Agenda

To help you make the most of ClioCon’s action-packed agenda, we’ve sorted keynotes, workshops, and sessions into different tracks. Choose the track that best suits your firm’s needs, or mix and match from multiple tracks to build a customized experience! Virtual sessions are live streamed in CDT.

Please note, agenda times and sessions are subject to change.

*CLE-eligible sessions indicated with an asterisk (in-person attendees only)

In-person Virtual

Registration & Breakfast

7:00 a.m. - 8:30 a.m. CST

Lobby

Monday Morning Wellness Activities

7:00 a.m. - 8:30 a.m. CST

Transformation in Action

Various

Opening Keynote: Jack Newton

8:15 a.m. - 9:45 a.m. CST

Jack Newton

2022 How to Optimize Your Billing Process

10:15 a.m. - 10:30 a.m. CST

Indy Kaur

Clio Stage

Product Pitch: Lawmatics

10:15 a.m. - 10:30 a.m. CST

Ainsley Robertson

Product Pitch Stage

How to Generate More Business with Email

10:15 a.m. - 10:45 a.m. CST

Milly Tsui, Patricia De Fonte

Law Firm Marketing

Lessons Learned from Starting a New Law Firm*

10:15 a.m. - 10:45 a.m. CST

Austin Pantaleo, Lindsey Egan, Joseph Gibson

Business Management

Insights From the 2022 Legal Trends Report*

10:15 a.m. - 10:45 a.m. CST

Joshua Lenon, Rio Peterson

Client-Centered Experiences

How to Advocate for Lawyer Mental Health and Wellness*

10:15 a.m. - 10:45 a.m. CST

Kara Hardin

Transformation in Action

Optimizing Firm Workflows with Clio

10:15 a.m. - 11:30 a.m. CST

Sophie McKee-Wright

Workshops: Level Up Your Business

How to Automate Your Workflows with Zapier

10:15 a.m. - 12:00 p.m. CST

Foojan Shabrang

Workshops: Level Up with Clio

Product Pitch: Readback

10:40 a.m. - 10:55 a.m. CST

Ainsley Robertson

Product Pitch Stage

How to Create a Better Payment Experience

10:40 a.m. - 10:55 a.m. CST

Stevie Nguyen

Clio Stage

Join the Conversation: The Benefits of a Legal Blog

11:00 a.m. - 12:00 p.m. CST

Teresa Matich, Kevin O'Keefe, Bob Ambrogi, Iffy Ibekwe

Law Firm Marketing

Panel Discussion: How to Navigate Changes Within Your Firm

11:00 a.m. - 12:00 p.m. CST

Noelle Uglesic, Andrea Oyola Reid, Kathi Tirelli, Adam Sherry

Business Management

How to Deliver an Exceptional Client Experience from Intake to Invoice

11:00 a.m. - 12:00 p.m. CST

Taylor DiGiulio, Aaron van Tassel

Client-Centered Experiences

Being Business: Let’s Start with Pyramids and Moats*

11:00 a.m. - 12:00 p.m. CST

Jack Newton, Mark Britton

Transformation in Action

Product Pitch: Case Status

11:05 a.m. - 11:20 a.m. CST

Ainsley Robertson

Product Pitch Stage

How to Automate Your Accounts Receivable Process

11:05 a.m. - 11:20 a.m. CST

Kyle Blouin

Clio Stage

Product Pitch: InfoTrack

11:30 a.m. - 11:45 a.m. CST

Ainsley Robertson

Product Pitch Stage

Best Practices: Bill Themes

11:30 a.m. - 11:45 a.m. CST

Meghan Archibald

Clio Stage

Best Practices: Trust Accounting

11:55 a.m. - 12:10 p.m. CST

Adrian Francis

Clio Stage

Line Dancing Sponsored by Expertise

12:00 p.m. - 1:15 p.m. CST

Jesse Harink, Tasya Abigail

Transformation in Action

Launch Code - Day 1

12:15 p.m. - 1:00 p.m. CST

Shubham Datta, Ainsley Robertson

Product Pitch Stage

Establishing Your Web Presence Using Clio

1:15 p.m. - 1:30 p.m. CST

Ben Patterson

Clio Stage

Product Pitch: DivorceHelp123

1:15 p.m. - 1:30 p.m. CST

John O'Connor

Product Pitch Stage

How to Use PR to Build Your Law Firm’s Brand

1:15 p.m. - 2:15 p.m. CST

Pamela Smith, Erin Levine, Gina Rubel

Law Firm Marketing

Panel Discussion: Ways to Impact Law Firm Operations

1:15 p.m. - 2:15 p.m. CST

Meggie Javid, Brian King, Katie Brennan, Lydia Burton

Business Management

Trauma-Informed Lawyering*

1:15 p.m. - 2:15 p.m. CST

Myrna McCallum, Natalie Archibald

Client-Centered Experiences

Building a Purpose-Driven Law Firm: How Leading with Passion Can Lead to A More Just Legal System *

