Agenda

Customize your Clio Cloud Conference experience with four exceptional tracks: Legal Technology, Business of Law, Clio University: Lectures, and Clio University: Seminars.

7:00 AM

Registration & Breakfast Opens: Day One

Elite & Empire Foyers

7:00 - 7:45 AM

Wellness Activity: Morning Run

Hotel Lobby

8:30 - 9:50 AM

Opening Keynote: Jack Newton

Empire Ballroom A & B

9:50 - 10:10 AM

Conference Break - Morning, Day One

10:10 - 11:10 AM

Exploring the 2018 Legal Trends Report

Empire Ballroom A & B
Business of Law

The Tech-Enabled Law Firm

Legal Technology

Leverage & Maximize Clio’s Integrations

Clio University: Lectures

Setting Up Clio for Success

Clio University: Seminars

11:25 - 11:55 AM

Insights on Client Expectations & Experience

Business of Law

The Blockchain: Smart Contracts & the Future

Legal Technology

A Complete Overview of Clio

Clio University: Lectures

Clio Mobile as a Competitive Advantage

Clio University: Seminars

Clio Certified Consultant Workshop & Lunch

Bolden 6
Workshop

Networking Pop-Up Event with JurisPage

Bolden 5

11:55 - 1:00 PM

Lunch - Day One

Elite Ballroom

1:00 - 2:00 PM

Afternoon Keynote: Kelly McGonigal

Empire Ballroom A & B

2:15 - 3:15 PM

Legal Accounting: Insights from a Professional

Business of Law

Implementing New Technology: Best Practices to Onboard and Enrol Your Team

Legal Technology

Make Money Faster Billing Bootcamp

Clio University: Lectures

Day in the Life of an Automated and Modern Attorney

Clio University: Seminars

Future of Law Roundtable

Bolden 6
Workshop

3:15 - 3:45 PM

Conference Break - Afternoon, Day One

3:45 - 4:15 PM

Every Lawyer is Also a Salesperson

Business of Law

Law as Code

Legal Technology

An Introduction to Reports & Exports

Clio University: Lectures

Best Billing Workflows: Hourly & Flat Fees

Clio University: Seminars

Networking Pop-Up Event with LawPay

Bolden 5

4:30 - 5:30 PM

Visual Storytelling

Business of Law

Clio Platform: Launch // Code Finals

Empire Ballroom A & B
Legal Technology

Organizing your Financials: How to Help your Bookkeeper

Clio University: Lectures

Key Performance Indicators: Advanced Reporting & Data Analysis

Clio University: Seminars

7:30 PM

Second Line to Clio After Dark: Civic Theatre

Hotel Lobby

8:00 - 11:00 PM

Thursday Clio After Dark: Industry Event

Civic Theatre

7:00 AM

Registration & Breakfast Opens: Day Two

Elite & Empire Foyers

7:00 - 7:45 AM

Wellness Activity: Sunrise Yoga

8:45 - 9:45 AM

Opening Keynote: Designing Your Life

Empire Ballroom A & B

9:45 - 10:05 AM

Conference Break - Morning, Day Two

10:05 - 10:35 AM

Two Models for Social Impact

Business of Law

Innovation in Legal Tech: The Chatbot Revolution

Legal Technology

Essential Document Automation Workflows

Clio University: Lectures

Essential Firm Automation: Zapier + Clio

Clio University: Seminars

10:05 - 11:30 AM

Platform Developer Session

Bolden 6
Workshop

10:50 - 11:50 AM

How to Run a Modern Law Firm

Business of Law

Building Partnerships Between Law Firms & Tech Companies

Legal Technology

Getting Your Leads into Clio

Clio University: Lectures

Stack Your Zaps: Advanced Automation

Clio University: Seminars

11:50 - 12:50 PM

Lunch - Day Two

Elite Ballroom

12:50 - 1:50 PM

The Power of Mentorship

Business of Law

Growing Your Practice Through Digital Information Products

Legal Technology

Efficient Workflows for Small Firms

Clio University: Lectures

Advanced Document Automation

Clio University: Seminars

2:05 - 2:35 PM

How to Grow Your Firm: Two Success Stories

Business of Law

Digital Marketing: Expert Advice on SEO & Local Search

Legal Technology

Safeguarding Your Firm: Security Best Practices

Clio University: Lectures

Best Billing Workflows: LEDES & Contingency Fees

Clio University: Seminars

Networking Pop-Up Event with The Modern Law Practice

Bolden 5

