2019 agenda

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

7:00 - 8:30 AM

Registration Opens: Day One

1st Floor, Grand Foyer at Conference Registration

Breakfast Opens: Day One

1st Floor, Grand Hall BC

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

The Tech-Enabled Super Admin

2nd Floor, Harbor Ballroom ABC
Legal Technology

An Overview of Clio's App Directory

1st Floor, Grand Hall A
Clio University: Track 1

What’s New in Clio

1st Floor, Grand Hall D
Clio University: Track 2

Insights from the 2019 Legal Trends Report

2nd Floor, Harbor Ballroom GHI
Business of Law

10:15 - 12:00 PM

ReImagining Your Client Experience

3rd Floor, Mission Beach ABC
Clio University: Workshop

11:30 - 12:00 PM

Inclusion and Diversity in Legal Technology

2nd Floor, Harbor Ballroom ABC
Legal Technology

The Mobile Experience

1st Floor, Grand Hall A
Clio University: Track 1

3 Client-Service Secrets from Five-Star Hotels

2nd Floor, Harbor Ballroom GHI
Business of Law

Suite: Intake to Invoice to Referral

1st Floor, Grand Hall D
Clio University: Track 2

12:00 - 1:15 PM

Lunch Break, Day One

1st Floor, Grand Hall BC & 2nd Floor (via Harbor Foyer), Seaview Restaurant

Clio Academic Access Lunch

3rd Floor, Mission & Solana Beach Foyers
Industry Workshop

1:15 - 2:15 PM

Productive & Profitable: Best Billing Practices

1st Floor, Grand Hall A
Clio University: Track 1

2019 Launch // Code Competition

1st Floor, Grand Hall D
Clio University: Track 2

Setting up your Clio Manage Account Workshop

3rd Floor, Mission Beach ABC
Clio University: Workshop

Emojis and the Law

2nd Floor, Harbor Ballroom ABC
Legal Technology

The “Win-Win” Legal Services Model

2nd Floor, Harbor Ballroom GHI
Business of Law

2:30 - 3:00 PM

"Color Me Gray:" Building A Unique Firm

2nd Floor, Harbor Ballroom GHI
Business of Law

Panel: Lessons Learned in Scaling Legal Technology

2nd Floor, Harbor Ballroom ABC
Legal Technology

Boosting your Firm’s Collections with Clio Payments

1st Floor, Grand Hall A
Clio University: Track 1

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

1st Floor, Grand Hall D
Clio University: Track 2

Clio Manage: Anatomy of a Bill Theme

3rd Floor, Mission Beach ABC
Clio University: Workshop

3:15 - 4:15 PM

Managing your Accounts & Finances with Clio

1st Floor, Grand Hall A
Clio University: Track 1

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

1st Floor, Grand Hall D
Clio University: Track 2

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

2nd Floor, Harbor Ballroom ABC
Legal Technology

Unlocking Firm Performance Through Better People Management

3rd Floor, Mission Beach ABC
Clio University: Workshop

Lawyers are from Mars, business people are from Venus.

2nd Floor, Harbor Ballroom GHI
Business of Law

4:15 - 4:45 PM

Conference Break - Afternoon, Day One

4:45 - 5:45 PM

Afternoon Keynote With Glenn Greenwald

2nd Floor, Harbor Ballroom

7:45 PM

First Shuttle Departs to Clio After Dark Industry Event

1st Floor, Hotel Lobby at the Kettner Exit

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 - 8:30 AM

Registration Opens: Day Two

1st Floor, Grand Foyer at Conference Registration

Breakfast Opens: Day Two

1st Floor, Grand Hall BC

8:30 - 9:45 AM

Opening Keynote with Shaka Senghor and Deanna Van Buren

9:45 - 10:15 AM

Conference Break - Morning, Day Two

10:15 - 10:45 AM

Identifying & Leveraging your Firm Culture

2nd Floor, Harbor Ballroom GHI
Business of Law

Cybersecurity Quick Fixes

2nd Floor, Harbor Ballroom ABC
Legal Technology

Take Control with Clio Suite: Calendars & Tasks Management

1st Floor, Grand Hall A
Clio University: Track 1

Document Automation and Management

1st Floor, Grand Hall D
Clio University: Track 2

Suite Setup: Setting up Clio Grow

3rd Floor, Mission Beach ABC
Clio University: Workshop

11:00 - 12:00 PM

Defining Your Personal Brand for the Changing Future

2nd Floor, Harbor Ballroom GHI
Business of Law

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

1st Floor, Grand Hall A
Clio University: Track 1

Solos: Streamlining Your Workflow & Improving Efficiency

1st Floor, Grand Hall D
Clio University: Track 2

Clio Grow: Intake Forms & Documents Workshop

3rd Floor, Mission Beach ABC
Clio University: Workshop

What Should Lawyers Learn to Code? Conversational Coding for the Digital Age.

2nd Floor, Harbor Ballroom ABC
Legal Technology

12:00 - 1:15 PM

Lunch Break, Day Two

1st Floor, Grand Hall BC & 2nd Floor (via Harbor Foyer), Seaview Restaurant

Clio Certified Consultants Lunch & Session

3rd Floor, Mission & Solana Beach Foyers
Industry Workshop

1:15 - 1:45 PM

A Simple Framework to Delivering a Great Client Experience

1st Floor, Grand Hall A
Clio University: Track 1

Time is Money: Efficient Attorney Workflows in Clio

1st Floor, Grand Hall D
Clio University: Track 2

Clio Manage: How to Automate Your Documents

3rd Floor, Mission Beach ABC
Clio University: Workshop

Flattening the Learning Curve: Successfully Transitioning Practice Areas

2nd Floor, Harbor Ballroom GHI
Business of Law

Creating the Perfect Sweet Spot: Efficient Integration of Tech for Your Small Law Firm

2nd Floor, Harbor Ballroom ABC
Legal Technology

2:00 - 3:00 PM

Office Administrators: Automating your Workflows with Clio Manage

1st Floor, Grand Hall A
Clio University: Track 1

Firm Performance & Insights Using Clio Suite

1st Floor, Grand Hall D
Clio University: Track 2

Affinity Partners Workshop

3rd Floor, Mission Beach ABC
Clio University: Workshop

Panel: Creating a Blueprint for the Future

2nd Floor, Harbor Ballroom ABC
Legal Technology

The New Attorney-Focused Law Firm Model

2nd Floor, Harbor Ballroom GHI
Business of Law

3:15 - 3:45 PM

How I Built a Thriving Law Practice While Traveling the Country In an RV

2nd Floor, Harbor Ballroom GHI
Business of Law

Time Keeping 2.0: Measuring What Matters

1st Floor, Grand Hall A
Clio University: Track 1

Account Evolution: Setting your Team up for Continued Success

1st Floor, Grand Hall D
Clio University: Track 2

How Artificial Intelligence Is Affecting the Practice of Law

2nd Floor, Harbor Ballroom ABC
Legal Technology

3:45 - 4:15 PM

Conference Break - Afternoon, Day Two

4:15 - 5:15 PM

Afternoon Keynote With Daniel Pink

2nd Floor, Harbor Ballroom

5:20 - 5:25 PM

LawPay Raffle Prize Draw!

