2018 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 Ballroom & Empire Foyer

8:30 - 9:50 AM

Opening Keynote with Clio CEO Jack Newton

Empire AB

9:50 - 10:10 AM

Conference Break - Morning, Day One

10:10 - 11:10 AM

Exploring the 2018 Legal Trends Report

Empire AB
Business of Law

Legal Ethics and Running a Modern Law Firm Collide: What We Can Do About It

Empire C
Legal Technology

Leverage & Maximize Clio’s Integrations

Empire D
Clio University: Lectures

Hit the Ground Running with Clio

Strand 12 AB
Clio University: Seminars

11:25 - 11:55 AM

Insights From the 2018 Legal Trends Report: Setting Expectations & the Client Experience

Empire AB
Business of Law

The Blockchain & AI: Smart Contracts, Machine Learning, & the Future

Empire C
Legal Technology

Leveling Up With Clio: Tips and Tools to Improve Your Efficiency

Empire D
Clio University: Lectures

Gain a Competitive Advantage With Clio Mobile

Strand 12 AB
Clio University: Seminars

Clio Certified Consultant Workshop & Lunch

Bolden 6
Workshop

11:55 - 1:00 PM

Lunch Break, Day One

Elite Ballroom

1:00 - 2:00 PM

Afternoon Keynote With Kelly McGonigal: How to Make Stress Work for You

Empire AB

2:15 - 3:15 PM

Legal Accounting: Insights From a Professional Accountant

Empire C
Business of Law

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

Empire AB
Legal Technology

4 Steps to Boost Your Bottom Line With Clio Payments

Empire D
Clio University: Lectures

A Day in the Life of an Automated and Modern Attorney

Strand 12 AB
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

Empire AB
Business of Law

Law As Code: Options for Automating What You Know About the Law

Empire C
Legal Technology

An Introduction to Reports & Exports

Empire D
Clio University: Lectures

Best Billing Workflows: Hourly & Flat Fees

Strand 12 AB
Clio University: Seminars

4:30 - 5:30 PM

Visual Storytelling: The Value of Intentional Communication for Law Firms

Empire C
Business of Law

Clio Platform: Launch//Code Finalist Pitches

Empire AB
Legal Technology

Organizing your Financials: How to Help your Bookkeeper

Empire D
Clio University: Lectures

Diving Into Data to Measure Your Firm's Success

Strand 12 AB
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 Ballroom & Empire Foyer

8:45 - 9:45 AM

Opening Keynote With Bill Burnett & Dave Evans: Designing Your Life

Empire AB

9:45 - 10:05 AM

Conference Break - Morning, Day Two

10:05 - 10:35 AM

Two Models for Social Impact

Empire C
Business of Law

Innovation in Legal Tech: The Chatbot Revolution

Empire AB
Legal Technology

Document Automation 101

Empire D
Clio University: Lectures

Essential Firm Automation With Zapier & Clio

Strand 12 AB
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

Empire C
Business of Law

Building Partnerships Between Law Firms & Tech Companies

Empire AB
Legal Technology

Understanding the Sales Funnel for Law Firms

Empire D
Clio University: Lectures

Work Like an Attorney...Think Like a Developer: Advanced Automation With Zapier

Strand 12 AB
Clio University: Seminars

11:50 - 12:50 PM

Lunch Break, Day Two

Elite Ballroom

12:50 - 1:50 PM

The Power of Mentorship

Empire C
Business of Law

Growing Your Practice Through Digital Information Products

Empire AB
Legal Technology

The Most Efficient Workflows for Small Firms

Empire D
Clio University: Lectures

Advanced Document Automation for Tech-Savvy Lawyers

Strand 12 AB
Clio University: Seminars

2:05 - 2:35 PM

How to Grow Your Firm: Two Success Stories

Empire C
Business of Law

Digital Marketing: Expert SEO & SEM Advice for Your Firm

Empire AB
Legal Technology

Security Best Practices Lawyers Need to Know

Empire D
Clio University: Lectures

Best Billing Workflows: LEDES & Contingency Fees

Strand 12 AB
Clio University: Seminars

2:50 - 3:50 PM

Innovation & the Future of the Legal Profession

Empire AB
Business of Law

Data Analytics in Law

Empire C
Legal Technology

Deliver an Excellent Client Experience With Clio

Empire D
Clio University: Lectures

Future-Proof Your Firm: Administrative Efficiencies for Growing & Large Firms

Strand 12 AB
Clio University: Seminars

3:50 - 4:10 PM

Conference Break - Afternoon, Day Two

4:10 - 5:10 PM

Closing Keynote With Bryan Stevenson: American Injustice - Mercy, Humanity, and Making a Difference

