2019 agenda

Wellness Activity: Sunrise Yoga Day One

About

Enjoy yoga and those precious moments of tranquility before diving into the day’s work. We have the mats and yoga instructors, you just need to be ready for your moment of zen. 

Meeting Location & Time: 

Sunrise Yoga will be available both mornings of the conference. Meet at Conference Registration in Grand Foyer on the first floor of the Hyatt Manchester Grand at 6:45 a.m. Yoga will start at 7:00 a.m. on the fourth floor of the Hyatt Manchester Grand outside on the tennis courts.

Wellness Activity: Morning Walk, Jog, or Run Day One

About

Coffee can wait. While most people are hitting snooze, you’re hitting the pavement. Kick off your conference experience with a morning walk, jog, or run hosted both mornings of the conference. Professional coaches will be taking you on a scenic route through San Diego’s beautiful waterfront.

Meeting Location & Time: 

Morning Walk, Jog or Run will be available both mornings of the conference. Lace-up your running shoes and meet at Conference Registration in Grand Foyer on the first floor of the Hyatt Manchester Grand at 6:45 a.m.

Registration Opens: Day One

About

Grab your official Clio Cloud Conference name badge and wristband at Conference Registration located in Grand Foyer on the first floor of the Hyatt Manchester Grand. You’ll need both of these on you at all times to enjoy every aspect of the conference.

Breakfast Opens: Day One

About

Enjoy complimentary breakfast in Grand Hall BC located on the first floor of the Hyatt Manchester Grand directly behind Conference Registration.

Conference Tours

About

Trying to get familiar with the Clio Cloud Conference layout? Meet us in Grand Foyer by Conference Registration for a quick tour through the space. We’ll point out all of the rooms, fun activations, and even include a pit-stop at our Diamond exhibitor booths, LawPay and PwC – InsightsOfficer.

Opening Keynote with Clio CEO Jack Newton

About

Learn where the legal tech industry is headed from the pioneer of cloud-based practice management, and a nationally recognized writer and speaker on the topics of security­, ethics­, and privacy­ issues surrounding cloud computing in the legal industry.

Conference Break - Morning, Day One

About

Got some downtime? Grab a coffee, explore our amazing conference partners, or take advantage of our interactive wellness and fun activities.

The Tech-Enabled Super Admin

An Overview of Clio's App Directory

About

Clio’s App Directory continues to evolve with a growing number of outstanding integrations that supercharge your law firm’s processes and productivity. Join Bryce and Alex as they guide you through an overview of impactful products and services that may transform how your firm practices law.

What’s New in Clio

About

Join Mik and Jeff to learn more about all of the new features we launched during the keynote. We will describe how Clio can help you more productive, help your firm become more performant and give your clients a great experience. You will hear about the Clio customers who helped us design these features and what our plans are to make them even better in the future.

Insights from the 2019 Legal Trends Report

ReImagining Your Client Experience

About

In this fast-paced, interactive workshop, you will learn the fundamentals of Client Service Design and how to apply those principles to your own practice.

You’ll work with your peers to:

-Explore an ideal client’s experience by using a customer-centric mindset to understand what they might want and need most at every stage of their interactions with you and your firm.
-Identify areas for rapid improvement and ideate ways to drive actionable results with your team that your clients will notice and appreciate.
-Design simple “Experiments” that can be implemented quickly and for little cost.
-Learn to test your ideas, and incorporate rapid iteration cycles that help you get better over time.

You’ll also take home the tools, exercises, and activities we use in the workshop so you’ll be able to repeat your experience with your team and your clients as soon as you’re back home.

Clio Lab Product Demo: Client Intake

About

Interested in learning more about client intake and legal CRM software? Head to the Clio Lab in Grand Hall BC for a quick demonstration by Clio’s Product Team!

Exhibitor Product Pitch: WealthCounsel

About

Please join us on October 21st at 11:30 a.m. for “Wealth Tracx: Your Trust Administration Solution: and discover how easy it can be to efficiently and confidently deliver trust administration services. Come hear WealthCounsel’s Executive Editor, Henna Shah, unveil our newest turnkey solution for trust administration – Wealth Tracx™. Whether you are new to trust administration or are looking to streamline administration workflow, this is a presentation you will not want to miss. Some of the unique features include:  

• Customizable task management system
• Automated document drafting with one-step data entry
• Robust asset tracking, allocation, and distribution
• Important date reminders
• Ledgers to account for receipts and disbursements
• Report generation 

Come hear how Wealth Tracx can help you practice efficiently and confidently, whether you already offer trust administration services or have contemplated adding it to your practice. 

Exhibitor Product Pitch: LawPay

About

Unpaid invoices are a big deal. We’ll show you how LawPay addresses this challenge and helps you get paid faster and easier.

Clio Lab Product Demo: Managing Matters & Documents

About

Want to learn how to streamline matter and document management with legal software? Clio’s Product Team is leading short demonstrations in Grand Hall BC.

Inclusion and Diversity in Legal Technology

The Mobile Experience

About

Staying connected to what matters is key to your business. Join Calvin and Samir to understand how Clio’s mobile offering has been enhanced and how it improves your efficiency day-to-day.