2:50 - 3:50 PM

Innovation & The Future of the Profession

Business of Law

Data Analytics in Law

Legal Technology

Using Clio to Deliver an Excellent Client Experience

Clio University: Lectures

Futureproof your Firm: Administrative Efficiencies for Growing & Large Firms

Clio University: Seminars

3:50 - 4:10 PM

Conference Break - Afternoon, Day Two

4:10 - 5:10 PM

Closing Keynote: American Injustice: Mercy, Humanity and Making a Difference

Empire Ballroom A & B

5:15 - 6:00 PM

Closing Remarks & Prize Giveaway with Clio CEO Jack Newton

Empire Ballroom A & B

6:40 PM

Shuttles Transportation to Clio After Dark

Hotel Lobby

7:00 - 11:00 PM

Friday Clio After Dark: Iconic New Orleans

BB Kings Blues Club

Networking Pop-Up Event with The Modern Law Practice

2:05 - 2:35 PM

Speakers: The Modern Law Practice Team
Bolden 5

About

Details to come.

 

*Room capacity is limited, first come first served.

How to Run a Modern Law Firm

10:50 - 11:50 AM

Speakers: Billie Tarascio
Business of Law

About

Coming soon.

Clio Mobile as a Competitive Advantage

11:25 - 11:55 AM

Speakers: Andrew Rose & Calvin Cestari
Clio University: Seminars

About

Check out two powerful new improvements to Clio Mobile on iOS and Android, and get a sneak peek at the Clio Mobile Product team’s vision for the future of Clio on mobile devices.  

Day in the Life of an Automated and Modern Attorney

2:15 - 3:15 PM

Speakers: Brittany Baron & Alexander Kardash
Clio University: Seminars

About

There’s so much to do with Clio but where does one start? Join Brittany and Alexander to learn how a modern and automated law firm can leverage Clio’s many features and robust integrations to get the most out of their day.

Best Billing Workflows: Hourly & Flat Fees

3:45 - 4:15 PM

Speakers: Alim Jiwa
Clio University: Seminars

About

Coming soon.

Key Performance Indicators: Advanced Reporting & Data Analysis

4:30 - 5:30 PM

Speakers: Fiona Chiu & Roger Li
Clio University: Seminars

About

Join Fiona and Roger to learn about how to use your data stored in Clio to achieve your firm’s goals. This session will explore how to calculate Key Performance Indicators for your firm using Clio’s data exports. Designed with firm owners in mind, this session is recommended for those who have been using Clio for more than 6 months and are prepared to move beyond Clio and dive into Microsoft Excel. If you want to start measuring what matters, this is the session for you!

Stack Your Zaps: Advanced Automation

10:50 - 11:50 AM

Speakers: Tara Cain & Jordan Raine
Clio University: Seminars

About

Join Tara Cain and Jordan Raine to learn about how to streamline your firm’s workflow by automating busywork. This session will explore Clio’s new improved integration with Zapier. This session is recommended for those who have used Zapier or attended the “Essential Firm Automation: Zapier + Clio” session. Be prepared to dive into advanced areas of Zapier. If you want to build your own integration to Clio or automate your workflow, this is the session for you!

Lunch - Day Two

11:50 - 12:50 PM

Elite Ballroom

About

Head downstairs to the Elite Ballroom to enjoy a fabulously curated buffet lunch. Dietary considerations have been kept in mind.

Advanced Document Automation

12:50 - 1:50 PM

Speakers: Michael Cheung & Rio Peterson
Clio University: Seminars

About

Join Michael and Rio to learn about how to accelerate your firm’s efficiency. This session will explore Clio’s more advanced Document Automation features and will build on the foundational skills learned in the Essential Document Automation session. Designed with office administrators and attorneys in mind, this session is recommended for those who are prepared to dive into advanced areas of Clio. If you want to master a powerful tool that can streamline your legal practice, this is the session for you!

