-focused and established his firm on the simple premise that law should be less frustrating for clients, lawyers, and staff.
Gary and his team of 12 staff at Lawvex use a systems-driven, hub-and-spoke business model to serve multiple California counties, support two offices, and offer the flexibility of remote work. With his experience integrating over 10 applications in conjunction with the Clio Suite, Gary recognizes the value of a cloud-based tech stack for his firm.
In conversation with Jeff Porter, General Manager of Mid-Market at Clio, Gary will discuss a range of tools, from review management to virtual receptionists, and share his story on how he scaled, maintained, and streamlined his practice with Clio, and its integration partners
12:45 pm - 13:15 pm PST
Session details coming soon.
10:00 am - 11:00 am PST
Working virtually doesn’t have to mean working less effectively. In this session, you’ll learn to think differently about meetings with your team, your peers, and your clients, and you’ll take away lessons and tools to make every meeting matter.
*For this program, Clio will seek 1.0 General CLE hours. Credit hours are estimated and are subject to each jurisdiction’s approval and credit rounding rules.
08:00 am - 08:15 am PST
Learn what you can expect from day 2 of the Clio Cloud Conference!
08:15 am - 09:15 am PST
Dedicated to giving a voice to the underrepresented, Ben Crump brings first-hand experience on the flaws and systemic racism within the criminal justice system.
In what will be an emotional and powerful keynote, Ben will shed light on the role legal professionals can play in creating a more equitable justice system—starting with calling out injustice where it is present.
*For this program, Clio will seek 1.0 General CLE hours. Credit hours are estimated and are subject to each jurisdiction’s approval and credit rounding rules.
11:00 am - 11:30 am PST
Use this time to network within the conference platform, or join us for a wellness break with Barry’s Bootcamp!
Our daily movement sessions will help you get refreshed between conference sessions. Choose from two tracks to customize your wellness routine:
1. HIIT & Abs
Work on your abs and then HIIT hard to show them off. This workout is going to keep you moving, keep you sweating, and keep your heart rate up!
2. Release
Focus on recovery, unwind, and work on your mobility. This class will consist of dynamic and static stretching to help increase range of motion, relieve muscle soreness, and prevent injury.
11:30 am - 12:30 pm PST
The legal profession continues to be one of the least diverse professions in the United States, and the challenges of creating a true inclusive environment continue. In this session, Bryan Parker, CEO and co-founder of Legal Innovators, will discuss the significance of data in implementing and enhancing diversity and inclusion in today’s legal industry. The speaker will also explore actions that law firms, corporate legal departments and other organizations in the law must take to achieve a sustainable, diverse workplace. This session will be of great interest to all legal professionals seeking to implement real and lasting change to improve diversity and inclusion in the workplace.
*For this program, Clio will seek 1.0 General CLE hours. Credit hours are estimated and are subject to each jurisdiction’s approval and credit rounding rules.
About Bryan:
As CEO, Bryan runs the day-to-day operations of Legal Innovators. He understands the challenges of running corporate law practices and law firms. Not only is he trained in the law, he is also a leader in business. One of his passions is helping clients find innovative solutions to their hiring, pricing, diversity and inclusion challenges in an efficient and cost-effective manner. He can relate to the pressure today’s businesses face to reduce costs, while preserving quality. Bryan started his career with Shearman & Sterling LLC on the M&A team, where Legal Innovators Co-Founder Jonathan Greenblatt was his mentor. This relationship inspired Jon and Bryan to found Legal Innovators.
With a rich background in law, finance, and business, Bryan is skilled at managing and revitalizing large companies with hundred million dollar budgets. Previously, Bryan served as the CEO for DoubleDutch (now part of Cvent), a venture-backed, community-based technology company in California. At Affinity Media, he took a money-losing operation and helped transform it into a $200 million dollar thriving enterprise with operations in the United States, China, and Korea. Bryan also led the Internal Growth and Real Estate operations at DaVita – a Fortune 500 company. When he took over, his division was an underperforming $400 million dollar business. After over four years under his leadership, revenue grew to more than $800 million dollars, with an attractive profit profile.
In recognition of his corporate leadership, Bryan was selected for membership in the Executive Leadership Council — a national organization of African American CEOs and senior executives at Fortune 1000 and Fortune 500 companies.
13:30 pm - 14:30 pm PST
Ben Harper is widely recognized as a diverse performer and innovative musician. With over 15 million records sold worldwide, the career of this multi GRAMMY® award winning musician, producer, activist and now, record label founder, spans decades, during which he has been established as a singularly powerful songwriter and performer with range across multiple genres with a rare ability to blend the personal and political. A dynamic and exciting performer, in October Harper will release his first instrumental record, Winter Is For Lovers, the limited edition vinyl for which sold out within the first 24 hours.
10:00 am - 10:15 am PST
An excellent client experience is key to building a thriving firm. This session provides an overview of the new features we’ve launched in Clio Grow and Clio Manage to help you deliver effortless, client-centric experiences from start to finish.
10:30 am - 10:45 am PST
Come learn about Clio’s brand new client portal; the Clio for Clients mobile app. We’ll discuss the benefits it provides to both you and your clients, showcase some of the key features, and explain how you can start using it!
11:30 am - 11:45 am PST
This session will feature third-party apps that put the client experience at the center of a law practice by creating more seamless interactions, enabling improved client communication, creating greater transparency, and providing mechanisms that reduce friction along the customer journey.
12:00 pm - 12:15 pm PST
Google My Business is Google’s free advertising platform. With almost 90% of people using Google as their go-to search engine, Google is a critical piece of your firm’s online presence. This session will show you how Clio’s Google My Business integration can help you grow your firm by boosting your listing to the top of local search results.
12:30 pm - 12:45 pm PST
We’ll show you how to publish your Google My Business listing from Clio Manage in a few simple steps and avoid the common pitfalls. Learn how to supercharge your new listing by adding a Scheduler link to rapidly onboard prospective clients!