3 Client-Service Secrets from Five-Star Hotels

Suite: Intake to Invoice to Referral

About

Managing your firm throughout the client lifecycle is more efficient with the Clio Suite. Join Steve and Bailey to gain insights into the customer journey, from intake to case management to promotion of your firm, and how you can utilize the Clio Suite to drive a flexible and successful client experience.

Lunch Break, Day One

About

Lunch will be hosted in a variety of areas. Grab a table wherever is most convenient and enjoy a fabulously curated buffet lunch. All lunch items will have clear labels listing ingredients. 

If you indicated via your conference registration that you require a special lunch due to diet or lifestyle please head to Seaview Restaurant (accessible via Harbor Foyer on the second floor) for a special lunch. 

Lunch Locations:

1st Floor: Grand Hall BC

2nd Floor: Seaview Restaurant (accessible via Harbor Foyer)

Clio Academic Access Lunch

Conference Tours

About

Trying to get familiar with the Clio Cloud Conference layout? Meet us in Grand Foyer by Conference Registration for a quick tour through the space. We’ll point out all of the rooms, fun activations, and even include a pit-stop at our Diamond exhibitor booths, LawPay and PwC – InsightsOfficer.

Productive & Profitable: Best Billing Practices

About

Are you spending too much time on bills each month? Are you using Clio’s billing system as efficiently as possible? Are there new features you aren’t even aware of? Join us as we talk about the best billing practices: from invoice creation to accepting payments. Join Karina and Elaine to make sure you’re getting the most value out of Clio’s billing software.

2019 Launch // Code Competition

About

Clio will award a check for $100,000 to the winner of the Launch // Code legal technology pitch competition. Five companies will vie for the grand prize which will be announced and awarded during the Tuesday Closing Remarks.

Setting up your Clio Manage Account Workshop

About

Join Gavin Miller and Mike Cramm for tips on setting up your Clio Manage account and customizing it fit your needs. This workshop covers some of our coolest features and is geared towards those who are new to Clio Manage to help find early success. Bring your laptop and join along.

Emojis and the Law

The “Win-Win” Legal Services Model

About

Erin is reimagining legal services delivery by bringing services to the people in her community and nationally with Hello Divorce. Consumers are demanding change and Erin is leading the conversation while rethinking the culture of divorce. A “win” for the clients/consumers because they have more legal options – and they can get legal help that is more affordable and super convenient. A “win” for the lawyer because it involves passive income, less stress, less overhead, more opportunity to be creative and to run your law practice like a true business.

"Color Me Gray:" Building A Unique Firm

About

Shreya and Colin Ley are partners in life and business at LayRoots. The Lawyer-Humans run an entirely flat-fee, full service model that prides itself on being proactive partners to their clients so that their clients can live more carefree. They have built a unique law firm, but not without a lot of missteps along the way – which they will share with you so that you can learn from their mistakes in creating your OWN unique law firm and law firm experience.

Panel: Lessons Learned in Scaling Legal Technology

About

This panel will answer the broader questions around scaling technology including recommendations with regard to consideration, implementation, and change management for growing law firms. In particular, the panelists will highlight how they found success, explore the unanticipated positive outcomes and alternatively, what they wish they had done differently.

Boosting your Firm’s Collections with Clio Payments

About

Join Sher Najafi and Steve Harbaruk as they walk you through Clio Payments workflows that offer clients an effortless experience while getting you paid more, faster. This talk will dive into the impact that accepting credit cards has on firm metrics while going over some of the most common firms utilize Clio Payments, including Payment Plans, Email Invoicing and Clio’s Secure Payment Link.

Clio Grow: Drive Insights, Revenue, and a Better Experience

About

This is an introductory session focused on Clio Grow, showcasing workflow automation and business insights to drive firm revenues using intake. If you are not already using Clio Grow, join Hadi and Nicole to learn more about the value this product can bring to your business.

Clio Manage: Anatomy of a Bill Theme

About

Overwhelmed by options? Still looking to find that perfect bill theme to represent your firm? Join Tara as she dives into Clio Manage’s extensive bill theme options. In this session you will better understand how to create bespoke templates that represent your law firm brand and meet the needs of your clients.

Networking Pop-Up Event: Ipro - BigLaw Power, Small Firm Overhead

About

Join host Ian Faith from Ipro Tech for a networking session designed for law firms looking for eDiscovery tools to help them handle growing data within caseloads without adding extra staff. Ipro for desktop can be deployed in less than an hour with functionality to review cases of any size, includes fact management and TrialDirector, and easily lets you migrate from legacy flat-file review databases.

*Room capacity is limited, first come first served.

**Alcoholic and nonalcoholic drinks will be served.

Exhibitor Product Pitch: Faster Law

About

Come learn why Faster Suite is the #1 suite of apps for Clio: most firms see an immediate 20-30% increase in billables and some see even more!

Clio Lab Product Demo: Managing Calendars & Tasks

About

If you’re looking to get more efficient at scheduling appointments and following through on tasks, check out the short product demos in the Clio Lab (Grand Hall BC).

