About Clio Cloud Conference

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Agenda

Day - 01

time icon October 8, 2023 16:00

Advance Registration

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Meet us at the registration desk, where our team will greet you, give you your conference lanyard, wrist bands and an overview of the space.

Day - 02

time icon October 9, 2023 07:00

Yoga

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Join us for morning yoga. Details on location will come out closer to the conference.

time icon October 9, 2023 07:00

Breakfast

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Included as part of your conference pass be sure to grab a bite and beverage (vegan and vegetarian options available).

time icon October 9, 2023 07:00

Sunrise Yoga

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Sponsored by Streamlined.Legal

time icon October 9, 2023 07:00

Registration Opens

time icon October 9, 2023 07:00

Breakfast Opens

time icon October 9, 2023 08:00

Friends of Bill W

time icon October 9, 2023 08:00

Conference Tour

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Meet at Conference Registration, Delta Lobby BCD

time icon October 9, 2023 08:30

Meet your ClioCon Community Speed Networking

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If growing your network is a priority but you feel like you can never find the time to get out there and mingle, then this pop-up event is for you! 

In this mixer, expect to:

  • Connect with other ClioCon attendees in a series of short networking conversations (no terrible one-liners allowed!)
  • Discuss what you are hoping to get out of the conference
  • Share your firm goals and how you plan to get there

time icon October 9, 2023 08:30

Speed Networking: Meet your ClioCon Community

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If growing your network is a priority but you feel like you can never find the time to get out there and mingle, then this pop-up event is for you! ⏲️

In this mixer, expect to:

Connect with other ClioCon attendees in a series of short networking conversations (no terrible one-liners allowed!)
Discuss what you are hoping to get out of the conference
Share your firm goals and how you plan to get there

Clio Hosts: Shinead D’Souza, Alex Shipillo, Erin Walker

time icon October 9, 2023 09:00

Opening Keynote

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The biggie, the headliner, the tonesetter.

This kicks the whole conference off with a bang and continues to be a crowd-pleaser and highlight!

Join Jack, CEO and Founder of Clio, as he shares:

 

  • Insights into how the legal industry has evolved over the past year (and what to expect and plan for as we look ahead).
  • Tactics, backed by data, to show how successful firms stay at the top of their game.
  • Clio’s latest product releases and how they are designed to help make running a law firm easier.

Grab a hot beverage, get your camera ready, and sharpen that pencil because this one is not to be missed!

Jack Newton

CEO and Founder of Clio

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">As the CEO and Founder of Clio and a pioneer in cloud-based legal technology, Jack Newton has spearheaded efforts to educate the legal community on the security, ethics, privacy considerations, and benefits of running a law firm from the cloud. Under his leadership, Clio is bettering the lives and businesses of lawyers while making legal services more accessible and equitable for all through cloud-based and client-centered technology. Jack is also the author of The Client-Centered Law Firm, a #1 bestseller that&rsquo;s helping law firms thrive in today&rsquo;s experience-driven era. Follow Jack on Twitter at @jack_newton for up to date commentary on technology, the legal industry, and the future of the profession.</span></p>

time icon October 9, 2023 09:00

Conference Keynote: Opening Keynote with CEO Jack Newton

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The biggie, the headliner, the tonesetter. ✨ This kicks the whole conference off with a bang and continues to be a crowd-pleaser and highlight! Join Jack, CEO and Founder of Clio, as he shares: Insights into how the legal industry has evolved over the past year (and what to expect and plan for as we look ahead). Tactics, backed by data, to show how successful firms stay at the top of their game. Clio’s latest product releases and how they are designed to help make running a law firm easier. Grab a hot beverage, get your camera ready, and sharpen that pencil because this one is not to be missed!

Jack Newton

CEO and Founder of Clio

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">As the CEO and Founder of Clio and a pioneer in cloud-based legal technology, Jack Newton has spearheaded efforts to educate the legal community on the security, ethics, privacy considerations, and benefits of running a law firm from the cloud. Under his leadership, Clio is bettering the lives and businesses of lawyers while making legal services more accessible and equitable for all through cloud-based and client-centered technology. Jack is also the author of The Client-Centered Law Firm, a #1 bestseller that&rsquo;s helping law firms thrive in today&rsquo;s experience-driven era. Follow Jack on Twitter at @jack_newton for up to date commentary on technology, the legal industry, and the future of the profession.</span></p>

time icon October 9, 2023 10:30

Networking and Exhibitor Hall Break

time icon October 9, 2023 11:15

Networking: Personal Injury Firms Sponsored by: EvenUp

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Join this networking session to meet other legal professionals in the Personal Injury practice area

time icon October 9, 2023 11:15

Power Half Hour: How to set up a form in Clio Grow

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Buckle up, because we’re about to show you how to maximize your impact with Clio Grow!