13:00 pm - 13:15 pm PST
They say you only get one chance at a good first impression. For law firms seeking to attract new business, your firm’s website is a key factor in converting prospects into paying clients. Learn how you can leverage two of Clio Grow’s key features to improve your responsiveness, streamline your intake process, and convert more clients
09:45 am - 10:15 am PST
This session will walk through how to get started with the setup of Clio Grow. We’ll explore settings, dig into contacts and matters, and then tie it together with Quick Intake and export to Clio Manage. This is a great session for new customers, helping you get set up and introducing you to an intake workflow!
10:30 am - 11:00 am PST
Get the most from your Clio Suite package. We will walk through setting up the foundations of your Clio Grow and Clio Manage accounts to best work together, and set you up for success with smart, automated and powerful processes, so you can focus on your clients. This session is focused towards newer Suite customers and administrators at the firm, but all are welcome.
11:30 am - 12:00 pm PST
This is an introductory session that is designed to help you acquire the tools and knowledge needed to start using the forms and documents tools within Clio Grow. Additionally, we will be discussing some of the newest functionality added to the form builder and how this can further help improve your intake workflow. If you are looking to modify your intake process to fit our newly distributed working environment – this is the session for you!
12:15 pm - 12:45 pm PST
Session Description Coming Soon
10:15 am - 10:45 am PST
Building a law firm that’s closely aligned with your personal values leads to a deep fulfillment from one’s daily work, and sustainable, long-term success. But for many lawyers, that seems to be easier said than done. Not for this Reisman Award winning law firm. In this session, hear how our winners built successful, mission-driven law firms and how you can do the same.
*For this program, Clio will seek .5 General CLE hours. Credit hours are estimated and are subject to each jurisdiction’s approval and credit rounding rules.
11:30 am - 12:00 pm PST
No two clients are the same, and for many clients, the traditional law firm service model can lead to feelings of anxiety and alienation. This leads to lawyers missing out on potential business, and clients missing out on the legal services they need. But it doesn’t have to be this way. In this session, listen to how this Reisman Award winning law firm has built an inclusive practice that puts clients at ease, positions the firm to access an underserved market, and drives business success.
*For this program, Clio will seek .5 General CLE hours. Credit hours are estimated and are subject to each jurisdiction’s approval and credit rounding rules.
12:15 pm - 13:15 pm PST
We all have different brains and unique ways of thinking. But for individuals who are neurodivergent and think outside the box or norm, it is both a strength and a challenge because of a lack of understanding, support, and accommodation. Neurodiversity can help lawyers become more empathetic, solve client problems, and grow public opinion, if only we choose to listen and learn from those who think differently and go beyond the stereotypes. Diversity and inclusion also features disability and neurodiversity, though it is often forgotten in the conversation. As an autistic attorney, Haley Moss knows firsthand the personal and the professional of what it is like to be part of a neurodiverse team, how neurodiversity can benefit us and the folks we serve.
*For this program, Clio will seek 1.0 General CLE hours. Credit hours are estimated and are subject to each jurisdiction’s approval and credit rounding rules.
13:15 pm - 13:45 pm PST
Even before the COVID-19 pandemic, these Reisman winners faced plenty of challenges on the path to law firm growth. But through it all, they’ve shown incredible resilience and have achieved impressive success. In this session, hear this law firm’s stories, and take away valuable lessons to help your law firm grow through adversity.
*For this program, Clio will seek .5 General CLE hours. Credit hours are estimated and are subject to each jurisdiction’s approval and credit rounding rules.
09:30 am - 10:00 am PST
Bring your questions for keynote speaker Ben Crump in this exclusive extended conference Q&A.
10:15 am - 10:30 am PST
Join Alex Braun to learn how to automate key aspects of civil case filing and process serving in America’s busiest state courts. We’ll show you how to achieve substantial savings on litigation and accounting tasks by eliminating the burden of unnecessary data entry. Stop by InfoTrack’s virtual exhibitor booth to see what InfoTrack’s court filing integration can do for you!
10:40 am - 10:55 am PST
This is a 15 minute bonus marketing session offered here along with the media we offer if you click on our virtual exhibition booth (Rainmaker Institute). Presented by Stephen Fairley, the Founder & CEO of the Rainmaker Institute, he discusses all the different marketing tools you MUST use in your law firm RIGHT NOW if you want to survive and thrive in this time of crisis. These 6 short video sessions will get you where you need to be to beat the recession, crush your competition and maximize the crisis.
11:45 am - 13:15 pm PST
Members of Clio’s Affinity Community (Bar Associations, Law Societies, and other special partnerships) are invited to join Emma, Rio, and Nefra for a partner-focused session. Leveraging their wealth of experience, this session will provide valuable insights and discussion points that are tailored to address the important work and role that legal associations play in and serving the needs of attorneys moving the profession forward.
09:00 am - 09:30 am PST
Around the world, the pandemic caused many public justice systems to grind to a halt, and then rapidly pivot to virtual hearings. With a focus on the Civil Resolution Tribunal as an example, this session invites participants to think beyond virtual hearings and imagine how we can develop human-centred approaches to access to justice, to create a more equitable civil justice system for everyday people.
*For this program, Clio will seek .5 General CLE hours. Credit hours are estimated and are subject to each jurisdiction’s approval and credit rounding rules.
About Shannon:
Shannon Salter is the Chair of the Civil Resolution Tribunal, Canada’s first online tribunal resolving small claims, condominium disputes, and motor vehicle accident disputes. She is also an adjunct professor at the UBC Allard School of Law, teaching administrative law and legal ethics and professional regulation. She earned her BA and LLB from UBC, and her LLM from the University of Toronto. Ms. Salter was a BC Supreme Court judicial law clerk before practicing civil litigation at a large Vancouver firm. She has served as a vice chair of the Workers’ Compensation Appeal Tribunal, vice president of the BC Council of Administrative Tribunals, and on the College of Registered Nurses of BC. Ms. Salter is currently a director of the BC Financial Services Authority, a Law Society of British Columbia disciplinary hearing panel member, board member of the Canadian Legal Information Institute (CanLII), and a director of Lexum. She is a co-author of the BC Administrative Decision Maker’s Manual, as well as a number of legal journal articles. In 2017, Ms. Salter was named one of the 25 Top Most Influential Lawyers in Canada, and was previously recognized as one of Canada’s New Law Pioneers by the Canadian Bar Association and an Access to Justice All-Star by the National Self-Represented Litigants Project (NSLAP). She received the Adam Albright award for outstanding teaching by an adjunct professor in 2016. Ms. Salter is also a fellow of the National Centre for Technology and Dispute Resolution at the University of Massachusetts and a visiting professor at the Sir Zelman Cowan Centre in Victoria University in Melbourne. Ms. Salter is a frequent speaker at international conferences on online dispute resolution, administrative law, legal education, and the future of law and technology.
