Agenda

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

Join us for morning yoga. Details on location will come out closer to the conference.

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

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

In this mixer, expect to:

• Connect with other ClioCon attendees in a series of short networking conversations (no terrible one-liners allowed!)
  
• Discuss what you are hoping to get out of the conference
• Share your firm goals and how you plan to get there
  

The biggie, the headliner, the tonesetter. ✨

This kicks the whole conference off with a bang and continues to be a crowd-pleaser and highlight!

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

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

Grab a hot beverage, get your camera ready, and sharpen that pencil because this one is not to be missed! 📝

Don’t crack into that piggy bank just yet! 🔨

Great marketing doesn’t have to cost money. In an inflationary economy, spending habits and priorities can fluctuate, yet it remains critical to have a steady flow of clients or be able to project future revenue.

So…if you want to know the secret formula to getting more clients without spending more money, you’ll want to join this one.

In this session, learn how to:

• Maximize your marketing efforts while decreasing (or not increasing) your marketing budget
• Leverage the right channels to attract prospective clients (while not spreading yourself to thin)
• Implement low cost or free marketing tactics to amplify your impact

Just attending this session is already step one in maximizing your marketing investment! 🪙

Show of hands if you’re tired of walking on eggshells?🥚

The last few years have been turbulent to say the least. Filled with lots of quick and uncertain decisions leading to anxiety and stress. 

There will always be some new challenge, stressor, or hurdle to overcome. The trick is to find practices that will help you weather any storm.

In this session, learn how to:

• Protect your firm from prediction errors, market volatility, and adverse events
• Adapt to market needs today, while not losing sight of the long game 
• Implement specific tactics to create more resiliency, connection, and creativity in your firm 

You’ll come out of this session feeling empowered and excited to build long-term focus in a sustainable way (aka we’ve bottled up the secret to success). 🪄 

Pro-tip: Pair this session with “Best Practices for Running Client-Centered Law Firms” to amplify your resiliency.

Jack Newton (CEO of Clio) quite literally wrote the book on how to become a client-centered law firm. 📙

While it may be obvious why clients want you to deliver on their needs, it can be less obvious how to make that work for your firm. 

In this session, learn how to:

• Create a well-thought out onboarding plan for your clients
• Invest in the right tools and processes for your firm
• Adapt to changing client needs 

Becoming a thriving client-centered law firm doesn’t have to be hard, especially when you’re walking away from this session with practical tips, tricks, and a cheat sheet! ✅

Pro-tip: Pair this session with “How to Build an Antifragile Law Firm” to amplify your resiliency.

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

One of the most powerful functions within Clio Grow is the automated client intake process: it significantly reduces the time, costly overhead and hassle associated with manual client intake. 🤯

Think about how much time you spend recreating the same document over and over again. What if you could streamline that process and save templates? (Surprise: You can! In Clio. 😉)

In this half an hour workshop, learn how to:

• Access publicly available forms and save them as templates
• Enable prospective clients to self-serve ​​self and provide their intake information up front 
• Transition prospective clients into paying customers, all within Clio

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

Okay, be honest…when was the last time you updated your LinkedIn…and show of hands if that was a copy and paste of your latest resume? 🙈

LinkedIn is a powerful tool to grow your network, but you better believe that it’s ALSO a key tool prospective clients are using to see if you’re legit.

In this half an hour workshop, learn how to: 

• Sell yourself as an expert in your field (and not just a job title with some duties attached)
• Make time to brainstorm share-worthy content (and create a schedule to post it)
• Use LinkedIn’s search function to find people you want to connect with (and how to effectively reach out to them to stand out from the crowd)

Pro tip: Stop by the headshot booth to get an updated photo to pair with all the nuggets you’ll take from this session to really make your LinkedIn profile shine! 📸

Running a law firm is hard, and at times, it can feel like you’re barely staying afloat. The more people on the team, the more ideas about what to implement, improve, and change. It can feel like herding cats! 🐈

Fear not, change management is a skill set in and of itself, and we’re here to help set you on the right path. 