Exhibitor Product Pitch: LAWCLERK

About

Join LAWCLERK Co-Founder Kristin Tyler to learn how to leverage the incredible talent available via the freelance lawyer ecosystem to enhance your client experience, stop doing everything yourself and take home more revenue.

Clio Lab Product Demo: Tracking Time & Expenses

About

Time and expense tracking are two of Clio Manage’s most popular features, and you can learn more about them in our product demos at the Clio Lab (located in Grand Hall BC).

Managing your Accounts & Finances with Clio

About

Do you want to learn what Clio Manage offers in terms of record-keeping? Do you handle firm bookkeeping and want to better understand what Clio Manage can do to help support your accounting needs? Join Amrit and James in this session tailored for smaller law firms of 10 or fewer employees to find out. Key learnings will include how to best manage your revenue and expenses to determine profits for healthy law firm finances.

Using Clio Grow: The Journey of a Lead to Client in Clio Manage

About

Join Shaked and Rio as they dive deep into the administrative workflows in Clio Grow. This session expands upon earlier sessions and highlights best practices in using Clio Grow in order to successfully move a lead through the customer journey to become a client in Clio Manage.

Story, Community, and Tech: How Great Business Leaders Grow their Practices in the Social Age

Unlocking Firm Performance Through Better People Management

About

Clio has grown from two to over 400 employees by prioritizing our culture, investing in our people, and attracting top industry leaders. Join Clio’s VP of Engineering (Jonathan Watson) and VP of People (Lyndsey Hannigan) for an engaging session that will introduce you to three simple practices that are proven to unlock the performance of individuals and teams. With lessons taken straight from Clio’s five global offices, participants will leave this session feeling better prepared than ever before to lead their firms better and take their management skills to the next level.

Lawyers are from Mars, business people are from Venus.

About

Having spent 20 years at the intersection of law and business, Mark continues to marvel at the differences between lawyers and businesspeople. In this talk, Mark shares some of the attributes of great business leaders and organizations and how lawyers (who are business people too!) might incorporate them.

Clio Lab Product Demo: Billing Clients

About

Legal technology can revolutionize the way you bill clients. Want to learn how? Go to the Clio Lab in Grand Hall BC for a quick demo from our Product Team!

Conference Break - Afternoon, Day One

About

Got some downtime? Enjoy delicious snacks, grab a coffee, explore our amazing conference partners, or take advantage of our interactive wellness and fun activities.

Pop-Up Networking Event: Donna

About

Are you a corporate lawyer that wants to spend less time drafting and proofreading contracts?

During the conference break, join us and fellow professionals for a fun 30 minute mingle session hosted by Donna. We’ll provide the alcoholic, and non-alcoholic refreshments, games and prizes. You’ll find out more about Donna and how to fall in love with contract drafting again.

*Room capacity is limited, first come first served.
**Alcoholic and nonalcoholic drinks will be served.

Exhibitor Product Pitch: PwC - InsightsOfficer

About

Join us to learn more about InsightsOfficer the new automated bookkeeping, billing, and insights solution from PwC. Find out how you could spend less time doing admin, and get some great insights into the performance of your business, all for an affordable monthly subscription!

Clio Lab Product Demo: Accepting Payment

About

Accepting payments with legal software can make a powerful difference for your firm—especially if you use Clio Payments, powered by LawPay. Want to see a demo? Head to the Clio Lab in Grand Hall BC!

Afternoon Keynote With Glenn Greenwald

About

Glenn Greenwald is a former constitutional lawyer, a Pulitzer-Prize winning journalist, and the author of several bestsellers, including With Liberty and Justice for Some (2011) and No Place to Hide: Edward Snowden, the NSA, and the U.S. Surveillance State (2014). Acclaimed as one of the 25 most influential political commentators by The Atlantic, one of America’s top 10 opinion writers by Newsweek, and one of the Top 100 Global Thinkers for 2013 by Foreign Policy, Greenwald is a former constitutional and civil rights litigator. He was a columnist for The Guardian until October 2013 and is now a founding editor of The Intercept. He is a frequent guest on CNN, MSNBC, FOX and various other television and radio outlets. He has won numerous awards for his NSA reporting, including the 2013 Polk Award for national security reporting, the top 2013 investigative journalism award from the Online News Association, the Esso Award for Excellence in Reporting (the Brazilian equivalent of the Pulitzer Prize), and the 2013 Pioneer Award from Electronic Frontier Foundation. He also received the first annual I. F. Stone Award for Independent Journalism in 2009 and a 2010 Online Journalism Award for his investigative work on the arrest and detention of Chelsea Manning. In 2013, Greenwald led the Guardian reporting that was awarded the Pulitzer Prize for public service, and his work was featured in the 2014 film Citizenfour, which won the Academy Award for Best Documentary.

Don’t miss this exciting opportunity to see Glenn speak on stage at this year’s Clio Cloud Conference.

Wellness Activity: Bootcamp

About

To recharge after a day full of learning, get your body moving Monday afternoon at our instructor-led fitness bootcamp.