10:00 am - 11:00 am PST
Substance use disorders have always been higher than the societal norm in the legal profession. Most lawyers know someone in the legal profession whose career was either lost or significantly harmed due to addiction. Attorneys and law students like anyone else can be genetically pre-disposed to alcoholism, substance use disorders, depression, eating disorders and even adult self-harm. The stress of practicing law can be an environmental trigger to these issues. The associated shame and fear of judgment can inhibit a lawyer from disclosing these issues until there are both physical and employment consequences. Brian Cuban discusses his experiences with mental health issues, both as a law student at the University Of Pittsburgh and practicing attorney in Dallas, Texas for over twenty years. Brian discusses his recovery, redefining his career as well as restoring family and passion for life.
*For this program, Clio will seek 1.0 General CLE hours. Credit hours are estimated and are subject to each jurisdiction’s approval and credit rounding rules.
08:00 am - 08:15 am PST
Learn what you can expect from day 3 of the Clio Cloud Conference!
08:15 am - 09:15 am PST
True Grit: The Surprising, and Inspiring, Science of Success
Who succeeds in life? In this talk, Angela Duckworth presents her influential work on grit—the tendency to pursue long-term goals with perseverance and passion. She describes the predictive power of grit for performance in a variety of fascinating contexts.
Duckworth has studied groups like the West Point cadets, National Spelling Bee competitors, rookie teachers, students from the Chicago Public Schools—all people performing in high-stress environments—to look at the correlation between grit and achievement. Drawing from these examples, and others, Duckworth explains what makes gritty individuals different from others, and, shares her belief that grit “can be instilled and cultivated by anyone, anywhere, and at any time in life.”
*For this program, Clio will seek .5 General CLE hours. Credit hours are estimated and are subject to each jurisdiction’s approval and credit rounding rules.
About Angela:
Angela Duckworth is the Founder and CEO of Character Lab, a nonprofit whose mission is to advance the science and practice of character development. She is also the Christopher H. Browne Distinguished Professor of Psychology at the University of Pennsylvania, faculty co-director of the Penn-Wharton Behavior Change For Good initiative, and faculty co-director of Wharton People Analytics.
A 2013 MacArthur Fellow, Angela has advised the White House, the World Bank, NBA and NFL teams, and Fortune 500 CEOs.
Prior to her career in research, Angela founded a summer school for low-income children that was profiled as a Harvard Kennedy School case study and, in 2012, celebrated its twentieth anniversary. She has also been a McKinsey management consultant and a math and science teacher in the public schools of New York City, San Francisco, and Philadelphia.
Angela completed her undergraduate degree in Advanced Studies Neurobiology at Harvard, graduating magna cum laude. With the support of a Marshall Scholarship, she completed an MSc with Distinction in Neuroscience from Oxford University. She completed her PhD in Psychology as a National Science Foundation Graduate Fellow at the University of Pennsylvania.
Angela has received numerous awards for her contributions to K-12 education, including a Beyond Z Award from the KIPP Foundation. Angela’s TED talk is among the most-viewed of all time. Her first book, Grit: The Power of Passion and Perseverance, is a #1 New York Times best seller.
11:00 am - 11:30 am PST
Use this time to network within the conference platform, or join us for a wellness break with Barry’s Bootcamp!
Our daily movement sessions will help you get refreshed between conference sessions. Choose from two tracks to customize your wellness routine:
1. HIIT & Abs
Work on your abs and then HIIT hard to show them off. This workout is going to keep you moving, keep you sweating, and keep your heart rate up!
2. Release
Focus on recovery, unwind, and work on your mobility. This class will consist of dynamic and static stretching to help increase range of motion, relieve muscle soreness, and prevent injury.
11:30 am - 12:30 pm PST
The legal profession has many challenges, but it is an illusion to conclude that lawyer serving individuals and small business (“Main Street lawyers) have much in common with the corporate lawyers who tend to dominant the headlines of the legal press. In this session, Professor Henderson focuses specifically on the history, structure, economics, and challenges of Main Street Practitioners, highlighting both challenges and potential opportunities.
Learning outcomes:
*For this program, Clio will seek 1.0 General CLE hours. Credit hours are estimated and are subject to each jurisdiction’s approval and credit rounding rules.
About Bill:
Bill Henderson is a Professor, a Legal Rebel, and one of the most influential people in legal education. Bill joined the IU Maurer School of Law faculty in 2003 following a visiting appointment at Chicago-Kent College of Law and a judicial clerkship for Judge Richard Cudahy of the U.S. Court of Appeals for the Seventh Circuit.
Drawing upon more than a decade of research, Bill is a sought-after commentator on the changing legal marketplace. His observations and research have been frequently quoted in the New York Times, the Wall Street Journal, USA Today, the Atlantic Monthly, the Washington Monthly, The Economist, and National Public Radio. Bill’s essays and studies also frequently appear in the National Law Journal, The American Lawyer, and The ABA Journal.
Bill has accumulated numerous awards. In the last five years, he has been named:
In 2010, Bill co-founded Lawyer Metrics, an applied research company focused on the legal industry. Access Group acquired the company in 2015.
12:45 pm - 13:30 pm PST
2020 has introduced complex challenges affecting all of us at both a personal and professional level. In this panel discussion, hear how lawyers across the U.S. have managed their practices in the face of uncertainty and used 2020 to get clear on their business vision.