In this session, learn how to:

• Prepare your firm for a new process (aka the art of getting buy-in)
• Review existing workflows, interview key stakeholders and craft a vision and plan for change
• Implement changes, and analyze the results

By the end of this session, you’ll feel empowered to be the change you want to see at your firm! 🥳

You’ve bought the tech, and you’re ready to maximize your efforts, but you just don’t know where to start. Let’s help you get this plane in the air. 🛫

In this 15-minute product walkthrough, learn how to:

• Pair your Clio Manage and Lawyaw accounts
• Streamline document creation 
• Manage your documents seamlessly between the solutions  

Just think of all the trees you’ll save bringing your document workflows into the cloud! 🌲

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

The only pages you should search are the ones in a copy of ‘Where’s Waldo?’. 🔍

It’s time to put your best foot forward using a single page website.

In this session, learn how to:

• Design a webpage (considering user experience, color contrast, and typeface)
• Identify and create the right content (and what order it should be in) 
• Build a Clio Grow website to start increasing your brand awareness and pipeline

When you’re done, even Waldo will be seamlessly booking a consultation from your site! 📆

Halloween is just after ClioCon, so here’s a scary stat you can take home with you…nearly 1 in 5 lawyers left a job over the last 12 months…and 1 in 10 still plan to! Talk about ghosting! 👻

All jokes aside, work-life-balance was identified as a primary driver of this exodus, and finding that balance continues to be a challenge for the industry. And, with work from home becoming part of everyday life, those lines are getting more and more blurred.

In this session, learn how to:

• Create a culture where individuals are supported professionally and personally
• Extend your culture into remote experiences
• Attract, market, and retain talent by way of your firm culture

Pro-tip: Pair this session with “How to Build an Antifragile Law Firm” to learn foundational practices to thrive in challenging times. 🏆

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

And this year is no exception. Join this popular session and set your firm on the right path for 2024. 

In this session, learn how to:

• Unpack the insights from the 2023 Legal Trends Report and ensure you are pricing your services appropriately against market rates
• Optimize your firm operations and spend to set you on the right track for the coming year
• Mimic the successes of “growing” firms and avoid the mistakes of “shrinking” firms

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

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

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

In this 1-hour workshop, learn how to:

• Leverage best practices from legal professionals just like you
• Take advantage of key workflows to get more time back in your day
• Explore popular templates and processes

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

It’s that time of year again: time for your team’s annual planning session. 😬

You’ve either booked “heads down” time in your calendar, have had a colleague ask if you’re thinking about it, or have been invited to an onsite. 

Sound familiar? Then this workshop is for you. 

We all know planning is important, but where do you start and how can it be done effectively (aka the part where you turn the bluesky ideas into an approved roadmap for the year).

In this 1-hour workshop, learn how to:

• Separate a good business strategy from a bad one
• Align your team around a shared vision, objectives, and business goals
• Create an actionable plan that ensures you hit your targets

We’ll even have some takeaway material to help guide your process when you go back home. 📑

Running a law firm is also running a business. And every successful business needs insight into what it’s doing well—and where it can improve. Those are insights that Clio Manage’s reporting capabilities can deliver. 🚚

In this 15-minute product walkthrough, learn how to:

• Gain business and financial oversight into your firm
• Determine how much billable work you’re doing and how much money you’re making
• Use this information to optimize firm operations, staff productivity, utilization, realization, and collections

Knowing where your time is going is incredibly valuable to your ongoing success—and there’s no more valuable 15 minutes to spend at ClioCon than right here in this session. 🔻

With everything it takes to run a law firm, staying on top of court deadlines is hard…but critical to your practice. It’s time to take the headache out of staying on top of deadlines. 🤕

In this 15-minute product walkthrough, learn how to:

• Track court deadlines for your Clio matters
• Set default jurisdictions, service types, calendars, and attendees
• Optimize your firm processes for court  

The biggest win? Knowing how to prepare for trial like a pro. 😎

Stretch the legs, or grab a beverage at one of our stations ☕

With 96% of potential clients using a search engine to find legal advice, it’s essential to maximize your law firm’s visibility. 🤳

In this 15-minute product walkthrough, learn how to:

• Build and publish a website in minutes using Clio Grow
• Select your theme, color scheme, and add text and images
• Connect intake forms and appointment scheduling to your website

Start making it easy for potential clients to find you, share their contact information, and even book and pay for a consultation. Just think about what your lead inbox could look like! 📈

There are A LOT of moving parts when it comes to mid-size firm operations. ⚙️

Between the size, scale, and needs of everyone at the firm, there is no silver bullet or one-size-fits-all solution. But the good news is, there doesn’t need to be…when you have the right solutions in place.