Empire AB

5:15 - 6:00 PM

Closing Remarks & Prize Giveaway With Clio CEO Jack Newton

Empire AB

6:40 PM

Shuttles Transportation to Clio After Dark

Hotel Lobby

7:00 - 11:00 PM

Friday Clio After Dark: Iconic New Orleans

B.B. King's Blues Club

Day one

7:00 AM

7:00 - 7:45 AM

Wellness Activity: Morning Run

Hotel Lobby
Ex Parte

8:30 - 9:50 AM

9:50 - 10:10 AM

10:10 - 11:10 AM

11:25 - 11:55 AM

Networking Pop-Up Event With JurisPage

Bolden 5
Ex Parte

11:55 - 1:00 PM

1:00 - 2:00 PM

2:15 - 2:45 PM

Networking Pop-Up Event With Verbit

Bolden 5
Ex Parte

2:15 - 3:15 PM

3:15 - 3:45 PM

3:45 - 4:15 PM

Networking Pop-Up Event WIth LawPay

Bolden 5
Ex Parte

4:30 - 5:30 PM

7:30 PM

8:00 - 11:00 PM

All Day

Business Center

Bolden 2
Ex Parte

Clio Demo Room

Strand 8
Ex Parte

Clio Lab

Strand 11 AB
Ex Parte

Clio Marketplace

Strand 1
Ex Parte

Clio Platform

Strand 7
Ex Parte

Coaching Zone

Strand 2
Ex Parte

Clio Smart Bar

Strand 10 AB
Ex Parte

Professional Headshots

Empire Foyer
Ex Parte

Massage Room Sponsored by Logikcull

Bolden 4
Ex Parte

Day two

7:00 AM

7:00 - 7:45 AM

Wellness Activity: Sunrise Yoga

Empire C
Ex Parte

8:45 - 9:45 AM

9:45 - 10:05 AM

10:05 - 10:35 AM

Networking Pop-Up Event With ion8

Bolden 5
Ex Parte

10:05 - 11:30 AM

10:50 - 11:50 AM

11:50 - 12:50 PM

12:50 - 1:50 PM

2:05 - 2:35 PM

Networking Pop-Up Event With The Modern Law Practice

Bolden 5
Ex Parte

2:50 - 3:50 PM

3:50 - 4:10 PM

4:10 - 5:10 PM

5:15 - 6:00 PM

6:40 PM

7:00 - 11:00 PM

All Day All Day

Business Center

Bolden 2
Ex Parte

Clio Demo Room

Strand 8
Ex Parte

Clio Lab

Strand 11 AB
Ex Parte

Clio Marketplace

Strand 1
Ex Parte

Clio Platform

Strand 7
Ex Parte

Clio Smart Bar

Strand 10 AB
Ex Parte

Coaching Zone

Strand 2
Ex Parte

Hangover Remedies Sponsored by LawTap

Empire Foyer
Ex Parte

Professional Headshots

Empire Foyer
Ex Parte

Massage Room Sponsored by Logikcull

Bolden 4
Ex Parte

Registration & Breakfast Opens: Day One

7:00 AM

Elite Ballroom & Empire Foyer

About

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

Wellness Activity: Morning Run

7:00 - 7:45 AM

Hotel Lobby
Ex Parte

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 or walk. Professional running coaches will be taking you on a scenic route through some of New Orleans most iconic landmarks.

Lace up your running shoes and meet in the Hotel lobby at 7:00 a.m.

Opening Keynote with Clio CEO Jack Newton

8:30 - 9:50 AM

Speakers: Jack Newton
Empire AB

About

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

Conference Break - Morning, Day One

9:50 - 10:10 AM

About

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

Exploring the 2018 Legal Trends Report

10:10 - 11:10 AM

Speakers: George Psiharis
Empire AB
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!

Legal Ethics and Running a Modern Law Firm Collide: What We Can Do About It

10:10 - 11:10 AM

Speakers: Kimberly Bennett & Erin Gerstenzang
Empire C
Legal Technology

About

The Model Rules of Professional Conduct regulate a lot more activity than most lawyers suspect. Unfortunately, there are all too many real-world examples of attorneys who have found themselves in ethically compromising situations – some wittingly, and others who were caught off guard. In this presentation, we will map out exactly where the ethical lines are for modern law firms, how legal professionals are innovating around those lines, and what can be done to promote better regulation that keeps up with a technology-enabled world.

Leverage & Maximize Clio’s Integrations

10:10 - 11:10 AM

Speakers: Megan Loveridge & John Ing
Empire D
Clio University: Lectures

About

Join Megan Loveridge and John Ing to learn about the multitude of integrations and apps available to help solve your every day business challenges. In this session we will dive into the world of Clio’s App Directory and share our client’s favorite integrations and how they make firms more efficient. This session will focus on apps by functionality and practice area.

Hit the Ground Running with Clio

10:10 - 11:10 AM

Speakers: Nadia Aziz & Bronwyn Bell
Strand 12 AB
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!