Futureproof your Firm: Administrative Efficiencies for Growing & Large Firms

2:50 - 3:50 PM

Speakers: Sarah Greig & James Upton
Clio University: Seminars

About

Join Sarah Greig and James Upton to learn how the use of automation will help your firm scale and increase efficiency as you grow. In this sessions we will discuss how to introduce these workflows into your firm and how to plan for long term success while increasing the quality of your client experience.

Leverage & Maximize Clio’s Integrations

10:10 - 11:10 AM

Speakers: Megan Loveridge & John Ing
Clio University: Lectures

About

Coming soon.

Setting Up Clio for Success

10:10 - 11:10 AM

Speakers: Nadia Aziz & Bronwyn Bell
Clio University: Seminars

About

New to Clio? Join Nadia and Bronwyn to learn how to get your Clio account setup quickly and effectively from day one. Hit the ground running!

A Complete Overview of Clio

11:25 - 11:55 AM

Speakers: Cailin O’Hern & Bryce Firman
Clio University: Lectures

About

Join Bryce and Cailin to learn about all that Clio has to offer to manage your firm’s day-to-day needs. This session will present a general overview of Clio’s features and is a great session for all customers, especially those who have been using Clio for less than six months. If you want tips on how to use Clio effectively, or hear about the exciting upcoming features in Clio, this session is for you!

Make Money Faster Billing Bootcamp

2:15 - 3:15 PM

Speakers: David Perry & Emily Lonetto
Clio University: Lectures

About

Want to make money faster? (Yes, you do!) Davie and Emily have a passion for helping Clio customers get more bang for their buck! This session will delve into Clio’s billing functionality before jumping headfirst into Clio Payments, Payment Plans, and all the Payment hacks that exist to make you money, faster! This session is designed for anyone that has a stake in how their firm bills or takes payment. We make it rain money…figuratively or literally – you better come by to find out!

An Introduction to Reports & Exports

3:45 - 4:15 PM

Speakers: Natalia Gonzalez & Alex Shipillo
Clio University: Lectures

About

Join Natalia and Alex to learn about how to better run your firm with Clio’s reports and exports. This session will explore how to monitor key business metrics like revenue, billing, trust funds, and more. This session is recommended for those who are new to Clio’s platform or are looking to better understand and utilize Clio’s reports and data. If you want to better understand your firm’s metrics, this session is for you!

Organizing your Financials: How to Help your Bookkeeper

4:30 - 5:30 PM

Speakers: Steven Harbaruk & Michelle Lodge
Clio University: Lectures

About

Coming soon.

Closing Keynote: American Injustice: Mercy, Humanity and Making a Difference

4:10 - 5:10 PM

Speakers: Bryan Stevenson
Empire Ballroom A & B

About

As Founder and Executive Director of the Equal Justice Initiative, a MacArthur fellow, and a New York Times best-selling author, Bryan Stevenson is a well-known, visionary legal thinker and social justice advocate. He’s at the center of critical national conversations around mass incarceration and equal access to justice.

 

  • Nobel Peace Laureate Desmond Tutu has called Stevenson “America’s young Nelson Mandela.”
  • He was named one of Time’s 100 Most Influential People for 2015.
  • His work on individual cases has generated national attention, and his efforts have reversed death penalties for dozens of condemned prisoners.

 

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

Second Line to Clio After Dark: Civic Theatre

7:30 PM

Hotel Lobby

About

Joining us for our legendary Thursday night Clio After Dark? Meet us in the hotel lobby by the rear exit doors to second-line our way to the Civic Theatre, New Orleans style!

 

Don’t forget your name badge, you’ll need it for entry!

The Tech-Enabled Law Firm

10:10 - 11:10 AM

Speakers: Coming soon.
Legal Technology

About

Coming soon.

The Blockchain: Smart Contracts & the Future

11:25 - 11:55 AM

Speakers: Coming soon.
Legal Technology

About

Coming soon.