Meet by the Conference Registration desk at 6:00 p.m., and dress for outdoor weather – the bootcamp will take place at Embarcadero Park starting promptly at 6:15 p.m.

First Shuttle Departs to Clio After Dark Industry Event

About

Joining us for our legendary Monday night Clio After Dark? Meet us in the hotel lobby by the Kettner Exit to shuttle our way to The Prado at Balboa Park! Don’t forget your name badge and wristband, you’ll need these for entry!

Monday Clio After Dark Industry Event: Night at The Prado

About

Join your industry peers for a night of networking and fun at the gorgeous Prado at Balboa Park, an indoor and outdoor space in the classic Spanish style. You’ll enjoy light catering, an open bar, and musical entertainment—as well as our 2019 Reisman Awards presentation. Make sure to bring your conference name badge for entry!

Final Shuttle Departs from Clio After Dark Industry Event

About

Don’t miss the last shuttle back to the Hyatt Manchester Grand!

Clio Lab

About

Get an inside look at Clio with the designers and developers behind your favorite features. Have a feature you’d like to see in Clio? Suggest it – we’ll be building solutions for your law firm onsite. Go ahead, get technical. We can handle it.

Clio Smart Bar

About

You’ve got questions, we’ve got answers. Speak with experts from the Clio team and get custom, one-on-one training to make the most of your day. Schedule your session and meet your favorite Clio agent face-to-face.

Clio Marketplace

About

Welcome to the Clio Marketplace.

Exchange your conference app points for Clio swag. Discover books written by past and present conference keynotes, or, refer a friend for limited edition Clio socks.

Coaching Zone

About

The Coaching Zone is staffed by five experienced coaches who are here to provide you with a confidential, FREE 30 minute laser coaching session aimed at a specific challenge or opportunity. If you are trying to do ANY of the following, sign up for a coaching session and see how it might help:

• progress towards a goal
• hone a particular skill
• become more efficient and productive at work
• develop leadership skills – delegation, mentorship, team work, etc.
• plan and take action to grow your practice or firm
• make a successful transition to more fulfilling work
• tackle a professional challenge

Schedule a session: https://calendly.com/clio-coaching-zone/coaching-session?month=2019-10

Professional Headshots Sponsored by Martindale-Avvo

About

Success isn’t just luck. It’s earned. Show it off with an updated photo at our Professional Headshot Station courtesy of our partners at Martindale-Avvo.

Clio Lab Product Demos

Registration Opens: Day Two

About

If you lost or misplaced your conference name badge or wristband, come by Conference Registration located in Grand Foyer on the first floor of the Hyatt Manchester Grand and we’ll help you out. You’ll need both of these on you at all times to enjoy every aspect of the conference. We’re open all day!

Breakfast Opens: Day Two

About

Enjoy complimentary breakfast in Grand Hall BC located on the first floor of the Hyatt Manchester Grand directly behind Conference Registration.

Conference Tours

About

Trying to get familiar with the Clio Cloud Conference layout? Meet us in Grand Foyer by Conference Registration for a quick tour through the space. We’ll point out all of the rooms, fun activations, and even include a pit-stop at our Diamond exhibitor booths, LawPay and PwC – InsightsOfficer.

Wellness Activity: Sunrise Yoga Day Two

About

Enjoy yoga and those precious moments of tranquility before diving into the day’s work. We have the mats and yoga instructors, you just need to be ready for your moment of zen. 

Meeting Location & Time: 

Sunrise Yoga will be available both mornings of the conference. Meet at Conference Registration in Grand Foyer on the first floor of the Hyatt Manchester Grand at 6:45 a.m. Yoga will start at 7:00 a.m. on the fourth floor of the Hyatt Manchester Grand outside on the tennis courts.

Wellness Activity: Morning Walk, Jog, or Run Day Two

About

Coffee can wait. While most people are hitting snooze, you’re hitting the pavement. Kick off your conference experience with a morning walk, jog, or run hosted both mornings of the conference. Professional coaches will be taking you on a scenic route through San Diego’s beautiful waterfront.

Meeting Location & Time: 

Morning Walk, Jog or Run will be available both mornings of the conference. Lace-up your running shoes and meet at Conference Registration in Grand Foyer on the first floor of the Hyatt Manchester Grand at 6:45 a.m.

Opening Keynote with Shaka Senghor and Deanna Van Buren

About

About Shaka Senghor

Don’t miss this exciting opportunity to see Shaka and Deanna speak on stage at this year’s Clio Cloud Conference.

Conference Break - Morning, Day Two

About

Got some downtime? Grab a coffee, explore our amazing conference partners, or take advantage of our interactive wellness and fun activities.

Exhibitor Product Pitch: Jive

About

Stop by the Product Pitch stage on the first floor in Grand Hall BC for a session hosted by Jive. Learn how to stop billable leakage and automatically capture more “billable” hours; boosting productivity and helping you mitigate compliance risk!

Clio Lab Product Demo: Client Intake

About

Interested in learning more about client intake and legal CRM software? Head to the Clio Lab in Grand Hall BC for a quick demonstration by Clio’s Product Team!

