Agenda

The conference experience is yours to create. Here are the exceptional tracks and workshops to build a learning event tailored to your interests, career development, and law firm aspirations.

*All sessions will be available both live and available to watch on-demand at your convenience.
Discover four days of exceptional content

All times listed in PDT. Convert to your local timezone here.

08:00 am - 08:15 am PDT

Emcee Welcome

08:15 am - 09:15 am PDT

Opening Keynote with Clio CEO Jack Newton

08:00 am - 08:15 am PDT

Emcee Welcome

08:15 am - 09:15 am PDT

Keynote Speaker: Ben Crump- Leading the Journey to Justice

08:00 am - 08:15 am PDT

Emcee Welcome

08:15 am - 09:15 am PDT

Keynote Speaker: Angela Duckworth

08:00 am - 08:15 am PDT

Emcee Welcome

08:15 am - 09:15 am PDT

Keynote Speaker: Seth Godin

Industry
Deep-Dive

09:30 am - 10:00 am PDT

The 2020 Legal Trends Report

10:15 am - 10:45 am PDT

Insights to Action: Using Benchmark Data to Win Despite Adversity

Innovation
at Clio

10:00 am - 10:15 am PDT

What’s new with Firm Performance at Clio

10:45 am - 11:00 am PDT

Apps to Innovate on Firm Performance

Clio Workshops

09:30 am - 10:00 am PDT

Getting Started with Clio: Setup Your Account, Contacts, and Matters

10:15 am - 10:45 am PDT

Getting Started with Clio: Tasks, Documents, and Calendars

Breakout Rooms

09:45 am - 10:15 am PDT

Security & Privacy of Your Data in the Cloud

10:30 am - 11:00 am PDT

Reisman Spotlight: Law Firm Growth Through Adversity

Beyond
Legal

09:30 am - 10:00 am PDT

Moderated Q&A with Jack Newton

09:55 am - 10:10 am PDT

Everything You Wanted to Know about LawPay/Clio Payments (but were too afraid to ask!)

10:20 am - 10:35 am PDT

Product Pitch: AI-Powered Timekeeping for Attorneys

10:45 am - 11:00 am PDT

Product Pitch: Dialpad- A Modern Phone System for the Modern Lawyer

Industry
Deep-Dive

10:00 am - 11:00 am PDT

Think Together Better: Rethinking Meetings & Collaboration in a Virtual World

Innovation
at Clio

10:00 am - 10:15 am PDT

What’s new with Client Experience at Clio

10:30 am - 10:45 am PDT

Collaborate with Your Clients Using Clio

Clio Workshops

09:45 am - 10:15 am PDT

Getting Started with Clio: Client Intake

10:30 am - 11:00 am PDT

Getting Started with Clio: Setting up Clio Grow with Manage

Breakout Rooms

09:45 am - 10:15 am PDT

Transitioning Bigger Firms to the Cloud

10:30 am - 11:00 am PDT

Firm Spotlight: Mid-Market Firms Using Clio

10:15 am - 10:45 am PDT

Reisman Spotlight: How to Build a Mission-Driven Law Practice

Beyond
Legal

09:30 am - 10:00 am PDT

In Conversation with Ben Crump

10:15 am - 10:30 am PDT

Product Pitch: Court Filing Integration for Clio Manage Users

10:40 am - 10:55 am PDT

Product Pitch: Beat the Recession, Crush Your Competition & Maximize the Crisis

Industry
Deep-Dive

09:00 am - 09:30 am PDT

The Future of Courts Online

10:00 am - 11:00 am PDT

Coming Soon: Lawyer Wellness Session

Innovation
at Clio

09:45 am - 10:00 am PDT

What’s new for Your Firm in the Cloud at Clio

10:15 am - 10:30 am PDT

Using Clio & Microsoft 365

Clio Workshops

09:45 am - 10:15 am PDT

Transitioning Bigger Firms to the Cloud

10:30 am - 11:00 am PDT

Firm Spotlight: Mid-Market Firms Using Clio

Breakout Rooms

09:15 am - 09:45 am PDT

Reisman Spotlight: Innovation in Action - Advancing Regulatory Changes

10:00 am - 10:45 am PDT

Discussion on the Future of Virtual Courts

Beyond
Legal

09:30 am - 10:00 am PDT

In Conversation with Angela Duckworth

10:10 am - 10:25 am PDT

Product Pitch: You Didn't Start a Practice to Answer the Phones. Luckily, Ruby Did!

10:35 am - 10:50 am PDT

Product Pitch: Work Inspired with NetDocuments

Industry
Deep-Dive

09:15 am - 10:15 am PDT

Through Difficulties to the Stars: Putting the Client Experience First

10:30 am - 11:00 am PDT

10 Lessons Learned for Unconventional Law Firm Design

Innovation
at Clio

09:30 am - 09:45 am PDT

Redesigned Clio Documents

10:15 am - 10:30 am PDT

Adopt E-signatures in Clio

Clio Workshops

09:15 am - 09:30 am PDT

Getting Started with Clio: Mobile

09:45 am - 10:15 am PDT

Getting Started with Clio: Automating Documents in Clio Manage

10:30 am - 11:00 am PDT

Strategies to Grow your Firm with Clio, Even in an Economic Slump

Breakout Rooms

10:00 am - 11:00 am PDT

Amplify Your Legal Firm and Brand with Social Media

Beyond
Legal

09:30 am - 10:00 am PDT

In Conversation with Seth Godin

10:15 am - 10:30 am PDT

Product Pitch: Never Miss a Lead with LEX Reception

10:40 am - 10:55 am PDT

Product Pitch: Enable Automated Tools for Your Practice to Reduce Billable Leakage!

11:00 am - 11:30 am PDT

Dedicated Event Wellness & Networking Break

11:00 am - 11:30 am PDT

Dedicated Event Wellness & Networking Break

11:00 am - 11:30 am PDT

Dedicated Event Wellness & Networking Break

11:00 am - 11:30 am PDT

Dedicated Event Wellness & Networking Break

Industry
Deep-Dive

11:30 am - 12:00 pm PDT

Learn How to Make Better Choices for Your Practice with a Real-Life Decision Science Expert