1:15 p.m. - 2:15 p.m. CST

Chinwe Ohanele, Niamh Pollak

Transformation in Action

Implementing Clio’s Newest Features

1:15 p.m. - 2:15 p.m. CST

Devon Mitton

Workshops: Level Up with Clio

How to Evaluate and Optimize Your Firm’s Online Presence

1:15 p.m. - 3:00 p.m. CST

Mark Homer, Jamie Kohls, Alex Shipillo

Workshops: Level Up Your Business

Product Pitch: ion8

1:40 p.m. - 1:55 p.m. CST

John O'Connor

Product Pitch Stage

Best Practices: Court Rules

1:40 p.m. - 1:55 p.m. CST

Karina Cebuliak

Clio Stage

Product Pitch: Skribe

2:05 p.m. - 2:20 p.m. CST

John O'Connor

Product Pitch Stage

Best Practices: Lawyaw

2:05 p.m. - 2:20 p.m. CST

Tucker Cottingham

Clio Stage

Best Practices: Document Management

2:30 p.m. - 2:45 p.m. CST

Andreas Becker

Clio Stage

Law Firm Marketing 101

2:30 p.m. - 3:00 p.m. CST

Liz Hudson, Jolin Bachman

Law Firm Marketing

How to Get Paid for Your Legal Services—Without the Chase

2:30 p.m. - 3:00 p.m. CST

Tristan Kenning, Jessie Mok

Business Management

Panel Discussion: Inclusion in Law Firm Services

2:30 p.m. - 3:00 p.m. CST

Brooke Weitzman, Temi O. Siyanbade, Allen Rodriguez, Erin Leonty

Client-Centered Experiences

Empowering Your Clients Using Intentional Language and Advocacy*

2:30 p.m. - 3:00 p.m. CST

Nkoyo Effiong Lewis

Transformation in Action

Product Pitch: Proof

2:40 p.m. - 2:55 p.m. CST

John O'Connor

Product Pitch Stage

Best Practices: Using Clio Grow and Clio Manage

2:55 p.m. - 3:10 p.m. CST

Stacey Tennen

Clio Stage

Product Pitch: Expertise.com

2:55 p.m. - 3:10 p.m. CST

John O'Connor

Product Pitch Stage

How to Build a Strong Law Firm Culture*

3:15 p.m. - 4:15 p.m. CST

Billie Tarascio

Workshops: Level Up Your Business

Inclusive Law Firm Marketing

3:15 p.m. - 4:15 p.m. CST

Katie Koleszar, Rukayatu Tijani

Law Firm Marketing

How to Build Performance Reports that Drive Success*

3:15 p.m. - 4:15 p.m. CST

Anna Dabrowski, Melissa Shanahan

Client-Centered Experiences

How to Nail Law Firm Processes with the Right Tech Stack

3:15 p.m. - 4:15 p.m. CST

Remi Broemeling, Jason Liew

Business Management

The Way of Influence: Communicating for Maximum Impact

3:15 p.m. - 4:15 p.m. CST

Terry De Meo, Allison Wolf, Franklin Orellana-Arriola

Transformation in Action

Best Practices: Client Intake

3:20 p.m. - 3:35 p.m. CST

Saygin Yag

Clio Stage

Best Practices: Clio Grow Templates

3:45 p.m. - 4:00 p.m. CST

Tom Zayan

Clio Stage

Best Practices: Clio Grow Forms

4:10 p.m. - 4:25 p.m. CST

Tom Zayan

Clio Stage

Keynote: Priya Parker

4:45 p.m. - 5:45 p.m. CST

Priya Parker

Registration & Breakfast

7:00 a.m. - 8:30 a.m. CST

Lobby

Tuesday Morning Wellness Activities

7:00 a.m. - 8:30 a.m. CST

Various

Day 2 Keynote: Neal Katyal*

8:30 a.m. - 9:45 a.m. CST

How to Use Clio Scheduler

10:15 a.m. - 10:30 a.m. CST

Kim Francis

Clio Stage

Product Pitch: Lawmatics

10:15 a.m. - 10:30 a.m. CST

John Brennan

Product Pitch Stage

Product Pitch: NetDocuments

10:15 a.m. - 10:30 a.m. CST

Product Pitch Stage

How to Use Clio to Attract—and Retain—More Clients

10:15 a.m. - 10:45 a.m. CST

Joseph Given, Ashley Duffy

Law Firm Marketing

Getting Started with Clio

10:15 a.m. - 10:45 a.m. CST

Suzana Odzala, Omar Robinson

Business Management

Law Firm Spotlight: Making the Most of Clio’s App Integrations

10:15 a.m. - 10:45 a.m. CST

Ainsley Robertson, Crista Hermance

Client-Centered Experiences

AI in the Law: The Present and Future*

10:15 a.m. - 10:45 a.m. CST

Jackie Schafer

Transformation in Action

Designing a Client Centered Law Firm Experience*

10:15 a.m. - 12:00 p.m. CST

Jack Newton, Matt Homann

Workshops: Level Up with Clio

Create Your Law Firm Marketing Plan

10:15 a.m. - 12:00 p.m. CST

April & Tyler Roberts, Alex Shipillo

Workshops: Level Up Your Business

Product Pitch: WiseTime

10:40 a.m. - 10:55 a.m. CST

John Brennan

Product Pitch Stage

How to Optimize Google My Business with Clio

10:40 a.m. - 10:55 a.m. CST

Demetra Mandrapilias

Clio Stage

Advanced Client Intake Workflows

11:00 a.m. - 12:00 p.m. CST

Heather Priban, Herb Wilson, Erin Callahan

Law Firm Marketing

Reisman Panel: Best Growth Story & Legal Innovation

11:00 a.m. - 12:00 p.m. CST

Taylor Lecky

Business Management

Reisman Panel: Best New Law Firm and Excellence in Client Service

11:00 a.m. - 12:00 p.m. CST

Liz Hudson

Client-Centered Experiences

Reisman Panel: Community Impact and Community Champion

11:00 a.m. - 12:00 p.m. CST

Teresa Matich

Transformation in Action

Product Pitch: Virtual Latinos

11:05 a.m. - 11:20 a.m. CST

John Brennan

Product Pitch Stage

How to Streamline Client Communications

11:05 a.m. - 11:20 a.m. CST

Jason Meijers

Clio Stage

Product Pitch: BlueWell

11:30 a.m. - 11:45 a.m. CST

John Brennan

Product Pitch Stage

Save Time by Texting with Clio

11:30 a.m. - 11:45 a.m. CST

Aniruddh Vijayvargiya

Clio Stage

Best Practices: Scheduling with Clio

11:55 a.m. - 12:10 p.m. CST

Madison Goddyn

Clio Stage

Two Step/Line Dancing

12:00 p.m. - 1:15 p.m. CST

Jesse Harink, Tasya Abigail

Launch Code - Day 2

12:15 p.m. - 1:00 p.m. CST

Shubham Datta, Ainsley Robertson

Product Pitch Stage

Securing Your Clio Account: Going Beyond Strong Passwords

12:20 p.m. - 12:35 p.m. CST

Gavin Miller

Clio Stage

Best Practices: Clio x QuickBooks Online (QBO)