One of the most powerful functions within Clio Grow is the automated client intake process: it significantly reduces the time, costly overhead and hassle associated with manual client intake.

Think about how much time you spend recreating the same document over and over again. What if you could streamline that process and save templates? (Surprise: You can! In Clio. )

In this half an hour workshop, learn how to:

Access publicly available forms and save them as templates

Enable prospective clients to self-serve ​​self and provide their intake information up front

Transition prospective clients into paying customers, all within Clio

The real question is, what are you going to do with all that time back?

Workshop Leader: Saygin Yag

Saygin Yag

Product Manager at Clio Grow

<p><span data-sheets-value="{&quot;1&quot;:2,&quot;2&quot;:&quot;Meet Say (pronounced like &ldquo;sigh&rdquo;), a stargazing Product Manager, guiding the software teams for Clio Grow. By day, he navigates the ever-expanding universe of legal software; by night, he immerses himself in the awe-inspiring mysteries of the cosmos, constantly seeking new celestial inspirations. Equipped with a wealth of knowledge on optimizing intake processes and boosting demand for legal services, Say invites you to join him as he unveils the hidden secrets that will launch your firm into the orbit.&quot;}" data-sheets-userformat="{&quot;2&quot;:4993,&quot;3&quot;:{&quot;1&quot;:0},&quot;10&quot;:0,&quot;11&quot;:4,&quot;12&quot;:0,&quot;15&quot;:&quot;Arial&quot;}" style="font-size: 10pt; font-family: Arial;">Meet Say (pronounced like &ldquo;sigh&rdquo;), a stargazing Product Manager, guiding the software teams for Clio Grow. By day, he navigates the ever-expanding universe of legal software; by night, he immerses himself in the awe-inspiring mysteries of the cosmos, constantly seeking new celestial inspirations. Equipped with a wealth of knowledge on optimizing intake processes and boosting demand for legal services, Say invites you to join him as he unveils the hidden secrets that will launch your firm into the orbit.</span></p>

time icon October 9, 2023 11:15

How to Build an Antifragile Law Firm

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*CLE/CPD Eligible Session

Show of hands if you’re tired of walking on eggshells?

The last few years have been turbulent to say the least. Filled with lots of quick and uncertain decisions leading to anxiety and stress.

There will always be some new challenge, stressor, or hurdle to overcome. The trick is to find practices that will help you weather any storm.

In this session, learn how to:

Protect your firm from prediction errors, market volatility, and adverse events

Adapt to market needs today, while not losing sight of the long game

Implement specific tactics to create more resiliency, connection, and creativity in your firm

You’ll come out of this session feeling empowered and excited to build long-term focus in a sustainable way (aka we’ve bottled up the secret to success).

Pro-tip: Pair this session with “Best Practices for Running Client-Centered Law Firms” to amplify your resiliency.

Clio Host: Miquela Anzulovich

Nefra-Ann MacDonald

Clio

<p><span data-sheets-value="{&quot;1&quot;:2,&quot;2&quot;:&quot;Nefra MacDonald is a legal technology and wellness speaker who, as the Senior Manager of Strategic Engagement at Clio, works with bar associations and other legal organizations to help lawyers succeed in their practices. With over a decade of experience in the legal industry, Nefra understands the pain points that affect law firms, and she uses her expertise to help lawyers streamline processes and run a better business. Nefra is passionate about bringing a practical lens to each one of her presentations, so each attendee leaves with a takeaway that can improve their day-to-day. She has been a speaker at the Clio Cloud Conference, ABA TECHSHOW, and many other legal conferences across North America.&quot;}" data-sheets-userformat="{&quot;2&quot;:4993,&quot;3&quot;:{&quot;1&quot;:0},&quot;10&quot;:0,&quot;11&quot;:4,&quot;12&quot;:0,&quot;15&quot;:&quot;Arial&quot;}" style="font-size: 10pt; font-family: Arial;">Nefra MacDonald is a legal technology and wellness speaker who, as the Senior Manager of Strategic Engagement at Clio, works with bar associations and other legal organizations to help lawyers succeed in their practices. With over a decade of experience in the legal industry, Nefra understands the pain points that affect law firms, and she uses her expertise to help lawyers streamline processes and run a better business. Nefra is passionate about bringing a practical lens to each one of her presentations, so each attendee leaves with a takeaway that can improve their day-to-day. She has been a speaker at the Clio Cloud Conference, ABA TECHSHOW, and many other legal conferences across North America.</span></p>

time icon October 9, 2023 11:15

Best Practices for Running Client-Centered Law Firms

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*CLE/CPD Eligible Session

Jack Newton (CEO of Clio) quite literally wrote the book on how to become a client-centered law firm.