2nd Floor, Harbor Ballroom

5:25 - 5:55 PM

Closing Remarks & Prize Giveaway With Clio CEO Jack Newton

2nd Floor, Harbor Ballroom

6:30 PM

First Shuttle Departs to Clio After Dark Iconic San Diego Event

1st Floor, Hotel Lobby at the Kettner Exit

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

6:45 - 7:45 AM

Wellness Activity: Sunrise Yoga Day One

1st Floor, Grand Foyer at Conference Registration
Ex Parte

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

1st Floor, Grand Foyer at Conference Registration
Ex Parte

7:00 - 8:30 AM

7:30 - 8:00 AM

Conference Tours

1st Floor, Grand Hall BC
Ex Parte

8:30 - 9:45 AM

9:45 - 10:15 AM

10:15 - 11:15 AM

10:15 - 12:00 PM

11:30 - 11:45 AM

Clio Lab Product Demo: Client Intake

1st Floor, Grand Hall BC in the Clio Lab
Ex Parte

Exhibitor Product Pitch: WealthCounsel

1st Floor, Grand Hall BC at the Product Pitch Zone Exhibitor Stage
Ex Parte

11:45 - 12:00 PM

Exhibitor Product Pitch: LawPay

1st Floor, Grand Hall BC at the Product Pitch Zone Exhibitor Stage
Ex Parte

Clio Lab Product Demo: Managing Matters & Documents

1st Floor, Grand Hall BC in the Clio Lab
Ex Parte

11:30 - 12:00 PM

12:00 - 1:15 PM

12:30 - 1:00 PM

Conference Tours

1st Floor, Grand Hall BC
Ex Parte

1:15 - 2:15 PM

2:30 - 3:00 PM

Networking Pop-Up Event: Ipro - BigLaw Power, Small Firm Overhead

3rd Floor, Promenade Foyer
Ex Parte

2:30 - 2:45 PM

Exhibitor Product Pitch: Faster Law

1st Floor, Grand Hall BC at the Product Pitch Zone Exhibitor Stage
Ex Parte

Clio Lab Product Demo: Managing Calendars & Tasks

1st Floor, Grand Hall BC in the Clio Lab
Ex Parte

2:45 - 3:00 PM

Exhibitor Product Pitch: LAWCLERK

1st Floor, Grand Hall BC at the Product Pitch Zone Exhibitor Stage
Ex Parte

Clio Lab Product Demo: Tracking Time & Expenses

1st Floor, Grand Hall BC in the Clio Lab
Ex Parte

3:15 - 4:15 PM

4:15 - 4:30 PM

Clio Lab Product Demo: Billing Clients

1st Floor, Grand Hall BC in the Clio Lab
Ex Parte

4:15 - 4:45 PM

Pop-Up Networking Event: Donna

3rd Floor, Promenade Foyer
Ex Parte

4:20 - 4:35 PM

Exhibitor Product Pitch: PwC - InsightsOfficer

1st Floor, Grand Hall BC at the Product Pitch Zone Exhibitor Stage
Ex Parte

4:30 - 4:45 PM

Clio Lab Product Demo: Accepting Payment

1st Floor, Grand Hall BC in the Clio Lab
Ex Parte

4:45 - 5:45 PM

6:00 - 7:00 PM

Wellness Activity: Bootcamp

1st Floor, Grand Foyer at Conference Registration
Ex Parte

7:45 PM

8:00 - 11:30 PM

11:45 PM

All Day

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 - 8:30 AM

7:30 - 8:00 AM

Conference Tours

1st Floor, Grand Hall BC
Ex Parte

6:45 - 7:45 AM

Wellness Activity: Sunrise Yoga Day Two

1st Floor, Grand Foyer at Conference Registration
Ex Parte

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

1st Floor, Grand Foyer at Conference Registration
Ex Parte

8:30 - 9:45 AM

9:45 - 10:15 AM

10:15 - 10:30 AM

Exhibitor Product Pitch: Jive

Product Pitch Zone Exhibitor Stage, Grand Hall BC
Ex Parte

Clio Lab Product Demo: Client Intake

1st Floor, Grand Hall BC in the Clio Lab Clio Lab
Ex Parte

10:15 - 10:45 AM

10:30 - 10:45 AM

Exhibitor Product Pitch: Fastcase

1st Floor, Grand Hall BC at the Product Pitch Zone Exhibitor Stage
Ex Parte

Clio Lab Product Demo: Managing Matters & Documents

1st Floor, Grand Hall BC in the Clio Lab
Ex Parte

11:00 - 12:00 PM

12:00 - 12:30 PM

Book Signings: Keynote Shaka Senghor

2nd Floor, Harbor Foyer
Ex Parte

12:00 - 1:15 PM

1:15 - 1:30 PM

Exhibitor Product Pitch: PwC - InsightsOfficer

1st Floor, Grand Hall BC at the Product Pitch Zone Exhibitor Stage
Ex Parte

Clio Lab Product Demo: Managing Calendars & Tasks

1st Floor, Grand Hall BC in the Clio Lab
Ex Parte

1:15 - 1:45 PM

1:30 - 1:45 PM

Clio Lab Product Demo: Tracking Time & Expenses

1st Floor, Grand Hall BC in the Clio Lab
Ex Parte

1:45 - 2:15 PM

Book Signings: Keynote Daniel Pink

2nd Floor, Harbor Foyer
Ex Parte

2:00 - 3:00 PM

3:15 - 3:30 PM

Exhibitor Product Pitch: LawPay

1st Floor, Grand Hall BC at the Product Pitch Zone Exhibitor Stage
Ex Parte

Clio Lab Product Demo: Billing Clients

1st Floor, Grand Hall BC in the Clio Lab
Ex Parte

3:15 - 3:45 PM

Networking Pop-Up Event: Clio’s Affinity Team

3rd Floor, Promenade Foyer
Ex Parte

3:30 - 3:45 PM

Exhibitor Product Pitch: Unbundled Attorney

1st Floor, Grand Hall BC at the Product Pitch Zone Exhibitor Stage
Ex Parte

Clio Lab Product Demo: Accepting Payment

1st Floor, Grand Hall BC in the Clio Lab
Ex Parte

3:45 - 4:00 PM

Clio Lab Product Demo: Managing Matters & Documents

1st Floor, Grand Hall BC in the Clio Lab
Ex Parte

3:45 - 4:15 PM

Pop-Up Networking Event: NetDocuments

3rd Floor, Promenade Foyer
Ex Parte

4:00 - 4:15 PM

Clio Lab Product Demo: Billing Clients

1st Floor, Grand Hall BC in the Clio Lab
Ex Parte

4:15 - 5:15 PM

5:20 - 5:25 PM

5:25 - 5:55 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

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

Wellness Activity: Sunrise Yoga Day One

6:45 - 7:45 am

1st Floor, Grand Foyer at Conference Registration
Ex Parte

About

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

 

Meeting Location & Time: 

Sunrise Yoga will be available both mornings of the conference. Meet at Conference Registration in Grand Foyer on the first floor of the Hyatt Manchester Grand at 6:45 a.m. Yoga will start at 7:00 a.m. on the fourth floor of the Hyatt Manchester Grand outside on the tennis courts.