In this session, learn how to:

• Scale the impact of technology across your firm 
• Enable freedom of choice for firm members while setting some common standards
• Onboard new members seamlessly, while educating them on the available tech solutions at your firm

Walk away from this session with a clear sense of how to enable your team and amplify their impact through tech! 🧑‍💻

If you think dark social means changing your screen color to “night mode” then this session is for you. 🕶️

Dark social refers to the sharing of online content through private, non-trackable channels such as messaging apps, email, and closed social media groups. While it can account for a significant source of web traffic, it’s incredibly difficult to measure. 

In this session, learn how to:

• Leverage dark social to amplify your authority and trust 
• Create a referral pipeline through private and non-trackable channels
• Associate quality and value to the effort invested and leads attributed to dark social 

By the end of this session, you’ll know how to encourage testimonials and create a whole new referral program through channels your clients are already using! 💫

Mental health is so much bigger than, “live, laugh, love.” In fact, it’s bigger than meditation, exercise, eating right, and rigid wakeup schedules to try to fit it all in.  

It’s complex, it’s different for everyone, and it’s hard to put into practice. If you’ve ever wanted to prioritize your health but didn’t know where to start (or couldn’t stick to your goals) don’t beat yourself up. We’ve all been there and it’s okay. ♥️

In this session, learn how to: 

•  Integrate wellness in a more manageable and realistic way
•  Set up your day to give you the mental space to prioritize your needs
•  Turn goals into everyday (instinctive) practices

 The first step is taking some time for you. Join us for this one, as we take it one step at a time.👣 

Pro-tip: Pair this session with “How to Break the Cycle of Lawyer Burnout” to amplify the impact of each talk.

Law firm accounting can be a puzzle: there are a lot of pieces that need to be put in place in the right way. 🧩

If you’re tired of toggling between systems, transcribing physical documents into digital ones, or always feeling like you’re triple-checking data entry (only to find errors), then this session is for you. 

In this workshop, learn how to:

• Work with our team to set up your Clio account to handle accounting in the way that best suits your firm’s needs
• Track and separate accounting transactions seamlessly and in real-time
• Set up new clients to automatically deposit funds in the appropriate matter

If you’re ready to master the nuances of your firm’s unique accounting needs then this workshop is a must attend. Clio’s team will be on hand to set you up for success! 🤝

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

In this mixer, expect to:

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

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

In this mixer, expect to:

• Socialize with other office managers and support staff 
• Swap horror stories and have a laugh about it all 
• Share tips, tricks, and lessons you’ve learned over the years

So you read the Legal Trends Report…now what? 🤔

This workshop will help you turn those insights into an action plan for your firm. 

In this workshop, learn how to: 

• Deliver on evolving client needs (without hitting burnout) 
• Increase productivity and scalability in your practice
• Create a 90-day roadmap for implementation

This is where rubber meets the road and you turn stats into success. Talk about being data-driven! 🚗

The industry continues to evolve, just like your legal technology needs. That’s why we roll out a variety of new features and updates each year: so you can soar to new heights. 🦅

In this 1-hour workshop, learn how to:

• Use Clio’s latest product releases to your advantage
• Incorporate what’s new into your existing workflows
• Enable your teams to leverage the latest and greatest from Clio

There’s no better place than ClioCon to immerse yourself in learning how to best leverage Clio’s latest advancements! Let’s have you hitting the ground running! 🏃

Stretch the legs, or grab a beverage at one of our stations ☕

Who doesn’t love a win-win? 🙌

Payment plans are a great way to “set it and forget it” while giving your clients flexibility in the way they pay for your services. 

In this 15-minute product walkthrough, learn how to:

• Set up and manage payment plans 
• Add a client to a payment plan
• Share payment plan links with clients 

Get all the quick tips to support your bottom line and peace of mind! 🧘

The age-old question remains…”are we getting replaced with robots?” 🤖

While the machines aren’t taking over just yet, AI technologies like ChatGPT are transforming how people get work done and where they’re seeking answers. 