*For this program, Clio will seek .75 General CLE hours. Credit hours are estimated and are subject to each jurisdiction’s approval and credit rounding rules.
13:30 pm - 14:30 pm PST
Nathaniel Rateliff is an accomplished singer-songwriter, and the leader of the Night Sweats, an iconic midwestern soul band that has hits like “S.O.B”, “You Worry Me” and “I Need Never Get Old” Nathaniel also just released a critically acclaimed solo album. Rateliff is a talented artist who will grace us with a special solo set to help us unwind at the end of a conference day. You won’t want to miss his soulful performance.
09:45 am - 10:00 am PST
This year countless lawyers moved their practice from their office to their home. It became more important than ever to be able to run your firm in the cloud. In this session, we’ll loop up close at what’s changed about the ways we work and the powerful tools Clio has delivered to help firms run their practice in the cloud.
10:15 am - 10:30 am PST
Join Andrew Gay as he walks through the basics of Microsoft 365 for lawyers! With the recent rebrand, there has never been a better time for your firm to start using Microsoft 365’s cloud-based suite of productivity apps like Outlook, Teams, and Word. In this session, we’ll cover the basics of Microsoft 365 including the recommended plans as well as some of the key workflows for your firm and some tips for using the Clio integrations effectively.
11:30 am - 11:45 am PST
Join Andrew Gay as he walks through the basics of Microsoft Teams for lawyers! Microsoft Teams is the collaboration hub for Microsoft 365 and with dedicated video conferencing, chat, and collaboration features, this powerful app is perfect for firms looking to overhaul their internal and external communications.
12:15 pm - 12:30 pm PST
2020 has brought many changes, including a more distributed working environment. For many of us, learning how to communicate and manage changes while working remotely is a challenge. This session will highlight some new features that will help you and your firm work effectively in a distributed world.
12:45 pm - 13:00 pm PST
This session will feature third-party apps that can help firms excel in legal practice by producing high-quality services while reducing time spent on manual tasks. Join this presentation to explore additions to your tech stack that’ll reduce friction with essential legal tasks.
09:45 am - 10:15 am PST
Learn how nearly five hundred mid-large sized firms have transitioned from legacy systems to Clio’s cloud-based practice management solution. In this session you’ll hear from multiple stakeholders, including Allan Mackenzie, an external technology consultant who has helped transition over one hundred firms to Clio. You will walk away with a strong understanding around the steps and support involved when facilitating onboarding, training, and migrating your firm to a cloud-based Practice Management solution like Clio.
10:30 am - 11:00 am PST
Join us for a moderated panel with two of Clio’s Mid-Sized Law firms, Cotney Construction, and King Law. Moderated by Karina Cebuliak, one of Clio’s Customer Success Managers, you will leave understanding how these two firms transitioned to Clio, and elevated their use of practice management to help their firms thrive.
*For this program, Clio will seek .5 General CLE hours. Credit hours are estimated and are subject to each jurisdiction’s approval and credit rounding rules.
11:45 am - 12:15 pm PST
This session will introduce firm administrators and owners to basic reporting and data options to drive baseline decision-making at their firm. Topics will include:
12:45 pm - 13:15 pm PST
This session will introduce techniques and best practices around analyzing business trends in your “new normal” world, and measuring the impact of firm process and strategy changes.
09:15 am - 09:45 am PST
The law is always changing, but sometimes, it’s not changing fast enough. Forward-thinking lawyers can make a difference. In this session, join this Reisman Award winning attorney as she speaks about how she’s pushed for important regulatory changes in the UK, and get important takeaways for innovating at your own firm while driving change in the legal industry.
*For this program, Clio will seek .5 General CLE hours. Credit hours are estimated and are subject to each jurisdiction’s approval and credit rounding rules.
10:00 am - 10:45 am PST
*For this program, Clio will seek .75 General CLE hours. Credit hours are estimated and are subject to each jurisdiction’s approval and credit rounding rules.
About our panelists:
Hank Greenberg
Past President of NYSBA; Shareholder, Greenberg Traurig; & Chair of the Commission to Reimagine the Future of New York Courts
Hank Greenberg is a shareholder with Greenberg Traurig and the immediate past President of NYSBA. A former Counsel to the NY Attorney General, General Counsel to a major NY agency and federal prosecutor, Hank has handled numerous high-profile matters.
Hank served as Counsel to then New York State Attorney General, Andrew M. Cuomo (2007-2010) and worked on significant litigation and public policy initiatives. He also served as GCl for the NY State Department of Health (1995-2000), where he was the chief legal advisor to the Commissioner of Health.
Hank served as Counsel to the Lieutenant Governor of New York State (1995), an Assistant US Attorney (AUSA) for the Northern District of NY (1990 to 1995). As an AUSA, he prosecuted numerous federal criminal cases, including white collar crime and public corruption.
In June 2020, he was appointed as chair of the Commission on the Future of New York’s Courts. He is counsel to the NY State Commission on Judicial Nomination, chairs the Third Department Judicial Screening Committee, is a member of the State Judicial Screening Committee, the American Law Institute, the New York State Judicial Institute on Professionalism in the Law, and the Advisory Group of the New York State and Federal Judicial Council. He is vice chair of Statewide Programming for The Historical Society of the New York Courts, a Life Fellow of the New York Bar Foundation, and a Fellow of the American Bar Foundation.
Joshua Lenon
Lawyer-in-Residence at Clio
Joshua Lenon is the Lawyer-in-Residence at Clio, providing legal scholarship and research skills to the leading cloud-based practice management platform. An attorney admitted to the New York Bar, Joshua studied law at St. Louis University School of Law, obtaining a Juris Doctorate and a Certificate in International and Comparative Law. During this time, Joshua clerked for the Missouri Attorney General helping prosecute discrimination claims on behalf of Missouri citizens. Joshua also studied European Union Law at the University of Georgia School of Law’s Brussels Legal Seminar.
Joshua has since helped legal practitioners improve their services, working for Thomson Reuter’s publishing departments in both the United States and Canada.