Identifying & Leveraging your Firm Culture

Cybersecurity Quick Fixes

About

Gartner estimates that 95% of data breaches in cloud-based applications will be the user’s fault. For law firms, this means that any staff members that are lax about security will be your fault too. In this session learn the simple steps you can take to secure your law firm data from the threat within.

Take Control with Clio Suite: Calendars & Tasks Management

About

Staying on top of appointments and deadlines do not need to be a herculean effort. Take control of your day-to-day and give yourself and your team peace of mind with Clio’s task and calendaring tools. In this session, Joseph and Umaima will outline the key ways you can use Clio’s Calendar and Task Management tools to be more productive, make the most of your time, and actually relax on your next vacation.

Document Automation and Management

About

What does the development team at Clio know about documents that you don’t? Spoiler alert: it involves a rollercoaster! Shelby Jestin and Kimberly Westvelt will inspire you to channel your inner developer and say goodbye to the time consuming, error-prone, repetition of document creation by automating your firm’s documents. But wait, that’s not all! They will act as your tour guides through all the latest document management improvements that make finding any document, executing it, and accessing it anywhere almost effortless. If you’re not leveraging the power of Clio’s document automation and management then this session is for you!

Suite Setup: Setting up Clio Grow

About

New to Clio Grow? Join us for a workshop on setting up your Clio Grow account and customizing it to fit your needs. We will cover the key steps to setting your firm up for success, including connecting your Clio Accounts and other key integrations.

Exhibitor Product Pitch: Fastcase

About

Fastcase’s mission is to democratize the law through innovative legal technology.  We help forward-thinking lawyers navigate the law faster and smarter with our suite of products, such as Docket Alarm and NextChapter. With Fastcase, our clients are making more informed decisions and developing smarter processes for their law firms, businesses, and associations. Come see how Fastcase can help you take the step into smarter legal technology.

Clio Lab Product Demo: Managing Matters & Documents

About

Want to learn how to streamline matter and document management with legal software? Clio’s Product Team is leading short demonstrations in Grand Hall BC.

Defining Your Personal Brand for the Changing Future

About

No business exists without its’ employees. No business brand can exist without the employees’ brands being well developed. What is Personal Branding? Who cares? How can it help you have a great career, growing business and be happy overall in life? Join expert Katy Goshtasbi to learn how you can develop greater self-confidence, reduce your stress, and improve your individual impact in a changing world with a resilient, thoughtful, authentic personal brand that leads to business and career growth.

Mid-Size to Large Firms: Workflows for Efficiency and Firm Growth

About

Join Rylan and Nefra as they walk you through Clio’s workflows for up charging efficiency and firm growth. This session is designed for mid-sized and larger firms, or firms in the midst of a growth phase that are looking to learn more about how Clio can help to support and contribute to the evolution of your practice. You will learn: Why so many mid-sized law firms are starting to transition to a cloud-based system (and how Clio helps with change management), how Clio Grow addresses the increasing need for mid-sized firms to streamline the client intake process, as well as tips to help focus on the client experience, specific efficiency, collaboration, and automation workflows. We cap it all off with the specific value of two of our most popular features for the modern lawyer: Clio Payments and our mobile applications.

Solos: Streamlining Your Workflow & Improving Efficiency

About

Did you know that lawyers on average spend 30% of their day on billable tasks? As a solo practitioner, there are a lot of demands on your time when what you’d rather do is practice law. In this session, Sam and Alex will touch on common pain points and time sinks and will show you what you can do to improve the efficiency of your practice by streamlining your Clio workflows. Learn how to spend less time entering data and more time on the work that matters, touching on client intake, increasing your billable hours, improving your day-to-day efficiency, and getting the most out of your client billing.

Clio Grow: Intake Forms & Documents Workshop

About

New to Clio Grow? Looking to automate your law firm? This workshop will walk through how to create intake forms, text editor documents, and fillable PDF forms. Join John and Paul as they help you harness powerful features that streamline essential processes for your firm

What Should Lawyers Learn to Code? Conversational Coding for the Digital Age.

About

This session will approach the question of what lawyers should learn to code from the perspective of literacy, not mastery. Recognizing that coding is the process of telling computers what to do, and that as with natural languages, fluency falls upon a spectrum, you will be introduced to a set of concepts that amount to a crash course in “conversational coding.”

With the focus on using conversational coding, you will learn how to make your own simple tools, as well as extend the functionality of existing tools by tasking them with more nuanced instructions and connecting them to each other.

Book Signings: Keynote Shaka Senghor

About

Grab a copy of Clio Cloud Conference keynote Shaka Senghor’s Writing my Wrongs from our onsite bookseller and have Shaka Senghor sign a copy!

Lunch Break, Day Two

About

Lunch will be hosted in a variety of areas. Grab a table wherever is most convenient and enjoy a fabulously curated buffet lunch. All lunch items will have clear labels listing ingredients. 

If you indicated via your conference registration that you require a special lunch due to diet or lifestyle please head to Seaview Restaurant (accessible via Harbor Foyer on the second floor) for a special lunch. 