12:15 pm - 12:45 pm PDT

Lawyer Forward: Filtering Ideas to Design Your Firm's New Normal

13:00 pm - 13:30 pm PDT

Conversation Continued: Moderated Q&A with Mike Whelan Jr. & Nika Kabiri

Innovation
at Clio

11:30 am - 11:45 am PDT

Improvements to Billing & Invoicing

12:00 pm - 12:15 pm PDT

Improving Collections with Clio

12:30 pm - 12:45 pm PDT

Using Clio & Quickbooks Online

Clio Workshops

11:30 am - 12:00 pm PDT

Getting Started with Clio: Billing & Invoicing

12:15 pm - 12:30 pm PDT

Getting Started with Clio: Setting Up Clio Payments for Success

12:45 pm - 13:15 pm PDT

Getting Started in the Cloud for Solo & Small Firms

Breakout Rooms

11:30 am - 12:15 pm PDT

The Client Centered Law Firm

12:30 pm - 13:15 pm PDT

Launch//Code 2020 Competition Finals

Beyond
Legal

11:45 am - 12:15 pm PDT

Law Firm Spotlight: Making the Most of the Clio App Directory

12:45 pm - 01:15 am PDT

Cash Flow and Payments: A Conversation with LawPay

Industry
Deep-Dive

11:30 am - 12:30 pm PDT

Equity in Practice: Driving Structural Legal Innovation with Data and Diversity

12:45 pm - 13:30 pm PDT

Mentoring the Future Leaders in Law: Access, Retention, & Progress

Innovation
at Clio

11:30 am - 11:45 am PDT

Apps to Innovate on Client Experience

12:30 pm - 12:45 pm PDT

Activate Your Profile with Clio Manage

13:00 pm - 13:15 pm PDT

Clio & Your Website

Clio Workshops

11:30 am - 12:00 pm PDT

Getting Started with Clio: Forms & Templates in Clio Grow

12:15 pm - 12:45 pm PDT

Security Best Practices with Clio

Breakout Rooms

11:30 am - 12:00 pm PDT

Reisman Spotlight: Inclusive Client Service

12:15 pm - 13:15 pm PDT

Inclusive Thinking: Neurodiversity for Lawyers

Beyond
Legal

11:45 am - 13:15 pm PDT

Clio Bar Association Partner Programming

Industry
Deep-Dive

11:30 am - 12:30 pm PDT

The Practice of Law Reimagined

12:45 pm - 13:30 pm PDT

Turning Volatility into Vision

Innovation
at Clio

11:30 am - 11:45 am PDT

Clio & Microsoft Teams

12:15 pm - 12:30 pm PDT

Distributed Collaboration

12:45 pm - 13:00 pm PDT

Apps to Execute in Legal Practice

Clio Workshops

11:45 am - 12:15 pm PDT

Getting Started with Clio: Reporting and Insights

12:45 pm - 13:15 pm PDT

Leveraging Clio for Advanced Reporting and Insights

Breakout Rooms

11:30 am - 12:30 pm PDT

Developing Resilience in Teams

12:45 pm - 13:15 pm PDT

Reisman Spotlight: Delivery of Legal Services, Near and Far

Beyond
Legal

11:45 am - 13:15 pm PDT

Clio Consultant Partner Programming

Industry
Deep-Dive

11:30 am - 12:00 pm PDT

Start, Observe, Iterate: Using Automation and No Code Tools to Deliver Rockstar Client Services

12:15 pm - 12:45 pm PDT

Moderated Q&A with Brooke Moore & Stanley Tate

Innovation
at Clio

11:30 am - 11:45 am PDT

Developing a Referral Network with Clio Grow

12:15 pm - 12:30 pm PDT

Converting Leads into Paying Clients with Grow

Clio Workshops

11:45 am - 12:15 pm PDT

Change-Proofing Your Client Experience

12:30 pm - 13:00 pm PDT

Alternative Uses for Grow Forms

Breakout Rooms

11:30 am - 12:30 pm PDT

Launch & Win: How to Effectively Market Your Legal “Product”

13:15 pm - 14:45 pm PDT

Clio After Hours: Coming Soon—Entertainment

13:30 pm - 14:30 pm PDT

Clio After Hours: Coming Soon—Entertainment

13:15 pm - 14:45 pm PDT

Clio After Hours: Coming Soon—Entertainment

13:00 pm - 13:30 pm PDT

Final Remarks & Launch//Code Winner Announcement

13:30 pm - 14:45 pm PDT

Clio After Hours

The 2020 Legal Trends Report

09:30 am - 10:00 am PDT

Speakers: George Psiharis

About

The Legal Trends Report is the most anticipated and comprehensive annual legal industry longitudinal analysis. Get the first look at these industry defining insights with Clio’s COO, George Psiharis as he explores the state of the legal industry, the future of the profession, and how crisis has affected the practice law.

Insights to Action: Using Benchmark Data to Win Despite Adversity

10:15 am - 10:45 am PDT

Speakers: George Psiharis

About

For five years, the Legal Trends Report has provided benchmark data on key insights to help legal professionals better assess firm performance in relation to the broader industry. In this session, Clio’s COO George Psiharis will take a deeper look at the insights for 2020 and provide actionable insights to help your firm thrive.

Emcee Welcome

08:00 am - 08:15 am PDT

Speakers: Jesse Harink & Nefra MacDonald

About

Kicking off the 2020 Clio Cloud Conference!

Opening Keynote with Clio CEO Jack Newton

08:15 am - 09:15 am PDT

Speakers: Jack Newton

About

Join Clio’s CEO Jack Newton as he kicks off the 2020 Clio Cloud Conference. During this keynote presentation, Jack will reveal essential insights and learnings for the legal industry, announce exciting product developments, and set the stage for the rest of the conference.

Dedicated Event Wellness & Networking Break

11:00 am - 11:30 am PDT

About

Session Description Coming Soon

Learn How to Make Better Choices for Your Practice with a Real-Life Decision Science Expert

11:30 am - 12:00 pm PDT

Speakers: Nika Kabiri, JD & PhD

About

This session isn’t designed to help people make perfect decisions that always result in the perfect outcomes. That’s not possible. This course is designed to help you maximize your chances of success while minimizing your chances of f***’ing up. We humans aren’t great at making awesome decisions, and our social environments can make good decision-making even tougher. Being knowledgable and aware of decision-making pitfalls can help you avoid them, increasing the likelihood that your law practice will survive and thrive. There are no guarantees when it comes to business. But there is a better way. Join this session to learn that way.

Lawyer Forward: Filtering Ideas to Design Your Firm's New Normal

12:15 pm - 12:45 pm PDT

Speakers: Mike Whelan Jr.

About

A lot’s changed. It’s all the rage to talk about the “new normal,” but the talk always focuses on things you can’t control. In this session, Mike Whelan will explore a method for brainstorming and filtering ideas. With these skills in hand, you’ll be able to design your own new normal.

Conversation Continued: Moderated Q&A with Mike Whelan Jr. & Nika Kabiri

13:00 pm - 13:30 pm PDT

Speakers: Mike Whelan Jr. & Nika Kabiri

About

Bring your questions for Nika Kabiri and Mike Whelan Jr. as Erin Walker hosts an extended Q&A with both conference speakers.

About Mike

Mike Whelan, Jr. is an author and communications strategist for the legal industry. His book, Lawyer Forward: Finding Your Place in the Future of Law, helps lawyers turn self-acceptance into a business model. You can learn more about the book at lawyerforward.com and you can connect with Mike on Twitter and LinkedIn at mikewhelanjr

 

About Nika

Nika has spent 20+ years studying how people make decisions in a variety of contexts. She has a PhD in Sociology from the University of Washington, where her academic focus was on choice theory and decision-making within constraints. She’s a faculty member at the University of Washington, where she teaches graduate and undergraduate courses on Decision Science.
Nika has spent 10+ years working with businesses of all sizes, across all industry categories, helping them drive strategic growth. Her clients have included Amazon, Microsoft, Sony, Oakley, PepsiCo, General Mills, Anheuser-Busch InBev, the Seattle Seahawks, VMware, Zillow, Expedia, Smartsheet, and the Sierra Club, just to name a few. She is also an Advisor at Madrona Venture Labs, where she helps startups get their footing.

Nika also has a JD from the University of Texas. She’s contributed to the Huffington Post and Seattle Business Magazine, and has been interviewed by Forbes and Market Watch.

Clio After Hours: Coming Soon—Entertainment

13:15 pm - 14:45 pm PDT

About

Session Description Coming Soon

What’s new with Firm Performance at Clio

10:00 am - 10:15 am PDT

Speakers: Jeff Rambharack

About

Clio wants to help law firms thrive. In this session we will look at what firms have said thriving looks like to them, and some of the product innovations Clio has delivered this year that can help firms perform at a higher level.

Apps to Innovate on Firm Performance

10:45 am - 11:00 am PDT

Speakers: Bailey Copithorne

About

This session will feature third-party apps that can help firms excel with firm performance by optimizing task management, collecting payment from clients and handling back-office accounting. Join this presentation to explore additions to your tech stack that’ll optimize your billable time while driving client satisfaction.

Improvements to Billing & Invoicing

11:30 am - 11:45 am PDT

Speakers: Elaine Winde

About

Go through a normal billing cycle showcasing the new features we have worked on this past year! Take advantage of each future to reduce time looking for information, and maximize your collection rate.

Improving Collections with Clio

12:00 pm - 12:15 pm PDT

Speakers: Elaine Winde & Amir Golbazi

About

14% of bills do not get collected on. Come join us and learn how which features will help you maximize the speed you get paid, the amount you get paid, all while spending less time on collections.

Using Clio & Quickbooks Online

12:30 pm - 12:45 pm PDT

Speakers: Andy Yu

About

This session will highlight how Clio’s integration with QuickBooks Online can automate a firm’s accounting workflow, including check printing, client costs recovery and income tracking.