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

6:45 - 7:45 am

1st Floor, Grand Foyer at Conference Registration
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 walk, jog, or run hosted both mornings of the conference. Professional coaches will be taking you on a scenic route through San Diego’s beautiful waterfront.

 

Meeting Location & Time: 

Morning Walk, Jog or Run will be available both mornings of the conference. Lace-up your running shoes and meet at Conference Registration in Grand Foyer on the first floor of the Hyatt Manchester Grand at 6:45 a.m.

Registration Opens: Day One

7:00 am - 8:30 am

1st Floor, Grand Foyer at Conference Registration

About

Grab your official Clio Cloud Conference name badge and wristband at Conference Registration located in Grand Foyer on the first floor of the Hyatt Manchester Grand. You’ll need both of these on you at all times to enjoy every aspect of the conference.

Breakfast Opens: Day One

7:00 - 8:30am

1st Floor, Grand Hall BC

About

Enjoy complimentary breakfast in Grand Hall BC located on the first floor of the Hyatt Manchester Grand directly behind Conference Registration.

Conference Tours

7:30 - 8:00 AM

1st Floor, Grand Hall BC
Ex Parte

About

Trying to get familiar with the Clio Cloud Conference layout? Meet us in Grand Foyer by Conference Registration for a quick tour through the space. We’ll point out all of the rooms, fun activations, and even include a pit-stop at our Diamond exhibitor booths, LawPay and PwC – InsightsOfficer.

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.

The Tech-Enabled Super Admin

10:15 - 11:15 am

Speakers: Lori Gonzalez
2nd Floor, Harbor Ballroom ABC
Legal Technology

An Overview of Clio's App Directory

10:15 - 11:15 am

Speakers: Bryce Tarling & Alex Shipillo
1st Floor, Grand Hall A
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.

What’s New in Clio

10:15 - 11:15 am

Speakers: Jeff Rambharak & Mik Lernout
1st Floor, Grand Hall D
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.

Insights from the 2019 Legal Trends Report

10:15 - 11:15 am

Speakers: George Psiharis
2nd Floor, Harbor Ballroom GHI
Business of Law

ReImagining Your Client Experience

10:15 am - 12:00 PM

Speakers: Matt Homann
3rd Floor, Mission Beach ABC
Clio University: Workshop

About

In this fast-paced, interactive workshop, you will learn the fundamentals of Client Service Design and how to apply those principles to your own practice.

You’ll work with your peers to:

-Explore an ideal client’s experience by using a customer-centric mindset to understand what they might want and need most at every stage of their interactions with you and your firm.
-Identify areas for rapid improvement and ideate ways to drive actionable results with your team that your clients will notice and appreciate.
-Design simple “Experiments” that can be implemented quickly and for little cost.
-Learn to test your ideas, and incorporate rapid iteration cycles that help you get better over time.

You’ll also take home the tools, exercises, and activities we use in the workshop so you’ll be able to repeat your experience with your team and your clients as soon as you’re back home.

Clio Lab Product Demo: Client Intake

11:30 - 11:45 AM

1st Floor, Grand Hall BC in the Clio Lab
Ex Parte

About

Interested in learning more about client intake and legal CRM software? Head to the Clio Lab in Grand Hall BC for a quick demonstration by Clio’s Product Team!

Exhibitor Product Pitch: WealthCounsel

11:30 - 11:45 AM

Speakers: WealthCounsel
1st Floor, Grand Hall BC at the Product Pitch Zone Exhibitor Stage
Ex Parte

About

Please join us on October 21st at 11:30 a.m. for “Wealth Tracx: Your Trust Administration Solution: and discover how easy it can be to efficiently and confidently deliver trust administration services. Come hear WealthCounsel’s Executive Editor, Henna Shah, unveil our newest turnkey solution for trust administration – Wealth Tracx™. Whether you are new to trust administration or are looking to streamline administration workflow, this is a presentation you will not want to miss. Some of the unique features include:  

 

  • Customizable task management system
  • Automated document drafting with one-step data entry
  • Robust asset tracking, allocation, and distribution
  • Important date reminders
  • Ledgers to account for receipts and disbursements
  • Report generation 

 

Come hear how Wealth Tracx can help you practice efficiently and confidently, whether you already offer trust administration services or have contemplated adding it to your practice. 

Exhibitor Product Pitch: LawPay

11:45 AM - 12:00 PM

Speakers: LawPay
1st Floor, Grand Hall BC at the Product Pitch Zone Exhibitor Stage
Ex Parte

About

Unpaid invoices are a big deal. We’ll show you how LawPay addresses this challenge and helps you get paid faster and easier.

Clio Lab Product Demo: Managing Matters & Documents

11:45 - 12:00 PM

1st Floor, Grand Hall BC in the Clio Lab
Ex Parte

About

Want to learn how to streamline matter and document management with legal software? Clio’s Product Team is leading short demonstrations in Grand Hall BC.

Inclusion and Diversity in Legal Technology

11:30 am - 12:00 pm

Speakers: Nicole Clark
2nd Floor, Harbor Ballroom ABC
Legal Technology

The Mobile Experience

11:30 am - 12:00 pm

Speakers: Calvin Cestari & Samir Javer
1st Floor, Grand Hall A
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.

3 Client-Service Secrets from Five-Star Hotels

11:30 am - 12:00pm

Speakers: John Strohmeyer
2nd Floor, Harbor Ballroom GHI
Business of Law

Suite: Intake to Invoice to Referral

11:30 - 12:00 PM

Speakers: Bailey Copithorne & Steve Thompson
1st Floor, Grand Hall D
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.

Lunch Break, Day One

12:00 - 1:15 pm

1st Floor, Grand Hall BC & 2nd Floor (via Harbor Foyer), Seaview Restaurant

About

Lunch will be hosted in a variety of areas. Grab a table wherever is most convenient and enjoy a fabulously curated buffet lunch. All lunch items will have clear labels listing ingredients. 

 

If you indicated via your conference registration that you require a special lunch due to diet or lifestyle please head to Seaview Restaurant (accessible via Harbor Foyer on the second floor) for a special lunch. 