Shannon Salter
Chair at Civil Resolution Tribunal, Professor of Law, and Board Member at CanLII
Shannon Salter is the Chair of the Civil Resolution Tribunal, Canada’s first online tribunal resolving small claims, condominium disputes, and motor vehicle accident disputes. She is also an adjunct professor at the UBC Allard School of Law, teaching administrative law and legal ethics and professional regulation. She earned her BA and LLB from UBC, and her LLM from the University of Toronto. Ms. Salter was a BC Supreme Court judicial law clerk before practicing civil litigation at a large Vancouver firm. She has served as a vice chair of the Workers’ Compensation Appeal Tribunal, vice president of the BC Council of Administrative Tribunals, and on the College of Registered Nurses of BC. Ms. Salter is currently a director of the BC Financial Services Authority, a Law Society of British Columbia disciplinary hearing panel member, board member of the Canadian Legal Information Institute (CanLII), and a director of Lexum. She is a co-author of the BC Administrative Decision Maker’s Manual, as well as a number of legal journal articles. In 2017, Ms. Salter was named one of the 25 Top Most Influential Lawyers in Canada, and was previously recognized as one of Canada’s New Law Pioneers by the Canadian Bar Association and an Access to Justice All-Star by the National Self-Represented Litigants Project (NSLAP). She received the Adam Albright award for outstanding teaching by an adjunct professor in 2016. Ms. Salter is also a fellow of the National Centre for Technology and Dispute Resolution at the University of Massachusetts and a visiting professor at the Sir Zelman Cowan Centre in Victoria University in Melbourne. Ms. Salter is a frequent speaker at international conferences on online dispute resolution, administrative law, legal education, and the future of law and technology.
11:30 am - 12:30 pm PST
After months working in a changing reality, a psychological toll has set in for many. Now is the time that we need to embrace conversations at all levels of an organization to move forward. Foundational to these conversations is the culture a firm develops, the relationships the employees build, and the psychological safety developed across the organization. Moving forward into 2021, firms across the country will continue to face ambiguous challenges that will require complex answers and have a significant impact on future business. Paula Davis-Laack has built her career helping law firms develop and build resilience. Join her to learn how to unlock belonging, trust, inclusion and well-being within your team.
*For this program, Clio will seek 1.0 General CLE hours. Credit hours are estimated and are subject to each jurisdiction’s approval and credit rounding rules.
About Paula:
Paula Davis-Laack, JD, MAPP, is a former practicing lawyer, speaker, consultant,
media contributor, and a stress and resilience expert who has designed and taught
burnout prevention and resilience workshops to thousands of professionals around the world.Paula left her law practice after seven years and earned a master’s degree in applied positive psychology from the University of Pennsylvania. As part of her post-graduate training, Paula was selected to be part of the University of Pennsylvania faculty teaching and training resilience skills to soldiers as part of the Army’s Comprehensive Soldier and Family Fitness program. The Penn team trained resilience skills to more than 40,000 soldiers and their family members.Paula will be publishing her first book with the Wharton School Press (University of Pennsylvania) in March 2021. It will be about burnout prevention using a teams-based approach. In addition, she will be co-teaching a new reading seminar about resilience and leadership at Harvard Law School starting with the Spring 2021 semester. Her expertise has been featured in and on The New York Times, O, The Oprah Magazine, The Washington Post and in many legal publications. Paula is also a contributor to Forbes, Fast Company and Psychology Today. She is the Founder and CEO of the Stress & Resilience Institute, a training and consulting firm that partners with law firms, corporate legal departments, and organizations to help them reduce burnout and build resilience at the team, leader, and organizational level (www.stressandresilience.com).
12:45 pm - 13:15 pm PST
No matter where they are, clients need top-notch legal services. Today’s lawyers are rising to the challenge to provide excellent, client-centered legal services, whatever the need may be. In this session, hear how one Reisman Award winner has served clients in multiple countries, and how another Reisman Award winning firm visit communities around North Carolina in an RV to ensure access to legal services. Their stories might just inspire you to branch out and explore new markets.
*For this program, Clio will seek .5 General CLE hours. Credit hours are estimated and are subject to each jurisdiction’s approval and credit rounding rules.
09:30 am - 10:00 am PST
Bring your questions for keynote speaker Angela Duckworth in this exclusive extended conference Q&A.
About Angela:
Angela Duckworth is the Founder and CEO of Character Lab, a nonprofit whose mission is to advance the science and practice of character development. She is also the Christopher H. Browne Distinguished Professor of Psychology at the University of Pennsylvania, faculty co-director of the Penn-Wharton Behavior Change For Good initiative, and faculty co-director of Wharton People Analytics.
A 2013 MacArthur Fellow, Angela has advised the White House, the World Bank, NBA and NFL teams, and Fortune 500 CEOs.
Prior to her career in research, Angela founded a summer school for low-income children that was profiled as a Harvard Kennedy School case study and, in 2012, celebrated its twentieth anniversary. She has also been a McKinsey management consultant and a math and science teacher in the public schools of New York City, San Francisco, and Philadelphia.
Angela completed her undergraduate degree in Advanced Studies Neurobiology at Harvard, graduating magna cum laude. With the support of a Marshall Scholarship, she completed an MSc with Distinction in Neuroscience from Oxford University. She completed her PhD in Psychology as a National Science Foundation Graduate Fellow at the University of Pennsylvania.
Angela has received numerous awards for her contributions to K-12 education, including a Beyond Z Award from the KIPP Foundation. Angela’s TED talk is among the most-viewed of all time. Her first book, Grit: The Power of Passion and Perseverance, is a #1 New York Times best seller.
10:10 am - 10:25 am PST
Learn why Ruby is trusted by more than 10,000 business owners in this quick presenation by Tim Bedford, Parnter Development Manager. Ruby will help you create connections that win business and keep customers coming back. Our US-based, live virtual receptionists and chat specialists are available 24/7/365, so you can reclaim valuable time to do the work only you can do. Whether you’re working remotely, on-the-go, or in the office, Ruby’s award-winning team and easy-to-use technology keep you in the loop, giving you the freedom to run your business from virtually anywhere.