Lunch Locations:

1st Floor: Grand Hall BC

2nd Floor: Seaview Restaurant (accessible via Harbor Foyer)

Clio Certified Consultants Lunch & Session

Exhibitor Product Pitch: PwC - InsightsOfficer

About

Join us to learn more about InsightsOfficer the new automated bookkeeping, billing, and insights solution from PwC. Find out how you could spend less time doing admin, and get some great insights into the performance of your business, all for an affordable monthly subscription!

Clio Lab Product Demo: Managing Calendars & Tasks

About

If you’re looking to get more efficient at scheduling appointments and following through on tasks, check out the short product demos in the Clio Lab (Grand Hall BC).

A Simple Framework to Delivering a Great Client Experience

About

Everyone is talking about client experience in the legal industry, but what exactly is it, and how can firms practically deliver a great experience for their clients? In this session, Dilan and Andrew from the product team at Clio will introduce a simple framework to help you get started on that journey and highlight how Clio Grow & Manage can help your firm deliver a value-adding, revenue-generating client experience.

Time is Money: Efficient Attorney Workflows in Clio

About

As a busy lawyer, we’ll help you Identify three key ways to reduce non-billable administrative tasks and help you regain control of your day. We all have 24 hours in one day — it is in your control how you chose to spend each minute. Tailored to firms with 2-10 employees, this session will inform you of efficient workflows to help save you time and maximize your firm profits.

Clio Manage: How to Automate Your Documents

About

Still unsure of how to use Clio’s document automation features? Join Ryan as he demonstrates how to create bespoke automated documents from your Clio Manage data. By learning to create templates using merge fields, this workshop will help you save time, reduce errors and run a more efficient practice.

Flattening the Learning Curve: Successfully Transitioning Practice Areas

About

Join Alycia as she explores how to gain experience, grow your book business, and successfully rebrand in a new practice area. This session will discuss not only the practical issues of practicing in a new area of law, but also the emotional side of being an experienced novice.

Creating the Perfect Sweet Spot: Efficient Integration of Tech for Your Small Law Firm

About

Alan’s an avid tech “early adopter” and Caren used to be intimidated by technology but now embraces new tools. Come join this innovative duo to address some common questions and avoid pitfalls to streamline your own firm operations.

– What is the best workflow?
– How do I select technology for my law firm?
– How do we transition and implement solutions?

Clio Lab Product Demo: Tracking Time & Expenses

About

Time and expense tracking are two of Clio Manage’s most popular features, and you can learn more about them in our product demos at the Clio Lab (located in Grand Hall BC).

Book Signings: Keynote Daniel Pink

About

Grab a copy of Clio Cloud Conference keynote Daniel Pink’s When from our onsite bookseller and have Daniel Pink sign a copy!

Office Administrators: Automating your Workflows with Clio Manage

About

Join Ana and Alim as they showcase features and workflows that focus on how law firm support staff can maximize their time and streamline their workload with Clio Manage. This session will shine a spotlight on efficient workflows, simplified processes, and address how to handle repetitive or common tasks. If you want to better understand how to support the law firm while also improving your productivity this session is for you.

Firm Performance & Insights Using Clio Suite

About

How can insights gathered from Clio Suite help you better understand your firm’s strengths and weaknesses? Between Clio Grow and Clio Manage, there are a number of ways to track the health of the business. From ROI on marketing initiatives to productivity and profitability, you can find many of the answers within Clio. The goal of this presentation is to outline best practices with data management and how it will help your firm better understand where you’re absolutely killing it and where you may need to invest more time.

Affinity Partners Workshop

About

Does your Bar Association provide members with practice management resources and training? Unsure of how you can provide more value and guidance to your members and make it easy for them to access the resources you do offer? Join Clio’s Affinity team for an interactive workshop designed to help you evaluate your practice management resources and offerings, and brainstorm potential areas of improvement. We’ll be joined by Jonathan Israel from the Florida Bar, who will share his experience building LegalFuel, the Florida Bar’s in-depth practice management resources site. Don’t miss out on this great opportunity to share your experiences and collaborate with bar associations from around the country.

Panel: Creating a Blueprint for the Future

About

This panel will discuss:

1) What do law students expect and want after law school

2) Realistically what can modern law firm offer to meet the expectations and needs of young lawyers

3) The process of bridging the gap from school to practice

4) Examples of innovation in the industry

5) Address how do firms create leaders and build leadership 6) How to build culture of sustainability, diversity and inclusion, health & wellness, and value

The New Attorney-Focused Law Firm Model

About

Have you endured toxic culture at a law firm? Have you not been compensated in a way that matches your value? Have you desired greater transparency? Are you looking for a new business model for the future of law? 

Join Cynthia Morgan-Reed, the Founder of Vanst Law, to learn from her experience of shedding a status-quo firm model and embracing an innovative virtual firm structure that focuses on partnership, lean business operations, transparency, autonomy, and technology. Although a new kid on the block, Vanst Law has already experienced explosive growth of 500% in 10 months. Inspired by her own past experiences and those of friends and colleagues, Cynthia focuses her energy on running a successful legal business where all attorneys are firm partners with their own book of business and the autonomy to set their own rates, hours, and seek the leadership support they desire. By focusing on worth, leadership, and integrity, Vanst Law, like other virtual firms, is unlocking a new path forward for the practice of law.