In this session, learn how to:

• Leverage ChatGPT to your advantage (and the legal nuances to using it)
• Forecast macro trends in legal with the development of more automation and natural language processing for legal analysis
• Educate your prospective clients and clients on the pros and cons of ChatGPT

Expect to wrap your head around the changes we’re seeing in automation (promise we aren’t just going to just show clips of ExMachina, A.I., and Her). 😉

This session is not to be missed—in case you can’t tell, it’s built on the whole theme of this year’s conference; amplifying your impact. 🏋️

And the first step to doing that is arranging your day so that you CAN amplify your impact. As small as it sounds, it’s an important consideration. Are you a night owl? Are you an early bird? Is your day designed around those needs? 

In this session, learn how to:

• Structure your day from a leading decision scientist 
• Make better decisions (knowing the pitfalls of decision making) 
• Get more time back for you to recharge. 

If you want to thrive in the coming years, you’ll need to be agile and flexible while ensuring that doesn’t equate to more activity without the impact. This session is designed to help you strike that balance. ⚖️

Show of hands if you’ve struggled to collect on your services or felt existential dread explaining why your services cost what they do to a prospective client? 🙋

The cost of legal services has always been a point of conversation (dare we say, contention?). As we’ve seen through past recessions and global crises, it will continue to be a hot topic well into the future.

In this session, learn how to:

• Assess your existing payment offerings (including the pros and cons of maintaining your existing service models)  
• Implement new payment offerings including a la carte, flat fee, and “buy now, pay later” options 
• Navigate the challenges of adopting new service models—first-hand, from firms that have done it

Adopting new and progressive service models doesn’t have to be scary and, as you’ll see from our speakers, can create stability for your firm, and affordability for your clients. Now who doesn’t love a win-win? 🙏

This session is specifically for Clio’s Channel Partners – law firm consultants, IT/MSP partners, accounting partners and marketing partners. If you are a Channel Partner, this is a session you won’t want to miss! 🎉

In this session, our partners will:

• Get the latest partner program updates from Clio’s Partnership Team
• Network with other partners and Clio team members
• Celebrate the previous year with our Partner Impact Awards

We’re looking forward to celebrating where we’ve been, and where we are going together!

What if we told you you could get hired directly from Google? Seems too good to be true? Well, you better call Ripley’s because it’s true! 😲 

In this 15-minute product walkthrough, learn how to:

• Create a Google Business Profile and connect it to your Clio account
• Sync Clio’s appointment booking solution to your Google Business Profile
• Add reviews to your Google Business Profile 

Over half of prospective clients begin their search for a lawyer online, making Google the new storefront. Make sure you’re showing up where they’re searching. 👋

Sometimes getting a client to send you what you need can be challenging. Heck, just ensuring they remember to show up to a meeting can be a struggle! 🤦

The answer might be as simple as incorporating text messaging into your communications. 

In this 15-minute product walkthrough, learn how to:

• Start receiving SMS and MMS texts, including photos, videos, GIFs, audio files, and basic .txt documents
• Use text templates to send calendar notifications, reminders, and payments links via text to clients 
• Manage client expectations when it comes to texts 

Texting is part of everyday life, and being able to offer it as part of your services could make you more appealing to clients while making your life a whole lot easier. 📱

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

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

Join us for morning yoga. Details on location will come out closer to the conference.

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

In this mixer, expect to:

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

Okay…not to freak you out but…did you know the global average cost of a data breach increased 2.6 percent from $4.24 million USD in 2021 to $4.35 million USD in 2022? 😱

To put it in context, that’s the highest it’s been in the history of IBM Security’s “The Cost of a Data Breach” Report. 

Cyber security is a hot topic but there’s so much information out there it can be overwhelming. Fear not, we got you.

In this session, learn how to:

• Stay on top of the latest trends and know what’s important looking ahead 
• Protect yourself and your firm, with key tactical steps 
• Ask the right questions to assess whether new technologies meet best-in-class security standards

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

Welcome to the Clio community, we’re so excited you chose to be a part of this movement! 👋

Are you in your first 6-12 months of using Clio? We’re here to help you get set up for success.

In this session, learn how to:

• Configure your account for success
• Explore popular features you may not be using 
• Learn how other firms found success when starting with Clio 

No question is too small, big, or nuanced for this session! Our team will be on-site over the course of the conference here and at the Clio bar to ensure you’re walking away feeling confident in choosing Clio. 😀

Innovating is hard. It’s quite literally coming up with cutting-edge technology no one has ever brought to market. ✂️

While that’s hard enough, layer on the challenges of educating a market on WHY they need said cutting-edge technology. 