 

Lunch Locations:

1st Floor: Grand Hall BC

2nd Floor: Seaview Restaurant (accessible via Harbor Foyer)

Clio Academic Access Lunch

12:00 - 1:15 pm

Speakers: James Upton
3rd Floor, Mission & Solana Beach Foyers
Industry Workshop

Conference Tours

12:30 - 1:00 PM

1st Floor, Grand Hall BC
Ex Parte

About

Trying to get familiar with the Clio Cloud Conference layout? Meet us in Grand Foyer by Conference Registration for a quick tour through the space. We’ll point out all of the rooms, fun activations, and even include a pit-stop at our Diamond exhibitor booths, LawPay and PwC – InsightsOfficer.

Productive & Profitable: Best Billing Practices

1:15 - 2:15 pm

Speakers: Elaine Winde & Karina Cebuliak
1st Floor, Grand Hall A
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 Elaine 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
1st Floor, Grand Hall D
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
3rd Floor, Mission Beach ABC
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.

Emojis and the Law

1:15 - 2:15 PM

Speakers: Eric Goldman
2nd Floor, Harbor Ballroom ABC
Legal Technology

The “Win-Win” Legal Services Model

1:15 - 2:15 pm

Speakers: Erin Levine
2nd Floor, Harbor Ballroom GHI
Business of Law

About

Erin is reimagining legal services delivery by bringing services to the people in her community and nationally with Hello Divorce. Consumers are demanding change and Erin is leading the conversation while rethinking the culture of divorce. A “win” for the clients/consumers because they have more legal options – and they can get legal help that is more affordable and super convenient. A “win” for the lawyer because it involves passive income, less stress, less overhead, more opportunity to be creative and to run your law practice like a true business.

"Color Me Gray:" Building A Unique Firm

2:30 - 3:00 pm

Speakers: Shreya Ley & Colin Ley
2nd Floor, Harbor Ballroom GHI
Business of Law

About

Shreya and Colin Ley are partners in life and business at LayRoots. The Lawyer-Humans run an entirely flat-fee, full service model that prides itself on being proactive partners to their clients so that their clients can live more carefree. They have built a unique law firm, but not without a lot of missteps along the way – which they will share with you so that you can learn from their mistakes in creating your OWN unique law firm and law firm experience.

Panel: Lessons Learned in Scaling Legal Technology

2:30 - 3:00 pm

Speakers: Harrison Ward, Leon Carelli, Stotler Hayes
2nd Floor, Harbor Ballroom ABC
Legal Technology

About

This panel will answer the broader questions around scaling technology including recommendations with regard to consideration, implementation, and change management for growing law firms. In particular, the panelists will highlight how they found success, explore the unanticipated positive outcomes and alternatively, what they wish they had done differently.

Boosting your Firm’s Collections with Clio Payments

2:30 - 3:00 pm

Speakers: Steve Harbaruk & Sher Najafi
1st Floor, Grand Hall A
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
1st Floor, Grand Hall D
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.

Clio Manage: Anatomy of a Bill Theme

2:30 - 3:00 pm

Speakers: Tara Cain
3rd Floor, Mission Beach ABC
Clio University: Workshop

About

Overwhelmed by options? Still looking to find that perfect bill theme to represent your firm? Join Tara as she dives into Clio Manage’s extensive bill theme options. In this session you will better understand how to create bespoke templates that represent your law firm brand and meet the needs of your clients.

Networking Pop-Up Event: Ipro - BigLaw Power, Small Firm Overhead

2:30 - 3:00 PM

Speakers: Ipro Tech
3rd Floor, Promenade Foyer
Ex Parte

About

Join host Ian Faith from Ipro Tech for a networking session designed for law firms looking for eDiscovery tools to help them handle growing data within caseloads without adding extra staff. Ipro for desktop can be deployed in less than an hour with functionality to review cases of any size, includes fact management and TrialDirector, and easily lets you migrate from legacy flat-file review databases.

 

*Room capacity is limited, first come first served.

**Alcoholic and nonalcoholic drinks will be served.

Exhibitor Product Pitch: Faster Law

2:30 PM - 2:45 PM

1st Floor, Grand Hall BC at the Product Pitch Zone Exhibitor Stage
Ex Parte

About

Come learn why Faster Suite is the #1 suite of apps for Clio: most firms see an immediate 20-30% increase in billables and some see even more!

Clio Lab Product Demo: Managing Calendars & Tasks

2:30 - 2:45 PM

1st Floor, Grand Hall BC in the Clio Lab
Ex Parte

About

If you’re looking to get more efficient at scheduling appointments and following through on tasks, check out the short product demos in the Clio Lab (Grand Hall BC).

Exhibitor Product Pitch: LAWCLERK

2:45 PM - 3:00 PM

Speakers: Kristin Tyler, Co-Founder at LAWCLERK
1st Floor, Grand Hall BC at the Product Pitch Zone Exhibitor Stage
Ex Parte

About

Join LAWCLERK Co-Founder Kristin Tyler to learn how to leverage the incredible talent available via the freelance lawyer ecosystem to enhance your client experience, stop doing everything yourself and take home more revenue.

Clio Lab Product Demo: Tracking Time & Expenses

2:45 - 3:00 PM

1st Floor, Grand Hall BC in the Clio Lab
Ex Parte

About

Time and expense tracking are two of Clio Manage’s most popular features, and you can learn more about them in our product demos at the Clio Lab (located in Grand Hall BC).

Managing your Accounts & Finances with Clio

3:15 - 4:15 pm

Speakers: James Goertzen & Amrit Minhas
1st Floor, Grand Hall A
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
1st Floor, Grand Hall D
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.

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

3:15 - 4:15 PM

Speakers: Nicole Abboud
2nd Floor, Harbor Ballroom ABC
Legal Technology

Unlocking Firm Performance Through Better People Management

3:15 - 4:15 pm

Speakers: Jonathan Watson & Lyndsey Hannigan
3rd Floor, Mission Beach ABC
Clio University: Workshop

About

Clio has grown from two to over 400 employees by prioritizing our culture, investing in our people, and attracting top industry leaders. Join Clio’s VP of Engineering (Jonathan Watson) and VP of People (Lyndsey Hannigan) for an engaging session that will introduce you to three simple practices that are proven to unlock the performance of individuals and teams. With lessons taken straight from Clio’s five global offices, participants will leave this session feeling better prepared than ever before to lead their firms better and take their management skills to the next level.

Lawyers are from Mars, business people are from Venus.

3:15 - 4:15 PM

Speakers: Mark Britton
2nd Floor, Harbor Ballroom GHI
Business of Law

About

Having spent 20 years at the intersection of law and business, Mark continues to marvel at the differences between lawyers and businesspeople. In this talk, Mark shares some of the attributes of great business leaders and organizations and how lawyers (who are business people too!) might incorporate them.

Clio Lab Product Demo: Billing Clients

4:15 - 4:30 PM

1st Floor, Grand Hall BC in the Clio Lab
Ex Parte

About

Legal technology can revolutionize the way you bill clients. Want to learn how? Go to the Clio Lab in Grand Hall BC for a quick demo from our Product Team!

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.

Pop-Up Networking Event: Donna

4:15 PM - 4:45 PM

3rd Floor, Promenade Foyer
Ex Parte

About

Are you a corporate lawyer that wants to spend less time drafting and proofreading contracts?

