2019 agenda

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

7:00 AM

Registration Opens: Day One

7:00 - 8:30 AM

Breakfast Opens: Day One

8:30 - 9:45 AM

Opening Keynote with Clio CEO Jack Newton

9:45 - 10:15 AM

Conference Break - Morning, Day One

10:15 - 11:15 AM

Insights from the 2019 Legal Trends Report

Business of Law

The Tech-Enabled Super Admin

Legal Technology

An Overview of Clio's App Directory

Clio University: Track 1

Suite: Intake to Invoice to Referral

Clio University: Track 2

11:30 - 12:00 PM

The Importance of the Client Experience

Business of Law

Inclusion and Diversity in Legal Technology

Legal Technology

The Mobile Experience

Clio University: Track 1

What’s New in Clio

Clio University: Track 2

12:00 - 1:15 PM

Lunch Break, Day One

Clio Academic Access Lunch

Industry Workshop

1:15 - 2:15 PM

The “Win-Win” Legal Services Model

Business of Law

Efficient Integration of Tech for Your Small Law Firm

Legal Technology

Productive & Profitable: Best Billing Practices

Clio University: Track 1

2019 Launch // Code Competition

Clio University: Track 2

Setting up your Clio Manage Account Workshop

Clio University: Workshop

2:30 - 3:00 PM

"Color Me Gray:" Building A Unique Firm

Business of Law

Successfully Integrating Technology into your Large or Growing Firm

Legal Technology

Boosting your Firm’s Collections with Clio Payments

Clio University: Track 1

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

Clio University: Track 2

Anatomy of a Bill Theme

Clio University: Workshop

3:15 - 4:15 PM

The New Firm-Focused Law Firm Model

Business of Law

Day One Legal Technology Afternoon Session

Legal Technology

Managing your Accounts & Finances with Clio

Clio University: Track 1

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

Clio University: Track 2

4:15 - 4:45 PM

Conference Break - Afternoon, Day One

4:45 - 5:45 PM

Afternoon Keynote With Glenn Greenwald

7:45 PM

First Shuttle Departs to Clio After Dark Industry Event

Hotel Lobby

8:00 - 11:30 PM

Monday Clio After Dark Industry Event: Night at The Prado

11:45 PM

Final Shuttle Departs from Clio After Dark Industry Event

7:00 AM

Registration Opens: Day Two

7:00 - 8:30 AM

Breakfast Opens: Day Two

8:30 - 9:45 AM

Opening Keynote: Stay Tuned!

9:45 - 10:15 AM

Conference Break - Morning, Day Two

10:15 - 10:45 AM

Identifying & Leveraging your Firm Culture

Business of Law

Day Two Legal Technology Morning Session

Legal Technology

Take Control with Clio Suite: Calendars & Tasks Management

Clio University: Track 1

Document Automation and Management

Clio University: Track 2

Suite Setup: Setting up Clio Grow

Clio University: Workshop

11:00 - 12:00 PM

Defining Your Vision

Business of Law

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

Legal Technology

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

Clio University: Track 1

Solos: Streamlining Your Workflow & Improving Efficiency

Clio University: Track 2

Grow Intake Forms & Documents Workshop

Clio University: Workshop

12:00 - 1:15 PM

Lunch Break, Day Two

Clio Certified Consultants Lunch

Industry Workshop

1:15 - 1:45 PM

Emojis and the Law

Legal Technology

A Simple Framework to Delivering a Great Client Experience

Clio University: Track 1

Time is Money: Efficient Attorney Workflows in Clio

Clio University: Track 2

Manage: Document Automation Workshop

Clio University: Workshop

Clio Certified Consultants Industry Session

Industry Workshop

Day Two Business of Law Afternoon Session 1

Business of Law

2:00 - 3:00 PM

Bringing it Together: Business Planning, Wellness, and Technology

Business of Law

How Artificial Intelligence Is Affecting the Practice of Law

Legal Technology

Office Administrators: Automating your Workflows with Clio Manage

Clio University: Track 1

Firm Performance & Insights Using Clio Suite

Clio University: Track 2

Affinity Partners Workshop

Clio University: Workshop

3:15 - 3:45 PM

Day Two Business of Law Afternoon Session 2

Business of Law

Day Two Legal Technology Afternoon Session

Legal Technology

Time Keeping 2.0: Measuring What Matters

Clio University: Track 1

Account Evolution: Setting your Team up for Continued Success

Clio University: Track 2

3:45 - 4:15 PM

Conference Break - Afternoon, Day Two

4:15 - 5:00 PM

Afternoon Keynote: Stay Tuned!