Insights From the 2018 Legal Trends Report: Setting Expectations & the Client Experience

11:25 - 11:55 AM

Speakers: Nika Kabiri
Empire AB
Business of Law

About

Word of mouth referrals are important for growing a legal practice. But do you know whether you’re actually getting as many referrals as you possibly can? How can you improve the likelihood that current and past clients will recommend you? Nika will talk about why personal referrals matter – even in the age of online reviews – and what you can do to earn the word-of-mouth advocacy you need for your business to thrive.

The Blockchain & AI: Smart Contracts, Machine Learning, & the Future

11:25 - 11:55 AM

Speakers: Host: Joshua Lenon | Guests: Dat Nguyen & Jake Heller
Empire C
Legal Technology

About

More than just buzzwords, emerging technologies like AI and blockchain are becoming tools used by lawyers and their clients everyday. Learn from experts from Sagewise and Casetext on what these future technologies offers offer lawyers, and how you can start using these tools today.

Leveling Up With Clio: Tips and Tools to Improve Your Efficiency

11:25 - 11:55 AM

Speakers: Cailin O’Hern & Bryce Firman
Empire D
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!

Gain a Competitive Advantage With Clio Mobile

11:25 - 11:55 AM

Speakers: Andrew Rose & Calvin Cestari
Strand 12 AB
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.  

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 Lloyd 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 11:25 a.m. – 11:55 a.m. in Bolden 6 followed by an exclusive lunch for Clio Certified Consultants at 12:00 p.m. – 1:00 p.m. at 8 Block restaurant of the Hyatt Regency Hotel.

Networking Pop-Up Event With JurisPage

11:25 - 11:55 AM

Speakers: The JurisPage Team
Bolden 5
Ex Parte

About

Do you work in family law? Are you looking for new solutions to help grow your law practice? Maybe the chance to network with like-minded attendees in your practice area? Join your fellow family law professionals for a 30-minute networking session hosted by JurisPage. While room capacity is limited, we’ll be handing out free copies of our “Top Family Law Marketing Strategies” books to all those in attendance. Fun refreshments will also be served; raise a toast!

*Room capacity is limited, first come first served.
**Alcoholic and non-alcoholic drinks will be served.

Lunch Break, Day One

11:55 AM - 1:00 PM

Elite Ballroom

About

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

Afternoon Keynote With Kelly McGonigal: How to Make Stress Work for You

1:00 - 2:00 PM

Speakers: Dr. Kelly Mcgonigal
Empire AB

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.

Networking Pop-Up Event With Verbit

2:15 - 2:45 PM

Speakers: The Verbit Team
Bolden 5
Ex Parte

About

Are you looking for an innovative solution to your legal transcription needs? Want to take transcription to the next level using the latest artificial intelligence technology? Join us for fun refreshments, mingle with like-minded legal professionals, and learn more about Verbit’s ground-breaking technology.

*Room capacity is limited, first come first served.
**Alcoholic and non-alcoholic drinks will be served.

Legal Accounting: Insights From a Professional Accountant

2:15 - 3:15 PM

Speakers: Gale Kirsopp
Empire C
Business of Law

About

Realization rates are a tool used in measuring revenue productivity. In this session, we will define and walk through several examples of calculating realization rates (its simple math I promise!). We will also show by example the three (3) most common activities negatively impacting realization rates. This session is for firms of all sizes.

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

2:15 - 3:15 PM

Speakers: Myla Cardona-Jones
Empire AB
Legal Technology

About

From the classroom to the courtroom and everything else in between, having a sound workflow is the key to your success. This instruction can be used for paralegal or law students, as well as for on-boarding new paralegals, attorneys, and other legal support staff to your new office environment.

4 Steps to Boost Your Bottom Line With Clio Payments

2:15 - 3:15 PM

Speakers: David Perry & Emily Lonetto
Empire D
Clio University: Lectures

About

Want to make money faster? (Yes, you do!) David 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!

A Day in the Life of an Automated and Modern Attorney

2:15 - 3:15 PM

Speakers: Brittany Baron & Alexander Kardash
Strand 12 AB
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.

Future of Law Roundtable

2:15 - 3:15 PM

Speakers: Patrick Palace
Bolden 6
Workshop

About

Who is going to decide what our profession looks like next year, in 5 years, in 10 years?  How about YOU.  Innovation requires fresh eyes, and new solutions emerge with diverse perspectives, different experiences, and people who want change.  The power of WE is real. In this Town Hall, your voice will help shape the direction our profession takes next.  Fee sharing? Outside investment? Alternative Business Structures? New RPCs?  Ending UPL? Expanding licensure? Everything is on the table. Don’t miss this opportunity to listen, learn and to be heard.  Join Patrick Palace and a deep bench of futurists to blueprint our future.

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.