We can’t make it easy, but we can give you the chance to meet your fellow innovators and grow your network and support system! 

In this mixer, expect to:

• Meet other innovators in the legaltech space 
• Swap tips, tricks and challenges with bringing a solution to market 
• Have fun and ideate on where to take your products next

Are you ready to get paid more…and faster? (If you said no to that, we need to talk). 

Clio Payments has helped thousands of firms deliver better client experiences and get paid in a matter of minutes. 💳

In this 1-hour workshop, learn how to:

• Shift clients from paying by check and cash to paying online
• Streamline payment collection follow ups and reminders
• Predict and better understand your overall firm finances

Payment is the most frequent point of friction that arises during attorney-client interactions. It’s time to break free from the heavy burden it can place on a firm’s operations, time, and revenue. It’s time to implement a seamless, end-to-end billing and collections process within Clio. ⏰

Don’t get your hopes up. We aren’t going to be able to teach you how to become Michelango or Picasso in this session. 🎨

BUT the secret is you don’t need to be an artist to win on social media…you just need to know the fundamentals of what works. 

In this 1-hour workshop, learn how to:

• Use the basics of a new free design tool to create ads and organic social media content
• Design compelling images for different social channels
• Balance visuals and copy for conversion and engagement  

Whether it’s a tweet, a post, a reel, a story, or an update, a good use of color composition and imagery can make or break engagement and this session will show you how. 🧑‍🎨

Let’s face it, between court delays, insurance companies, settlement agreements, and the emotional weight your clients carry, being a Personal Injury lawyer is no walk in the park. 🏞️

In this session, learn how to:

• Stand out and compete with PI firms that have big marketing spends
• Leverage Clio to organize your cases and automate the more tedious parts of the practice
• Navigate delays and manage client expectations with care and clarity

By the end of this session, you’ll have a few more tactics and strategies to add to your toolbelt. 🔧

Have you ever found yourself sitting in front of your screen, thinking, “I know I can do that in Clio, I just need a little expert guidance?” 🤔 

Then you don’t want to miss this roundtable, filled with tips and tricks from our product experts on using Clio to fully connect, organize, and increase productivity and revenue across your firm. 

In this roundtable, learn how to:

• Get the most out of merge fields and templates 
• Use more integrations to better connect your processes and amp up your workflows
• Set up automatic reminders for bills and events, and deadlines based on court rules 

With these advanced tips, you’ll be perfectly positioned to finish out 2023 in style—and set up to achieve even more success in 2024.  📈

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

Have you ever felt like you’re yelling into a void when it comes to marketing? That you keep introducing yourself to the same prospects and it doesn’t seem to resonate? 🙉

It can feel like you’re stuck in a time loop. It’s time to break the cycle!

In this session, learn how to:

• Improve customer recognition and loyalty through branding 
• Increase customer trust through your own unique brand voice
• Differentiate your firm from the competition 

Pro-tip: Pair this session with “How To Maximize Your Marketing Efforts During A Recession” to really amplify the impact of your work. 💪

Access to Justice remains a struggle within legal, and while technology can help solve some of the barriers, it can’t fix everything. Solving the A2J problem can feel incredibly overwhelming and like any act you take is just scratching the surface. Don’t get deflated. 🎈

Every effort counts and we’ve put together a panel of individuals who have made transformational improvements just by implementing different processes and tools at their firms. 

In this session, learn how to:

• Enhance the community’s trust in the legal system
• Improve your overall quality of legal services and outcomes 
• Encourage diversity and innovation in the legal industry

As Julia Carney says, “little drops of water make the mighty ocean.” 💧

You’ve mastered all there is to master in Clio…until now. Join Clio’s senior product leadership team to unlock your next level of success with Clio.

Because remember, as the most innovative legal tech solution on the market, we’re always launching a new feature or enhancing an existing one!  🎉

In this session, learn how to:

• Create new workflows for some of your most common day-to-day activities
• Master the latest features from Clio
• Get a better understanding of your overall firm and team’s usage of and performance with Clio 

Bring your questions, ideas, and challenges to our Senior Leadership Team. It’s time to upgrade your operations. 💁

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

In this mixer, expect to:

• Meet other legal professionals in the same field as you
• Exchange ideas and best practices
• Stay on top of industry developments and trends

As a business that operates in experience, technology, and marketing, we’ve seen it all when it comes to websites. The good. The bad. And the down right rough! 😅

Looking for some actionable advice on how to get your website on the right track? Add this workshop to your personal agenda!  