12:45 p.m. - 1:00 p.m. CST

Meghan Archibald

Clio Stage

Best Practices: Getting the Most Out of Law Firm Insights

1:10 p.m. - 1:25 p.m. CST

Karina Cebuliak

Clio Stage

Product Pitch: Kenect

1:15 p.m. - 1:30 p.m. CST

John O'Connor

Product Pitch Stage

How to Succeed with Social Media Marketing

1:15 p.m. - 1:45 p.m. CST

Michelle Fonseca-Kamana, Adam S. Juratovac, Fanny Lau

Law Firm Marketing

Hire for Success: Best Practices for Growing Your Team*

1:15 p.m. - 1:45 p.m. CST

Kristin Tyler

Business Management

Lightning Talks: Gaining Inspiration from your Clients

1:15 p.m. - 1:45 p.m. CST

Tom Heinan, Rebecca Bell, Sheila-Marie Finkelstein, Taylor Tieman

Client-Centered Experiences

Finding Balance: How to Make the Most of Your Time*

1:15 p.m. - 1:45 p.m. CST

Olivia Vizachero

Transformation in Action

Document Templates and Automation with Clio

1:15 p.m. - 2:30 p.m. CST

Joe Kaczrowski

Workshops: Level Up with Clio

Becoming a Data-driven Law Firm: Understanding KPIs*

1:15 p.m. - 2:30 p.m. CST

Jessica Ryker, Angela Welch

Workshops: Level Up Your Business

How to Use Activity Categories in Clio

1:35 p.m. - 1:50 p.m. CST

Tonja Teolis

Clio Stage

Product Pitch: Lawdroid

1:40 p.m. - 1:55 p.m. CST

John O'Connor

Product Pitch Stage

How to Set Up Permissions in Clio

2:00 p.m. - 2:15 p.m. CST

Sue Dyson

Clio Stage

Innovation in the Courts

2:00 p.m. - 3:00 p.m. CST

Niamh Pollak, Judge Scott Schlegel

Transformation in Action

Mastering Client Intake with Clio Manage and Clio Grow

2:00 p.m. - 3:00 p.m. CST

Jen Gibson, Richard Ward

Law Firm Marketing

Panel Discussion: How to Design Scalable Legal Services

2:00 p.m. - 3:00 p.m. CST

Dave McCann, Timothy Parlatore, Jess Birken

Business Management

How to Manage Client Expectations for Long Term Success*

2:00 p.m. - 3:00 p.m. CST

Karina Cebuliak, Colin Ley, Shreya Ley

Client-Centered Experiences

Product Pitch: Golden Pear Funding

2:05 p.m. - 2:20 p.m. CST

John O'Connor

Product Pitch Stage

Best Practices: Clio x Microsoft 365

2:25 p.m. - 2:40 p.m. CST

Betty Ye

Clio Stage

Product Pitch: Spotlight Branding

2:30 p.m. - 2:45 p.m. CST

John O'Connor

Product Pitch Stage

Integrating QuickBooks Online with Clio

2:45 p.m. - 3:15 p.m. CST

Kyle Blouin

Workshops: Level Up with Clio

Applying 2022 Legal Trends Report Insights to Your Firm*

2:45 p.m. - 3:45 p.m. CST

Rio Peterson

Workshops: Level Up with Clio

Best Practices: Clio Tasks

2:50 p.m. - 3:05 p.m. CST

Tara Cain

Clio Stage

Product Pitch: Legalfit, a Centerbase Company

2:55 p.m. - 3:10 p.m. CST

John O'Connor

Product Pitch Stage

Best Practices: Law Firm Security

3:15 p.m. - 3:30 p.m. CST

Alexa Yiouroukis

Clio Stage

Making Clio’s Advance Tasks Features Work for You

3:15 p.m. - 3:45 p.m. CST

Sophie McKee Wright, Sydney Conrad

Business Management

How to Convert More Leads into Clients

3:15 p.m. - 3:45 p.m. CST

Justie Nicol

Client-Centered Experiences

Day 2 Afternoon Keynote: Robert Cialdini

4:15 p.m. - 5:15 p.m. CST

Closing Remarks: Jack Newton

5:25 p.m. - 5:55 p.m. CST

Jack Newton

7:00 a.m. - 8:30 a.m. CST

Registration & Breakfast

Lobby

8:15 a.m. - 9:45 a.m. CST

Opening Keynote: Jack Newton

Speakers: Jack Newton

Virtual

Listen to Jack Newton—CEO and Founder of Clio—address what changes are happening across the legal industry, what these changes mean for your practice, and where we’re headed.

10:15 a.m. - 10:45 a.m. CST

How to Generate More Business with Email

Speakers: Milly Tsui, Patricia De Fonte

Learn how to create email campaigns that nurture existing relationships, generate more referrals, and drive repeat business. Plus get tips on writing emails that clients actually want to read.

11:00 a.m. - 12:00 p.m. CST

Join the Conversation: The Benefits of a Legal Blog

Speakers: Teresa Matich, Kevin O'Keefe, Bob Ambrogi, Iffy Ibekwe

This panel will cover the many benefits of creating a legal blog that go beyond thought leadership, including creating downloadable assets to build your lead lists, powerful testimonials for social content, and more.

1:15 p.m. - 2:15 p.m. CST

How to Use PR to Build Your Law Firm’s Brand

Speakers: Pamela Smith, Erin Levine, Gina Rubel

Learn about the benefits of public relations (PR) and working with the media in general. Plus, understand how earning media attention can help your firm attract—and retain—more clients and top talent.

2:30 p.m. - 3:00 p.m. CST

Law Firm Marketing 101

Speakers: Liz Hudson, Jolin Bachman

Virtual

Get tips on building an effective marketing strategy to grow your business—while making the most of your budget. Plus, learn why it’s important to track the ROI of your efforts—and how to do it. 

3:15 p.m. - 4:15 p.m. CST

Inclusive Law Firm Marketing

Speakers: Katie Koleszar, Rukayatu Tijani

Learn how to identify your desired clientele and dial into their unique needs, so you can better market your legal services in a way that lets your clients know you see them and want to help them.

4:45 p.m. - 5:45 p.m. CST

Keynote: Priya Parker

Speakers: Priya Parker

Virtual

Get ready for an immersive and memorable experience!

Priya Parker is going to give tangible tips on how to host better meetings, gather individuals, and inspire through a live, dynamic, and highly interactive special event.

At the conference, Priya will:

  • Design a live laboratory that demonstrates the ideas of her book and connects us to each other in new ways,
  • Break down the anatomy of what actually makes for transformative gatherings, and
  • Lead a group experience that demonstrates how gathering is a form of leadership, and then reverse engineer what she does to create this sense of community.

Be prepared for a dynamic and exciting experience that will give you real tools to walk away with and apply to all of the gatherings in your own work and life.

7:00 a.m. - 8:30 a.m. CST

Registration & Breakfast

Lobby

8:15 a.m. - 9:45 a.m. CST

Opening Keynote: Jack Newton

Speakers: Jack Newton

Virtual

Listen to Jack Newton—CEO and Founder of Clio—address what changes are happening across the legal industry, what these changes mean for your practice, and where we’re headed.

10:15 a.m. - 10:45 a.m. CST

Lessons Learned from Starting a New Law Firm*

Speakers: Austin Pantaleo, Lindsey Egan, Joseph Gibson

Virtual

Learn the ins-and-outs of building a successful law firm from founding partners who’ve been there before. This discussion will cover funding your firm, creating a strong online presence, and more.  

11:00 a.m. - 12:00 p.m. CST

Panel Discussion: How to Navigate Changes Within Your Firm

Speakers: Noelle Uglesic, Andrea Oyola Reid, Kathi Tirelli, Adam Sherry

Explore effective ways to approach changes within your firm—from implementing new technology to restructuring teams—with minimal disruption and maximum adoption. 

1:15 p.m. - 2:15 p.m. CST

Panel Discussion: Ways to Impact Law Firm Operations

Speakers: Meggie Javid, Brian King, Katie Brennan, Lydia Burton

Get actionable advice from lawyers and legal professionals on how you can affect change on your firm’s processes—without burning out. 

2:30 p.m. - 3:00 p.m. CST

How to Get Paid for Your Legal Services—Without the Chase

Speakers: Tristan Kenning, Jessie Mok

Virtual

Learn about the benefits of using a streamlined process to generate, collect, and account for your monthly invoices. Plus, explore innovative solutions you can use to automate these processes.

3:15 p.m. - 4:15 p.m. CST

How to Nail Law Firm Processes with the Right Tech Stack

Speakers: Remi Broemeling, Jason Liew

Virtual

Learn how to strategically evaluate your workflows to determine what technology you really need to do your work, so you can stop jumping around from app to app and cut unnecessary subscription costs.

4:45 p.m. - 5:45 p.m. CST

Keynote: Priya Parker

Speakers: Priya Parker

Virtual

Get ready for an immersive and memorable experience!

Priya Parker is going to give tangible tips on how to host better meetings, gather individuals, and inspire through a live, dynamic, and highly interactive special event.

At the conference, Priya will:

  • Design a live laboratory that demonstrates the ideas of her book and connects us to each other in new ways,
  • Break down the anatomy of what actually makes for transformative gatherings, and
  • Lead a group experience that demonstrates how gathering is a form of leadership, and then reverse engineer what she does to create this sense of community.

Be prepared for a dynamic and exciting experience that will give you real tools to walk away with and apply to all of the gatherings in your own work and life.