During the conference break, join us and fellow professionals for a fun 30 minute mingle session hosted by Donna. We’ll provide the alcoholic, and non-alcoholic refreshments, games and prizes. You’ll find out more about Donna and how to fall in love with contract drafting again.

*Room capacity is limited, first come first served.
**Alcoholic and nonalcoholic drinks will be served.

Exhibitor Product Pitch: PwC - InsightsOfficer

4:20 PM - 4:35 PM

Speakers: PwC - InsightsOfficer
1st Floor, Grand Hall BC at the Product Pitch Zone Exhibitor Stage
Ex Parte

About

Join us to learn more about InsightsOfficer the new automated bookkeeping, billing, and insights solution from PwC. Find out how you could spend less time doing admin, and get some great insights into the performance of your business, all for an affordable monthly subscription!

Clio Lab Product Demo: Accepting Payment

4:30 - 4:45 PM

1st Floor, Grand Hall BC in the Clio Lab
Ex Parte

About

Accepting payments with legal software can make a powerful difference for your firm—especially if you use Clio Payments, powered by LawPay. Want to see a demo? Head to the Clio Lab in Grand Hall BC!

Afternoon Keynote With Glenn Greenwald

4:45 - 5:45 pm

Speakers: Glenn Greenwald
2nd Floor, Harbor Ballroom

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.

Wellness Activity: Bootcamp

6:00 PM - 7:00 PM

1st Floor, Grand Foyer at Conference Registration
Ex Parte

About

To recharge after a day full of learning, get your body moving Monday afternoon at our instructor-led fitness bootcamp.

 

Meet by the Conference Registration desk at 6:00 p.m., and dress for outdoor weather – the bootcamp will take place at Embarcadero Park starting promptly at 6:15 p.m.

First Shuttle Departs to Clio After Dark Industry Event

7:45 pm

1st Floor, Hotel Lobby at the Kettner Exit

About

Joining us for our legendary Monday night Clio After Dark? Meet us in the hotel lobby by the Kettner Exit to shuttle our way to The Prado at Balboa Park! Don’t forget your name badge and wristband, you’ll need these 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!

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

The Coaching Zone is staffed by five experienced coaches who are here to provide you with a confidential, FREE 30 minute laser coaching session aimed at a specific challenge or opportunity. If you are trying to do ANY of the following, sign up for a coaching session and see how it might help:

  • progress towards a goal
  • hone a particular skill
  • become more efficient and productive at work
  • develop leadership skills – delegation, mentorship, team work, etc.
  • plan and take action to grow your practice or firm
  • make a successful transition to more fulfilling work
  • tackle a professional challenge

Schedule a session: https://calendly.com/clio-coaching-zone/coaching-session?month=2019-10

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 - 8:30 am

1st Floor, Grand Foyer at Conference Registration

About

If you lost or misplaced your conference name badge or wristband, come by Conference Registration located in Grand Foyer on the first floor of the Hyatt Manchester Grand and we’ll help you out. You’ll need both of these on you at all times to enjoy every aspect of the conference. We’re open all day!

Breakfast Opens: Day Two

7:00 - 8:30am

1st Floor, Grand Hall BC

About

Enjoy complimentary breakfast in Grand Hall BC located on the first floor of the Hyatt Manchester Grand directly behind Conference Registration.

Conference Tours

7:30 - 8:00 AM

1st Floor, Grand Hall BC
Ex Parte

About

Trying to get familiar with the Clio Cloud Conference layout? Meet us in Grand Foyer by Conference Registration for a quick tour through the space. We’ll point out all of the rooms, fun activations, and even include a pit-stop at our Diamond exhibitor booths, LawPay and PwC – InsightsOfficer.

Wellness Activity: Sunrise Yoga Day Two

6:45 AM - 7:45 AM

1st Floor, Grand Foyer at Conference Registration
Ex Parte

About

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

 

Meeting Location & Time: 

 

Sunrise Yoga will be available both mornings of the conference. Meet at Conference Registration in Grand Foyer on the first floor of the Hyatt Manchester Grand at 6:45 a.m. Yoga will start at 7:00 a.m. on the fourth floor of the Hyatt Manchester Grand outside on the tennis courts.

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

6:45 AM - 7:45 AM

1st Floor, Grand Foyer at Conference Registration
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 walk, jog, or run hosted both mornings of the conference. Professional coaches will be taking you on a scenic route through San Diego’s beautiful waterfront.

 

Meeting Location & Time: 

 

Morning Walk, Jog or Run will be available both mornings of the conference. Lace-up your running shoes and meet at Conference Registration in Grand Foyer on the first floor of the Hyatt Manchester Grand at 6:45 a.m.

Opening Keynote with Shaka Senghor and Deanna Van Buren

8:30 - 9:45 am

About

About Shaka Senghor

Shaka Senghor​ is the President/Creative Director of Shaka Senghor, Inc. His memoir, Writing My Wrongs: Life, Death and Redemption in an American Prison, debuted on The New York Times and The Washington Post Best Seller Lists.

Shaka is a former MIT Media Lab Director’s Fellow, and a former Fellow in the inaugural class of the W.K. Kellogg Foundation’s Community Leadership Network. His 2014 TED Talk was featured in their “Year in Ideas” roundup and has over 1.5 million views.

Shaka is the recipient of numerous awards, including the 2012 Black Male Engagement (BMe) Leadership Award, the 2015 Manchester University Innovator of the Year Award, the 2016 FORD Man of Courage Award, and the 2016 NAACP Great Expectations Award. He was recently recognized by OWN (the Oprah Winfrey Network) as a “Soul Igniter” in the inaugural class of the SuperSoul 100, a dynamic group of trailblazers whose vision and life’s work are bringing a higher level of consciousness to the world around them and encouraging others to do the same. Shaka is a 2016 Ebony Magazine Power 100 Honoree. He has taught at the University of Michigan and shares his story of redemption around the world.

Today, Shaka’s priority is shifting societal narratives by creating content with deep social impact and high entertainment value.

About Deanna Van Buren

Deanna Van Buren is the design director and co-founder of Designing Justice + Designing Spaces (DJDS), an architecture and real estate development non-profit working to end mass incarceration by building infrastructure that attacks its root causes: poverty, racism, unequal access to resources, and the criminal justice system itself.

Unlike the traditional adversarial and punitive architecture of justice—courthouses, prisons and jails—the Oakland-based DJDS creates spaces and buildings for restorative justice, rehabilitation and community building. Examples include restorative justice centers, which bring offenders and victims together to repair the relationship breach caused by a crime and build pathways to reconciliation; mobile resource centers, which deliver economic, educational, and social resources to under-resourced communities; and re-entry housing for people coming out of incarceration.