10:35 am - 10:50 am PST
In the modern age accessing and collaborating on documents should be easy. Planning work, assigning tasks, and communicating with your colleagues shouldn’t be a job within itself and delivering work product should be simple and secure. Join our Solutions Expert, Kyle Kissell, for a brief walkthrough where he will show you how NetDocuments ORGANIZE enables you to find and store content, how PLAN enables you to work together to accomplish tasks and communicate about projects and how DELIVER enables you to simply and seamlessly compile and distribute final work product all without breaking a sweat, or even leaving the secure NetDocuments ecosystem.
11:45 am - 13:15 pm PST
Session Description Coming Soon
09:15 am - 10:15 am PST
From tech companies to breweries, cannabis businesses to startups, Katy uses her razor-sharp legal skills to enable California’s brightest stars to do what they do best: focus on their businesses and their lives while she handles the disputes that are holding them back. As Managing Partner of Ad Astra Law Group, Katy will offer key learnings and insights that have enabled her law firm to become a recognized leader in client service. Join her as she shares essential advice to help others lead with empathy, recognize the importance of first impressions, as well as offering transparency to build trust with clients.
*For this program, Clio will seek 1.0 General CLE hours. Credit hours are estimated and are subject to each jurisdiction’s approval and credit rounding rules.
10:30 am - 11:00 am PST
Many attorneys are feeling overwhelmed by the forced and rapid changes currently unfolding in the practice of law. It can be hard to conceptualize what it looks like to practice in an “unconventional” way. This session will provide tips, tools, and lessons learned in practice to help you navigate into the post-Covid legal world with the confidence to create a more fulfilling, efficient practice that’s beneficial for you and your clients.
*For this program, Clio will seek .5 General CLE hours. Credit hours are estimated and are subject to each jurisdiction’s approval and credit rounding rules.
About Brooke:
Brooke Moore is the Founder of MyVirtual.Lawyer, an online law firm model providing flat fee and subscription based limited scope services to self-represented litigants, individuals, and small businesses. After establishing the MVL brand in Arkansas she co-founded MVL Licensing, a LLC providing attorneys in other jurisdictions the opportunity to leverage the MVL brand, systems, and processes to implement limited scope, virtual components into their firms. She has also leveraged her experiences in law and life to co-found {Shift}her, a unique mindset-centric mastermind model created by women, for women to collaboratively level up in business and life.
Brooke has worked on the Arkansas Access to Justice Commission’s task force on limited scope representation and serves on the UALR Bowen School of Law Rural Incubator committee and as Chair of the Arkansas Bar Association’s Continuing Education Committee. She is a 2013 graduate of the Arkansas Bar Association Leadership Academy and a 2015 recipient of the Judith Ryan Gray Outstanding Young Lawyer Award. She was a 2015-16 American Bar Association Law Practice Division Fellow and currently serves as a member of the ABA TECHSHOW Board and on the ABA Law Practice Division Council.
In 2017 she was named as an American Bar Association Women in Legal Tech honoree and received the Fastcase 50 Award. She is a nationally recognized speaker and author on topics related to limited scope representation, virtual lawyering, legal technology, and well-being.
08:00 am - 08:15 am PST
Learn what you can expect from day 4 of the Clio Cloud Conference!
08:15 am - 09:15 am PST
In this talk, Seth Godin shows you how to do work you’re proud of. Great marketers don’t use consumers to solve their company’s problem; they use marketing to solve other people’s problems. Their tactics rely on empathy, connection, and emotional labor instead of attention-stealing ads and spammy emails. Seth will help you reframe you legal business and how it’s presented to the world in order to meaningfully connect with people who want and need your services.
About Seth:
Seth Godin is the author of 19 books that have been bestsellers around the world and have been translated into more than 35 languages. He’s also the founder of the altMBA and The Marketing Seminar, online workshops that have transformed the work of thousands of people.
He writes about the post-industrial revolution, the way ideas spread, marketing, quitting, leadership and most of all, changing everything. You might be familiar with his books Linchpin, Tribes, The Dip and Purple Cow. His latest book, This Is Marketing, was an instant bestseller around the world.
In addition to his writing and speaking, Seth has founded several companies, including Yoyodyne and Squidoo. His blog (which you can find by typing “seth” into Google) is one of the most popular in the world.
In 2018, he was inducted into the Marketing Hall of Fame. More than 10,000 people have taken his powerful workshops, including altMBA and The Marketing Seminar.
11:00 am - 11:30 am PST
Use this time to network within the conference platform, or join us for a wellness break with Barry’s Bootcamp!
Our daily movement sessions will help you get refreshed between conference sessions. Choose from two tracks to customize your wellness routine:
1. HIIT & Abs
Work on your abs and then HIIT hard to show them off. This workout is going to keep you moving, keep you sweating, and keep your heart rate up!
2. Release
Focus on recovery, unwind, and work on your mobility. This class will consist of dynamic and static stretching to help increase range of motion, relieve muscle soreness, and prevent injury.
11:30 am - 12:00 pm PST
Client service differentiates a law firm from the pack. From the moment a lead contacts you through the time they become a client, you have multiple opportunities to blow them away with your communication and care. Join Stanley Tate as he shows you how he has done just that for his solo-law firm by pairing an iterative, experiment-driven approach with no-code automation technologies. Through technology, he has enabled clients to easily find his firm online, streamlined client intake and communications, pushed future business for his services, and created more work/life balance.
*For this program, Clio will seek .5 General CLE hours. Credit hours are estimated and are subject to each jurisdiction’s approval and credit rounding rules.
About Stanley:
Stanley Tate is a native of Chicago’s south side obsessed with student loan law and typography. In between watching Being Mary Jane and The Good Wife, reliving his dreams of NBA stardom, and trying (and failing) to cook a perfect pot of rice, he helps clients develop their student loan repayment strategy. His law firm, Tate Esq. LLC offers a variety of student loan debt solutions from eliminating defaults, negotiating settlements, defending lawsuits, lowering monthly payments, and pursuing discharges in bankruptcy.