While it may be obvious why clients want you to deliver on their needs, it can be less obvious how to make that work for your firm.

In this session, learn how to:

Create a well-thought out onboarding plan for your clients

Invest in the right tools and processes for your firm

Adapt to changing client needs

Becoming a thriving client-centered law firm doesn’t have to be hard, especially when you’re walking away from this session with practical tips, tricks, and a cheat sheet!

Pro-tip: Pair this session with “How to Build an Antifragile Law Firm” to amplify your resiliency.

Pegeen Turner

President of Legal Cloud Technology

<p><span data-sheets-value="{&quot;1&quot;:2,&quot;2&quot;:&quot;Pegeen Turner is the President of Legal Cloud Technology, a Raleigh, North Carolina‐based legal\ntechnology firm and a Clio Gold Certified Consultant. Pegeen has been working with law firms for more than 20 years. First, as an IT person\nfor large and small law firms, and now as a legal technology consultant with Legal Cloud Technology.\nShe works with small and medium‐sized firms as they start‐up as well as firms that need help\nupdating and integrating legal technology into their firms, especially Clio. In addition, she helps firms incorporate cloud technology into their practices.&quot;}" data-sheets-userformat="{&quot;2&quot;:4480,&quot;10&quot;:0,&quot;11&quot;:4,&quot;15&quot;:&quot;Arial&quot;}" style="font-size: 10pt; font-family: Arial;">Pegeen Turner is the President of Legal Cloud Technology, a Raleigh, North Carolina‐based legal<br />technology firm and a Clio Gold Certified Consultant. Pegeen has been working with law firms for more than 20 years. First, as an IT person<br />for large and small law firms, and now as a legal technology consultant with Legal Cloud Technology.<br />She works with small and medium‐sized firms as they start‐up as well as firms that need help<br />updating and integrating legal technology into their firms, especially Clio. In addition, she helps firms incorporate cloud technology into their practices.</span></p>

time icon October 9, 2023 11:15

Power Half Hour: 5 tips to level up your LinkedIn profile

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Okay, be honest…when was the last time you updated your LinkedIn…and show of hands if that was a copy and paste of your latest resume?

LinkedIn is a powerful tool to grow your network, but you better believe that it’s ALSO a key tool prospective clients are using to see if you’re legit.

In this 30 minute workshop, learn how to:

Sell yourself as an expert in your field (and not just a job title with some duties attached)

Make time to brainstorm share-worthy content (and create a schedule to post it)

Use LinkedIn’s search function to find people you want to connect with (and how to effectively reach out to them to stand out from the crowd)

Pro tip: Stop by the headshot booth to get an updated photo to pair with all the nuggets you’ll take from this session to really make your LinkedIn profile shine!

Alison Demelis

time icon October 9, 2023 11:15

Modern Marketing, Building Fans, Community and Value Without Spending a Dime

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Don’t crack into that piggy bank just yet!

Great marketing doesn’t have to cost money. In an inflationary economy, spending habits and priorities can fluctuate, yet it remains critical to have a steady flow of clients or be able to project future revenue.

So…if you want to know the secret formula to getting more clients without spending more money, you’ll want to join this one.

In this session, learn how to:

Maximize your marketing efforts while decreasing (or not increasing) your marketing budget

Leverage the right channels to attract prospective clients (while not spreading yourself to thin)

Implement low cost or free marketing tactics to amplify your impact

Just attending this session is already step one in maximizing your marketing investment!