Getting Started with Clio: Setup Your Account, Contacts, and Matters

09:30 am - 10:00 am PDT

Speakers: Shauna Komaran

About

This session is designed for those who are beginning their journey with Clio. Join Shauna as she helps you establish the basics for your Clio account and set up your contacts and matters.

Getting Started with Clio: Tasks, Documents, and Calendars

10:15 am - 10:45 am PDT

Speakers: Jason Liew & Kloë Cole

About

Join Jason and Kloe to learn about how Documents, Calendars and Tasks can streamline your workflow. This session will give you and your team all the tips and tricks to get started with features designed to bring out your most productive selves.

Getting Started with Clio: Billing & Invoicing

11:30 am - 12:00 pm PDT

Speakers: Hadi Qaisar & Matthieu Motillon

About

If you’re spending too much time on bills each month or feel that you aren’t using Clio’s billing system as efficiently as possible, then join Hadi and Matt as we talk about the best billing practices & workflows: from generating a single bill, to bulk billing, to sending bills out to clients.

Getting Started with Clio: Setting Up Clio Payments for Success

12:15 pm - 12:30 pm PDT

Speakers: Amrit Minhas & Jeremy Fernandes

About

Join Amrit and Jeremy to learn how easy it is to set-up Clio Payments. In this session, they will cover the importance of this feature and share essential steps to be successful.

Getting Started in the Cloud for Solo & Small Firms

12:45 pm - 13:15 pm PDT

Speakers: Ian Agard & Chris Baoukian

About

In this session, Chris and Ian will help you take a deeper dive behind the value of moving your firm to the cloud. You will better understand why so many small and solo firms have been going completely paperless with Clio and have begun to leverage legal technology more and more in their everyday lives. We’ll break down the unique challenges that smaller firms face, and how Clio solves for them.

Security & Privacy of Your Data in the Cloud

09:45 am - 10:15 am PDT

Speakers: Scott Kramer & Mark Walsh

About

According to the 2019 ABA TechReport, lawyers continue to express reservations about moving to the cloud, with as many as 50% citing confidentiality and security concerns as primary blockers to adoption. In this session, we will discuss how Clio approaches cybersecurity and data protection and how you can utilize cloud technology to enhance your cybersecurity practices, satisfy your legal and ethical obligations, while also promoting access to justice. This session will also provide guidance on how to evaluate and select legal technology vendors for use in supporting your practice.

Reisman Spotlight: Law Firm Growth Through Adversity

10:30 am - 11:00 am PDT

About

More details coming soon!

The Client Centered Law Firm

11:30 am - 12:15 pm PDT

Speakers: Jack Newton

About

In The Client-Centered Law Firm, legal technology expert Jack Newton offers a clear-eyed and timely look at how providing a client-centered experience and running an efficient, profitable law firm aren’t opposing ideas. With this approach, they drive each other. Covering the what, why, and how of running a client-centered practice, with examples from law firms leading this revolution as well as practical strategies for implementation, The Client-Centered Law Firm is a rallying call to unlock the enormous untapped demand in the legal market by providing client-centered experiences, improving internal processes, and raising the bottom line.

Launch//Code 2020 Competition Finals

12:30 pm - 13:15 pm PDT

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 Friday Closing Remarks.

Moderated Q&A with Jack Newton

09:30 am - 10:00 am PDT

Speakers: Jack Newton

About

Jack Newton is founder and CEO at Clio, the leading provider of cloud-based practice management software used by lawyers around the world. Clio has received numerous awards recognizing it for its outstanding corporate culture—and for being one of the fastest-growing, most innovative technology companies worldwide. Over the decade since Clio’s founding, Jack has spearheaded efforts to educate the legal community on the security, ethics, and privacy-related issues surrounding cloud computing. Jack also serves as president of the Legal Cloud Computing Association (LCCA), a consortium with a mandate to accelerate the adoption of cloud computing in the legal industry.

Everything You Wanted to Know about LawPay/Clio Payments (but were too afraid to ask!)

09:55 am - 10:10 am PDT

Speakers: Annie Pace and Amir Golbazi

About

For more than 15 years, LawPay has been the industry leader in online legal payments, giving law firms a simple, secure way to accept payments from their clients. In 2016, LawPay and Clio teamed up to launch Clio Payments—LawPay’s powerful payment solution seamlessly integrated into the Clio app. In this session, Annie from LawPay and Amir from Clio walk you through Clio Payments and show you all the ways this incredible solution can help you streamline payments, grow revenue, and offer your clients an exceptional experience.

Product Pitch: AI-Powered Timekeeping for Attorneys

10:20 am - 10:35 am PDT

Speakers: Susanne Kennedy

About

WiseTime is for attorneys with more important things to do than timekeeping. Join us to learn how to use the power of AI technology to increase your billing utilization and save hours each week on manual tasks. Hosted by Susanne Kennedy, Business Development Manager from WiseTime, you’ll learn how our advanced patented algorithms and AI technology will help organize your days’ activity which you can seamlessly send to Clio for billing.

Product Pitch: Dialpad- A Modern Phone System for the Modern Lawyer

10:45 am - 11:00 am PDT

Speakers: Geoff Reimer

About

Dialpad is the only Voice Intelligence-powered, cloud-native business communications suite offering voice, text, video, and meetings on any device from anywhere. With Dialpad and Clio Manage, law firms can connect with clients all from a single platform, no matter the device. Hosted by Geoff Reimer, Director of Sales Engineering from Dialpad, in just 10 minutes you’ll learn what makes Dialpad unique and how we integrate with Clio. Don’t forget to stop by our virtual exhibitor booth to learn more!

Law Firm Spotlight: Making the Most of the Clio App Directory

11:45 am - 12:15 pm PDT

Speakers: Jeff Porter & Gary Winter

About

Gary Winter’s Clio journey started as a solo attorney. In 2011, he adopted Clio Manage to help scale and streamline his practice. Now the founder and managing attorney at Lawvex, Gary has remained tech-focused and established his firm on the simple premise that law should be less frustrating for clients, lawyers, and staff.

Gary and his team of 13 attorneys at Lawvex use a systems-driven, hub-and-spoke business model to serve multiple California counties, support two offices, and offer the flexibility of remote work. With his experience integrating over 10 applications in conjunction with the Clio Suite, Gary recognizes the value of a cloud-based tech stack for his firm.

In conversation with Jeff Porter, General Manager of Mid-Market at Clio, Gary will discuss a range of tools, from review management to virtual receptionists, and share his story on how he scaled, maintained, and streamlined his practice with Clio, and its integration partners

Cash Flow and Payments: A Conversation with LawPay

12:45 pm - 01:15 am PDT

Speakers: Christian Fadel and Rob Froment

About

Session details coming soon.

Think Together Better: Rethinking Meetings & Collaboration in a Virtual World

10:00 am - 11:00 am PDT

Speakers: Matt Homann

About

Working virtually doesn’t have to mean working less effectively. In this session, you’ll learn to think differently about meetings with your team, your peers, and your clients, and you’ll take away lessons and tools to make every meeting matter.

Emcee Welcome

08:00 am - 08:15 am PDT

Speakers: Mabel Lozano-Lopez & George Psiharis

About

Learn what you can expect from day 2 of the Clio Cloud Conference!

Keynote Speaker: Ben Crump- Leading the Journey to Justice

08:15 am - 09:15 am PDT

About

Dedicated to giving a voice to the underrepresented, Ben Crump brings first-hand experience on the flaws and systemic racism within the criminal justice system.

In what will be an emotional and powerful keynote, Ben will shed light on the role legal professionals can play in creating a more equitable justice system—starting with calling out injustice where it is present.