7:00 a.m. - 8:30 a.m. CST

Registration & Breakfast

Lobby

8:15 a.m. - 9:45 a.m. CST

Opening Keynote: Jack Newton

Speakers: Jack Newton

Virtual

Listen to Jack Newton—CEO and Founder of Clio—address what changes are happening across the legal industry, what these changes mean for your practice, and where we’re headed.

11:00 a.m. - 12:00 p.m. CST

How to Deliver an Exceptional Client Experience from Intake to Invoice

Speakers: Taylor DiGiulio, Aaron van Tassel

Virtual

Discover new tools that will allow your firm to meet your clients’ expectations and deliver on their needs—without the manual effort—at every stage of their legal matter. 

1:15 p.m. - 2:15 p.m. CST

Trauma-Informed Lawyering*

Speakers: Myrna McCallum, Natalie Archibald

Virtual

Learn the benefits of adopting trauma-informed practices, so you can support lawyer wellbeing, create healthier lawyer-client boundaries and increase access to justice.

2:30 p.m. - 3:00 p.m. CST

Panel Discussion: Inclusion in Law Firm Services

Speakers: Brooke Weitzman, Temi O. Siyanbade, Allen Rodriguez, Erin Leonty

Get practical tips from industry experts on identifying blind spots in the way you practice and deliver legal services, so you can provide more positive client experiences and impact your bottom line.

4:45 p.m. - 5:45 p.m. CST

Keynote: Priya Parker

Speakers: Priya Parker

Virtual

Get ready for an immersive and memorable experience!

Priya Parker is going to give tangible tips on how to host better meetings, gather individuals, and inspire through a live, dynamic, and highly interactive special event.

At the conference, Priya will:

  • Design a live laboratory that demonstrates the ideas of her book and connects us to each other in new ways,
  • Break down the anatomy of what actually makes for transformative gatherings, and
  • Lead a group experience that demonstrates how gathering is a form of leadership, and then reverse engineer what she does to create this sense of community.

Be prepared for a dynamic and exciting experience that will give you real tools to walk away with and apply to all of the gatherings in your own work and life.

10:15 a.m. - 10:45 a.m. CST

Insights From the 2022 Legal Trends Report*

Speakers: Joshua Lenon, Rio Peterson

Virtual

Dive into the latest insights from Clio’s Legal Trends Report, including unprecedented changes in law firm finances, and findings about how and where lawyers are succeeding in the new era of work.

3:15 p.m. - 4:15 p.m. CST

How to Build Performance Reports that Drive Success*

Speakers: Anna Dabrowski, Melissa Shanahan

Virtual

Understand which law firm insights really matter, so you can build meaningful reports that accurately measure firm performance and allow you to set data-informed benchmarks to grow your practice.

7:00 a.m. - 8:30 a.m. CST

Monday Morning Wellness Activities

Various

  • Morning Yoga
  • Morning Fitness Class
  • “Friends of Bill W” Meeting

8:15 a.m. - 9:45 a.m. CST

Opening Keynote: Jack Newton

Speakers: Jack Newton

Virtual

Listen to Jack Newton—CEO and Founder of Clio—address what changes are happening across the legal industry, what these changes mean for your practice, and where we’re headed.

10:15 a.m. - 10:45 a.m. CST

How to Advocate for Lawyer Mental Health and Wellness*

Speakers: Kara Hardin

Discover gentle strategies you can use to create healthier workplace boundaries and avoid burnout. Plus, learn how your firm can support lawyer wellness with meaningful policies and adopted norms.

11:00 a.m. - 12:00 p.m. CST

How to Build a More Inclusive Legal Community*

Speakers: Katie Koleszar

Learn how you can action meaningful plans to build a diverse workforce. Plus, gain a deeper understanding of how fostering more inclusive teams can positively impact your firm’s culture and growth. 

12:00 p.m. - 1:15 p.m. CST

Line Dancing Sponsored by Expertise

Speakers: Jesse Harink, Tasya Abigail

1:15 p.m. - 2:15 p.m. CST

Building a Purpose-Driven Law Firm: How Leading with Passion Can Lead to A More Just Legal System *

Speakers: Chinwe Ohanele, Niamh Pollak

Virtual

Unlock the key to making a meaningful impact on the communities you serve. Plus, discover the power of measuring your efforts not by numbers, but by the stories of clients who you’ve helped.

2:30 p.m. - 3:00 p.m. CST

Empowering Your Clients Using Intentional Language and Advocacy*

Speakers: Nkoyo Effiong Lewis

Join this discussion on the impact of language and education in delivering client-centered services. Plus, learn more about the shifts necessary to effectively advocate alongside your clients.

11:00 a.m. - 12:00 p.m. CST

Being Business: Let’s Start with Pyramids and Moats*

Speakers: Jack Newton, Mark Britton

Virtual

In this session. We will discuss age-old strategies for engaging and protecting your customers across their entire spectrum of legal needs. We will look at strategies from both inside and outside the legal industry and hopefully inspire you to build a pyramid and moat for your law practice.

3:15 p.m. - 4:15 p.m. CST

The Way of Influence: Communicating for Maximum Impact

Speakers: Terry De Meo, Allison Wolf, Franklin Orellana-Arriola

In this practicum, two legal coaches will introduce you to a three-step process to transform challenging workplace interactions into impactful and influential engagements. Designed for the high-stress legal workplace, this session will equip participants to communicate with maximum effectiveness while improving their workplace relationships and maintaining their personal well-being.

4:45 p.m. - 5:45 p.m. CST

Keynote: Priya Parker

Speakers: Priya Parker

Virtual

Get ready for an immersive and memorable experience!

Priya Parker is going to give tangible tips on how to host better meetings, gather individuals, and inspire through a live, dynamic, and highly interactive special event.

At the conference, Priya will:

  • Design a live laboratory that demonstrates the ideas of her book and connects us to each other in new ways,
  • Break down the anatomy of what actually makes for transformative gatherings, and
  • Lead a group experience that demonstrates how gathering is a form of leadership, and then reverse engineer what she does to create this sense of community.

Be prepared for a dynamic and exciting experience that will give you real tools to walk away with and apply to all of the gatherings in your own work and life.

7:00 a.m. - 8:30 a.m. CST

Registration & Breakfast

Lobby

8:15 a.m. - 9:45 a.m. CST

Opening Keynote: Jack Newton

Speakers: Jack Newton

Virtual

Listen to Jack Newton—CEO and Founder of Clio—address what changes are happening across the legal industry, what these changes mean for your practice, and where we’re headed.

1:15 p.m. - 2:15 p.m. CST

Implementing Clio’s Newest Features

Speakers: Devon Mitton

Learn more about what’s new in Clio. Plus, participate in hands-on sessions where you’ll gain a better understanding of how to incorporate the latest feature releases into your existing workflows.

4:45 p.m. - 5:45 p.m. CST

Keynote: Priya Parker

Speakers: Priya Parker

Virtual

Get ready for an immersive and memorable experience!

Priya Parker is going to give tangible tips on how to host better meetings, gather individuals, and inspire through a live, dynamic, and highly interactive special event.

At the conference, Priya will:

  • Design a live laboratory that demonstrates the ideas of her book and connects us to each other in new ways,
  • Break down the anatomy of what actually makes for transformative gatherings, and
  • Lead a group experience that demonstrates how gathering is a form of leadership, and then reverse engineer what she does to create this sense of community.