Billie Tarascio

Owner of Modern Law

<p><span data-sheets-value="{&quot;1&quot;:2,&quot;2&quot;:&quot;Billie Tarascio is a serial entrepreneur, author, and law firm rebel. She is the owner of Modern Law, I DO Over, Win Without Law School and Modern Law Practice. Her law firm is a six time winner of the law firm 500 fastest growing firms in the United States and she is a frequent speaker on business of law and modern marketing for law firms.&quot;}" data-sheets-userformat="{&quot;2&quot;:4480,&quot;10&quot;:2,&quot;11&quot;:4,&quot;15&quot;:&quot;Arial&quot;}" style="font-size: 10pt; font-family: Arial;">Billie Tarascio is a serial entrepreneur, author, and law firm rebel. She is the owner of Modern Law, I DO Over, Win Without Law School and Modern Law Practice. Her law firm is a six time winner of the law firm 500 fastest growing firms in the United States and she is a frequent speaker on business of law and modern marketing for law firms.</span></p>

time icon October 9, 2023 11:15

Developing, Examining and Improving Law Firm Processes*

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*CLE/CPD Eligible Session

Supporting a law firm is hard; at times, it can feel like you’re barely staying afloat. The more people on the team, the more ideas about what to implement, improve, and change. It can feel like herding cats!

Fear not, change management is a skill set in and of itself, and we’re here to help set you on the right path.

In this session designed for law firm support staff, learn how to:

Prepare your firm for a new process (aka the art of getting buy-in)

Review existing workflows, interview key stakeholders and craft a vision and plan for change

Implement changes, and analyze the results

By the end of this session, you’ll feel empowered to be the change you want to see at your firm!

Heather Pickett

Member of National Federation of Paralegal Associations Ethics Board and Maryland State Bar Associations Paralegal Task Force

<p><span data-sheets-value="{&quot;1&quot;:2,&quot;2&quot;:&quot;Heather has worked in multiple areas of law, including bankruptcy, estate, personal injury, business, real estate, and civil litigation. Heather is passionate about her career and loves working in the legal field. She has volunteered for the Conflict Resolution Center for Montgomery County since 2019. She was a volunteer for the NCSF from 2014 to 2021. Heather is a member of the National Federation of Paralegal Associations ethics board and the Maryland State Bar Associations Paralegal Task Force.\n&quot;}" data-sheets-userformat="{&quot;2&quot;:4993,&quot;3&quot;:{&quot;1&quot;:0},&quot;10&quot;:2,&quot;11&quot;:4,&quot;12&quot;:0,&quot;15&quot;:&quot;Arial&quot;}" style="font-size: 10pt; font-family: Arial;">Heather has worked in multiple areas of law, including bankruptcy, estate, personal injury, business, real estate, and civil litigation. Heather is passionate about her career and loves working in the legal field. She has volunteered for the Conflict Resolution Center for Montgomery County since 2019. She was a volunteer for the NCSF from 2014 to 2021. Heather is a member of the National Federation of Paralegal Associations ethics board and the Maryland State Bar Associations Paralegal Task Force.<br /></span></p>

time icon October 9, 2023 11:30

The Recipe for Perfect Court Forms with Lawyaw

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Ever baked something but forgotten a small but crucial ingredient that ruined how it turned out? It’s such a frustrating experience. Similarly, attorneys often make small mistakes like using outdated forms or forgetting to check a box while filling out tedious court forms that ultimately get them rejected by the court. ⚖️  Join Liz Hudson, Manager of Customer Marketing, who will dive into how Lawyaw can provide you with a recipe for drafting perfect court forms through features that automate formatting, pull information from Clio, and allow you to be as efficient as possible in preparing document packages for your clients.

Liz Hudson

Manager of Customer Marketing at Clio

<p><span data-sheets-value="{&quot;1&quot;:2,&quot;2&quot;:&quot;Liz is a Manager of Customer Marketing at Clio where she&rsquo;s obsessed with helping customers get the most value out of Clio. She loves learning about how customers are using Clio products and the impact it has on their lives. Giving them the spotlight to help educate other customers on their best practices is the best part of Liz&rsquo;s job. She loves country music and is excited to get to meet a ton of customers in Nashville at ClioCon this year!&quot;}" style="font-size: 10pt; font-family: Arial;">Liz is a Manager of Customer Marketing at Clio where she&rsquo;s obsessed with helping customers get the most value out of Clio. She loves learning about how customers are using Clio products and the impact it has on their lives. Giving them the spotlight to help educate other customers on their best practices is the best part of Liz&rsquo;s job. She loves country music and is excited to get to meet a ton of customers in Nashville at ClioCon this year!</span></p>

time icon October 9, 2023 11:45

Lunch Break

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Included as part of your conference pass be sure to grab a bite and beverage (vegan and vegetarian options available).

time icon October 9, 2023 11:55

How to Get the Most Out of Lawyaw and Clio Manage

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You’ve bought the tech, and you’re ready to maximize your efforts, but you just don’t know where to start. Let’s help you get this plane in the air.