Dedicated Event Wellness & Networking Break

11:00 am - 11:30 am PDT

About

Session Description Coming Soon

Equity in Practice: Driving Structural Legal Innovation with Data and Diversity

11:30 am - 12:30 pm PDT

Speakers: Bryan Parker

About

The legal profession continues to be one of the least diverse professions in the United States, and the challenges of creating a true inclusive environment continue. In this session, Bryan Parker, CEO and co-founder of Legal Innovators, will discuss the significance of data in implementing and enhancing diversity and inclusion in today’s legal industry. The speaker will also explore actions that law firms, corporate legal departments and other organizations in the law must take to achieve a sustainable, diverse workplace. This session will be of great interest to all legal professionals seeking to implement real and lasting change to improve diversity and inclusion in the workplace.

 

About Bryan:

As CEO, Bryan runs the day-to-day operations of Legal Innovators. He understands the challenges of running corporate law practices and law firms. Not only is he trained in the law, he is also a leader in business. One of his passions is helping clients find innovative solutions to their hiring, pricing, diversity and inclusion challenges in an efficient and cost-effective manner. He can relate to the pressure today’s businesses face to reduce costs, while preserving quality. Bryan started his career with Shearman & Sterling LLC on the M&A team, where Legal Innovators Co-Founder Jonathan Greenblatt was his mentor. This relationship inspired Jon and Bryan to found Legal Innovators.

With a rich background in law, finance, and business, Bryan is skilled at managing and revitalizing large companies with hundred million dollar budgets. Previously, Bryan served as the CEO for DoubleDutch (now part of Cvent), a venture-backed, community-based technology company in California. At Affinity Media, he took a money-losing operation and helped transform it into a $200 million dollar thriving enterprise with operations in the United States, China, and Korea. Bryan also led the Internal Growth and Real Estate operations at DaVita – a Fortune 500 company. When he took over, his division was an underperforming $400 million dollar business. After over four years under his leadership, revenue grew to more than $800 million dollars, with an attractive profit profile.

In recognition of his corporate leadership, Bryan was selected for membership in the Executive Leadership Council — a national organization of African American CEOs and senior executives at Fortune 1000 and Fortune 500 companies.

Mentoring the Future Leaders in Law: Access, Retention, & Progress

12:45 pm - 13:30 pm PDT

Speakers: I. Stephanie Boyce

About

I. Stephanie Boyce was admitted as a solicitor in 2002 and has a wealth of experience in corporate governance, regulatory frameworks and professional regulation. Stephanie holds a Master of Laws in public law and global governance from King’s College, University of London.

Stephanie is a Council member of the Law Society of England and Wales representing the Women Lawyers Division, she is the Past Honorary Secretary of the City of Westminster and Holborn Law Society, a solicitor member of the Joint Tribunal Service, a former member of the Law Society’s Council Membership Committee, a former member of the Law Society’s Regulatory Affairs Board, an ex-officio committee member of the Women Lawyers Division and former Chair of the Conduct Committee. As well as holding a number of statutory appointments with her local authority.

Clio After Hours: Coming Soon—Entertainment

13:30 pm - 14:30 pm PDT

About

Session Description Coming Soon

What’s new with Client Experience at Clio

10:00 am - 10:15 am PDT

Speakers: Michelle Dunlea

About

An excellent client experience is key to building a thriving firm. This session provides an overview of the new features we’ve launched in Clio Grow and Clio Manage to help you deliver effortless, client-centric experiences from start to finish.

Collaborate with Your Clients Using Clio

10:30 am - 10:45 am PDT

Speakers: Samir Javer

About

More details coming soon!

Apps to Innovate on Client Experience

11:30 am - 11:45 am PDT

Speakers: Bronwyn Larsen

About

This session will feature third-party apps that put the client experience at the center of a law practice by creating more seamless interactions, enabling improved client communication, creating greater transparency, and providing mechanisms that reduce friction along the customer journey.

Activate Your Profile with Clio Manage

12:30 pm - 12:45 pm PDT

Speakers: Ani Phelon

About

Session details coming soon.

Clio & Your Website

13:00 pm - 13:15 pm PDT

Speakers: Adam LaFrance

About

They say you only get one chance at a good first impression. For law firms seeking to attract new business, your firm’s website is a key factor in converting prospects into paying clients. Learn how you can leverage two of Clio Grow’s key features to improve your responsiveness, streamline your intake process, and convert more clients

Getting Started with Clio: Client Intake

09:45 am - 10:15 am PDT

Speakers: Nicole Sproule & Dan Amiri-Fear

About

This session will walk through how to get started with the setup of Clio Grow. We’ll explore settings, dig into contacts and matters, and then tie it together with Quick Intake and export to Clio Manage. This is a great session for new customers, helping you get set up and introducing you to an intake workflow!

Getting Started with Clio: Setting up Clio Grow with Manage

10:30 am - 11:00 am PDT

Speakers: Rebecca Liggins

About

Get the most from your Clio Suite package. We will walk through setting up the foundations of your Clio Grow and Clio Manage accounts to best work together, and set you up for success with smart, automated and powerful processes, so you can focus on your clients. This session is focused towards newer Suite customers and administrators at the firm, but all are welcome.

Getting Started with Clio: Forms & Templates in Clio Grow

11:30 am - 12:00 pm PDT

Speakers: Taylor DiGiulio

About

This is an introductory session that is designed to help you acquire the tools and knowledge needed to start using the forms and documents tools within Clio Grow. Additionally, we will be discussing some of the newest functionality added to the form builder and how this can further help improve your intake workflow. If you are looking to modify your intake process to fit our newly distributed working environment – this is the session for you!

Security Best Practices with Clio

12:15 pm - 12:45 pm PDT

Speakers: Gavin Miller & Alicja Raszkowska

About

Session Description Coming Soon

Transitioning Bigger Firms to the Cloud

09:45 am - 10:15 am PDT

Speakers: Daniel Steinberg & Allan Mackenzie

About

Learn how nearly five hundred mid-large sized firms have transitioned from legacy systems to Clio’s cloud-based practice management solution. In this session you’ll hear from multiple stakeholders, including Allan Mackenzie, an external technology consultant who has helped transition over one hundred firms to Clio. You will walk away with a strong understanding around the steps and support involved when facilitating onboarding, training, and migrating your firm to a cloud-based Practice Management solution like Clio.

Firm Spotlight: Mid-Market Firms Using Clio

10:30 am - 11:00 am PDT

Speakers: Brian King & Kelly Tanner

About

Join us for a moderated panel with two of Clio’s Mid-Sized Law firms, Cotney Construction, and King Law. Moderated by Karina Cebuliak, one of Clio’s Customer Success Managers, you will leave understanding how these two firms transitioned to Clio, and elevated their use of practice management to help their firms thrive.

Reisman Spotlight: How to Build a Mission-Driven Law Practice

10:15 am - 10:45 am PDT

About

Session details coming soon.

Reisman Spotlight: Inclusive Client Service

11:30 am - 12:00 pm PDT

About

Session details coming soon.

Inclusive Thinking: Neurodiversity for Lawyers

12:15 pm - 13:15 pm PDT

Speakers: Haley Moss

About

We all have different brains and unique ways of thinking. But for individuals who are neurodivergent and think outside the box or norm, it is both a strength and a challenge because of a lack of understanding, support, and accommodation. Neurodiversity can help lawyers become more empathetic, solve client problems, and grow public opinion, if only we choose to listen and learn from those who think differently and go beyond the stereotypes. Diversity and inclusion also features disability and neurodiversity, though it is often forgotten in the conversation. As an autistic attorney, Haley Moss knows firsthand the personal and the professional of what it is like to be part of a neurodiverse team, how neurodiversity can benefit us and the folks we serve.

In Conversation with Ben Crump

09:30 am - 10:00 am PDT

About

Bring your questions for keynote speaker Ben Crump in this exclusive extended conference Q&A.

Product Pitch: Court Filing Integration for Clio Manage Users

10:15 am - 10:30 am PDT

Speakers: Alex Braun

About

Join Alex Braun to learn how to automate key aspects of civil case filing and process serving in America’s busiest state courts. We’ll show you how to achieve substantial savings on litigation and accounting tasks by eliminating the burden of unnecessary data entry. Stop by InfoTrack’s virtual exhibitor booth to see what InfoTrack’s court filing integration can do for you!