Be prepared for a dynamic and exciting experience that will give you real tools to walk away with and apply to all of the gatherings in your own work and life.

10:15 a.m. - 12:00 p.m. CST

How to Automate Your Workflows with Zapier

Speakers: Foojan Shabrang

Join this workshop to learn how to automate repetitive tasks with Zapier. Plus, hear how other high-performing law firms are using “zaps” to boost efficiency and create more time for billable work.

7:00 a.m. - 8:30 a.m. CST

Registration & Breakfast

Lobby

8:15 a.m. - 9:45 a.m. CST

Opening Keynote: Jack Newton

Speakers: Jack Newton

Virtual

Listen to Jack Newton—CEO and Founder of Clio—address what changes are happening across the legal industry, what these changes mean for your practice, and where we’re headed.

1:15 p.m. - 3:00 p.m. CST

How to Evaluate and Optimize Your Firm’s Online Presence

Speakers: Mark Homer, Jamie Kohls, Alex Shipillo

Learn how to optimize your firm’s website to increase traffic—and new leads. Plus, learn how to evaluate your site’s key performance indicators to make data-driven improvements that drive results.

3:15 p.m. - 4:15 p.m. CST

How to Build a Strong Law Firm Culture*

Speakers: Billie Tarascio

Discover overlooked strategies used by growing firms to create a workplace environment and culture map where lawyers and legal professionals feel supported and valued.

4:45 p.m. - 5:45 p.m. CST

Keynote: Priya Parker

Speakers: Priya Parker

Virtual

Get ready for an immersive and memorable experience!

Priya Parker is going to give tangible tips on how to host better meetings, gather individuals, and inspire through a live, dynamic, and highly interactive special event.

At the conference, Priya will:

  • Design a live laboratory that demonstrates the ideas of her book and connects us to each other in new ways,
  • Break down the anatomy of what actually makes for transformative gatherings, and
  • Lead a group experience that demonstrates how gathering is a form of leadership, and then reverse engineer what she does to create this sense of community.

Be prepared for a dynamic and exciting experience that will give you real tools to walk away with and apply to all of the gatherings in your own work and life.

10:15 a.m. - 11:30 a.m. CST

Optimizing Firm Workflows with Clio

Speakers: Sophie McKee-Wright

Join this expert-led demo to learn how to use advanced tools in Clio to streamline and automate your processes, so your firm can operate more smoothly and efficiently than you ever thought possible.

7:00 a.m. - 8:30 a.m. CST

Registration & Breakfast

Lobby

8:15 a.m. - 9:45 a.m. CST

Opening Keynote: Jack Newton

Speakers: Jack Newton

Virtual

Listen to Jack Newton—CEO and Founder of Clio—address what changes are happening across the legal industry, what these changes mean for your practice, and where we’re headed.

12:15 p.m. - 1:00 p.m. CST

Launch Code - Day 1

Speakers: Shubham Datta, Ainsley Robertson

Virtual

Join the 2022 Launch//Code judges as they hear finalist pitches from new and updated apps.

4:45 p.m. - 5:45 p.m. CST

Keynote: Priya Parker

Speakers: Priya Parker

Virtual

Get ready for an immersive and memorable experience!

Priya Parker is going to give tangible tips on how to host better meetings, gather individuals, and inspire through a live, dynamic, and highly interactive special event.

At the conference, Priya will:

  • Design a live laboratory that demonstrates the ideas of her book and connects us to each other in new ways,
  • Break down the anatomy of what actually makes for transformative gatherings, and
  • Lead a group experience that demonstrates how gathering is a form of leadership, and then reverse engineer what she does to create this sense of community.

Be prepared for a dynamic and exciting experience that will give you real tools to walk away with and apply to all of the gatherings in your own work and life.

10:15 a.m. - 10:30 a.m. CST

Product Pitch: Lawmatics

Speakers: Ainsley Robertson

11:05 a.m. - 11:20 a.m. CST

Product Pitch: Case Status

Speakers: Ainsley Robertson

1:40 p.m. - 1:55 p.m. CST

Product Pitch: ion8

Speakers: John O'Connor

2:05 p.m. - 2:20 p.m. CST

Product Pitch: Skribe

Speakers: John O'Connor

2:40 p.m. - 2:55 p.m. CST

Product Pitch: Proof

Speakers: John O'Connor

1:15 p.m. - 1:30 p.m. CST

Product Pitch: DivorceHelp123

Speakers: John O'Connor

10:40 a.m. - 10:55 a.m. CST

Product Pitch: Readback

Speakers: Ainsley Robertson

11:30 a.m. - 11:45 a.m. CST

Product Pitch: InfoTrack

Speakers: Ainsley Robertson

2:55 p.m. - 3:10 p.m. CST

Product Pitch: Expertise.com

Speakers: John O'Connor

7:00 a.m. - 8:30 a.m. CST

Registration & Breakfast

Lobby

10:15 a.m. - 10:30 a.m. CST

2022 How to Optimize Your Billing Process

Speakers: Indy Kaur

Learn how to use Clio’s billing features to streamline your billing process, so you can review bills faster and share client invoices easily.

10:40 a.m. - 10:55 a.m. CST

How to Create a Better Payment Experience

Speakers: Stevie Nguyen

Learn how to use Clio’s payments features, including click-to-pay links and online payment options, so you can create a better payment experience for your clients.

11:05 a.m. - 11:20 a.m. CST

How to Automate Your Accounts Receivable Process

Speakers: Kyle Blouin

Learn how to automate your firm’s entire accounts receivable and reconciliation process, in compliance with industry regulations, so you can manage your trust accounting with confidence.

11:30 a.m. - 11:45 a.m. CST

Best Practices: Bill Themes

Speakers: Meghan Archibald

Learn how to use Clio’s bill theme feature to customize and modify the look of your firm’s bills, so you can take your invoicing to the next level.

11:55 a.m. - 12:10 p.m. CST

Best Practices: Trust Accounting

Speakers: Adrian Francis

Learn how you can automate and simplify the trust accounting process, from start to finish, with Clio.

1:15 p.m. - 1:30 p.m. CST

Establishing Your Web Presence Using Clio

Speakers: Ben Patterson

In this session, you’ll learn the basics of what makes a good law firm website, why investing in one will set you apart, and how Clio can help.

1:40 p.m. - 1:55 p.m. CST

Best Practices: Court Rules

Speakers: Karina Cebuliak

Learn how to create and sync court rules with your calendar, so you can stay on top of every case deadline.

2:05 p.m. - 2:20 p.m. CST

Best Practices: Lawyaw

Speakers: Tucker Cottingham

Learn how you can use Lawyaw directly within your Clio Manage account to save time and reduce errors when drafting routine court forms.

2:30 p.m. - 2:45 p.m. CST

Best Practices: Document Management

Speakers: Andreas Becker

Learn how to use Clio’s legal document management feature, as well as other document management app integrations, to better organize your PDFs, Word documents, and more.

2:55 p.m. - 3:10 p.m. CST

Best Practices: Using Clio Grow and Clio Manage

Speakers: Stacey Tennen

Learn how to set up your Clio Grow and Clio Manage accounts, so they can work seamlessly together and set you up for success.