In this 15-minute product walkthrough, learn how to:

Pair your Clio Manage and Lawyaw accounts

Streamline document creation

Manage your documents seamlessly between the solutions

Just think of all the trees you’ll save bringing your document workflows into the cloud!

Daniela Ordonez

Demand Generation Manager at Lawyaw

<p><span data-sheets-value="{&quot;1&quot;:2,&quot;2&quot;:&quot;Daniela is the Demand Generation Manager at Lawyaw. Daniela has over a decade's experience in branding, marketing and advertising across different industries. She has had the privilege of having a front row seat into the inner workings of a law firm, giving her an understanding of the challenges lawyers face in running their business. Daniela is passionate about finding creative solutions and using technology to solve complex problems.&quot;}" data-sheets-userformat="{&quot;2&quot;:1,&quot;3&quot;:{&quot;1&quot;:0}}" style="font-size: 10pt; font-family: Arial;">Daniela is the Demand Generation Manager at Lawyaw. Daniela has over a decade's experience in branding, marketing and advertising across different industries. She has had the privilege of having a front row seat into the inner workings of a law firm, giving her an understanding of the challenges lawyers face in running their business. Daniela is passionate about finding creative solutions and using technology to solve complex problems.</span></p>

time icon October 9, 2023 12:30

Conference Tours

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Meet at Conference Registration, Delta Lobby BCD

time icon October 9, 2023 13:00

ChatGPT, Artificial Intelligence, And The Future Of Law

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*CLE/CPD Eligible Session

The age-old question remains…”are we getting replaced with robots?”

While the machines aren’t taking over just yet, AI technologies like ChatGPT are transforming how people get work done and where they’re seeking answers.

In this session, learn how to:

Leverage ChatGPT to your advantage (and the legal nuances to using it)

Understand where legal might be headed with the development of more automation and natural language processing for legal analysis

Educate your prospective clients and clients on the pros and cons of ChatGPT

Expect to wrap your head around the changes we’re seeing in automation (promise we aren’t just going to just show clips of ExMachina, A.I., and Her).