In this 1-hour workshop, learn how to:

• Ensure your website is discoverable (aka you’re showing up in searches)
• Optimize your website for easy navigation (aka prospects who land on your page have a good experience)
• Organize your content and write for conversion (aka you’re securing bookings seamlessly)

Bring your questions, challenges, and ideas to our team to help work through! 🌐

Have you ever heard the saying growth drives more growth? You don’t need to be a rocket scientist to know that it only works if you are intentional in your efforts. 🚀

But everyone has different targets and comfort levels with marketing and sales pitches when it comes to attracting new clients. That’s okay. We’re here to help.

In this session, learn how to:

• Implement quick-hit boot-strapped marketing tactics
• Master the art of the in-person pitch 
• Nurture the relationship to where follow ups feel helpful, rather than annoying!

Walk away from this session knowing how to leverage tech to improve your quality of life while growing your firm (and the definition of “mailbox money”). 📬

The excitement of adding a new staff member can quickly turn to dread when you realize how daunting onboarding a new hire can be. 😰 

While we can’t help you give your new team member the office tour or set up their email for you, we can help you set them up for success in Clio!

In this 15-minute product walkthrough, learn how to:

• Set up an onboarding program that quickly gets new hires up to speed 
• Explain all the critical features to newbies without overwhelming them, including clients and matters, custom fields, and time tracking
• Give your new employees the quick-hit Clio tour, covering all the little things you’ve long since forgotten! 

Strike that deer-in-the-headlights look from the face of your new staff and transform them into productive, efficient team members in no time. 🕺

What do you call a lawyer manually updating two documents by hand? A paradox. 🥁 

Don’t be a punchline. It’s time to learn how to use Lawyaw to your advantage, from law firms just like you. 

In this 1-hour workshop, learn how to:

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

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

Clio doesn’t have a secret menu like Starbucks, but there are so many awesome, easy-to-miss features in Clio that it sometimes seems like it. So grab a latte and get ready to have your mind blown by these five billing features you didn’t know you needed. 🤯

In this 15-minute product walkthrough, learn how to:

• Make billing better for your firm
• Deliver an even better billing experience to clients
• Take advantage of the little things that make a big difference when billing for your work

…you didn’t think we’d give the hot tips away here, did you? 😉

Stretch the legs, or grab a beverage at one of our stations ☕

Can you run your firm from your phone? The world might not be ready for that just yet, but with the cloud and Clio’s mobile app, you can do more than ever while on the go. 🏃

In this 15-minute product walkthrough, learn how to:

• Get and set up the Clio mobile app
• Track time, create events, notes, and tasks, and add documents, all on the go—and all synced in real-time
• Take advantage of the exciting new features we added this year, to help you work remotely and optimize your day

With the Clio mobile app, you’ll never miss tracking a minute of billable time again—and you don’t need a laptop or a notebook full of illegible chicken scratches to do it. 🐔

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

In this session, learn how to:

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

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

Incoming humblebrag: Our customers are the best. 🏅

They know how to optimize for efficiency and impact. Our customers are so great, we made an awards program to honor and showcase their achievements…and this is your chance to hear from our winners first-hand.

In this session, learn how to:

• Support your community in new ways (such as mentorship programs and pop-up services)
• Create an inclusive firm brand that encourages community engagement 
• Leverage different technologies to create more affordable and accessible legal services

This session is not to be missed. Our 2023 Reisman winners will give insights into how they achieved new found levels of success. 📈 

It’s no secret, our customers KNOW how to serve their communities. 💙

They know how to deliver exceptional client services, without breaking the bank or sacrificing too much. Our customers are so talented, we made an awards program to honor and showcase their achievements…and this is your chance to hear from our winners first-hand.