3:20 p.m. - 3:35 p.m. CST

Best Practices: Client Intake

Speakers: Saygin Yag

Learn actionable strategies you can implement to create a frictionless—and scalable—client intake process.

3:45 p.m. - 4:00 p.m. CST

Best Practices: Clio Grow Templates

Speakers: Tom Zayan

Learn how to automate frequently used documents and standard legal forms using Clio Grow templates to streamline your firm’s written communication.

4:10 p.m. - 4:25 p.m. CST

Best Practices: Clio Grow Forms

Speakers: Tom Zayan

Learn how to use Clio Grow’s public intake forms to seamlessly sync client and matter details, so you can save time and reduce data entry errors.

7:00 a.m. - 8:30 a.m. CST

Registration & Breakfast

Lobby

8:30 a.m. - 9:45 a.m. CST

Day 2 Keynote: Neal Katyal*

Virtual

Neal Katyal is set to inspire as he shares his own unique experiences arguing 45 cases before the Supreme Court, a record in U.S. history for a minority attorney.

As a prolific litigator and the former Solicitor General of the United States, Neal will offer insight into how to:

  • Create understanding amidst opposition;
  • Frame arguments clearly; and
  • Deliver them persuasively.

Neal’s perspective and recommendations for justice reform will leave a mark on attendees, and have everyone thinking about how they can have an outsized impact in creating a more equitable and justice legal system for all. His drive and compassion is set to provide a powerful call to action and is sure to leave the audience wanting more.

Attendees will have the chance to meet Neal as he hosts a meet and greet and book signing at this year’s conference.

10:15 a.m. - 10:45 a.m. CST

How to Use Clio to Attract—and Retain—More Clients

Speakers: Joseph Given, Ashley Duffy

Virtual

Explore ways to use Clio to distinguish your firm as tech-forward and stand out in a highly saturated market. Plus, learn how these tools can help you better promote your services, so you can attract more clients.

11:00 a.m. - 12:00 p.m. CST

Advanced Client Intake Workflows

Speakers: Heather Priban, Herb Wilson, Erin Callahan

Gain practical tips for implementing a streamlined and automated client intake process, so you can save time and ensure no potential business opportunities slip through the cracks.

4:15 p.m. - 5:15 p.m. CST

Day 2 Afternoon Keynote: Robert Cialdini

5:25 p.m. - 5:55 p.m. CST

Closing Remarks: Jack Newton

Speakers: Jack Newton

1:15 p.m. - 1:45 p.m. CST

How to Succeed with Social Media Marketing

Speakers: Michelle Fonseca-Kamana, Adam S. Juratovac, Fanny Lau

Learn how to use social media to strengthen your firm’s brand, nurture prospective and existing clients, and drive business.

2:00 p.m. - 3:00 p.m. CST

Mastering Client Intake with Clio Manage and Clio Grow

Speakers: Jen Gibson, Richard Ward

Virtual

Learn how to set up key features in Clio, including custom fields, intake forms, and document automation, to streamline your intake process and automate administrative workflows.

3:15 p.m. - 3:45 p.m. CST

The First Call Close: Marketing to and Retaining Your Ideal Client

Speakers: Erin Gerstenzang, Stanley Tate

This session will teach you how to lead from your strengths to create pre-call steps, and refine on-the-call pitches and negotiations with potential clients so that you can close them with one call. Plus, you’ll learn strategies to recapture lost leads while still saving time.

7:00 a.m. - 8:30 a.m. CST

Registration & Breakfast

Lobby

8:30 a.m. - 9:45 a.m. CST

Day 2 Keynote: Neal Katyal*

Virtual

Neal Katyal is set to inspire as he shares his own unique experiences arguing 45 cases before the Supreme Court, a record in U.S. history for a minority attorney.

As a prolific litigator and the former Solicitor General of the United States, Neal will offer insight into how to:

  • Create understanding amidst opposition;
  • Frame arguments clearly; and
  • Deliver them persuasively.

Neal’s perspective and recommendations for justice reform will leave a mark on attendees, and have everyone thinking about how they can have an outsized impact in creating a more equitable and justice legal system for all. His drive and compassion is set to provide a powerful call to action and is sure to leave the audience wanting more.

Attendees will have the chance to meet Neal as he hosts a meet and greet and book signing at this year’s conference.

10:15 a.m. - 10:45 a.m. CST

Getting Started with Clio

Speakers: Suzana Odzala, Omar Robinson

Virtual

Get hands-on experience using Clio to simplify and automate your firm’s daily processes. In this session, you’ll learn how to convert leads to clients, create form templates, send bills, and more.

11:00 a.m. - 12:00 p.m. CST

Reisman Panel: Best Growth Story & Legal Innovation

Speakers: Taylor Lecky

Virtual

Join this year’s Reisman Award winners for Best Growth Story and Legal Innovation to hear how these lawyers and their firms impacted their clients’ lives, their communities, and the legal industry.

1:15 p.m. - 1:45 p.m. CST

Hire for Success: Best Practices for Growing Your Team*

Speakers: Kristin Tyler

Virtual

Learn tried-and-true techniques to help you attract top talent to grow your firm’s team. Plus, get tips on creating an effective onboarding process and company culture that reduces company turnover.

2:00 p.m. - 3:00 p.m. CST

Panel Discussion: How to Design Scalable Legal Services

Speakers: Dave McCann, Timothy Parlatore, Jess Birken

Learn the benefits of narrowing your target market and carving out a legal niche. Plus, get tried-and-true tips that allow your firm to grow—no matter your practice area.

3:15 p.m. - 3:45 p.m. CST

Making Clio’s Advance Tasks Features Work for You

Speakers: Sophie McKee Wright, Sydney Conrad

Virtual

Learn how to use Clio’s Advanced Tasks features to easily delegate work and keep your team on track. Plus, explore how to take tasks to the next level with automation, integrations, and reporting.

4:15 p.m. - 5:15 p.m. CST

Day 2 Afternoon Keynote: Robert Cialdini

5:25 p.m. - 5:55 p.m. CST

Closing Remarks: Jack Newton

Speakers: Jack Newton

7:00 a.m. - 8:30 a.m. CST

Registration & Breakfast

Lobby

8:30 a.m. - 9:45 a.m. CST

Day 2 Keynote: Neal Katyal*

Virtual

Neal Katyal is set to inspire as he shares his own unique experiences arguing 45 cases before the Supreme Court, a record in U.S. history for a minority attorney.

As a prolific litigator and the former Solicitor General of the United States, Neal will offer insight into how to:

  • Create understanding amidst opposition;
  • Frame arguments clearly; and
  • Deliver them persuasively.

Neal’s perspective and recommendations for justice reform will leave a mark on attendees, and have everyone thinking about how they can have an outsized impact in creating a more equitable and justice legal system for all. His drive and compassion is set to provide a powerful call to action and is sure to leave the audience wanting more.

Attendees will have the chance to meet Neal as he hosts a meet and greet and book signing at this year’s conference.

11:00 a.m. - 12:00 p.m. CST

Reisman Panel: Best New Law Firm and Excellence in Client Service

Speakers: Liz Hudson

Virtual

Join this year’s Reisman Award winners for Best New Law Firm and Excellence in Client Service to hear how these firms impacted the lives of their clients and their communities.