Alia Luria

Lawyer

<p><span data-sheets-value="{&quot;1&quot;:2,&quot;2&quot;:&quot;Board certified Florida elder law attorney; owner of my own firm since 1997 (licensed in Florida &amp; Ohio). Clio user since 2012. Committee chair of Florida Bar elder law section &amp; Board member of Academy of FL elder law attorneys; involved improving tech for Elder law attorneys; frequent CLE speaker\n-\nLee F. Taylor is an attorney and the founder of Stratus Legal Consulting. She has practiced law for twenty-five years, fifteen of those as managing partner. For the past ten years she has been a Certified Clio Consultant (CCC), helping firms use the power of Clio to optimize performance. Due to her experience she is uniquely able to understand a firm&rsquo;s strengths and find solutions for their specific needs and challenges.\n-\nBeau Atkins is the founder of Evolve Family Law and one of it&rsquo;s lawyers. After his own frustrating journey navigating the family justice system, Beau leveraged technology and prioritized it&rsquo;s weaving into all firm processes, law and business alike, to better serve both his clients and the public.\n\nBeau&rsquo;s unapologetic push towards flat-rate billing and the unbundling of legal services further supports his efforts. Bonus Fact: He speaks fluent Spanish.\n-\nJodi Ann Donato is a solo practitioner in East Islip (Long Island), New York where she predominantly practices in the area of Matrimonial and Family Law. She also serves as a District Court Small Claims Arbitrator. She is a Director of the Suffolk County Women&rsquo;s Bar Association; a Delegate to the Women&rsquo;s Bar Association of the State of New York; and she just finished a three year term as a Manager and Secretary of the Suffolk County Bar Association&rsquo;s Charity Foundation. She has 3 adult children (one of whom is a NYS Court Officer) and 2 beautiful granddaughters with a 3rd grandchild expected in Feb. 2021.\n\n\n\n\n\n\n\n&quot;}" data-sheets-userformat="{&quot;2&quot;:4993,&quot;3&quot;:{&quot;1&quot;:0},&quot;10&quot;:2,&quot;11&quot;:4,&quot;12&quot;:0,&quot;15&quot;:&quot;Arial&quot;}" style="font-size: 10pt; font-family: Arial;"><span data-sheets-value="{&quot;1&quot;:2,&quot;2&quot;:&quot;Prior to entering the legal field, Alia had a career working for multiple startup companies as a web developer and software engineer. Alia&rsquo;s law practice focuses on all manner of transactional representation for creatives, professionals, technologists and entrepreneurs, including legal advisory, corporate governance, agreement review and negotiation, acquisition of rights, and licensing transactions. Her deep knowledge of the publishing, legal, and technology industries has allowed her to serve clients of all sizes on transactional matters for the last twelve years of legal practice.\n\nMitch Jackson is a powerhouse in the legal world. Not only was he named the 2009 Orange County Trial Lawyer of the Year, but he went on to become the 2013 California Litigation Lawyer of the Year! With over 70 trials and three decades of legal experience under his belt, he brings a wealth of knowledge to the table as he helps clients navigate the digital landscape at the crossroads of law, business, and technology. Whether it&rsquo;s the AI, Web3 or the Metaverse, Mitch helps clients thrive in these dynamic environments.\n\nIn addition to speaking several times at Tony Robbins Business Mastery events before audiences of thousands, Mitch is the author of three books, &ldquo;The Web3, Metaverse and AI Handbook,&rdquo; &ldquo;From AI to Blockchain: 14 Technology Trends Every Lawyer Must Know!&rdquo; and &ldquo;The Ultimate Guide to Social Media.&rdquo; He&rsquo;s also a consulting expert to the book, &ldquo;Shame Nation,&rdquo; written by Sue Scheff with the foreword by Monica Lewinsky and, a contributing expert to the California Continuing Education of the Bar (CEB) &ldquo;Effective Introduction of Evidence in California- Chapter 54 Electronic and Social Media Evidence.&rdquo; Connect with Mitch at MitchJackson.com\n\n\&quot;Ed Walters is the CEO of Fastcase, a legal publishing company based in Washington, D.C. Fastcase is one of the world&rsquo;s fastest-growing legal publishers, serving more than 1.1 million subscribers from around the world.\n\nBefore founding Fastcase, Ed worked at Covington &amp; Burling, in Washington D.C. and Brussels, where he advised Microsoft, the National Football League, and the National Hockey League. He advised software companies and sports leagues about Internet policy and intellectual property litigation. \n\nEd earned an A.B. in government from Georgetown University and a J.D. from the University of Chicago. He served as an editor of The University of Chicago Law Review. Ed worked in The White House from 1991-93 in the Office of Media Affairs and the Office of Presidential Speechwriting.\n\nHe is an adjunct professor at the Georgetown University Law Center and at Cornell Law School / Cornell Tech, where he teaches The Law of Robots. He is the author and editor of Data-Driven Law (Taylor &amp; Francis 2018) and a contributing author to Legal Informatics (Cambridge University Press 2021).\&quot;&quot;}" data-sheets-userformat="{&quot;2&quot;:1053569,&quot;3&quot;:{&quot;1&quot;:0},&quot;10&quot;:2,&quot;11&quot;:4,&quot;12&quot;:0,&quot;15&quot;:&quot;Arial&quot;,&quot;23&quot;:1}" data-sheets-textstyleruns="{&quot;1&quot;:0}{&quot;1&quot;:1735,&quot;2&quot;:{&quot;2&quot;:{&quot;1&quot;:2,&quot;2&quot;:1136076},&quot;9&quot;:1}}{&quot;1&quot;:1753}" data-sheets-hyperlinkruns="{&quot;1&quot;:1735,&quot;2&quot;:&quot;http://mitchjackson.com/&quot;}{&quot;1&quot;:1753}" style="font-size: 10pt;"><span style="font-size: 10pt;">Prior to entering the legal field, Alia had a career working for multiple startup companies as a web developer and software engineer. Alia&rsquo;s law practice focuses on all manner of transactional representation for creatives, professionals, technologists and entrepreneurs, including legal advisory, corporate governance, agreement review and negotiation, acquisition of rights, and licensing transactions. Her deep knowledge of the publishing, legal, and technology industries has allowed her to serve clients of all sizes on transactional matters for the last twelve years of legal practice.<br /></span></span><br /></span></p>