5:00 - 5:45 PM

Closing Keynote: Stay Tuned!

5:45 - 6:15 PM

Closing Remarks & Prize Giveaway With Clio CEO Jack Newton

6:30 PM

First Shuttle Departs to Clio After Dark Iconic San Diego Event

7:00 - 11:00 PM

Tuesday After Dark: Iconic San Diego

Beach House, 3125 Ocean Front Walk at Belmont Park, San Diego

11:15 PM

Final Shuttle Departs from Clio After Dark Iconic San Diego Event

Day one

7:00 AM

7:00 - 7:45 AM

Wellness Activity: Sunrise Yoga Day One

Hyatt Tennis Courts
Ex Parte

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

Conference Registration Desk
Ex Parte

7:00 - 8:30 AM

8:30 - 9:45 AM

9:45 - 10:15 AM

10:15 - 11:15 AM

11:30 - 12:00 PM

12:00 - 1:15 PM

1:15 - 2:15 PM

2:30 - 3:00 PM

3:15 - 4:15 PM

4:15 - 4:45 PM

4:45 - 5:45 PM

6:15 - 7:00 PM

Evening Fitness Bootcamp

Ex Parte

7:45 PM

8:00 - 11:30 PM

11:45 PM

All Day

Exhibitor Product Pitch Zone Day One

Grand Hall BC
Ex Parte

Clio Lab

Grand Hall BC
Ex Parte

Clio Smart Bar

Grand Hall BC
Ex Parte

Clio Marketplace

Harbor Foyer
Ex Parte

Coaching Zone

Promenade A, third floor
Ex Parte

Professional Headshots Sponsored by Martindale-Avvo

Promenade Foyer, Third Floor
Ex Parte

Clio Lab Product Demos

Grand Hall BC, in the Clio Lab
Ex Parte

Day two

7:00 AM

7:00 - 7:45 AM

Wellness Activity: Sunrise Yoga Day Two

Hyatt Tennis Courts
Ex Parte

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

Conference Registration Desk
Ex Parte

7:00 - 8:30 AM

8:30 - 9:45 AM

9:45 - 10:15 AM

10:15 - 10:45 AM

11:00 - 12:00 PM

12:00 - 1:15 PM

1:15 - 1:45 PM

2:00 - 3:00 PM

3:15 - 3:45 PM

3:45 - 4:15 PM

4:15 - 5:00 PM

5:00 - 5:45 PM

5:45 - 6:15 PM

6:30 PM

7:00 - 11:00 PM

11:15 PM

All Day All Day

Hangover Remedies Sponsored by CalendarRules

Grand Hall BC & Harbor Foyer
Ex Parte

Exhibitor Product Pitch Zone Day Two

Grand Hall BC
Ex Parte

Clio Lab

Grand Hall BC
Ex Parte

Clio Lab Product Demos

Grand Hall BC, in the Clio Lab
Ex Parte

Clio Smart Bar

Grand Hall BC
Ex Parte

Clio Marketplace

Harbor Foyer
Ex Parte

Coaching Zone

Promenade A, third floor
Ex Parte

Professional Headshots Sponsored by Martindale-Avvo

Promenade Foyer, Third Floor
Ex Parte

Registration Opens: Day One

7:00 am

Wellness Activity: Sunrise Yoga Day One

7:00 - 7:45 am

Hyatt Tennis Courts
Ex Parte

About

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

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

7:00 - 7:45 am

Conference Registration Desk
Ex Parte

About

Coffee can wait. While most people are hitting snooze, you’re hitting the pavement. Kick off your conference experience with a morning run, jog, or walk. Professional coaches will be taking you on a scenic route along the San Diego harbor. All skill levels welcome.