1:15 p.m. - 1:45 p.m. CST

Lightning Talks: Gaining Inspiration from your Clients

Speakers: Tom Heinan, Rebecca Bell, Sheila-Marie Finkelstein, Taylor Tieman

Hear about the clients who shaped these lawyers into who they are today and the stories that inspired them to continue to serve their communities through the practice of law.

3:15 p.m. - 3:45 p.m. CST

How to Convert More Leads into Clients

Speakers: Justie Nicol

Virtual

Get tips on how to identify your target market and uncover their true needs, so you’re in a better position to clearly communicate the value of your legal services and attract more quality leads.

4:15 p.m. - 5:15 p.m. CST

Day 2 Afternoon Keynote: Robert Cialdini

5:25 p.m. - 5:55 p.m. CST

Closing Remarks: Jack Newton

Speakers: Jack Newton

10:15 a.m. - 10:45 a.m. CST

Law Firm Spotlight: Making the Most of Clio’s App Integrations

Speakers: Ainsley Robertson, Crista Hermance

Learn how one high-performing law firm uses Clio’s app integrations to run their practices efficiently, freeing up lawyers’ time and focus to give their clients the best possible experience.

2:00 p.m. - 3:00 p.m. CST

How to Manage Client Expectations for Long Term Success*

Speakers: Karina Cebuliak, Colin Ley, Shreya Ley

Virtual

Learn how to proactively take your firm’s communications beyond case updates, so you can better manage client expectations and mitigate incidences of dissatisfaction.

7:00 a.m. - 8:30 a.m. CST

Tuesday Morning Wellness Activities

Various

8:30 a.m. - 9:45 a.m. CST

Day 2 Keynote: Neal Katyal*

Virtual

Neal Katyal is set to inspire as he shares his own unique experiences arguing 45 cases before the Supreme Court, a record in U.S. history for a minority attorney.

As a prolific litigator and the former Solicitor General of the United States, Neal will offer insight into how to:

  • Create understanding amidst opposition;
  • Frame arguments clearly; and
  • Deliver them persuasively.

Neal’s perspective and recommendations for justice reform will leave a mark on attendees, and have everyone thinking about how they can have an outsized impact in creating a more equitable and justice legal system for all. His drive and compassion is set to provide a powerful call to action and is sure to leave the audience wanting more.

Attendees will have the chance to meet Neal as he hosts a meet and greet and book signing at this year’s conference.

11:00 a.m. - 12:00 p.m. CST

Reisman Panel: Community Impact and Community Champion

Speakers: Teresa Matich

Join this year’s Reisman Award winners for Community Impact and Community Champion to hear how these firms impacted the lives of their clients and their communities.

1:15 p.m. - 1:45 p.m. CST

Finding Balance: How to Make the Most of Your Time*

Speakers: Olivia Vizachero

Virtual

Join this session to get practical tips for implementing time management tools and strategies that promote healthier workplace boundaries—and boost productivity.

4:15 p.m. - 5:15 p.m. CST

Day 2 Afternoon Keynote: Robert Cialdini

10:15 a.m. - 10:45 a.m. CST

AI in the Law: The Present and Future*

Speakers: Jackie Schafer

Join this session to learn about how AI is changing the practice of law in the present day and the forecast for its evolution over the next decade. You’ll hear about the major categories of AI-powered tech and real-life stories of firms using these tools as an advantage in their practice.

5:25 p.m. - 5:55 p.m. CST

Closing Remarks: Jack Newton

Speakers: Jack Newton

3:15 p.m. - 3:45 p.m. CST

Creating Resilient Change: Leveraging Your Technology Stack

Speakers: Todd Smith

You’re an expert at the law. You hire accountants to manage your books, but in a digital world, does it feel like you also need to hire a chief technology officer? Join this session for a lawyer-turned-tech consultant’s overview of the technology changes impacting your business today. Learn how employing the right change methods and leveraging more malleable technology solutions at the right time can help your business grow.

12:00 p.m. - 1:15 p.m. CST

Two Step/Line Dancing

Speakers: Jesse Harink, Tasya Abigail

2:00 p.m. - 3:00 p.m. CST

Innovation in the Courts

Speakers: Niamh Pollak, Judge Scott Schlegel

As chair of the Louisiana Supreme Court Technology Commission, Judge Scott Schlegel manages what may be one of the most advanced courts in the country for delivering justice online, and he does it almost entirely with off-the-shelf software he cobbled together himself. Please join us to hear how Judge Schlegel uses low code/no code tools to improve the justice system at an affordable price.

7:00 a.m. - 8:30 a.m. CST

Registration & Breakfast

Lobby

8:30 a.m. - 9:45 a.m. CST

Day 2 Keynote: Neal Katyal*

Virtual

Neal Katyal is set to inspire as he shares his own unique experiences arguing 45 cases before the Supreme Court, a record in U.S. history for a minority attorney.

As a prolific litigator and the former Solicitor General of the United States, Neal will offer insight into how to:

  • Create understanding amidst opposition;
  • Frame arguments clearly; and
  • Deliver them persuasively.

Neal’s perspective and recommendations for justice reform will leave a mark on attendees, and have everyone thinking about how they can have an outsized impact in creating a more equitable and justice legal system for all. His drive and compassion is set to provide a powerful call to action and is sure to leave the audience wanting more.

Attendees will have the chance to meet Neal as he hosts a meet and greet and book signing at this year’s conference.

10:15 a.m. - 12:00 p.m. CST

Designing a Client Centered Law Firm Experience*

Speakers: Jack Newton, Matt Homann

Join this hands-on workshop for a guided “audit” of a client’s journey working with your firm, so you can better identify areas of opportunity to create a more client-centered experience.

1:15 p.m. - 2:30 p.m. CST

Document Templates and Automation with Clio

Speakers: Joe Kaczrowski

Get hands-on experience creating ready-to-share custom documents, court forms, and agreements using Clio’s document automation and e-signature software.

4:15 p.m. - 5:15 p.m. CST

Day 2 Afternoon Keynote: Robert Cialdini

5:25 p.m. - 5:55 p.m. CST

Closing Remarks: Jack Newton

Speakers: Jack Newton

2:45 p.m. - 3:15 p.m. CST

Integrating QuickBooks Online with Clio

Speakers: Kyle Blouin

Join this hands-on workshop to learn how to integrate your QuickBooks Online accounts with Clio, so you can eliminate double-entry and accounting-related headaches–for good.

7:00 a.m. - 8:30 a.m. CST

Registration & Breakfast

Lobby

10:15 a.m. - 12:00 p.m. CST

Create Your Law Firm Marketing Plan

Speakers: April & Tyler Roberts, Alex Shipillo

Join this hands-on workshop to create a detailed marketing plan that’s tailored to your firm. You’ll also learn how to define your brand, build a website that drives leads, and more.

1:15 p.m. - 2:30 p.m. CST

Becoming a Data-driven Law Firm: Understanding KPIs*

Speakers: Jessica Ryker, Angela Welch

Learn how to plan, select, measure, and analyze key performance indicators (KPIs) specific to your business, so you’re better equipped to make data-driven decisions to improve your legal practice.