Mitch Jackson

Lawyer

<p><span data-sheets-value="{&quot;1&quot;:2,&quot;2&quot;:&quot;Prior to entering the legal field, Alia had a career working for multiple startup companies as a web developer and software engineer. Alia&rsquo;s law practice focuses on all manner of transactional representation for creatives, professionals, technologists and entrepreneurs, including legal advisory, corporate governance, agreement review and negotiation, acquisition of rights, and licensing transactions. Her deep knowledge of the publishing, legal, and technology industries has allowed her to serve clients of all sizes on transactional matters for the last twelve years of legal practice.\n\nMitch Jackson is a powerhouse in the legal world. Not only was he named the 2009 Orange County Trial Lawyer of the Year, but he went on to become the 2013 California Litigation Lawyer of the Year! With over 70 trials and three decades of legal experience under his belt, he brings a wealth of knowledge to the table as he helps clients navigate the digital landscape at the crossroads of law, business, and technology. Whether it&rsquo;s the AI, Web3 or the Metaverse, Mitch helps clients thrive in these dynamic environments.\n\nIn addition to speaking several times at Tony Robbins Business Mastery events before audiences of thousands, Mitch is the author of three books, &ldquo;The Web3, Metaverse and AI Handbook,&rdquo; &ldquo;From AI to Blockchain: 14 Technology Trends Every Lawyer Must Know!&rdquo; and &ldquo;The Ultimate Guide to Social Media.&rdquo; He&rsquo;s also a consulting expert to the book, &ldquo;Shame Nation,&rdquo; written by Sue Scheff with the foreword by Monica Lewinsky and, a contributing expert to the California Continuing Education of the Bar (CEB) &ldquo;Effective Introduction of Evidence in California- Chapter 54 Electronic and Social Media Evidence.&rdquo; Connect with Mitch at MitchJackson.com\n\n\&quot;Ed Walters is the CEO of Fastcase, a legal publishing company based in Washington, D.C. Fastcase is one of the world&rsquo;s fastest-growing legal publishers, serving more than 1.1 million subscribers from around the world.\n\nBefore founding Fastcase, Ed worked at Covington &amp; Burling, in Washington D.C. and Brussels, where he advised Microsoft, the National Football League, and the National Hockey League. He advised software companies and sports leagues about Internet policy and intellectual property litigation. \n\nEd earned an A.B. in government from Georgetown University and a J.D. from the University of Chicago. He served as an editor of The University of Chicago Law Review. Ed worked in The White House from 1991-93 in the Office of Media Affairs and the Office of Presidential Speechwriting.\n\nHe is an adjunct professor at the Georgetown University Law Center and at Cornell Law School / Cornell Tech, where he teaches The Law of Robots. He is the author and editor of Data-Driven Law (Taylor &amp; Francis 2018) and a contributing author to Legal Informatics (Cambridge University Press 2021).\&quot;&quot;}" data-sheets-userformat="{&quot;2&quot;:1053569,&quot;3&quot;:{&quot;1&quot;:0},&quot;10&quot;:2,&quot;11&quot;:4,&quot;12&quot;:0,&quot;15&quot;:&quot;Arial&quot;,&quot;23&quot;:1}" data-sheets-textstyleruns="{&quot;1&quot;:0}{&quot;1&quot;:1735,&quot;2&quot;:{&quot;2&quot;:{&quot;1&quot;:2,&quot;2&quot;:1136076},&quot;9&quot;:1}}{&quot;1&quot;:1753}" data-sheets-hyperlinkruns="{&quot;1&quot;:1735,&quot;2&quot;:&quot;http://mitchjackson.com/&quot;}{&quot;1&quot;:1753}" style="font-size: 10pt; font-family: Arial;"><span style="font-size: 10pt;">Mitch Jackson is a powerhouse in the legal world. Not only was he named the 2009 Orange County Trial Lawyer of the Year, but he went on to become the 2013 California Litigation Lawyer of the Year! With over 70 trials and three decades of legal experience under his belt, he brings a wealth of knowledge to the table as he helps clients navigate the digital landscape at the crossroads of law, business, and technology. Whether it&rsquo;s the AI, Web3 or the Metaverse, Mitch helps clients thrive in these dynamic environments.<br /><br />In addition to speaking several times at Tony Robbins Business Mastery events before audiences of thousands, Mitch is the author of three books, &ldquo;The Web3, Metaverse and AI Handbook,&rdquo; &ldquo;From AI to Blockchain: 14 Technology Trends Every Lawyer Must Know!&rdquo; and &ldquo;The Ultimate Guide to Social Media.&rdquo; He&rsquo;s also a consulting expert to the book, &ldquo;Shame Nation,&rdquo; written by Sue Scheff with the foreword by Monica Lewinsky and, a contributing expert to the California Continuing Education of the Bar (CEB) &ldquo;Effective Introduction of Evidence in California- Chapter 54 Electronic and Social Media Evidence.&rdquo; Connect with Mitch at </span><span style="font-size: 10pt; text-decoration-line: underline; text-decoration-skip-ink: none; color: #1155cc;"><a class="in-cell-link" target="_blank" href="http://mitchjackson.com/" rel="noopener noreferrer">MitchJackson.com<br /><br /></a></span></span></p>