Product Pitch: Beat the Recession, Crush Your Competition & Maximize the Crisis

10:40 am - 10:55 am PDT

Speakers: Stephen Fairley

About

This is a 15 minute bonus marketing session offered here along with the media we offer if you click on our virtual exhibition booth (Rainmaker Institute). Presented by Stephen Fairley, the Founder & CEO of the Rainmaker Institute, he discusses all the different marketing tools you MUST use in your law firm RIGHT NOW if you want to survive and thrive in this time of crisis. These 6 short video sessions will get you where you need to be to beat the recession, crush your competition and maximize the crisis.

Clio Bar Association Partner Programming

11:45 am - 13:15 pm PDT

Speakers: Emma Raimi-Zlatic, Rio Peterson & Nefra MacDonald

About

An exclusive session for Clio’s Affinity Bar Partners.

The Future of Courts Online

09:00 am - 09:30 am PDT

Speakers: Shannon Salter

About

Shannon Salter is the Chair of the Civil Resolution Tribunal, Canada’s first online tribunal resolving small claims, condominium disputes, and motor vehicle accident disputes. She is also an adjunct professor at the UBC Allard School of Law, teaching administrative law and legal ethics and professional regulation. She earned her BA and LLB from UBC, and her LLM from the University of Toronto. Ms. Salter was a BC Supreme Court judicial law clerk before practicing civil litigation at a large Vancouver firm. She has served as a vice chair of the Workers’ Compensation Appeal Tribunal, vice president of the BC Council of Administrative Tribunals, and on the College of Registered Nurses of BC. Ms. Salter is currently a director of the BC Financial Services Authority, a Law Society of British Columbia disciplinary hearing panel member, board member of the Canadian Legal Information Institute (CanLII), and a director of Lexum. She is a co-author of the BC Administrative Decision Maker’s Manual, as well as a number of legal journal articles. In 2017, Ms. Salter was named one of the 25 Top Most Influential Lawyers in Canada, and was previously recognized as one of Canada’s New Law Pioneers by the Canadian Bar Association and an Access to Justice All-Star by the National Self-Represented Litigants Project (NSLAP). She received the Adam Albright award for outstanding teaching by an adjunct professor in 2016. Ms. Salter is also a fellow of the National Centre for Technology and Dispute Resolution at the University of Massachusetts and a visiting professor at the Sir Zelman Cowan Centre in Victoria University in Melbourne. Ms. Salter is a frequent speaker at international conferences on online dispute resolution, administrative law, legal education, and the future of law and technology.

Coming Soon: Lawyer Wellness Session

10:00 am - 11:00 am PDT

About

Session Description Coming Soon

Emcee Welcome

08:00 am - 08:15 am PDT

Speakers: Rianne Chan & Marc Dyer

About

Learn what you can expect from day 3 of the Clio Cloud Conference!

Keynote Speaker: Angela Duckworth

08:15 am - 09:15 am PDT

Speakers: Angela Duckworth

About

Who succeeds in life? In this talk, Angela Duckworth presents her influential work on grit—the tendency to pursue long-term goals with perseverance and passion. She describes the predictive power of grit for performance in a variety of fascinating contexts.

Duckworth has studied groups like the West Point cadets, National Spelling Bee competitors, rookie teachers, students from the Chicago Public Schools—all people performing in high-stress environments—to look at the correlation between grit and achievement. Drawing from these examples, and others, Duckworth explains what makes gritty individuals different from others, and, shares her belief that grit “can be instilled and cultivated by anyone, anywhere, and at any time in life.”

About Angela:

Angela Duckworth is the Founder and CEO of Character Lab, a nonprofit whose mission is to advance the science and practice of character development. She is also the Christopher H. Browne Distinguished Professor of Psychology at the University of Pennsylvania, faculty co-director of the Penn-Wharton Behavior Change For Good initiative, and faculty co-director of Wharton People Analytics.

A 2013 MacArthur Fellow, Angela has advised the White House, the World Bank, NBA and NFL teams, and Fortune 500 CEOs.

Prior to her career in research, Angela founded a summer school for low-income children that was profiled as a Harvard Kennedy School case study and, in 2012, celebrated its twentieth anniversary. She has also been a McKinsey management consultant and a math and science teacher in the public schools of New York City, San Francisco, and Philadelphia.

Angela completed her undergraduate degree in Advanced Studies Neurobiology at Harvard, graduating magna cum laude. With the support of a Marshall Scholarship, she completed an MSc with Distinction in Neuroscience from Oxford University. She completed her PhD in Psychology as a National Science Foundation Graduate Fellow at the University of Pennsylvania.

Angela has received numerous awards for her contributions to K-12 education, including a Beyond Z Award from the KIPP Foundation. Angela’s TED talk is among the most-viewed of all time. Her first book, Grit: The Power of Passion and Perseverance, is a #1 New York Times best seller.

Dedicated Event Wellness & Networking Break

11:00 am - 11:30 am PDT

About

Session Description Coming Soon

The Practice of Law Reimagined

11:30 am - 12:30 pm PDT

Speakers: Bill Henderson

About

 

About Bill:

Bill Henderson is a Professor, a Legal Rebel, and one of the most influential people in legal education. Bill joined the IU Maurer School of Law faculty in 2003 following a visiting appointment at Chicago-Kent College of Law and a judicial clerkship for Judge Richard Cudahy of the U.S. Court of Appeals for the Seventh Circuit.

 

Drawing upon more than a decade of research, Bill is a sought-after commentator on the changing legal marketplace. His observations and research have been frequently quoted in the New York Times, the Wall Street Journal, USA Today, the Atlantic Monthly, the Washington Monthly, The Economist, and National Public Radio. Bill’s essays and studies also frequently appear in the National Law Journal, The American Lawyer, and The ABA Journal.

 

Bill has accumulated numerous awards. In the last five years, he has been named:

  • One of the 100 Most Influential Lawyers in America by the National Law Journal, a list compiled just once every decade
  • The Most Influential Person in Legal Education by National Jurist Magazine
  • One of the inaugural group of “Legal Rebels” profiled by the ABA Journal

 

In 2010, Bill co-founded Lawyer Metrics, an applied research company focused on the legal industry.  Access Group acquired the company in 2015.

Turning Volatility into Vision

12:45 pm - 13:30 pm PDT

Speakers: Arleesha Wilson and Matthew Matechik

About

2020 has introduced complex challenges affecting all of us at both a personal and professional level. In this panel discussion, hear how lawyers across the U.S. have managed their practices in the face of uncertainty and used 2020 to get clear on their business vision.

Clio After Hours: Coming Soon—Entertainment

13:15 pm - 14:45 pm PDT

About

Session Description Coming Soon

What’s new for Your Firm in the Cloud at Clio

09:45 am - 10:00 am PDT

Speakers: Jeff Rambharack

About

This year countless lawyers moved their practice from their office to their home. It became more important than ever to be able to run your firm in the cloud. In this session, we’ll loop up close at what’s changed about the ways we work and the powerful tools Clio has delivered to help firms run their practice in the cloud.

Using Clio & Microsoft 365

10:15 am - 10:30 am PDT

Speakers: Andrew Gay

About

Join Andrew Gay as he walks through the basics of Microsoft 365 for lawyers! With the recent rebrand, there has never been a better time for your firm to start using Microsoft 365’s cloud-based suite of productivity apps like Outlook, Teams, and Word. In this session, we’ll cover the basics of Microsoft 365 including the recommended plans as well as some of the key workflows for your firm and some tips for using the Clio integrations effectively.

Clio & Microsoft Teams

11:30 am - 11:45 am PDT

Speakers: Andrew Gay

About

Join Andrew Gay as he walks through the basics of Microsoft Teams for lawyers! Microsoft Teams is the collaboration hub for Microsoft 365 and with dedicated video conferencing, chat, and collaboration features, this powerful app is perfect for firms looking to overhaul their internal and external communications.