Every Lawyer is Also a Salesperson

3:45 - 4:15 PM

Speakers: Steven Silberbach
Empire AB
Business of Law

About

In this fast-paced 30 minutes, Steven will blow the cover off both sides of the selling relationship. You will learn: how to articulate your true value proposition, how to sell your firm’s services, and what you legally can and cannot do. He will also swing the negotiating table around to provide useful insider tips on purchasing Cloud products in today’s market.

Law As Code: Options for Automating What You Know About the Law

3:45 - 4:15 PM

Speakers: Jason Morris
Empire C
Legal Technology

About

You are probably familiar with tools for automating accounting, invoicing, document generation, e-discovery, research, etc.  Did you know there is a category of tools out there specifically for automating what you as a lawyer know about the law?
Jason Morris is a lawyer, an ABA Innovation Fellow, and a part-time LLM student in Computational Law at the University of Alberta. In this session, Jason will give you a tour of a variety of the tools that exist now, are being developed now, and might be coming down the road. You will learn what the tools can do, what it looks like to use them, how hard they are to learn, what they cost, and what they can build. And you will get a glimpse into Jason’s vision of a killer app for law, and a future in which all lawyers code, and love it.

An Introduction to Reports & Exports

3:45 - 4:15 PM

Speakers: Natalia Gonzalez & Alex Shipillo
Empire D
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!

Best Billing Workflows: Hourly & Flat Fees

3:45 - 4:15 PM

Speakers: Alim Jiwa
Strand 12 AB
Clio University: Seminars

About

Make your billing week something to look forward to! Learn how Clio approaches billable activity workflows, and get tips and tricks on how to structure your own processes to get the most out of your billing experience with the least effort. A perfect intro for those just getting started at billing in Clio, or anyone looking to refine their current practices.

Networking Pop-Up Event WIth LawPay

3:45 - 4:15 PM

Speakers: The LawPay Team
Bolden 5
Ex Parte

About

LAWPAY. ALL DAY. Take a break from the conference and raise a glass with the team at LawPay at our champagne toast and networking session. Cheers to getting paid!

*Room capacity is limited, first come first served.

**Alcoholic and non-alcoholic drinks will be served.

 

Visual Storytelling: The Value of Intentional Communication for Law Firms

4:30 - 5:30 PM

Speakers: Jae Um
Empire C
Business of Law

About

Life moves pretty fast – much faster than it did in Ferris Bueller’s day.  The pace and complexity of the attention economy is challenging lawyers to communicate in new and different ways.  Meanwhile, the digital revolution has reshaped human expectations around user interfaces and service experiences.  Join this session for ideas and examples of how lawyers and law firms can expand their communication toolkit to integrate data, visuals and story.

Clio Platform: Launch//Code Finalist Pitches

4:30 - 5:30 PM

Empire AB
Legal Technology

About

Coming soon.

Organizing your Financials: How to Help your Bookkeeper

4:30 - 5:30 PM

Speakers: Steven Harbaruk & Michelle Lodge
Empire D
Clio University: Lectures

About

Michelle and Steve will walk you through how your firm can use Clio efficiently with your bookkeeper. This session will specifically cover best practices for Clio data entry, a tour of features that can help you save time when organizing your financials, and a walkthrough on how you can use Clio more effectively to boost your collection rate.

Diving Into Data to Measure Your Firm's Success

4:30 - 5:30 PM

Speakers: Fiona Chiu & Roger Li
Strand 12 AB
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!

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!

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!

Business Center

All Dady

Bolden 2
Ex Parte

About

Need to catch up on work? Reply to some emails? Because successful law firms never sleep, feel free to pop into our Business Center and do what you need to do.

 

Hosted: Both days of the Clio Cloud Conference
Times: Thursday 10:10 a.m. – 5:30 p.m. | Friday 8:15 a.m. to 4:10 p.m.
Location: Bolden 2

Clio Demo Room

All Day

Strand 8
Ex Parte

About

Coming soon.

Clio Lab

All Day

Strand 11 AB
Ex Parte

About

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

 

Hosted: Both days of the Clio Cloud Conference
Times: Thursday 10:10 a.m. – 5:30 p.m. | Friday 8:15 a.m. – 4:10 p.m.
Location: Strand 11 AB

Clio Marketplace

All Day

Strand 1
Ex Parte

About

Welcome to the Clio Marketplace.

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

 

Hosted: Both days of the Clio Cloud Conference
Times: Thursday 10:10 a.m. – 5:30 p.m. | Friday 8:15 a.m. – 4:10 p.m.
Location: Strand 1

Clio Platform

All Day

Strand 7
Ex Parte

About

Coming soon.

Coaching Zone

All Day

Strand 2
Ex Parte

About

Optimize your work and life. Try a free, confidential 30-minute session with an experience coach to tackle a specific challenge or opportunity.