Implementing New Technology: Best Practices to Onboard and Enrol Your Team

2:15 - 3:15 PM

Speakers: Myla Cardona-Jones & Marc Dyer
Legal Technology

About

Coming soon.

Law as Code

3:45 - 4:15 PM

Speakers: Coming soon.
Legal Technology

About

Coming soon.

Clio Platform: Launch // Code Finals

4:30 - 5:30 PM

Empire Ballroom A & B
Legal Technology

About

Coming soon.

Insights on Client Expectations & Experience

11:25 - 11:55 AM

Speakers: Coming soon.
Business of Law

About

Coming soon.

Legal Accounting: Insights from a Professional

2:15 - 3:15 PM

Speakers: Gale Kirsopp
Business of Law

About

Coming soon.

Every Lawyer is Also a Salesperson

3:45 - 4:15 PM

Speakers: Steven Silberbach
Business of Law

About

Coming soon.

Visual Storytelling

4:30 - 5:30 PM

Speakers: Jae Um
Business of Law

About

Coming soon.

Future of Law Roundtable

2:15 - 3:15 PM

Speakers: Coming soon.
Bolden 6
Workshop

About

Coming soon.

Networking Pop-Up Event with JurisPage

11:25 - 11:55 AM

Speakers: The JurisPage Team
Bolden 5

About

Do you work in family law? Are you looking for new solutions? Maybe the chance to network with like-minded attendees? Join your fellow family law professionals for a 30-minute networking session hosted by JurisPage. Fun refreshments will be served; raise a toast!

*Room capacity is limited, first come first served.

Networking Pop-Up Event with LawPay

3:45 - 4:15 PM

Speakers: The LawPay Team
Bolden 5

About

Details to come.

 

*Room capacity is limited, first come first served.

Building Partnerships Between Law Firms & Tech Companies

10:50 - 11:50 AM

Speakers: Coming soon.
Legal Technology

About

Coming soon.

Growing Your Practice Through Digital Information Products

12:50 - 1:50 PM

Speakers: Jess Birken & Megan Zavieh
Legal Technology

About

Coming soon.

Digital Marketing: Expert Advice on SEO & Local Search

2:05 - 2:35 PM

Speakers: Coming soon.
Legal Technology

About

Coming soon.

Data Analytics in Law

2:50 - 3:50 PM

Speakers: Ed Walters
Legal Technology

About

Coming soon.

Two Models for Social Impact

10:05 - 10:35 AM

Business of Law

About

Host: Andrea Stevenson

Panelists: Ryan Hillier

Designing your own Legal Plan

10:50 - 11:50 AM

Speakers: Coming soon.
Legal Technology

About

Coming soon.

The Power of Mentorship

12:50 - 1:50 PM

Speakers: Coming soon.
Business of Law

About

Coming soon.

How to Grow Your Firm: Two Success Stories

2:05 - 2:35 PM

Speakers: Host: Joshua Lenon; Panelists: Tara Burd
Business of Law

About

Coming soon.

Innovation & The Future of the Profession

2:50 - 3:50 PM

Speakers: Cat Moon
Business of Law

About

Coming soon.

Platform Developer Session

10:05 - 11:30 AM

Speakers: Tys von Gaza, Andrew Gay & Jonathan Watson
Bolden 6
Workshop

About

Coming soon.

Conference Break - Morning, Day Two

9:45 - 10:05 AM

About

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

Essential Firm Automation: Zapier + Clio

10:05 - 10:35 AM

Speakers: Ernie Bin
Clio University: Seminars

About

Zapier can help you automate tasks between multiple applications. Learn to create your first zap with Ernie in a coding session as we learn the terminology and steps to create powerful integrations that will save you time and money.

Getting Your Leads into Clio

10:50 - 11:50 AM

Speakers: Adam La France
Clio University: Lectures

About

Finding business prospects and converting them into new clients can be challenging for firms of all sizes. Come hear how the “sales funnel” impacts law firms and learn best practices you can start applying today to improve your firm’s profitability. What’s more, get a first look at CRM by Clio* [*actual product name TBD], our new application for managing new leads and the intake process.