Stanley became a student loan attorney after struggling to find reliable, easy to read information on what to do with his own $100,000 student loan debt after law school. Establishing Tate Esq LLC, he took up a niche practice area and carved out a thriving business. Always iterating, Stanley has taken his practice to the next level by leveraging technology tools, automation, online marketing savvy, and a focus on excellent client service. Stanley has crafted a law practice that works for both him and his clients.
Stanley Tate is a sought-out speaker on student loans and presents to government agencies, universities, and non-profit organizations. Visit him online at tateesq.com.
12:15 pm - 12:45 pm PST
About Brooke
Brooke Moore is the Founder of MyVirtual.Lawyer, an online law firm model providing flat fee and subscription based limited scope services to self-represented litigants, individuals, and small businesses. After establishing the MVL brand in Arkansas she co-founded MVL Licensing, a LLC providing attorneys in other jurisdictions the opportunity to leverage the MVL brand, systems, and processes to implement limited scope, virtual components into their firms. She has also leveraged her experiences in law and life to co-found {Shift}her, a unique mindset-centric mastermind model created by women, for women to collaboratively level up in business and life.
Brooke has worked on the Arkansas Access to Justice Commission’s task force on limited scope representation and serves on the UALR Bowen School of Law Rural Incubator committee and as Chair of the Arkansas Bar Association’s Continuing Education Committee. She is a 2013 graduate of the Arkansas Bar Association Leadership Academy and a 2015 recipient of the Judith Ryan Gray Outstanding Young Lawyer Award. She was a 2015-16 American Bar Association Law Practice Division Fellow and currently serves as a member of the ABA TECHSHOW Board and on the ABA Law Practice Division Council.
In 2017 she was named as an American Bar Association Women in Legal Tech honoree and received the Fastcase 50 Award. She is a nationally recognized speaker and author on topics related to limited scope representation, virtual lawyering, legal technology, and well-being.
About Stanley
Stanley Tate is a native of Chicago’s south side obsessed with student loan law and typography. In between watching Being Mary Jane and The Good Wife, reliving his dreams of NBA stardom, and trying (and failing) to cook a perfect pot of rice, he helps clients develop their student loan repayment strategy. His law firm, Tate Esq. LLC offers a variety of student loan debt solutions from eliminating defaults, negotiating settlements, defending lawsuits, lowering monthly payments, and pursuing discharges in bankruptcy.
Stanley became a student loan attorney after struggling to find reliable, easy to read information on what to do with his own $100,000 student loan debt after law school. Establishing Tate Esq LLC, he took up a niche practice area and carved out a thriving business. Always iterating, Stanley has taken his practice to the next level by leveraging technology tools, automation, online marketing savvy, and a focus on excellent client service. Stanley has crafted a law practice that works for both him and his clients.
Stanley Tate is a sought-out speaker on student loans and presents to government agencies, universities, and non-profit organizations. Visit him online at tateesq.com.
13:00 pm - 13:30 pm PST
Come join Clio CEO Jack Newton as he announces the $100,000 Launch//Code winner and closes out the 2020 Clio Cloud Conference.
13:30 pm - 14:30 pm PST
You might’ve already had the pleasure of witnessing Questlove’s musical talents on The Tonight Show Starring Jimmy Fallon. Questlove is a drummer, DJ, producer, member of The Roots, and a four-time GRAMMY Award Winner. Tune in to hear Questlove spin classic beats after a day of learning.
09:30 am - 09:45 am PST
A fresh look is here for documents in Clio Manage. In this session, check out what’s new and changed in the experience, and learn how you can make the most of Clio’s document management features to keep your legal work moving forward.
10:15 am - 10:30 am PST
Digital experiences are here to stay. In this session, learn how you can make the most of e-Signatures in Clio Manage and Clio Grow so you can keep your legal work moving forward, without requiring a face-to-face meeting with your clients.
11:30 am - 11:45 am PST
Why is it important to develop a referral network? Clio’s 2019 Legal Trends Report found that 59% of legal consumers sought a referral from someone they know when searching for a lawyer. This poses an excellent opportunity for firms interested in growing their client base. Now more than ever, you need to be nurturing relationships with past clients and contacts in your network so that you can leverage this powerful and inexpensive resource to help grow your firm. In this session we will show you three quick tips to help you identify referrers, classify network contacts, and develop an ongoing nurture and incentive plan that will ensure your firm is always top of mind.
12:15 pm - 12:30 pm PST
Join us for a moderated panel with two of Clio’s Mid-Sized Law firms, Cotney Construction, and King Law. Moderated by Karina Cebuliak, one of Clio’s Customer Success Managers, you will leave understanding how these two firms transitioned to Clio, and elevated their use of practice management to help their firms thrive.
09:15 am - 09:30 am PST
In this session, you’ll get an introduction to the Clio mobile app and learn how it can enable you to get more work done on the go, from the palm of your hand. Finally, we’ll show you some of the exciting new features we added this year, to help you work remotely and optimize your day.
09:45 am - 10:15 am PST
This session will demonstrate the power of document automation and enable you and your firm to leverage this feature to save you time and money.
10:30 am - 11:00 am PST
11:45 am - 12:15 pm PST
In the last seven months, have you homeschooled a child while working full-time? Have you sworn or notarised a virtual affidavit? Have you interviewed a prospective client via Zoom? If yes, then this session on change-proofing your law firm is for you! In this session you will join Niamh and Meggie, two industry professionals who have diverse experience in strategy development and execution and as a client and legal practitioner who will provide their perspectives on how the future has arrived early with regards to the acceleration of legal technology in the workplace. This session will provide you with client-centered change management strategies to help your firm quickly adapt and adopt new technologies that support your clients in traversering their own change, while creating an excellent client experience.
12:30 pm - 13:00 pm PST
Clio Grow forms are generally discussed as simply an “intake form” when we know there are a number of uses beyond that. In this presentation, you’ll learn how to break up your intake process to minimize your administrative work, use Clio Grow forms to collect documents from your client and third parties, and collect feedback and testimonials from your clients.