Exhibitor Product Pitch: LawPay

About

Unpaid invoices are a big deal. We’ll show you how LawPay addresses this challenge and helps you get paid faster and easier.

Clio Lab Product Demo: Billing Clients

About

Legal technology can revolutionize the way you bill clients. Want to learn how? Go to the Clio Lab in Grand Hall BC for a quick demo from our Product Team!

How I Built a Thriving Law Practice While Traveling the Country In an RV

About

Crystal McDonough will explain how she created both her dream life and her dream law firm while traveling across the country with her family in an RV. She will discuss the logistics of maximizing technology, paperless offices, virtual offices, and juggling work with family, fun, and travel. She will discuss overcoming the challenges that come from working while on the road. You will also get to see and hear about some of the adventures she and her family have had during their travels.

Time Keeping 2.0: Measuring What Matters

About

Accurately tracking all your time and expenses is essential to running a productive, compliant law firm. Join Sarah Greig and Madison Goddyn to learn about the latest tools in Clio that help you easily track all of your time and expenses, including non-billable time and hard/soft costs: designed to help you make data-informed decisions about your business.

Account Evolution: Setting your Team up for Continued Success

About

New to Clio? Adding people to your firm? This session is intended to help you understand how to administer their account effectively and empower you to help others in their firm to be successful using Clio. Brittany and Andrew will touch on users, groups, and permissions, as well as point you to key resources so you will see success quickly.

How Artificial Intelligence Is Affecting the Practice of Law

About

Artificial Intelligence continues to be a hot topic in legal and Andrew Arruda is at the forefront of the conversation. How is AI already impacting and transforming the industry? What does the future have in store? How will this impact every day law firms? Join Andrew to find out.

Networking Pop-Up Event: Clio’s Affinity Team

About

Join fellow bar association professionals for a fun 30 minute mingle session hosted by Clio’s Affinity Team. You’ll have a chance to learn more about the team and enjoy some alcoholic, and non-alcoholic refreshments while networking amongst your peers.

Exhibitor Product Pitch: Unbundled Attorney

About

Learn how to get the highest converting leads in the legal industry and have them delivered straight into your inbox and Clio account.

Clio Lab Product Demo: Accepting Payment

About

Accepting payments with legal software can make a powerful difference for your firm—especially if you use Clio Payments, powered by LawPay. Want to see a demo? Head to the Clio Lab in Grand Hall BC!

Clio Lab Product Demo: Managing Matters & Documents

About

Want to learn how to streamline matter and document management with legal software? Clio’s Product Team is leading short demonstrations in Grand Hall BC.

Conference Break - Afternoon, Day Two

About

Got some downtime? Grab a coffee, explore our amazing conference partners, or take advantage of our interactive wellness and fun activities.

Pop-Up Networking Event: NetDocuments

About

Come raise a glass with us as we celebrate ten years of our partnership with Clio! Whether you’re an existing customer or a curious ClioCon attendee, join the NetDocuments team and our friend, Adriana Linares, President of LawTech Partners, for a few fun minutes. We won’t talk shop unless you really want to hear more about how NetDocuments has spent the last 20 years helping lawyers manage emails and documents in a truly affordable and extremely secure way.  Hope to see you there!

*Room capacity is limited, first come first served.

**Alcoholic and nonalcoholic drinks will be served. 

Clio Lab Product Demo: Billing Clients

About

Legal technology can revolutionize the way you bill clients. Want to learn how? Go to the Clio Lab in Grand Hall BC for a quick demo from our Product Team!

Afternoon Keynote With Daniel Pink

About

Daniel Pink is one of the best-selling nonfiction authors of the last decade. His books on work, business, and behavior have won multiple awards, been translated into 39 languages, and have sold more than 3 million copies worldwide.

His books include:

When: The Scientific Secrets of Perfect Timing. A New York Times, Wall Street Journal, and Washington Post bestseller. Named Amazon’s Best Business Book of 2018.

To Sell is Human: The Surprising Truth About Moving Others. A #1 best seller on The New York Times, The Wall Street Journal, and The Washington Post lists and winner of the American Marketing Association’s Berry Book Prize for the year’s best book on marketing.

Drive: The Surprising Truth About What Motivates Us. #1 New York Times best seller. 159 weeks on the New York Times best seller lists. National bestseller in Japan and the UK.

A Whole New Mind: Why Right-Brainers Will Rule the Future. 96 weeks on the New York Times best seller lists. Freshman Read at several US colleges and universities. In 2008, Oprah Winfrey gave away 4,500 copies of the book to Stanford University’s graduating class when she was the school’s commencement speaker.

The Adventures of Johnny Bunko: The Last Career Guide You’ll Ever Need. The first American business book in the Japanese comic format known as manga and the only graphic novel to appear on the BusinessWeek best seller list. Named an American Library Association best graphic novel for teens.