Breakfast Opens: Day One

7:00 - 8:30am

Opening Keynote with Clio CEO Jack Newton

8:30 - 9:45 am

Speakers: Jack Newton

About

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

Conference Break - Morning, Day One

9:45 - 10:15 am

About

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

Insights from the 2019 Legal Trends Report

10:15 - 11:15 am

Speakers: George Psiharis
Business of Law

The Tech-Enabled Super Admin

10:15 - 11:15 am

Speakers: Lori Gonzalez
Legal Technology

An Overview of Clio's App Directory

10:15 - 11:15 am

Speakers: Bryce Tarling & Alex Shipillo
Clio University: Track 1

About

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

Suite: Intake to Invoice to Referral

10:15 - 11:15 am

Speakers: Bailey Copithorne & Steve Thompson
Clio University: Track 2

About

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

The Importance of the Client Experience

11:30 am - 12:00pm

Speakers: John Strohmeyer
Business of Law

Inclusion and Diversity in Legal Technology

11:30 am - 12:00 pm

Speakers: TBC
Legal Technology

The Mobile Experience

11:30 am - 12:00 pm

Speakers: Calvin Cestari & Samir Javer
Clio University: Track 1

About

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

What’s New in Clio

11:30 am - 12:00 pm

Speakers: Jeff Rambharak & Mik Lernout
Clio University: Track 2

About

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

Lunch Break, Day One

12:00 - 1:15 pm

About

Enjoy a fabulously curated buffet lunch. Dietary considerations have been kept in mind.

Clio Academic Access Lunch

12:00 - 1:15 pm

Speakers: James Upton
Industry Workshop

The “Win-Win” Legal Services Model

1:15 - 2:15 pm

Speakers: Erin Levine
Business of Law

Efficient Integration of Tech for Your Small Law Firm

1:15 - 2:15 pm

Speakers: TBC
Legal Technology

Productive & Profitable: Best Billing Practices

1:15 - 2:15 pm

Speakers: Eric Liu & Karina Cebuliak
Clio University: Track 1

About

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

2019 Launch // Code Competition

1:15 - 2:15 pm

Speakers: Host: Andrew Gay, Emcee: Jesse Harink
Clio University: Track 2

About

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

Setting up your Clio Manage Account Workshop

1:15 - 2:15 pm

Speakers: Mike Cramm & Gavin Miller
Clio University: Workshop

About

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

"Color Me Gray:" Building A Unique Firm

2:30 - 3:00 pm

Speakers: Shreya Ley & Colin Ley
Business of Law

Successfully Integrating Technology into your Large or Growing Firm

2:30 - 3:00 pm

Speakers: TBC
Legal Technology

Boosting your Firm’s Collections with Clio Payments

2:30 - 3:00 pm

Speakers: Steve Harbaruk & Sher Najafi
Clio University: Track 1

About

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

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

2:30 - 3:00 pm

Speakers: Hadi Qaisar & Nicole Sproule
Clio University: Track 2

About

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

Anatomy of a Bill Theme

2:30 - 3:00 pm

Speakers: Tara Cain
Clio University: Workshop

About

This workshop will dive into Clio Manage bill theme options and help you understand how to create templates that represent your law firm brand and meet the needs of your clients.

The New Firm-Focused Law Firm Model

3:15 - 4:15 pm

Speakers: TBC
Business of Law

Day One Legal Technology Afternoon Session

3:15 - 4:15 pm

Speakers: TBC
Legal Technology

Managing your Accounts & Finances with Clio

3:15 - 4:15 pm

Speakers: James Goertzen & Amrit Minhas
Clio University: Track 1

About

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

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

3:15 - 4:15 pm

Speakers: Shaked Fromovich & Rio Peterson
Clio University: Track 2

About

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

Conference Break - Afternoon, Day One

4:15 - 4:45 pm

About

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

Afternoon Keynote With Glenn Greenwald

4:45 - 5:45 pm

Speakers: Glenn Greenwald

About

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

 

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

Evening Fitness Bootcamp

6:15 - 7:00pm

Ex Parte

First Shuttle Departs to Clio After Dark Industry Event

7:45 pm

Hotel Lobby

About

Joining us for our legendary Monday night Clio After Dark? Meet us in the hotel lobby to shuttle our way to The Prado at Balboa Park!