Distributed Collaboration

12:15 pm - 12:30 pm PDT

Speakers: Sophie McKee-Wright & Madison Goddyn

About

2020 has brought many changes, including a more distributed working environment. For many of us, learning how to communicate and manage changes while working remotely is a challenge. This session will highlight some new features that will help you and your firm work effectively in a distributed world.

Apps to Execute in Legal Practice

12:45 pm - 13:00 pm PDT

Speakers: Kane Lam

About

This session will feature third-party apps that can help firms excel in legal practice by producing high-quality services while reducing time spent on manual tasks. Join this presentation to explore additions to your tech stack that’ll reduce friction with essential legal tasks.

Transitioning Bigger Firms to the Cloud

09:45 am - 10:15 am PDT

Speakers: Daniel Steinberg & Allan Mackenzie

About

Learn how nearly five hundred mid-large sized firms have transitioned from legacy systems to Clio’s cloud-based practice management solution. In this session you’ll hear from multiple stakeholders, including Allan Mackenzie, an external technology consultant who has helped transition over one hundred firms to Clio. You will walk away with a strong understanding around the steps and support involved when facilitating onboarding, training, and migrating your firm to a cloud-based Practice Management solution like Clio.

Firm Spotlight: Mid-Market Firms Using Clio

10:30 am - 11:00 am PDT

Speakers: Brian King & Kelly Tanner

About

Join us for a moderated panel with two of Clio’s Mid-Sized Law firms, Cotney Construction, and King Law. Moderated by Karina Cebuliak, one of Clio’s Customer Success Managers, you will leave understanding how these two firms transitioned to Clio, and elevated their use of practice management to help their firms thrive.

Getting Started with Clio: Reporting and Insights

11:45 am - 12:15 pm PDT

Speakers: Lisa Geerts & John O'Connor

About

This session will introduce firm administrators and owners to basic reporting and data options to drive baseline decision-making at their firm. Topics will include:

  • Clio’s basic reporting and insights features
  • Common firm workflows and metrics
  • Top reports/exports for those common firm workflows

Leveraging Clio for Advanced Reporting and Insights

12:45 pm - 13:15 pm PDT

Speakers: Alim Jiwa & Fiona Chiu

About

This session will introduce techniques and best practices around analyzing business trends in your “new normal” world, and measuring the impact of firm process and strategy changes.

  • Which KPIs to monitor and how to calculate them
  • Best practices for customized data entry/export in Clio
  • Working with external analysis tools like Excel (Joining Data, Pivoting, Visualizations, etc.)
  • Clio Integrations and other tools for further analysis

Reisman Spotlight: Innovation in Action - Advancing Regulatory Changes

09:15 am - 09:45 am PDT

About

Session details coming soon.

Discussion on the Future of Virtual Courts

10:00 am - 10:45 am PDT

Speakers: Hank Greenberg, Shannon Salter, & Joshua Lenon

Developing Resilience in Teams

11:30 am - 12:30 pm PDT

Speakers: Paula Davis-Laack

Reisman Spotlight: Delivery of Legal Services, Near and Far

12:45 pm - 13:15 pm PDT

About

Session description coming soon.

In Conversation with Angela Duckworth

09:30 am - 10:00 am PDT

Speakers: Angela Duckworth

About

Bring your questions for keynote speaker Angela Duckworth in this exclusive extended conference Q&A.

 

About Angela:

Angela Duckworth is the Founder and CEO of Character Lab, a nonprofit whose mission is to advance the science and practice of character development. She is also the Christopher H. Browne Distinguished Professor of Psychology at the University of Pennsylvania, faculty co-director of the Penn-Wharton Behavior Change For Good initiative, and faculty co-director of Wharton People Analytics.

A 2013 MacArthur Fellow, Angela has advised the White House, the World Bank, NBA and NFL teams, and Fortune 500 CEOs.

Prior to her career in research, Angela founded a summer school for low-income children that was profiled as a Harvard Kennedy School case study and, in 2012, celebrated its twentieth anniversary. She has also been a McKinsey management consultant and a math and science teacher in the public schools of New York City, San Francisco, and Philadelphia.

Angela completed her undergraduate degree in Advanced Studies Neurobiology at Harvard, graduating magna cum laude. With the support of a Marshall Scholarship, she completed an MSc with Distinction in Neuroscience from Oxford University. She completed her PhD in Psychology as a National Science Foundation Graduate Fellow at the University of Pennsylvania.

Angela has received numerous awards for her contributions to K-12 education, including a Beyond Z Award from the KIPP Foundation. Angela’s TED talk is among the most-viewed of all time. Her first book, Grit: The Power of Passion and Perseverance, is a #1 New York Times best seller.

Product Pitch: You Didn't Start a Practice to Answer the Phones. Luckily, Ruby Did!

10:10 am - 10:25 am PDT

Speakers: Tim Bedford

About

Learn why Ruby is trusted by more than 10,000 business owners in this quick presenation by Tim Bedford, Parnter Development Manager. Ruby will help you create connections that win business and keep customers coming back. Our US-based, live virtual receptionists and chat specialists are available 24/7/365, so you can reclaim valuable time to do the work only you can do. Whether you’re working remotely, on-the-go, or in the office, Ruby’s award-winning team and easy-to-use technology keep you in the loop, giving you the freedom to run your business from virtually anywhere.

Product Pitch: Work Inspired with NetDocuments

10:35 am - 10:50 am PDT

Speakers: Kyle Kissell

About

In the modern age accessing and collaborating on documents should be easy. Planning work, assigning tasks, and communicating with your colleagues shouldn’t be a job within itself and delivering work product should be simple and secure. Join our Solutions Expert, Kyle Kissell, for a brief walkthrough where he will show you how NetDocuments ORGANIZE enables you to find and store content, how PLAN enables you to work together to accomplish tasks and communicate about projects and how DELIVER enables you to simply and seamlessly compile and distribute final work product all without breaking a sweat, or even leaving the secure NetDocuments ecosystem.

Clio Consultant Partner Programming

11:45 am - 13:15 pm PDT

Speakers: Jeff Porter, Daniel Steinberg, & Ashley Duffy

About

Session Description Coming Soon

Through Difficulties to the Stars: Putting the Client Experience First

09:15 am - 10:15 am PDT

Speakers: Katy Young

About

From tech companies to breweries, cannabis businesses to startups, Katy uses her razor-sharp legal skills to enable California’s brightest stars to do what they do best: focus on their businesses and their lives while she handles the disputes that are holding them back. As Managing Partner of Ad Astra Law Group, Katy will offer key learnings and insights that have enabled her law firm to become a recognized leader in client service. Join her as she shares essential advice to help others lead with empathy, recognize the importance of first impressions, as well as offering transparency to build trust with clients.

10 Lessons Learned for Unconventional Law Firm Design

10:30 am - 11:00 am PDT

Speakers: Brooke Moore

About

Many attorneys are feeling overwhelmed by the forced and rapid changes currently unfolding in the practice of law. It can be hard to conceptualize what it looks like to practice in an “unconventional” way. This session will provide tips, tools, and lessons learned in practice to help you navigate into the post-Covid legal world with the confidence to create a more fulfilling, efficient practice that’s beneficial for you and your clients.

 

About Brooke:

Brooke Moore is the Founder of MyVirtual.Lawyer, an online law firm model providing flat fee and subscription based limited scope services to self-represented litigants, individuals, and small businesses. After establishing the MVL brand in Arkansas she co-founded MVL Licensing, a LLC providing attorneys in other jurisdictions the opportunity to leverage the MVL brand, systems, and processes to implement limited scope, virtual components into their firms. She has also leveraged her experiences in law and life to co-found {Shift}her, a unique mindset-centric mastermind model created by women, for women to collaboratively level up in business and life.

 

Brooke has worked on the Arkansas Access to Justice Commission’s task force on limited scope representation and serves on the UALR Bowen School of Law Rural Incubator committee and as Chair of the Arkansas Bar Association’s Continuing Education Committee. She is a 2013 graduate of the Arkansas Bar Association Leadership Academy and a 2015 recipient of the Judith Ryan Gray Outstanding Young Lawyer Award. She was a 2015-16 American Bar Association Law Practice Division Fellow and currently serves as a member of the ABA TECHSHOW Board and on the ABA Law Practice Division Council.