4:15 p.m. - 5:15 p.m. CST

Day 2 Afternoon Keynote: Robert Cialdini

5:25 p.m. - 5:55 p.m. CST

Closing Remarks: Jack Newton

Speakers: Jack Newton

2:45 p.m. - 3:45 p.m. CST

Applying 2022 Legal Trends Report Insights to Your Firm*

Speakers: Rio Peterson

Join this session to take a deeper dive into the 2022 Legal Trends Report. Plus, learn how to apply these data-driven insights at your firm and create a 90-day roadmap for implementation. 

8:30 a.m. - 9:45 a.m. CST

Day 2 Keynote: Neal Katyal*

Virtual

Neal Katyal is set to inspire as he shares his own unique experiences arguing 45 cases before the Supreme Court, a record in U.S. history for a minority attorney.

As a prolific litigator and the former Solicitor General of the United States, Neal will offer insight into how to:

  • Create understanding amidst opposition;
  • Frame arguments clearly; and
  • Deliver them persuasively.

Neal’s perspective and recommendations for justice reform will leave a mark on attendees, and have everyone thinking about how they can have an outsized impact in creating a more equitable and justice legal system for all. His drive and compassion is set to provide a powerful call to action and is sure to leave the audience wanting more.

Attendees will have the chance to meet Neal as he hosts a meet and greet and book signing at this year’s conference.

7:00 a.m. - 8:30 a.m. CST

Registration & Breakfast

Lobby

8:30 a.m. - 9:45 a.m. CST

Day 2 Keynote: Neal Katyal*

Virtual

Neal Katyal is set to inspire as he shares his own unique experiences arguing 45 cases before the Supreme Court, a record in U.S. history for a minority attorney.

As a prolific litigator and the former Solicitor General of the United States, Neal will offer insight into how to:

  • Create understanding amidst opposition;
  • Frame arguments clearly; and
  • Deliver them persuasively.

Neal’s perspective and recommendations for justice reform will leave a mark on attendees, and have everyone thinking about how they can have an outsized impact in creating a more equitable and justice legal system for all. His drive and compassion is set to provide a powerful call to action and is sure to leave the audience wanting more.

Attendees will have the chance to meet Neal as he hosts a meet and greet and book signing at this year’s conference.

12:15 p.m. - 1:00 p.m. CST

Launch Code - Day 2

Speakers: Shubham Datta, Ainsley Robertson

Virtual

Join us as we announce the winners of the 2022 Launch//Code contest.

5:25 p.m. - 5:55 p.m. CST

Closing Remarks: Jack Newton

Speakers: Jack Newton

4:15 p.m. - 5:15 p.m. CST

Day 2 Afternoon Keynote: Robert Cialdini

1:15 p.m. - 1:30 p.m. CST

Product Pitch: Kenect

Speakers: John O'Connor

1:40 p.m. - 1:55 p.m. CST

Product Pitch: Lawdroid

Speakers: John O'Connor

2:30 p.m. - 2:45 p.m. CST

Product Pitch: Spotlight Branding

Speakers: John O'Connor

2:05 p.m. - 2:20 p.m. CST

Product Pitch: Golden Pear Funding

Speakers: John O'Connor

11:05 a.m. - 11:20 a.m. CST

Product Pitch: Virtual Latinos

Speakers: John Brennan

10:15 a.m. - 10:30 a.m. CST

Product Pitch: Lawmatics

Speakers: John Brennan

10:40 a.m. - 10:55 a.m. CST

Product Pitch: WiseTime

Speakers: John Brennan

11:30 a.m. - 11:45 a.m. CST

Product Pitch: BlueWell

Speakers: John Brennan

2:55 p.m. - 3:10 p.m. CST

Product Pitch: Legalfit, a Centerbase Company

Speakers: John O'Connor

10:15 a.m. - 10:30 a.m. CST

Product Pitch: NetDocuments

7:00 a.m. - 8:30 a.m. CST

Registration & Breakfast

Lobby

10:15 a.m. - 10:30 a.m. CST

How to Use Clio Scheduler

Speakers: Kim Francis

Learn the basics of using Clio Scheduler, so your firm can deliver a frictionless client experience—all while automating your firm’s intake process.

10:40 a.m. - 10:55 a.m. CST

How to Optimize Google My Business with Clio

Speakers: Demetra Mandrapilias

Learn how to optimize your Google My Business account with Clio Scheduler, so you can maximize your firm’s opportunity for attracting leads and booking consultations.

11:05 a.m. - 11:20 a.m. CST

How to Streamline Client Communications

Speakers: Jason Meijers

Learn how to use Clio’s Client Portal to streamline client communications and securely share documents.

11:30 a.m. - 11:45 a.m. CST

Save Time by Texting with Clio

Speakers: Aniruddh Vijayvargiya

Learn how to use Clio’s text messaging features and app integrations to automate appointment confirmations, so you can spend less time following up and more time following through.

11:55 a.m. - 12:10 p.m. CST

Best Practices: Scheduling with Clio

Speakers: Madison Goddyn

Learn how to use Clio Scheduler’s advanced booking settings, so you can create an easy booking process for your prospects and clients—and regain control over your calendar.

12:20 p.m. - 12:35 p.m. CST

Securing Your Clio Account: Going Beyond Strong Passwords

Speakers: Gavin Miller

Learn how to set up key security features and protocols in Clio, so you can rest easy knowing your clients’ information and your firm’s data are protected.

12:45 p.m. - 1:00 p.m. CST

Best Practices: Clio x QuickBooks Online (QBO)

Speakers: Meghan Archibald

Learn how to use Clio’s integration with QBO to manage and automate your bookkeeping, reconciliation, and reporting, so you can save time on what matters most—your clients.

1:10 p.m. - 1:25 p.m. CST

Best Practices: Getting the Most Out of Law Firm Insights

Speakers: Karina Cebuliak

Learn how to make the most of Clio’s law firm insights, so you can create meaningful reports that will help you better track your firm’s performance.

1:35 p.m. - 1:50 p.m. CST

How to Use Activity Categories in Clio

Speakers: Tonja Teolis

Learn how to use Clio’s activity categories feature to ensure consistent time entry descriptions across the firm and improve data outputs for analysis.

2:00 p.m. - 2:15 p.m. CST

How to Set Up Permissions in Clio

Speakers: Sue Dyson

Learn how to navigate more complex permissions within your Clio Manage account to ensure the right people can access the appropriate information.

2:25 p.m. - 2:40 p.m. CST

Best Practices: Clio x Microsoft 365

Speakers: Betty Ye

Learn how to use Clio’s integration with Microsoft 365 and the practical ways it can improve your firm’s document management and communication.

2:50 p.m. - 3:05 p.m. CST

Best Practices: Clio Tasks

Speakers: Tara Cain

Learn the basics of using Clio’s tasks features, so you can streamline your firm’s project management needs.

3:15 p.m. - 3:30 p.m. CST

Best Practices: Law Firm Security

Speakers: Alexa Yiouroukis

Learn actionable tips directly from a security expert on what steps your firm can take to protect your firm’s data, reduce security incidents, and maintain compliance with industry regulations.

3:40 p.m. - 3:55 p.m. CST

Top Tips for Law Firm Collaboration

Speakers: Marc Doyle

Learn how to make the most of Clio’s features and app integrations to help you streamline routine tasks and reminders, and improve cross-collaboration within your firm and with your clients.