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

Monday Clio After Dark Industry Event: Night at The Prado

8:00 - 11:30 pm

Speakers: The Prado at Balboa Park

About

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

Final Shuttle Departs from Clio After Dark Industry Event

11:45 pm

About

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

Exhibitor Product Pitch Zone Day One

TBC

Grand Hall BC
Ex Parte

Clio Lab

All Day

Grand Hall BC
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.

Clio Smart Bar

All Day

Grand Hall BC
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.

Clio Marketplace

All Day

Harbor Foyer
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, or, refer a friend for limited edition Clio socks.

Coaching Zone

All Day

Promenade A, third floor
Ex Parte

About

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

Professional Headshots Sponsored by Martindale-Avvo

All Day

Promenade Foyer, Third Floor
Ex Parte

About

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

Clio Lab Product Demos

TBC

Grand Hall BC, in the Clio Lab
Ex Parte

Registration Opens: Day Two

7:00 am

Wellness Activity: Sunrise Yoga Day Two

7:00 - 7:45 am

Hyatt Tennis Courts
Ex Parte

About

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

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

7:00 - 7:45 am

Conference Registration Desk
Ex Parte

About

Coffee can wait. While most people are hitting snooze, you’re hitting the pavement. Kick off your conference experience with a morning run, jog, or walk. Professional coaches will be taking you on a scenic route along the San Diego harbor. All skill levels welcome.

Breakfast Opens: Day Two

7:00 - 8:30am

Opening Keynote: Stay Tuned!

8:30 - 9:45 am

Conference Break - Morning, Day Two

9:45 - 10:15 am

About

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

Identifying & Leveraging your Firm Culture

10:15 - 10:45 am

Speakers: Jordan Couch
Business of Law

Day Two Legal Technology Morning Session

10:15 - 10:45 am

Speakers: TBC
Legal Technology

Take Control with Clio Suite: Calendars & Tasks Management

10:15 - 10:45 am

Speakers: Umaima Baig & Joseph Given
Clio University: Track 1

About

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

Document Automation and Management

10:15 - 10:45 am

Speakers: Shelby Jestin & Kimberly Westvelt
Clio University: Track 2

About

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

Suite Setup: Setting up Clio Grow

10:15 - 10:45 am

Speakers: Lisa Geerts & Braden Ulvid
Clio University: Workshop

About

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

Defining Your Vision

11:00 am - 12:00 pm

Speakers: Katy Goshtasbi
Business of Law

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

11:00 am - 12:00 pm

Speakers: Nicole Abboud
Legal Technology

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

11:00 am - 12:00 pm

Speakers: Rylan Iredale & Nefra MacDonald
Clio University: Track 1

About

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

Solos: Streamlining Your Workflow & Improving Efficiency

11:00 am - 12:00 pm

Speakers: Sam King & Alex Taylor
Clio University: Track 2

About

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

Grow Intake Forms & Documents Workshop

11:00 am - 12:00 pm

Speakers: Paul Munro & John O'Connor
Clio University: Workshop

About

This workshop is intended to walk through how to create an intake form and documents in Clio Grow.

Lunch Break, Day Two

12:00 - 1:15 pm

About

Enjoy a fabulously curated buffet lunch. Dietary considerations have been kept in mind.

Clio Certified Consultants Lunch

12:00 - 1:15 pm

Speakers: Brittney Lloyd
Industry Workshop

Emojis and the Law

1:15 - 1:45 pm

Speakers: TBC
Legal Technology

A Simple Framework to Delivering a Great Client Experience

1:15 - 1:45 pm

Speakers: Dilan Ustek & Andrew Fung
Clio University: Track 1

About

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

Time is Money: Efficient Attorney Workflows in Clio

1:15 - 1:45 pm

Speakers: Naufil Rasheed & Kane Lam
Clio University: Track 2

About

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

Manage: Document Automation Workshop

1:15 - 1:45 pm

Speakers: Ryan Oakman
Clio University: Workshop

About

This workshop is intended to walk through a document automation example as a follow-up to the earlier overview presentation for Clio Manage.