Essential Document Automation Workflows

10:05 - 10:35 AM

Speakers: Joseph Given & Alex Deschamps
Clio University: Lectures

About

Join Alex and Joseph to learn about how to streamline your firm’s Document creation workflow. In this session, we will explore Clio’s essential Document Automation functionality and will demonstrate how to generate common documents from pre-populated templates. Additionally, improve your document editing productivity with the use of Clio Launcher. Designed with office administrators and attorneys in mind, this session is recommended for users who want to learn how to create Documents (populated with information that is already in their Clio account), more conveniently.

Efficient Workflows for Small Firms

12:50 - 1:50 PM

Speakers: Thomas Tremlett & Ainsley Robertson
Clio University: Lectures

About

Join Ainsley and Thomas to learn how to improve and refine your firm’s workflows. This session will delve into a range of Clio features that you can use to streamline your daily lives including advanced Task management, integrations with your email, and using online payments to get paid faster. Designed specifically with smaller firms in mind, this session is recommended for those who are new to using Clio. If you want to spend less time on administration and more time being a lawyer, this session is for you!

Safeguarding Your Firm: Security Best Practices

2:05 - 2:35 PM

Speakers: Heidi Martin
Clio University: Lectures

About

Is your data important to your firm? What would be the impact if that data got into the wrong hands? Learn about some easy effective ways to secure your law firm’s data. During this session we will walk through the top 5 ways to address security in your firm and provide you with tips you can start using right away.

Best Billing Workflows: LEDES & Contingency Fees

2:05 - 2:35 PM

Speakers: Emily van Siereveld
Clio University: Seminars

About

Have you ever been curious about some of those other billing types in Clio? Or, are you someone that needs to occasionally use LEDES or Contingency Fees but haven’t  yet worked through it in Clio? Stop into this session and have all your questions answered! Not only will we walk through the set-up and use of both of these billing methods, but we will also answer all of those questions you’ve been curious about. That’s right – we will dive into and tackle the most frequently asked questions about LEDES and Contingency Fees. Join Emily and learn more about these two billing workflows.  

Using Clio to Deliver an Excellent Client Experience

2:50 - 3:50 PM

Speakers: Rebecca Liggins & Marcus Stein
Clio University: Lectures

About

Ever wanted to create great relationships with your clients? Join Marcus and Rebecca to learn from Clio’s award winning customer success team how you can use Clio to design an excellent experience for your clients.

Conference Break - Afternoon, Day Two

3:50 - 4:10 PM

About

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

Innovation in Legal Tech: The Chatbot Revolution

10:05 - 10:35 AM

Speakers: Joshua Lenon
Legal Technology

About

Coming soon.

Hangover Table: Sponsored by CalendarRules

9:45 - 10:05 AM

About

Had a little too much fun at the Monday night After Dark? Our partners at CalendarRules have you covered. Stop by the “Take What You Need” Hangover Table and get re-energized with drinks, pain killers, and even breath mints. 

Registration & Breakfast Opens: Day Two

7:00 AM

Elite & Empire Foyers

About

Breakfast will be served in Empire Ballroom located on the basement floor of the hotel.  

Friday Clio After Dark: Iconic New Orleans

7:00 - 11:00 PM

BB Kings Blues Club

About

Friday night we’ll be hosting our Clio After Dark event at the legendary BB Kings Blues Club. This is a ticketed event available for purchase. Tickets are $150 each and include shuttle transportation, fully catered buffet dinner, a hosted open bar, and excellent local musical entertainment. 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 desk.

Shuttles Transportation to Clio After Dark

6:40 PM

Hotel Lobby

About

Joining us for our legendary Friday night Clio After Dark? Meet us in the hotel lobby by the rear exit doors to catch a free ride on our round-the-clock shuttle service.

Closing Remarks & Prize Giveaway with Clio CEO Jack Newton

5:15 - 6:00 PM

Speakers: Jack Newton
Empire Ballroom A & B

Opening Keynote: Designing Your Life

8:45 - 9:45 AM

Speakers: Bill Burnett & Dave Evans
Empire Ballroom A & B

Wellness Activity: Sunrise Yoga

7:00 - 7:45 AM

About

Pop by in the morning for yoga and those precious moments of tranquility before diving into the day’s work. We have the mats and the yoga instructor, you just need to be ready for your moment of zen. (Space is limited).