Coaches Include:

 

Katie Wyka

 

Katie Wyka, BA, MA, is Clio’s in house Performance Coach, helping Clions identify, plan and act on ways to improve and sustain performance, over time. After twenty years in industry, in a variety of HR and OD consulting roles, Katie jumped at the chance to work exclusively with Clio’s teams and leaders – to test her capacity as Coach. Drawing from her deep dives in performance psychology, brain science, motivation, emotional intelligence and organizational dynamics Katie asks her clients to become “scientists of themselves.” Using humour, good questions and a keen interest in seeing her clients reach both personal AND organizational goals, Katie pushes for self mastery.

 

Chris Yeh

 

Chris Yeh, BSc, MSc, CPHR, is Clio’s Manager of Talent Development. Chris started his Clio Path as a Talent Acquisition Specialist and continues his journey by leading the Talent Development function. Having spent nearly five years with Clio, Chris has built nearly all facets of the talent operating system during Clio’s stage of hyper growth. As Manager of Talent Development, Chris oversees the formation and deployment of organizational talent initiatives, operates as trusted advisor and coach to leaders across the company, and manages a team of world-class talent business partners. Chris has been trained as a coach through the Coaches Training Institute (CTI) and is pursuing his ACC and CPCC designations.

 

Terry DeMeo

 

Terry DeMeo, J.D., MCC, is an attorney and Master Certified Coach, known for her versatility and wide-ranging experience. After almost twenty-five years as a civil rights, criminal, and domestic relations litigator, she became a full-time coach, focusing on lawyers and other licensed professionals. She specializes in the areas of professional development and relationships. Terry is certified by several coaching programs in both general and relationship coaching, a certified mindfulness and stress management practitioner, a certified provider of the Myers-Briggs Typology Instrument, and has completed graduate coursework in somatic clinical psychology. An instructor for the Martha Beck coach-training company, Terry teaches courses in coaching skills, practice development, and coaching ethics. She is a member of the International Coach Federation.

 

Allison Wolf

 

Allison Wolf is one of the most senior coaches for lawyers in North America. She has helped countless clients over the past fifteen years develop thriving legal practices and before that served as director of legal marketing for award-winning law firms. Allison received her Certified Executive Coach qualification from Royal Roads University in 2004, and to round out her education completed life coach training with Martha Beck in 2014. She is the president of Shift Works Strategic – Coaching for Lawyers, founder and managing editor of attorneywithalife, and a partner in the legal marketing agency Hogarth & Wolf. Allison is a member of the International Coach Federation and American Bar Association, and a frequent writer and presenter for legal organizations, media, and law firms.  Allison’s specialty is uncovering the thinking traps and gaps holding her clients back and helping them acquire the mindsets, skills, and habits for growing successful and rewarding legal practices.

Clio Smart Bar

All Day

Strand 10 AB
Ex Parte

About

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

 

Hosted: Both days of the Clio Cloud Conference
Times: Thursday 10:10 a.m. – 5:30 p.m. | Friday 8:15 a.m. – 4:10 p.m.
Location: Strand 10 AB

Professional Headshots

All Day

Empire Foyer
Ex Parte

About

Success isn’t just luck. It’s earned. Show it off with an updated photo at our Professional Headshot Station located near the main conference registration desk.

 

Hosted: Both days of the Clio Cloud Conference
Times: Thursday 9:00 a.m. – 5:00 p.m. | Friday 8:15 a.m. – 4:10 p.m.
Location: Near the main conference registration desk

Massage Room Sponsored by Logikcull

All Day

Bolden 4
Ex Parte

About

On behalf of Logikcull, enjoy a moment of zen and relaxation with a massage from a professional therapist.

 

Hosted: Both days of the Clio Cloud Conference
Times: Thursday 10:10 a.m. – 5:30 p.m. | Friday 8:15 a.m. – 4:10 p.m.
Location: Bolden 4

Registration & Breakfast Opens: Day Two

7:00 AM

Elite Ballroom & Empire Foyer

About

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

Wellness Activity: Sunrise Yoga

7:00 - 7:45 AM

Empire C
Ex Parte

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).

Opening Keynote With Bill Burnett & Dave Evans: Designing Your Life

8:45 - 9:45 AM

Speakers: Bill Burnett & Dave Evans
Empire AB

About

Coming soon.

Conference Break - Morning, Day Two

9:45 - 10:05 AM

About

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

Two Models for Social Impact

10:05 - 10:35 AM

Speakers: Host: Andrea Stevenson | Panelists: Ryan Hillier, John Kassel & Brian Dunkiel
Empire C
Business of Law

About

The legal industry–and the way it delivers its services is continuously evolving, but not always in the way we might think. Progressive models for social impact are challenging the legal profession to transform the way we think about financial success and meaningful change. Join Andrea Stevenson from Clio as she dives into this compelling topic with two law firms who have struck a balance between business success and social purpose.