Clio Certified Consultants Industry Session

1:15 - 1:45 pm

Speakers: Brittney Lloyd
Industry Workshop

Day Two Business of Law Afternoon Session 1

1:15 - 1:45 pm

Speakers: TBC
Business of Law

Bringing it Together: Business Planning, Wellness, and Technology

2:00 - 3:00 pm

Speakers: TBC
Business of Law

How Artificial Intelligence Is Affecting the Practice of Law

2:00 - 3:00 pm

Speakers: TBC
Legal Technology

Office Administrators: Automating your Workflows with Clio Manage

2:00 - 3:00 pm

Speakers: Alim Jiwa & Ana Tesovic
Clio University: Track 1

About

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

Firm Performance & Insights Using Clio Suite

2:00 - 3:00 pm

Speakers: Carolyn Price & Shane Sharma
Clio University: Track 2

About

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

Affinity Partners Workshop

2:00 - 3:00 pm

Speakers: Nefra MacDonald & Rio Peterson
Clio University: Workshop

Day Two Business of Law Afternoon Session 2

3:15 - 3:45 pm

Business of Law

Day Two Legal Technology Afternoon Session

3:15 - 3:45 pm

Speakers: TBC
Legal Technology

Time Keeping 2.0: Measuring What Matters

3:15 - 3:45 pm

Speakers: Madison Goddyn & Sarah Greig
Clio University: Track 1

About

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

Account Evolution: Setting your Team up for Continued Success

3:15 - 3:45 pm

Speakers: Brittany Baron & Andrew Deacon
Clio University: Track 2

About

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

Conference Break - Afternoon, Day Two

3:45 - 4:15 pm

About

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

Afternoon Keynote: Stay Tuned!

4:15 - 5:00 pm

Closing Keynote: Stay Tuned!

5:00 - 5:45 pm

Closing Remarks & Prize Giveaway With Clio CEO Jack Newton

5:45 - 6:15 pm

Speakers: Jack Newton

First Shuttle Departs to Clio After Dark Iconic San Diego Event

6:30 pm

About

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

Tuesday After Dark: Iconic San Diego

7:00 - 11:00 pm

Beach House, 3125 Ocean Front Walk at Belmont Park, San Diego

About

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

 

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

Final Shuttle Departs from Clio After Dark Iconic San Diego Event

11:15 pm

About

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

Hangover Remedies Sponsored by CalendarRules

All Day

Grand Hall BC & Harbor 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 CalenderRules.

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

Exhibitor Product Pitch Zone Day Two

TBC

Grand Hall BC
Ex Parte

Clio Lab

All Day

Grand Hall BC
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.

Clio Lab Product Demos

TBC

Grand Hall BC, in the Clio Lab
Ex Parte

Clio Smart Bar

All Day

Grand Hall BC
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.

Clio Marketplace

All Day

Harbor Foyer
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, or, refer a friend for limited edition Clio socks.

Coaching Zone

All Day

Promenade A, third floor
Ex Parte

About

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

Professional Headshots Sponsored by Martindale-Avvo

All Day

Promenade Foyer, Third Floor
Ex Parte

About

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

I thought it was a great conference and I am very happy I attended. Even if you don’t use Clio, there is a lot to learn.

Richard Gomez

Law Offices of Gomez & Gomez

Richard Gomez
The conference helped me define and articulate an approach to increasing efficiencies at my firm, as well as managing competing priorities in my life. I had a great time to boot!

Christy Jones

Jones Immigration Law

Christy Jones
My Clio experience was absolutely wonderful. It gave me a further understanding of Clio and its uses and how efficient it makes the work flow. I especially loved document automation.

Rowan Edghill

Leodean Worrell Attorneys at Law

Rowan Edghill