Free Agent Nation: The Future of Working for Yourself. Washington Post best seller. Named by the U.S. Department of Labor as one a Book That Shaped Work in America over the last 100 years.

Pink was host and co-executive producer of Crowd Control, a National Geographic Television series on behavioral science. He also appears frequently on NPR, PBS, and other TV and radio networks in the US and abroad.

He has been a contributing editor at Fast Company and Wired as well as a business columnist for The Sunday Telegraph. His articles and essays have also appeared in The New York Times, Harvard Business Review, The New Republic, and other publications. In 2007, he was a Japan Society Media fellow in Tokyo, where he studied the country’s massive comic industry.

For the last six years, London-based Thinkers50 has named him one of the top 15 business thinkers in the world.

His TED Talk on the science of motivation is one of the 10 most-watched TED Talks of all time, with more than 22 million views. His RSA Animate video about the ideas in his book, Drive, has collected more than 17 million views.

Before venturing out on his own 20 years ago, Pink worked in several positions in politics and government, including serving from 1995 to 1997 as chief speechwriter to Vice President Al Gore.

He received a Bachelor of Arts degree from Northwestern University, where he was a Truman Scholar and was elected to Phi Beta Kappa, and Juris Doctor degree from Yale Law School. He has also received honorary degrees from several colleges and universities, including Georgetown University and the Pratt Institute. Pink and his wife live in Washington, DC. They have three children—a college senior, a college sophomore, and a 10th grader.

Don’t miss this exciting opportunity to see Daniel speak on stage at this year’s Clio Cloud Conference.

LawPay Raffle Prize Draw!

About

After the Closing Keynote, the LawPay team will draw the name of one lucky winner who will receive an inflatable paddle board! The drawing will be in Harbor Ballroom. (Winner must be present to win and prize can be claimed after Jack’s Closing Remarks – just find the LawPay team outside Harbor Foyer!)

Closing Remarks & Prize Giveaway With Clio CEO Jack Newton

About

The 2019 Clio Cloud Conference is a wrap!

Join Clio CEO Jack Newton for his closing remarks and find out the Clio Cloud Conference 2020 location, the winning integration for the $100,000 Launch//Code prize, and the winner of our grand prize trip for two to visit Clio HQ in Vancouver, Canada.

Remember, winners of the grand prize trip to Clio HQ in Vancouver, Canada must be present during the Closing Remarks to win!

First Shuttle Departs to Clio After Dark Iconic San Diego Event

About

Joining us for our legendary Tuesday night Clio After Dark? Meet us in the hotel lobby by the Kettner Exit to shuttle our way to the Beach House at Belmont Park! Don’t forget your name badge and wristband, you’ll need these for entry!

Tuesday After Dark: Iconic San Diego

About

Tuesday night we’ll be hosting our Clio After Dark event at the Beach House, the quintessential SoCal locale. This is a ticketed event available for purchase. Tickets are $150 each and include shuttle transportation, dinner, treats, a premium open bar, musical entertainment, games, and more—to create a magical evening on the sand by the Pacific Ocean. This unique venue will host an unforgettable evening and is the perfect way to wrap up your conference experience.

*Tickets can be purchased online or onsite during the Clio Cloud Conference at the main conference registration and information desk.

Final Shuttle Departs from Clio After Dark Iconic San Diego Event

About

Don’t miss the last shuttle back to the Hyatt Manchester Grand!

Hangover Remedies Sponsored by CalendarRules

About

Had a bit too much fun at the Clio After Dark event? Enjoy some hangover remedies courtesy of our partners at CalenderRules.

Hosted: Tuesday, October 22
Time: 7:00 a.m. until supplies run out
Location: Grand Hall BC & Harbor Foyer

Clio Lab

About

Get an inside look at Clio with the designers and developers behind your favorite features. Have a feature you’d like to see in Clio? Suggest it – we’ll be building solutions for your law firm onsite. Go ahead, get technical. We can handle it.

Clio Lab Product Demos

Clio Smart Bar

About

You’ve got questions, we’ve got answers. Speak with experts from the Clio team and get custom, one-on-one training to make the most of your day. Schedule your session and meet your favorite Clio agent face-to-face.

Clio Marketplace

About

Welcome to the Clio Marketplace.

Exchange your conference app points for Clio swag. Discover books written by past and present conference keynotes, or, refer a friend for limited edition Clio socks.

Coaching Zone

About

The Coaching Zone is staffed by five experienced coaches who are here to provide you with a confidential, FREE 30 minute laser coaching session aimed at a specific challenge or opportunity. If you are trying to do ANY of the following, sign up for a coaching session and see how it might help:

• progress towards a goal
• hone a particular skill
• become more efficient and productive at work
• develop leadership skills – delegation, mentorship, team work, etc.
• plan and take action to grow your practice or firm
• make a successful transition to more fulfilling work
• tackle a professional challenge

Schedule a session: https://calendly.com/clio-coaching-zone/coaching-session?month=2019-10 

Professional Headshots Sponsored by Martindale-Avvo

About

Success isn’t just luck. It’s earned. Show it off with an updated photo at our Professional Headshot Station courtesy of our partners at Martindale-Avvo.