Innovation in Legal Tech: The Chatbot Revolution

10:05 - 10:35 AM

Speakers: Host: Joshua Lenon | Guest: Joshua Browder
Empire AB
Legal Technology

About

With a few targeted questions, Josh Browder’s DoNotPay chatbot has helped people fight $16 million in parking ticket fines over its first three years. Come learn how to use chatbots to handle those clients you don’t want, and how chatbots can also help you with the clients you do want.

Document Automation 101

10:05 - 10:35 AM

Speakers: Joseph Given & Alex Deschamps
Empire D
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.

Essential Firm Automation With Zapier & Clio

10:05 - 10:35 AM

Speakers: Ernie Bin
Strand 12 AB
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.

Networking Pop-Up Event With ion8

10:05 - 10:35 AM

Speakers: The ion8 Team
Bolden 5
Ex Parte

About

Do you run a growing law firm and are looking to scale your practice with the latest technology? Do you need custom Clio integrations with other software or specialized reporting? Join ion8 for a 30-minute networking event to mingle with others who need the same things you do. ion8’s team members will be hanging around to share and discuss solutions to various marketing, workflow, and integration needs. Opportunities to book one-on-one sessions will be available.

*Room capacity is limited, first come first served.
**Alcoholic and non-alcoholic drinks will be served.

Platform Developer Session

10:05 - 11:30 AM

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

About

Join Tys and Andrew as they explore Clio’s Platform and walk through some of the successes of the past year, as well as explore some of the exciting new features and projects coming in 2019. If you’re an integration partner or a developer that is interested in working with Clio’s API, this workshop is for you.

How to Run a Modern Law Firm

10:50 - 11:50 AM

Speakers: Billie Tarascio
Empire C
Business of Law

About

Running a modern law practice that can grow and scale while providing a high quality of life and a lucrative career can seem elusive. But it’s not, learn how to build an infrastructure to achieve your objectives and never look at pizza the same way.

Building Partnerships Between Law Firms & Tech Companies

10:50 - 11:50 AM

Speakers: Patrick Palace
Empire AB
Legal Technology

About

Every attorney has at least one great idea how to make their firm better, faster, richer and perhaps, even happier.  But have you brought your ideas to life?  If not, it’s probably because you don’t have the tools, people, skills or the time to get them done.  In this presentation, you will learn how to put your ideas into action by building a partnership with tech companies and other experts.  We will discuss 6 ideas, 6 partnerships, and 6 finished projects that any firm could do.  So after today, you CAN turn your great idea into a seamless intake, a faster workflow, new clients, an improved client interface or any other innovation you can dream up.  Now it’s your turn.  With this new blueprint, what are you going to innovate next?

Understanding the Sales Funnel for Law Firms

10:50 - 11:50 AM

Speakers: Adam La France
Empire D
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. 

Work Like an Attorney...Think Like a Developer: Advanced Automation With Zapier

10:50 - 11:50 AM

Speakers: Tara Cain & Jordan Raine
Strand 12 AB
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 newly improved integration with Zapier. This session is recommended for those who have used Zapier or attended the “Essential Firm Automation With Zapier & Clio” session. Be prepared to dive into advances areas of Zapier. If you want to build your own integration with Clio or automate your workflow, this is the session for you!

Lunch Break, Day Two

11:50 - 12:50 PM

Elite Ballroom

About

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

The Power of Mentorship

12:50 - 1:50 PM

Speakers: Tiffany Graves
Empire C
Business of Law

About

Mentorship is a two-way street. To have a successful mentorship relationship, mentors and mentees must be authentic in their interactions and clear about their expectations. Using personal, firsthand experiences to frame the mentorship and sponsorship concepts, this session will offer practical advice for initiating and sustaining mentorship relationships. It will also explore the unique challenges and opportunities that exist within the mentorship space for women and people of color.

Growing Your Practice Through Digital Information Products

12:50 - 1:50 PM

Speakers: Jess Birken & Megan Zavieh
Empire AB
Legal Technology

About

Megan Zavieh and Jess Birken both created info products that use technology to deliver valuable information to consumers and potential clients. The products are designed to stand on their own to generate revenue, increase their reach and also serve as client lead generation. In this session, learn:

  • What are digital info products and why you’d develop one?
  • What lessons we’ve learned in the process of creating our products?
  • How to get started creating your own digital info product

The Most Efficient Workflows for Small Firms

12:50 - 1:50 PM

Speakers: Thomas Tremlett & Ainsley Robertson
Empire D
Clio University: Lectures

About

Join Ainsley and Thomas to learn how to supercharge Clio workflows for solo and small firms. This session will cover a range of features you can use to streamline three of your top challenges: how to spend less time on admin tasks (in matters, scheduling, timekeeping, documents, communications and by using other integrations); acquiring new client business; and finally getting paid by your clients. Designed with smaller firms in mind, this session is recommended for those who have some experience with Clio and are ready to tackle the next level of features that will help them run their small firm more efficiently.