 

In 2017 she was named as an American Bar Association Women in Legal Tech honoree and received the Fastcase 50 Award. She is a nationally recognized speaker and author on topics related to limited scope representation, virtual lawyering, legal technology, and well-being.

Emcee Welcome

08:00 am - 08:15 am PDT

Speakers: Victoria Gilmore & Natalie Archibald

About

Learn what you can expect from day 4 of the Clio Cloud Conference!

Keynote Speaker: Seth Godin

08:15 am - 09:15 am PDT

About

In this talk, Seth Godin shows you how to do work you’re proud of. Great marketers don’t use consumers to solve their company’s problem; they use marketing to solve other people’s problems. Their tactics rely on empathy, connection, and emotional labor instead of attention-stealing ads and spammy emails. Seth will help you reframe you legal business and how it’s presented to the world in order to meaningfully connect with people who want and need your services.

About Seth:

Seth Godin is the author of 19 books that have been bestsellers around the world and have been translated into more than 35 languages. He’s also the founder of the altMBA and The Marketing Seminar, online workshops that have transformed the work of thousands of people.

He writes about the post-industrial revolution, the way ideas spread, marketing, quitting, leadership and most of all, changing everything. You might be familiar with his books Linchpin, Tribes, The Dip and Purple Cow. His latest book, This Is Marketing, was an instant bestseller around the world.

In addition to his writing and speaking, Seth has founded several companies, including Yoyodyne and Squidoo. His blog (which you can find by typing “seth” into Google) is one of the most popular in the world.

In 2018, he was inducted into the Marketing Hall of Fame. More than 10,000 people have taken his powerful workshops, including altMBA and The Marketing Seminar.

Dedicated Event Wellness & Networking Break

11:00 am - 11:30 am PDT

About

Session Description Coming Soon

Start, Observe, Iterate: Using Automation and No Code Tools to Deliver Rockstar Client Services

11:30 am - 12:00 pm PDT

Speakers: Stanley Tate

About

Stanley Tate is a native of Chicago’s south side obsessed with student loan law and typography. In between watching Being Mary Jane and The Good Wife, reliving his dreams of NBA stardom, and trying (and failing) to cook a perfect pot of rice, he helps clients develop their student loan repayment strategy. His law firm, Tate Esq. LLC offers a variety of student loan debt solutions from eliminating defaults, negotiating settlements, defending lawsuits, lowering monthly payments, and pursuing discharges in bankruptcy.

 

Stanley became a student loan attorney after struggling to find reliable, easy to read information on what to do with his own $100,000 student loan debt after law school. Establishing Tate Esq LLC, he took up a niche practice area and carved out a thriving business. Always iterating, Stanley has taken his practice to the next level by leveraging technology tools, automation, online marketing savvy, and a focus on excellent client service. Stanley has crafted a law practice that works for both him and his clients.

 

Stanley Tate is a sought-out speaker on student loans and presents to government agencies, universities, and non-profit organizations. Visit him online at tateesq.com.

Moderated Q&A with Brooke Moore & Stanley Tate

12:15 pm - 12:45 pm PDT

Speakers: Brooke Moore & Stanley Tate

About

About Brooke

Brooke Moore is the Founder of MyVirtual.Lawyer, an online law firm model providing flat fee and subscription based limited scope services to self-represented litigants, individuals, and small businesses. After establishing the MVL brand in Arkansas she co-founded MVL Licensing, a LLC providing attorneys in other jurisdictions the opportunity to leverage the MVL brand, systems, and processes to implement limited scope, virtual components into their firms. She has also leveraged her experiences in law and life to co-found {Shift}her, a unique mindset-centric mastermind model created by women, for women to collaboratively level up in business and life.

 

Brooke has worked on the Arkansas Access to Justice Commission’s task force on limited scope representation and serves on the UALR Bowen School of Law Rural Incubator committee and as Chair of the Arkansas Bar Association’s Continuing Education Committee. She is a 2013 graduate of the Arkansas Bar Association Leadership Academy and a 2015 recipient of the Judith Ryan Gray Outstanding Young Lawyer Award. She was a 2015-16 American Bar Association Law Practice Division Fellow and currently serves as a member of the ABA TECHSHOW Board and on the ABA Law Practice Division Council.

 

In 2017 she was named as an American Bar Association Women in Legal Tech honoree and received the Fastcase 50 Award. She is a nationally recognized speaker and author on topics related to limited scope representation, virtual lawyering, legal technology, and well-being.

 

About Stanley

Stanley Tate is a native of Chicago’s south side obsessed with student loan law and typography. In between watching Being Mary Jane and The Good Wife, reliving his dreams of NBA stardom, and trying (and failing) to cook a perfect pot of rice, he helps clients develop their student loan repayment strategy. His law firm, Tate Esq. LLC offers a variety of student loan debt solutions from eliminating defaults, negotiating settlements, defending lawsuits, lowering monthly payments, and pursuing discharges in bankruptcy.

 

Stanley became a student loan attorney after struggling to find reliable, easy to read information on what to do with his own $100,000 student loan debt after law school. Establishing Tate Esq LLC, he took up a niche practice area and carved out a thriving business. Always iterating, Stanley has taken his practice to the next level by leveraging technology tools, automation, online marketing savvy, and a focus on excellent client service. Stanley has crafted a law practice that works for both him and his clients.

 

Stanley Tate is a sought-out speaker on student loans and presents to government agencies, universities, and non-profit organizations. Visit him online at tateesq.com.

 

Final Remarks & Launch//Code Winner Announcement

13:00 pm - 13:30 pm PDT

About

Come join Clio CEO Jack Newton as he announces the $100,000 Launch//Code winner and closes out the 2020 Clio Cloud Conference.

Clio After Hours

13:30 pm - 14:45 pm PDT

About

Session Description Coming Soon

Redesigned Clio Documents

09:30 am - 09:45 am PDT

Speakers: Sarah Greig

About

A fresh look is here for documents in Clio Manage. In this session, check out what’s new and changed in the experience, and learn how you can make the most of Clio’s document management features to keep your legal work moving forward.

Adopt E-signatures in Clio

10:15 am - 10:30 am PDT

Speakers: Sarah Greig

About

Digital experiences are here to stay. In this session, learn how you can make the most of e-Signatures in Clio Manage and Clio Grow so you can keep your legal work moving forward, without requiring a face-to-face meeting with your clients.

Developing a Referral Network with Clio Grow

11:30 am - 11:45 am PDT

Speakers: Taylor Lecky

About

Why is it important to develop a referral network? Clio’s 2019 Legal Trends Report found that 59% of legal consumers sought a referral from someone they know when searching for a lawyer. This poses an excellent opportunity for firms interested in growing their client base. Now more than ever, you need to be nurturing relationships with past clients and contacts in your network so that you can leverage this powerful and inexpensive resource to help grow your firm. In this session we will show you three quick tips to help you identify referrers, classify network contacts, and develop an ongoing nurture and incentive plan that will ensure your firm is always top of mind.

Converting Leads into Paying Clients with Grow

12:15 pm - 12:30 pm PDT

Speakers: Karina Cebuliak, Brian King, & Kelly Tanner

About

Join us for a moderated panel with two of Clio’s Mid-Sized Law firms, Cotney Construction, and King Law. Moderated by Karina Cebuliak, one of Clio’s Customer Success Managers, you will leave understanding how these two firms transitioned to Clio, and elevated their use of practice management to help their firms thrive.

Getting Started with Clio: Mobile

09:15 am - 09:30 am PDT

Speakers: Samir Javer

About

In this session, you’ll get an introduction to the Clio mobile app and learn how it can enable you to get more work done on the go, from the palm of your hand. Finally, we’ll show you some of the exciting new features we added this year, to help you work remotely and optimize your day.