Van Buren’s most notable projects include: the Near Westside Peacemaking Center in Syracuse, New York; Restore Oakland (opened July 2019), a multi-use hub for restorative justice and workforce development in East Oakland, created in collaboration with the Ella Baker Center for Human Rights and Restaurant Opportunities Centers United (ROC United); Pop-Up Village, a mobile event that brings a constellation of resources to under-resourced communities; and The Women’s Mobile Refuge Center, a mobile overnight space for women who have recently been released from incarceration or are seeking refuge from human trafficking.

DJDS also operates the Concept Development Fund, an innovative program which helps nonprofits and advocates transform their ideas for community infrastructure reinvestment into fully realized designs complete with budgetary outlines, imagery, and other concrete details. The Fund receives charitable contributions that are used by DJDS to support the financial costs of the concept development.

A pioneering activist, Van Buren has been recognized internationally for her leadership in using architecture, design, and real estate innovations to address the social inequities behind the mass incarceration crisis. Her 2017 TEDWomen talk on what a world without prisons could look like has been viewed more than one million times, and she is the only architect to have been awarded the Rauschenberg Artist as Activist fellowship.

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

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.

Exhibitor Product Pitch: Jive

10:15 AM - 10:30 AM

Product Pitch Zone Exhibitor Stage, Grand Hall BC
Ex Parte

About

Stop by the Product Pitch stage on the first floor in Grand Hall BC for a session hosted by Jive. Learn how to stop billable leakage and automatically capture more “billable” hours; boosting productivity and helping you mitigate compliance risk!

Clio Lab Product Demo: Client Intake

10:15 - 10:30 AM

1st Floor, Grand Hall BC in the Clio Lab Clio Lab
Ex Parte

About

Interested in learning more about client intake and legal CRM software? Head to the Clio Lab in Grand Hall BC for a quick demonstration by Clio’s Product Team!

Identifying & Leveraging your Firm Culture

10:15 - 10:45 am

Speakers: Jordan Couch
2nd Floor, Harbor Ballroom GHI
Business of Law

Cybersecurity Quick Fixes

10:15 - 10:45 am

Speakers: Joshua Lenon
2nd Floor, Harbor Ballroom ABC
Legal Technology

About

Gartner estimates that 95% of data breaches in cloud-based applications will be the user’s fault. For law firms, this means that any staff members that are lax about security will be your fault too. In this session learn the simple steps you can take to secure your law firm data from the threat within.

Take Control with Clio Suite: Calendars & Tasks Management

10:15 - 10:45 am

Speakers: Umaima Baig & Joseph Given
1st Floor, Grand Hall A
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
1st Floor, Grand Hall D
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
3rd Floor, Mission Beach ABC
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.

Exhibitor Product Pitch: Fastcase

10:30 - 10:45 AM

Speakers: Fastcase
1st Floor, Grand Hall BC at the Product Pitch Zone Exhibitor Stage
Ex Parte

About

Fastcase’s mission is to democratize the law through innovative legal technology.  We help forward-thinking lawyers navigate the law faster and smarter with our suite of products, such as Docket Alarm and NextChapter. With Fastcase, our clients are making more informed decisions and developing smarter processes for their law firms, businesses, and associations. Come see how Fastcase can help you take the step into smarter legal technology.

Clio Lab Product Demo: Managing Matters & Documents

10:30 - 10:45 AM

1st Floor, Grand Hall BC in the Clio Lab
Ex Parte

About

Want to learn how to streamline matter and document management with legal software? Clio’s Product Team is leading short demonstrations in Grand Hall BC.

Defining Your Personal Brand for the Changing Future

11:00 am - 12:00 pm

Speakers: Katy Goshtasbi
2nd Floor, Harbor Ballroom GHI
Business of Law

About

No business exists without its’ employees. No business brand can exist without the employees’ brands being well developed. What is Personal Branding? Who cares? How can it help you have a great career, growing business and be happy overall in life? Join expert Katy Goshtasbi to learn how you can develop greater self-confidence, reduce your stress, and improve your individual impact in a changing world with a resilient, thoughtful, authentic personal brand that leads to business and career growth.

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

11:00 am - 12:00 pm

Speakers: Rylan Iredale & Nefra MacDonald
1st Floor, Grand Hall A
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
1st Floor, Grand Hall D
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.

Clio Grow: Intake Forms & Documents Workshop

11:00 am - 12:00 pm

Speakers: Paul Munro & John O'Connor
3rd Floor, Mission Beach ABC
Clio University: Workshop

About

New to Clio Grow? Looking to automate your law firm? This workshop will walk through how to create intake forms, text editor documents, and fillable PDF forms. Join John and Paul as they help you harness powerful features that streamline essential processes for your firm

What Should Lawyers Learn to Code? Conversational Coding for the Digital Age.

11:00 am - 12:00 pm

Speakers: David Colarusso
2nd Floor, Harbor Ballroom ABC
Legal Technology

About

This session will approach the question of what lawyers should learn to code from the perspective of literacy, not mastery. Recognizing that coding is the process of telling computers what to do, and that as with natural languages, fluency falls upon a spectrum, you will be introduced to a set of concepts that amount to a crash course in “conversational coding.”

With the focus on using conversational coding, you will learn how to make your own simple tools, as well as extend the functionality of existing tools by tasking them with more nuanced instructions and connecting them to each other.

Book Signings: Keynote Shaka Senghor

12:00 - 12:30 PM

2nd Floor, Harbor Foyer
Ex Parte

About

Grab a copy of Clio Cloud Conference keynote Shaka Senghor’s Writing my Wrongs from our onsite bookseller and have Shaka Senghor sign a copy!

Lunch Break, Day Two

12:00 - 1:15 pm

1st Floor, Grand Hall BC & 2nd Floor (via Harbor Foyer), Seaview Restaurant

About

Lunch will be hosted in a variety of areas. Grab a table wherever is most convenient and enjoy a fabulously curated buffet lunch. All lunch items will have clear labels listing ingredients. 

 

If you indicated via your conference registration that you require a special lunch due to diet or lifestyle please head to Seaview Restaurant (accessible via Harbor Foyer on the second floor) for a special lunch. 

 

Lunch Locations:

1st Floor: Grand Hall BC

2nd Floor: Seaview Restaurant (accessible via Harbor Foyer)

Clio Certified Consultants Lunch & Session

12:00 - 1:15 pm

Speakers: Brittney Lloyd
3rd Floor, Mission & Solana Beach Foyers
Industry Workshop

Exhibitor Product Pitch: PwC - InsightsOfficer

1:15 PM - 1:30 PM

Speakers: PwC - InsightsOfficer
1st Floor, Grand Hall BC at the Product Pitch Zone Exhibitor Stage
Ex Parte

About

Join us to learn more about InsightsOfficer the new automated bookkeeping, billing, and insights solution from PwC. Find out how you could spend less time doing admin, and get some great insights into the performance of your business, all for an affordable monthly subscription!

Clio Lab Product Demo: Managing Calendars & Tasks

1:15 - 1:30 PM

1st Floor, Grand Hall BC in the Clio Lab
Ex Parte

About

If you’re looking to get more efficient at scheduling appointments and following through on tasks, check out the short product demos in the Clio Lab (Grand Hall BC).