Advanced Document Automation for Tech-Savvy Lawyers

12:50 - 1:50 PM

Speakers: Michael Cheung & Rio Peterson
Strand 12 AB
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 “Document Automation 101” session. Designed with office administrators and attorneys in mind, this session is recommended for those who are prepared to dive into advances areas of Clio. If you want to master a powerful tool that can streamline your legal practice, this is the session for you!

How to Grow Your Firm: Two Success Stories

2:05 - 2:35 PM

Speakers: Host: Joshua Lenon; Panelists: Tara Burd, Jose Cumbas & Michael Morgan
Empire C
Business of Law

About

Increasing firm prosperity is one of the highest priorities for many lawyers. Two law firms may have cracked the code on how to grow your business. Come learn how Clio-customers, T.Burd Law Group, APC and Morgan & Cumbas PLLC experienced explosive growth for zero to millions in just a few short years.

Digital Marketing: Expert SEO & SEM Advice for Your Firm

2:05 - 2:35 PM

Speakers: Gyi Tsakalakis & Kelly Street
Empire AB
Legal Technology

About

What you actually need to know about search marketing for your law firm. Bring your questions for this interactive and educational discussion on SEO & SEM for 2018. We’ll cover trends to know, trends to ignore, and the steadfast best practices of online marketing.

Security Best Practices Lawyers Need to Know

2:05 - 2:35 PM

Speakers: Heidi Martin
Empire D
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
Strand 12 AB
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.  

Networking Pop-Up Event With The Modern Law Practice

2:05 - 2:35 PM

Speakers: Billie Tarascio & Chad Burton
Bolden 5
Ex Parte

About

This networking session is designed for those law firm owners who attended “How to Build A Modern Law Practice” earlier in the day and want to dive deeper into implementing new tools and strategies for rapid growth. This working session will be most beneficial for those law firm owners who have employees and consistent lead sources.


*Room capacity is limited, first come first served.
**Alcoholic and non-alcoholic drinks will be served.

Innovation & the Future of the Legal Profession

2:50 - 3:50 PM

Speakers: Cat Moon
Empire AB
Business of Law

About

What does innovation even mean? How do I “do” innovation? Why should I even care? Join Cat Moon, Director of Innovation Design at Vanderbilt Law School, to explore some very good answers to these (and many more) compelling questions. Warning: Cat’s sessions are highly interactive, sometimes make people slightly uncomfortable (in a good way), and are always fun.

Data Analytics in Law

2:50 - 3:50 PM

Speakers: Ed Walters
Empire C
Legal Technology

About

Data Analytics seems like a tool for large firms with data scientists and geeks – but data analytics are really just reports of what has happened. They are like maps for litigation. Data analytics doesn’t have to be intimidating, and in fact, it can level the playing field in litigation, helping small firms to harness the kinds of resources that large firms do. In this session, Fastcase CEO Ed Walters (and editor of the new book Data-Driven Law) will give an introduction to data analytics – what they are, and how to use analytics to make better strategic decisions and to win more cases.

Learning Outcomes:

  • Attendees will learn what data analytics are, and how they are created.
    They will learn how the history of data analytics parallels the history of maps and cartography.
  • Attendees will learn about simple tools to better understand judges, law firms, lawyers, and parties – quantitatively, based on what they have done in similar cases.
  • They will also learn about risks, challenges, and frontiers in the use of data analytics for law.

Deliver an Excellent Client Experience With Clio

2:50 - 3:50 PM

Speakers: Rebecca Liggins & Marcus Stein
Empire D
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.

Future-Proof Your Firm: Administrative Efficiencies for Growing & Large Firms

2:50 - 3:50 PM

Speakers: Sarah Greig & James Upton
Strand 12 AB
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 session 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.

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.

Closing Keynote With Bryan Stevenson: American Injustice - Mercy, Humanity, and Making a Difference

4:10 - 5:10 PM

Speakers: Bryan Stevenson
Empire AB

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.

Closing Remarks & Prize Giveaway With Clio CEO Jack Newton

5:15 - 6:00 PM

Speakers: Jack Newton
Empire AB

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.

Friday Clio After Dark: Iconic New Orleans

7:00 - 11:00 PM

B.B. King's Blues Club

About

Friday night we’ll be hosting our Clio After Dark event at the legendary B.B. King’s 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 and information desk.

Business Center

All Dady

Bolden 2
Ex Parte

About

Need to catch up on work? Reply to some emails? Because successful law firms never sleep, feel free to pop into our Business Center and do what you need to do.

 

Hosted: Both days of the Clio Cloud Conference
Times: Thursday 10:10 a.m. – 5:30 p.m. | Friday 8:15 a.m. to 4:10 p.m.
Location: Bolden 2

Clio Demo Room

All Day

Strand 8
Ex Parte

About

Coming soon.