In this session, learn how to:

• Leverage different channels to communicate with clients 
• Set up a client for success from first meet (and manage their expectations along the way)
• Have difficult conversations with care and clarity and encourage referrals and reviews 

Don’t miss this session. Our 2023 Reisman winners will give you insights on how they grow strong relationships and achieve results from meaningful client connection. 🌱

Running a bar is a huge responsibility, with lots of moving parts. First, let’s celebrate everything you do for your members. 🎊

Next, let’s find ways to support you further and bring more benefits to your community.

In this session, learn how to:

• Overcome challenges you and your members are facing
• Bring tips and learnings from other bar leaders back home with you
• Plan for the obstacles and opportunities that lie ahead in the coming year

Consider this workshop and networking session a place for you to connect and share experiences from your member programs (this is a safe space free of judgment so bring your questions, ideas, and hardships to the group). Let’s grow together. 🌳

Is that an Arcteryx jacket we see? Or are we mistaking a mountain climber for someone looking to take Clio’s products to new heights. 🧗

In this 1-hour workshop, learn how to:

• Leverage best practices from other legal professionals just like you
• Automate your most time-consuming tasks
• Tap into a network of legal professionals who’ve already mastered the platform

You’ve made basecamp, it’s time to make it to the summit. Learn all about our secret features that will get you back in control of your practice and client engagements. ⛰️

Stretch the legs, or grab a beverage at one of our stations ☕

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

It’s time to start making it easier to engage with clients in a way you both will love! ♥️

In this 15-minute product walkthrough, learn how to:

• Set up Clio for Clients
• Communicate and share documents securely in Clio for Clients
• Share status updates and next steps in Clio for Clients

Get assurance that your clients are receiving all your tasks and communications while having them feel empowered to access their case details in a central spot. That’s why it’s rated 4.9 out of 5 stars by clients everywhere. 🌟

Historically, “pushing through” and “toughing it out” has been rewarded in law firms.

But the reality is, it’s not sustainable, and as we uncovered in last year’s Legal Trends Report, lawyers aren’t staying at firms that are negatively impacting their health. ⛔

It’s time to redefine what “strong” and “successful” look like. 

In this session, learn how to:

• Implement flexible schedule and time-off policies that support work-life balance
• Foster open and honest communication about stress and workloads
• Offer support and resources for stress management and burnout prevention

Pro-tip: Pair this session with “How To Be A Better Lawyer: Mental Health Microsteps” to amplify the impact of each talk. 🩺

Do you remember finishing law school, only to join a big firm with massive billable hour targets? No? Count yourself lucky! 🍀

The billable hour has been the standard way to deliver legal services for decades, but with changing client needs, the advancement of intuitive technology, and economic and financial uncertainty, is it the right way to go?

In this session, learn how to:

• Understand the pros and cons of legal subscription services to assess whether it’s right for your firm 
• Implement and communicate the benefits of a subscription model to prospective clients
• Manage expectations and service existing clients on a subscription basis

The topic of legal subscription services is hot right now. 🔥 Attending this session will ensure you don’t fall behind in the conversation.

It’s a huge job keeping firm operations on track. You function as an anchor for your firm but that can also leave you feeling weighed down (see what we did there?). ⚓

What if there was a way to get things done without being directly responsible for them? Punchline: there is, through the art of influence! 

In this session, learn how to:

• Amplify your influence through specific tactics 
• Manage your peers in a way that feels supportive and productive 
• Navigate the nuances of managing up to ensure everyone is clear on deadlines and expectations 

You play a key role in your firm’s operations and have the power to drive success from beyond your immediate scope. Let’s help you amplify your influence! 🎆

Staying on top of a to-do list is hard, but creating tasks from scratch for things you do all the time is just straight-up annoying and a waste of time! ⏰

In this 15-minute product walkthrough, learn how to:

• Leverage our most popular task lists templates
• Create groups of templates for the tasks you work on most often
• Edit, assign, and create separate due dates for tasks

Start maximizing your time, keeping track of everything that needs to get done, and creating clarity on where projects are at for everyone at your firm! 🔎

You have a lot to do, and that list isn’t getting shorter anytime soon. If only there were some way to seamlessly track it all…oh wait, there is! 😉

In this 15-minute product walkthrough, learn how to:

• Use the latest enhancements to matters in Clio Manage 
• Better organize and prioritize your work
• Create firm-wide clarity on the progression of matters 

If you’re still using a notepad or multiple spreadsheets to track and prioritize work to be done, this session might just be a gamechanger for you. ♟️