A Simple Framework to Delivering a Great Client Experience

1:15 - 2:15 PM

Speakers: Dilan Ustek & Andrew Fung
1st Floor, Grand Hall A
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 - 2:45 PM

Speakers: Naufil Rasheed & Kane Lam
1st Floor, Grand Hall D
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.

Clio Manage: How to Automate Your Documents

1:15 - 1:45 pm

Speakers: Ryan Oakman
3rd Floor, Mission Beach ABC
Clio University: Workshop

About

Still unsure of how to use Clio’s document automation features? Join Ryan as he demonstrates how to create bespoke automated documents from your Clio Manage data. By learning to create templates using merge fields, this workshop will help you save time, reduce errors and run a more efficient practice.

Flattening the Learning Curve: Successfully Transitioning Practice Areas

1:15 - 1:45 pm

Speakers: Alycia Kinchloe
2nd Floor, Harbor Ballroom GHI
Business of Law

About

Join Alycia as she explores how to gain experience, grow your book business, and successfully rebrand in a new practice area. This session will discuss not only the practical issues of practicing in a new area of law, but also the emotional side of being an experienced novice.

Creating the Perfect Sweet Spot: Efficient Integration of Tech for Your Small Law Firm

1:15 - 1:45 pm

Speakers: Alan Press & Caren Naidoff
2nd Floor, Harbor Ballroom ABC
Legal Technology

About

Alan’s an avid tech “early adopter” and Caren used to be intimidated by technology but now embraces new tools. Come join this innovative duo to address some common questions and avoid pitfalls to streamline your own firm operations.

– What is the best workflow?
– How do I select technology for my law firm?
– How do we transition and implement solutions?

Clio Lab Product Demo: Tracking Time & Expenses

1:30 - 1:45 PM

1st Floor, Grand Hall BC in the Clio Lab
Ex Parte

About

Time and expense tracking are two of Clio Manage’s most popular features, and you can learn more about them in our product demos at the Clio Lab (located in Grand Hall BC).

Book Signings: Keynote Daniel Pink

1:45 - 2:15 PM

2nd Floor, Harbor Foyer
Ex Parte

About

Grab a copy of Clio Cloud Conference keynote Daniel Pink’s When from our onsite bookseller and have Daniel Pink sign a copy!

Office Administrators: Automating your Workflows with Clio Manage

2:00 - 3:00 pm

Speakers: Alim Jiwa & Ana Tesovic
1st Floor, Grand Hall A
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
1st Floor, Grand Hall D
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
3rd Floor, Mission Beach ABC
Clio University: Workshop

About

Does your Bar Association provide members with practice management resources and training? Unsure of how you can provide more value and guidance to your members and make it easy for them to access the resources you do offer? Join Clio’s Affinity team for an interactive workshop designed to help you evaluate your practice management resources and offerings, and brainstorm potential areas of improvement. We’ll be joined by Jonathan Israel from the Florida Bar, who will share his experience building LegalFuel, the Florida Bar’s in-depth practice management resources site. Don’t miss out on this great opportunity to share your experiences and collaborate with bar associations from around the country.

Panel: Creating a Blueprint for the Future

2:00 - 3:00 pm

Speakers: Moderator: Patrick Palace, Panelists: Kim Bennett, Janet Welch, Kenton Brice
2nd Floor, Harbor Ballroom ABC
Legal Technology

About

This panel will discuss:

1) What do law students expect and want after law school

2) Realistically what can modern law firm offer to meet the expectations and needs of young lawyers

3) The process of bridging the gap from school to practice

4) Examples of innovation in the industry

5) Address how do firms create leaders and build leadership 6) How to build culture of sustainability, diversity and inclusion, health & wellness, and value

The New Attorney-Focused Law Firm Model

2:00 - 3:00 pm

Speakers: Cynthia Morgan-Reed
2nd Floor, Harbor Ballroom GHI
Business of Law

About

Have you endured toxic culture at a law firm? Have you not been compensated in a way that matches your value? Have you desired greater transparency? Are you looking for a new business model for the future of law? 

 

Join Cynthia Morgan-Reed, the Founder of Vanst Law, to learn from her experience of shedding a status-quo firm model and embracing an innovative virtual firm structure that focuses on partnership, lean business operations, transparency, autonomy, and technology. Although a new kid on the block, Vanst Law has already experienced explosive growth of 500% in 10 months. Inspired by her own past experiences and those of friends and colleagues, Cynthia focuses her energy on running a successful legal business where all attorneys are firm partners with their own book of business and the autonomy to set their own rates, hours, and seek the leadership support they desire. By focusing on worth, leadership, and integrity, Vanst Law, like other virtual firms, is unlocking a new path forward for the practice of law.

Exhibitor Product Pitch: LawPay

3:15 PM - 3:30 PM

Speakers: LawPay
1st Floor, Grand Hall BC at the Product Pitch Zone Exhibitor Stage
Ex Parte

About

Unpaid invoices are a big deal. We’ll show you how LawPay addresses this challenge and helps you get paid faster and easier.

Clio Lab Product Demo: Billing Clients

3:15 - 3:30 PM

1st Floor, Grand Hall BC in the Clio Lab
Ex Parte

About

Legal technology can revolutionize the way you bill clients. Want to learn how? Go to the Clio Lab in Grand Hall BC for a quick demo from our Product Team!

How I Built a Thriving Law Practice While Traveling the Country In an RV

3:15 - 3:45 pm

Speakers: Crystal McDonough
2nd Floor, Harbor Ballroom GHI
Business of Law

About

Crystal McDonough will explain how she created both her dream life and her dream law firm while traveling across the country with her family in an RV. She will discuss the logistics of maximizing technology, paperless offices, virtual offices, and juggling work with family, fun, and travel. She will discuss overcoming the challenges that come from working while on the road. You will also get to see and hear about some of the adventures she and her family have had during their travels.

Time Keeping 2.0: Measuring What Matters

3:15 - 3:45 pm

Speakers: Madison Goddyn & Sarah Greig
1st Floor, Grand Hall A
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
1st Floor, Grand Hall D
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.

How Artificial Intelligence Is Affecting the Practice of Law

3:15 - 3:45 pm

Speakers: Andrew Arruda
2nd Floor, Harbor Ballroom ABC
Legal Technology

About

Artificial Intelligence continues to be a hot topic in legal and Andrew Arruda is at the forefront of the conversation. How is AI already impacting and transforming the industry? What does the future have in store? How will this impact every day law firms? Join Andrew to find out.

Networking Pop-Up Event: Clio’s Affinity Team

3:15 - 3:45 PM

Speakers: Rio Peterson
3rd Floor, Promenade Foyer
Ex Parte

About

Join fellow bar association professionals for a fun 30 minute mingle session hosted by Clio’s Affinity Team. You’ll have a chance to learn more about the team and enjoy some alcoholic, and non-alcoholic refreshments while networking amongst your peers.