Thursday Clio After Dark: Industry Event

8:00 - 11:00 PM

Civic Theatre

About

Your chance to rub shoulders with the industry’s best and brightest. Included in your Standard Conference Pass, we invite all conference attendees to join us at the historic Civic Theatre for passed hors d’oeuvres, an open bar, and fabulous entertainment. Make sure to bring your conference name badge for entry!

Afternoon Keynote: Kelly McGonigal

1:00 - 2:00 PM

Speakers: Kelly Mcgonigal
Empire Ballroom A & B

About

Dr. Kelly McGonigal is a health psychologist and Stanford University lecturer pioneering the field of “science-help.” Her mission is to translate insights from psychology and neuroscience into practical strategies that support personal well-being. She is the author of several books, including the international bestseller “The Willpower Instinct” and her latest book “The Upside of Stress.” Her 2013 TED talk, “How to Make Stress Your Friend,” is one of the 20 Most Viewed TED talks of all time.

 

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

Conference Break - Afternoon, Day One

3:15 - 3:45 PM

About

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

Clio Certified Consultant Workshop & Lunch

11:25 - 11:55 AM

Speakers: Brittney Lloyd
Bolden 6
Workshop

About

Are you one of Clio’s amazing Clio Certified Consultants? Join Brittany as she walks through the improvements made over the last year, give you a peek as to what we’re working on next, and show you how to leverage the weight of Clio’s Sales, Success, and Product teams to maximize your Clio expertise and revenue.

 

Workshop will run from 11:25 – 11:55 AM followed by an exclusive lunch for Clio Certified Consultants at the 8 Block restaurant of the Hyatt Regency hotel.

Lunch - Day One

11:55 AM - 1:00 PM

Elite Ballroom

About

Head downstairs to the Elite Ballroom to enjoy a fabulously curated buffet lunch. Dietary considerations have been kept in mind.

Exploring the 2018 Legal Trends Report

10:10 - 11:10 AM

Speakers: George Psiharis
Empire Ballroom A & B
Business of Law

About

By popular demand, we’re excited to be back with a new edition of the Legal Trends Report that is complete with a host of exciting new insights that could transform the way you think about running your law practice.

 

In this session, join George for a deeper look into the trends that define the legal profession. We’ll cover:

 

  • How much do law firms charge their clients, and what fee arrangements do they use?
  • How do I know if my law practice is performing well from a financial perspective?
  • Unpacking low utilization rates: where do law firms spend their time, and how can they acquire more clients?
  • On average, how much money is a new case worth in my practice area?
  • And much more!

Conference Break - Morning, Day One

9:50 - 10:10 AM

About

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

Opening Keynote: Jack Newton

8:30 - 9:50 AM

Speakers: Jack Newton
Empire Ballroom A & B

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.

Wellness Activity: Morning Run

7:00 - 7:45 AM

Hotel Lobby

About

Coffee can wait. While most people are hitting snooze, you’re hitting the pavement. Kick off your conference experience with a Thursday morning run. Professional running coaches will be taking you on a scenic route through some of New Orleans most iconic landmarks.

Registration & Breakfast Opens: Day One

7:00 AM

Elite & Empire Foyers

About

Day one registration is located in Elite foyer on the second floor of the Hyatt Regency Hotel as well as in Empire foyer located on the basement floor. Breakfast will be served in Empire Ballroom.  

See what people are saying

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The speakers are thought leaders--and not only in the tech space. I once again left the conference inspired about the future of law!

Jayne Reardon

Above the Law

There were some AMAZING speakers here this year!! Thank you, Clio!!

Christie Cheatle

Zamudio Law Professionals PC

If you’re looking for a conference to go to where you’ll learn, connect with great people, get your money’s worth, and have a good time, the Clio Cloud Conference is for you.

Andrew Cabasso

Uptime Jurispage Blog