10:00 am - 11:00 am PST
Mitch Jackson is an award winning California trial lawyer (2009 Orange County Trial Lawyer of the Year and 2013 California Litigation Lawyer of the Year) who enjoys combining law, social media and technology to disrupt, hack, and improve his clients’ companies, causes, and professional relationships. International best selling author, marketing and branding expert, Jay Baer, said it best, “You are probably the best in the world at lawyers using social media.”
When it comes to social media, Mitch walks his talk. In addition to speaking at Tony Robbin’s Business Mastery Event (2,000+ in the audiences) and being profiled at Inc.com, he’s also an early user of livestreaming (live video) and was named in a Mashable article as one of the top 50 influencers to follow on Snapchat. The ABA Journal included Mitch as one of the top Twitter accounts to follow on Twitter and he was also mentioned as one of the top social media influencers to follow on social media in 2017.
In addition to sharing his thoughts on using AR, VR, MR and AI in trial from the stage at the Clio Cloud Conference in New Orleans, Mitch has also spoken at the New York, San Francisco, Los Angeles, Periscope Summits (Summit.live), and Social Media Day San Diego. He has appeared on live video shows with Katie Couric, Anderson Cooper, Seth Godin, Peter Diamandis, and Gary Vaynerchuk. His live videos and podcast appearances, interviews and shows, have been watched, listened to and shared by hundreds of thousands.
Mitch is a consulting expert in the new book “Shame Nation” by Sue Scheff with the forward by Monica Lewinsky, and also a consulting expert in the California State Bar’s “Effective Introduction of Evidence in California- Chapter 54 Electronic and Social Media Evidence.” He’s been profiled and mentioned in about half a dozen social media marketing books including David Meerman Scott’s best-selling marketing books, “The New Rules of Marketing & PR (5th Edition published in 18 different languages)” and “The New Rules of Sales and Service.”
In his book, “The Ultimate Guide to Social Media For Business Owners, Professionals, and Entrepreneurs,” Mitch shares his best social media and communication tips, including the advice of 46 other global experts, to help business owners, professionals, and entrepreneurs, find success on social media.
11:15 am - 12:00 pm PST
According to the 2019 ABA TechReport, lawyers continue to express reservations about moving to the cloud, with as many as 50% citing confidentiality and security concerns as primary blockers to adoption. In this session, we will discuss how Clio approaches cybersecurity and data protection and how you can utilize cloud technology to enhance your cybersecurity practices, satisfy your legal and ethical obligations, while also promoting access to justice. This session will also provide guidance on how to evaluate and select legal technology vendors for use in supporting your practice.
*For this program, Clio will seek .5 General CLE hours. Credit hours are estimated and are subject to each jurisdiction’s approval and credit rounding rules.
11:30 am - 12:30 pm PST
You know the law. You know your target consumer. You know that the product you’ve created (eg online course, instructional video, DIY product …) is awesome and a perfect fit for the approximately 80% of people who need quality legal assistance but can’t (or don’t) hire a lawyer. Now, it’s time to get it out there. From launch to scale, learn how to master online market on a lean budget — reach thousands, gain their trust and sell the heck out of your (legal) product. We’ll cover three main topics:
Learn actionable tips to pivot your business from brick and mortar to e-commerce success.
About Erin:
Erin Levine is a Certified Family Law Specialist, Founder and CEO of Hello Divorce, and owner of respected Bay Area boutique firm, Levine Family Law Group, As a teen, she was both a witness in a criminal case and plaintiff in a civil matter. She found the experience to be lonely, disempowering and confusing. In a system that prides itself on delivering justice – the whole experience felt unjust. This moment in her life was pivotal – and solidified her passion for helping people navigate the legal system while honoring their well-being. Since launching Hello Divorce in 2017, she has received acclaim from the Legal-Tech industry and beyond. In 2018, she was the Grand Prize winner of Duke University School of
Law’s “Law & Technology Accelerator” and the American Bar Association named her to the prestigious “Women of Legal Tech” list. Recently, she has been featured and/or quoted in various publications in the legal industry and beyond – including Ozy, Brit+Co, Forbes, Mind Body Green, Law Technology Today, Lawyerist, Above the Law, Conscious Company, and San Jose Mercury News.
09:30 am - 10:00 am PST
Seth Godin is the author of 19 books that have been bestsellers around the world and have been translated into more than 35 languages. He’s also the founder of the altMBA and The Marketing Seminar, online workshops that have transformed the work of thousands of people.
He writes about the post-industrial revolution, the way ideas spread, marketing, quitting, leadership and most of all, changing everything. You might be familiar with his books Linchpin, Tribes, The Dip and Purple Cow. His latest book, This Is Marketing, was an instant bestseller around the world.
In addition to his writing and speaking, Seth has founded several companies, including Yoyodyne and Squidoo. His blog (which you can find by typing “seth” into Google) is one of the most popular in the world.
In 2018, he was inducted into the Marketing Hall of Fame. More than 10,000 people have taken his powerful workshops, including altMBA and The Marketing Seminar.
10:15 am - 10:30 am PST
LEX Reception handles legal intake, call answering, appointment setting, and much more. Join us to learn how your law firm can save money with our professional receptionists and to check out our exclusive special offer for Clio Conference attendees. Hosted by Bre Swanson, Director at LEX Reception, you’ll learn how LEX Reception can increase your revenue, integrate with Clio, and give you freedom to practice. Don’t forget to stop by our virtual exhibitor booth to learn more!
10:40 am - 10:55 am PST
GoToConnect and LawGro have come together to provide the best solution to help your practice track billable activity to increase revenues by up to 22%! We live in unprecedented times and the need for remote work tools has never been more critical. GoToConnect provides a secure way to meet with your clients and easily track all billable activity. LawGro and GoToConnect work directly with your LMS and billing system to support you and your team! Don’t miss Tim Colman, a Senior Market Development Manager at GoTo, as he walks you through how this solution can be implemented into your practice!