Exhibitor Product Pitch: Unbundled Attorney

3:30 - 3:45 PM

Speakers: Unbundled Attorney
1st Floor, Grand Hall BC at the Product Pitch Zone Exhibitor Stage
Ex Parte

About

Learn how to get the highest converting leads in the legal industry and have them delivered straight into your inbox and Clio account.

Clio Lab Product Demo: Accepting Payment

3:30 - 3:45 PM

1st Floor, Grand Hall BC in the Clio Lab
Ex Parte

About

Accepting payments with legal software can make a powerful difference for your firm—especially if you use Clio Payments, powered by LawPay. Want to see a demo? Head to the Clio Lab in Grand Hall BC!

Clio Lab Product Demo: Managing Matters & Documents

3:45 - 4:00 PM

1st Floor, Grand Hall BC in the Clio Lab
Ex Parte

About

Want to learn how to streamline matter and document management with legal software? Clio’s Product Team is leading short demonstrations in Grand Hall BC.

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.

Pop-Up Networking Event: NetDocuments

3:45 PM - 4:15 PM

3rd Floor, Promenade Foyer
Ex Parte

About

Come raise a glass with us as we celebrate ten years of our partnership with Clio! Whether you’re an existing customer or a curious ClioCon attendee, join the NetDocuments team and our friend, Adriana Linares, President of LawTech Partners, for a few fun minutes. We won’t talk shop unless you really want to hear more about how NetDocuments has spent the last 20 years helping lawyers manage emails and documents in a truly affordable and extremely secure way.  Hope to see you there!

 

*Room capacity is limited, first come first served.

**Alcoholic and nonalcoholic drinks will be served. 

Clio Lab Product Demo: Billing Clients

4:00 - 4:15 PM

1st Floor, Grand Hall BC in the Clio Lab
Ex Parte

About

Legal technology can revolutionize the way you bill clients. Want to learn how? Go to the Clio Lab in Grand Hall BC for a quick demo from our Product Team!

Afternoon Keynote With Daniel Pink

4:15 - 5:15 pm

Speakers: Daniel Pink
2nd Floor, Harbor Ballroom

About

Daniel Pink is one of the best-selling nonfiction authors of the last decade. His books on work, business, and behavior have won multiple awards, been translated into 39 languages, and have sold more than 3 million copies worldwide.

 

His books include:

 

When: The Scientific Secrets of Perfect Timing. A New York Times, Wall Street Journal, and Washington Post bestseller. Named Amazon’s Best Business Book of 2018.

 

To Sell is Human: The Surprising Truth About Moving Others. A #1 best seller on The New York Times, The Wall Street Journal, and The Washington Post lists and winner of the American Marketing Association’s Berry Book Prize for the year’s best book on marketing.

 

Drive: The Surprising Truth About What Motivates Us. #1 New York Times best seller. 159 weeks on the New York Times best seller lists. National bestseller in Japan and the UK.

 

A Whole New Mind: Why Right-Brainers Will Rule the Future. 96 weeks on the New York Times best seller lists. Freshman Read at several US colleges and universities. In 2008, Oprah Winfrey gave away 4,500 copies of the book to Stanford University’s graduating class when she was the school’s commencement speaker.

 

The Adventures of Johnny Bunko: The Last Career Guide You’ll Ever Need. The first American business book in the Japanese comic format known as manga and the only graphic novel to appear on the BusinessWeek best seller list. Named an American Library Association best graphic novel for teens.

 

Free Agent Nation: The Future of Working for Yourself. Washington Post best seller. Named by the U.S. Department of Labor as one a Book That Shaped Work in America over the last 100 years.

 

Pink was host and co-executive producer of Crowd Control, a National Geographic Television series on behavioral science. He also appears frequently on NPR, PBS, and other TV and radio networks in the US and abroad.

 

He has been a contributing editor at Fast Company and Wired as well as a business columnist for The Sunday Telegraph. His articles and essays have also appeared in The New York Times, Harvard Business Review, The New Republic, and other publications. In 2007, he was a Japan Society Media fellow in Tokyo, where he studied the country’s massive comic industry.

 

For the last six years, London-based Thinkers50 has named him one of the top 15 business thinkers in the world.

 

His TED Talk on the science of motivation is one of the 10 most-watched TED Talks of all time, with more than 22 million views. His RSA Animate video about the ideas in his book, Drive, has collected more than 17 million views.

 

Before venturing out on his own 20 years ago, Pink worked in several positions in politics and government, including serving from 1995 to 1997 as chief speechwriter to Vice President Al Gore.

 

He received a Bachelor of Arts degree from Northwestern University, where he was a Truman Scholar and was elected to Phi Beta Kappa, and Juris Doctor degree from Yale Law School. He has also received honorary degrees from several colleges and universities, including Georgetown University and the Pratt Institute. Pink and his wife live in Washington, DC. They have three children—a college senior, a college sophomore, and a 10th grader.

 

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

LawPay Raffle Prize Draw!

5:20 PM - 5:25 PM

2nd Floor, Harbor Ballroom

About

After the Closing Keynote, the LawPay team will draw the name of one lucky winner who will receive an inflatable paddle board! The drawing will be in Harbor Ballroom. (Winner must be present to win and prize can be claimed after Jack’s Closing Remarks – just find the LawPay team outside Harbor Foyer!)

Closing Remarks & Prize Giveaway With Clio CEO Jack Newton

5:25 - 5:55 pm

Speakers: Jack Newton
2nd Floor, Harbor Ballroom

About

The 2019 Clio Cloud Conference is a wrap!

 

Join Clio CEO Jack Newton for his closing remarks and find out the Clio Cloud Conference 2020 location, the winning integration for the $100,000 Launch//Code prize, and the winner of our grand prize trip for two to visit Clio HQ in Vancouver, Canada.

 

Remember, winners of the grand prize trip to Clio HQ in Vancouver, Canada must be present during the Closing Remarks to win!

First Shuttle Departs to Clio After Dark Iconic San Diego Event

6:30 pm

1st Floor, Hotel Lobby at the Kettner Exit

About

Joining us for our legendary Tuesday night Clio After Dark? Meet us in the hotel lobby by the Kettner Exit to shuttle our way to the Beach House at Belmont Park! Don’t forget your name badge and wristband, you’ll need these for entry!

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

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

The Coaching Zone is staffed by five experienced coaches who are here to provide you with a confidential, FREE 30 minute laser coaching session aimed at a specific challenge or opportunity. If you are trying to do ANY of the following, sign up for a coaching session and see how it might help:

  • progress towards a goal
  • hone a particular skill
  • become more efficient and productive at work
  • develop leadership skills – delegation, mentorship, team work, etc.
  • plan and take action to grow your practice or firm
  • make a successful transition to more fulfilling work
  • tackle a professional challenge

Schedule a session: https://calendly.com/clio-coaching-zone/coaching-session?month=2019-10 

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 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