Clio Lab

All Day

Strand 11 AB
Ex Parte

About

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

 

Hosted: Both days of the Clio Cloud Conference
Times: Thursday 10:10 a.m. – 5:30 p.m. | Friday 8:15 a.m. – 4:10 p.m.
Location: Strand 11 AB

Clio Marketplace

All Day

Strand 1
Ex Parte

About

Welcome to the Clio Marketplace.

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

 

Hosted: Both days of the Clio Cloud Conference
Times: Thursday 10:10 a.m. – 5:30 p.m. | Friday 8:15 a.m. – 4:10 p.m.
Location: Strand 1

Clio Platform

All Day

Strand 7
Ex Parte

About

Coming soon.

Clio Smart Bar

All Day

Strand 10 AB
Ex Parte

About

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

 

Hosted: Both days of the Clio Cloud Conference
Times: Thursday 10:10 a.m. – 5:30 p.m. | Friday 8:15 a.m. – 4:10 p.m.
Location: Strand 10 AB

Coaching Zone

All Day

Strand 2
Ex Parte

About

Optimize your work and life. Try a free, confidential 30-minute session with an experience coach to tackle a specific challenge or opportunity.

Coaches Include:

 

Katie Wyka

 

Katie Wyka, BA, MA, is Clio’s in house Performance Coach, helping Clions identify, plan and act on ways to improve and sustain performance, over time. After twenty years in industry, in a variety of HR and OD consulting roles, Katie jumped at the chance to work exclusively with Clio’s teams and leaders – to test her capacity as Coach. Drawing from her deep dives in performance psychology, brain science, motivation, emotional intelligence and organizational dynamics Katie asks her clients to become “scientists of themselves.” Using humour, good questions and a keen interest in seeing her clients reach both personal AND organizational goals, Katie pushes for self mastery.

 

Chris Yeh

 

Chris Yeh, BSc, MSc, CPHR, is Clio’s Manager of Talent Development. Chris started his Clio Path as a Talent Acquisition Specialist and continues his journey by leading the Talent Development function. Having spent nearly five years with Clio, Chris has built nearly all facets of the talent operating system during Clio’s stage of hyper growth. As Manager of Talent Development, Chris oversees the formation and deployment of organizational talent initiatives, operates as trusted advisor and coach to leaders across the company, and manages a team of world-class talent business partners. Chris has been trained as a coach through the Coaches Training Institute (CTI) and is pursuing his ACC and CPCC designations.

 

Terry DeMeo

 

Terry DeMeo, J.D., MCC, is an attorney and Master Certified Coach, known for her versatility and wide-ranging experience. After almost twenty-five years as a civil rights, criminal, and domestic relations litigator, she became a full-time coach, focusing on lawyers and other licensed professionals. She specializes in the areas of professional development and relationships. Terry is certified by several coaching programs in both general and relationship coaching, a certified mindfulness and stress management practitioner, a certified provider of the Myers-Briggs Typology Instrument, and has completed graduate coursework in somatic clinical psychology. An instructor for the Martha Beck coach-training company, Terry teaches courses in coaching skills, practice development, and coaching ethics. She is a member of the International Coach Federation.

 

Allison Wolf

 

Allison Wolf is one of the most senior coaches for lawyers in North America. She has helped countless clients over the past fifteen years develop thriving legal practices and before that served as director of legal marketing for award-winning law firms. Allison received her Certified Executive Coach qualification from Royal Roads University in 2004, and to round out her education completed life coach training with Martha Beck in 2014. She is the president of Shift Works Strategic – Coaching for Lawyers, founder and managing editor of attorneywithalife, and a partner in the legal marketing agency Hogarth & Wolf. Allison is a member of the International Coach Federation and American Bar Association, and a frequent writer and presenter for legal organizations, media, and law firms.  Allison’s specialty is uncovering the thinking traps and gaps holding her clients back and helping them acquire the mindsets, skills, and habits for growing successful and rewarding legal practices.

Hangover Remedies Sponsored by LawTap

All Day

Empire Foyer
Ex Parte

About

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

 

Hosted: Friday, Oct. 5th
Time: 8:15 a.m. until supplies run out
Location: Empire foyer

Professional Headshots

All Day

Empire Foyer
Ex Parte

About

Success isn’t just luck. It’s earned. Show it off with an updated photo at our Professional Headshot Station located near the main conference registration desk.

 

Hosted: Both days of the Clio Cloud Conference
Times: Thursday 9:00 a.m. – 5:00 p.m. | Friday 8:15 a.m. – 4:10 p.m.
Location: Near the main conference registration desk

Massage Room Sponsored by Logikcull

All Day

Bolden 4
Ex Parte

About

On behalf of Logikcull, enjoy a moment of zen and relaxation with a massage from a professional therapist.

 

Hosted: Both days of the Clio Cloud Conference
Times: Thursday 10:10 a.m. – 5:30 p.m. | Friday 8:15 a.m. – 4:10 p.m.
Location: Bolden 4

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