Getting Started with Clio: Automating Documents in Clio Manage

09:45 am - 10:15 am PDT

Speakers: Ryan Oakman & Rob Zend

About

This session will demonstrate the power of document automation and enable you and your firm to leverage this feature to save you time and money.

Strategies to Grow your Firm with Clio, Even in an Economic Slump

10:30 am - 11:00 am PDT

Speakers: Austin Pantaleo & Claire Simpson

About

When the economy is in a downturn and consumers are facing financial challenges, it is especially important for law firms to stand out by providing an excellent client experience that makes it easy for clients to schedule your time, review their case progress, and pay on a plan that works with their financial situation. In this session we will show you three strategies that will help you attract more clients and keep them happy, including:

  • How to remove barriers to your firm with a self-serve appointment booking tool.
  • How to make it easy for clients to pay with automated payment plans.
  • How to keep clients updated on the progress of their case, with less effort, via Clio’s client portals.

Change-Proofing Your Client Experience

11:45 am - 12:15 pm PDT

Speakers: Niamh Pollack & Meggie Javid

About

In the last seven months, have you homeschooled a child while working full-time? Have you sworn or notarised a virtual affidavit? Have you interviewed a prospective client via Zoom? If yes, then this session on change-proofing your law firm is for you! In this session you will join Niamh and Meggie, two industry professionals who have diverse experience in strategy development and execution and as a client and legal practitioner who will provide their perspectives on how the future has arrived early with regards to the acceleration of legal technology in the workplace. This session will provide you with client-centered change management strategies to help your firm quickly adapt and adopt new technologies that support your clients in traversering their own change, while creating an excellent client experience.

Alternative Uses for Grow Forms

12:30 pm - 13:00 pm PDT

Speakers: Shane Sharma

About

Clio Grow forms are generally discussed as simply an “intake form” when we know there are a number of uses beyond that. In this presentation, you’ll learn how to break up your intake process to minimize your administrative work, use Clio Grow forms to collect documents from your client and third parties, and collect feedback and testimonials from your clients.

Amplify Your Legal Firm and Brand with Social Media

10:00 am - 11:00 am PDT

Speakers: Mitch Jackson

About

Mitch Jackson is an award winning California trial lawyer (2009 Orange County Trial Lawyer of the Year and 2013 California Litigation Lawyer of the Year) who enjoys combining law, social media and technology to disrupt, hack, and improve his clients’ companies, causes, and professional relationships. International best selling author, marketing and branding expert, Jay Baer, said it best, “You are probably the best in the world at lawyers using social media.”

 

When it comes to social media, Mitch walks his talk. In addition to speaking at Tony Robbin’s Business Mastery Event (2,000+ in the audiences) and being profiled at Inc.com, he’s also an early user of livestreaming (live video) and was named in a Mashable article as one of the top 50 influencers to follow on Snapchat. The ABA Journal included Mitch as one of the top Twitter accounts to follow on Twitter and he was also mentioned as one of the top social media influencers to follow on social media in 2017.

 

In addition to sharing his thoughts on using AR, VR, MR and AI in trial from the stage at the Clio Cloud Conference in New Orleans, Mitch has also spoken at the New York, San Francisco, Los Angeles, Periscope Summits (Summit.live), and Social Media Day San Diego. He has appeared on live video shows with Katie Couric, Anderson Cooper, Seth Godin, Peter Diamandis, and Gary Vaynerchuk. His live videos and podcast appearances, interviews and shows, have been watched, listened to and shared by hundreds of thousands.

 

Mitch is a consulting expert in the new book “Shame Nation” by Sue Scheff with the forward by Monica Lewinsky, and also a consulting expert in the California State Bar’s “Effective Introduction of Evidence in California- Chapter 54 Electronic and Social Media Evidence.” He’s been profiled and mentioned in about half a dozen social media marketing books including David Meerman Scott’s best-selling marketing books, “The New Rules of Marketing & PR (5th Edition published in 18 different languages)” and “The New Rules of Sales and Service.”

 

In his book, “The Ultimate Guide to Social Media For Business Owners, Professionals, and Entrepreneurs,” Mitch shares his best social media and communication tips, including the advice of 46 other global experts, to help business owners, professionals, and entrepreneurs, find success on social media.

Launch & Win: How to Effectively Market Your Legal “Product”

11:30 am - 12:30 pm PDT

Speakers: Erin Levine

About

You know the law. You know your target consumer. You know that the product you’ve created (eg online course, instructional video, DIY product …) is awesome and a perfect fit for the approximately 80% of people who need quality legal assistance but can’t (or don’t) hire a lawyer. Now, it’s time to get it out there. From launch to scale, learn how to master online market on a lean budget — reach thousands, gain their trust and sell the heck out of your (legal) product. We’ll cover three main topics:

  1. Educating the consumer (why they need your offering)
  2. Building trust & relationships (become the go-to resource for info in your area of expertise)
  3. Converting browser to buyer (how to get the consumer to open their pocketbook)

Learn actionable tips to pivot your business from brick and mortar to e-commerce success.

About Erin:

Erin Levine is a Certified Family Law Specialist, Founder and CEO of Hello Divorce, and owner of respected Bay Area boutique firm, Levine Family Law Group, As a teen, she was both a witness in a criminal case and plaintiff in a civil matter. She found the experience to be lonely, disempowering and confusing. In a system that prides itself on delivering justice – the whole experience felt unjust. This moment in her life was pivotal – and solidified her passion for helping people navigate the legal system while honoring their well-being. Since launching Hello Divorce in 2017, she has received acclaim from the Legal-Tech industry and beyond. In 2018, she was the Grand Prize winner of Duke University School of

Law’s “Law & Technology Accelerator” and the American Bar Association named her to the prestigious “Women of Legal Tech” list. Recently, she has been featured and/or quoted in various publications in the legal industry and beyond – including Ozy, Brit+Co, Forbes, Mind Body Green, Law Technology Today, Lawyerist, Above the Law, Conscious Company, and San Jose Mercury News.

In Conversation with Seth Godin

09:30 am - 10:00 am PDT

Speakers: Seth Godin

About

Seth Godin is the author of 19 books that have been bestsellers around the world and have been translated into more than 35 languages. He’s also the founder of the altMBA and The Marketing Seminar, online workshops that have transformed the work of thousands of people.

He writes about the post-industrial revolution, the way ideas spread, marketing, quitting, leadership and most of all, changing everything. You might be familiar with his books Linchpin, Tribes, The Dip and Purple Cow. His latest book, This Is Marketing, was an instant bestseller around the world.

In addition to his writing and speaking, Seth has founded several companies, including Yoyodyne and Squidoo. His blog (which you can find by typing “seth” into Google) is one of the most popular in the world.

In 2018, he was inducted into the Marketing Hall of Fame. More than 10,000 people have taken his powerful workshops, including altMBA and The Marketing Seminar.

Product Pitch: Never Miss a Lead with LEX Reception

10:15 am - 10:30 am PDT

Speakers: Bre Forsythe

About

LEX Reception handles legal intake, call answering, appointment setting, and much more. Join us to learn how your law firm can save money with our professional receptionists and to check out our exclusive special offer for Clio Conference attendees. Hosted by Bre Swanson, Director at LEX Reception, you’ll learn how LEX Reception can increase your revenue, integrate with Clio, and give you freedom to practice. Don’t forget to stop by our virtual exhibitor booth to learn more!

Product Pitch: Enable Automated Tools for Your Practice to Reduce Billable Leakage!

10:40 am - 10:55 am PDT

Speakers: Tim Colman

About

GoToConnect and LawGro have come together to provide the best solution to help your practice track billable activity to increase revenues by up to 22%! We live in unprecedented times and the need for remote work tools has never been more critical. GoToConnect provides a secure way to meet with your clients and easily track all billable activity. LawGro and GoToConnect work directly with your LMS and billing system to support you and your team! Don’t miss Tim Colman, a Senior Market Development Manager at GoTo, as he walks you through how this solution can be implemented into your practice!