Ed Walters

CEO of Fastcase

<p><span style="font-family: Arial; font-size: 13.3333px;">Ed Walters is the CEO of Fastcase, a legal publishing company based in Washington, D.C. Fastcase is one of the world&rsquo;s fastest-growing legal publishers, serving more than 1.1 million subscribers from around the world.</span><br style="font-family: Arial; font-size: 13.3333px;" /><br style="font-family: Arial; font-size: 13.3333px;" /><span style="font-family: Arial; font-size: 13.3333px;">Before founding Fastcase, Ed worked at Covington &amp; Burling, in Washington D.C. and Brussels, where he advised Microsoft, the National Football League, and the National Hockey League. He advised software companies and sports leagues about Internet policy and intellectual property litigation.</span><br style="font-family: Arial; font-size: 13.3333px;" /><br style="font-family: Arial; font-size: 13.3333px;" /><span style="font-family: Arial; font-size: 13.3333px;">Ed earned an A.B. in government from Georgetown University and a J.D. from the University of Chicago. He served as an editor of The University of Chicago Law Review. Ed worked in The White House from 1991-93 in the Office of Media Affairs and the Office of Presidential Speechwriting.</span><br style="font-family: Arial; font-size: 13.3333px;" /><br style="font-family: Arial; font-size: 13.3333px;" /><span style="font-family: Arial; font-size: 13.3333px;">He is an adjunct professor at the Georgetown University Law Center and at Cornell Law School / Cornell Tech, where he teaches The Law of Robots. He is the author and editor of Data-Driven Law (Taylor &amp; Francis 2018) and a contributing author to Legal Informatics (Cambridge University Press 2021)."</span></p>

time icon October 9, 2023 13:00

Triple Impact: How Lawyer-Justice Tech Partnerships Drive Success for All*

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*CLE/CPD Eligible Session

Dive into the transformative power of lawyer-justice tech collaboration and understand some of the massive benefits that founders and lawyers enjoy by working together. This panel will explore how ethical legal tech advancements are a win-win-win for lawyers, founders and consumers. Join Justice Technology Association’s Executive Director, Maya Markovich along with founders from the JTA as they explore what happens when lawyers and founders partner up to revolutionize the legal landscape, unlocking new levels of efficiency, innovation and accessibility for clients and the industry as a whole.

In this session you’ll learn:

Profitability boost: Leverage relationships with justice tech companies to increase sales, expand digital foot print, reduce costs and simplify routine legal tasks.
Shape the future: Guide the development of legal technology to ensure a more responsible, ethical and effective legal landscape.
Competitive advantage: Stay relevant (and stand out!) through a combination of testing new models of delivering services and understanding customer needs at scale.
Expand access: Learn methods for delivering legal services to a wider audience and foster long-term relationships to increase value.

Sonja Ebron

CEO at Courtroom5

<p><span data-sheets-value="{&quot;1&quot;:2,&quot;2&quot;:&quot;Sonja Ebron is a PhD electrical engineer and former college professor with a background in utilities and artificial intelligence. She has represented herself in court numerous times. As CEO at Courtroom5, Sonja has made it her personal mission to empower people to represent themselves effectively in court. She serves on the board of Responsive Law, a national advocacy organization focused on the rights of legal consumers, and on the Leaders Council of the Legal Services Corporation, the nation's primary funding source for legal aid programs. She is a founding member of the Justice Technology Association, a trade organization for direct-to-consumer legal tech companies and nonprofits.\n\n\&quot;With her unique background spanning VC, law, behavioral science, and change design, Maya Markovich delivers technology, process, and business growth services worldwide. For nearly 6 years she launched and scaled industry-first Nextlaw Labs/Nextlaw Ventures at Dentons, the world's largest firm, delivering next-generation technology, process client and business growth services across the globe. Maya is currently justice tech executive in residence at Village Capital and executive director at the nonprofit Justice Technology Association, a nonprofit trade association supporting startups building solutions for a fairer legal system. She also advises multiple high-growth startups, investor and venture funds, and consults on legal department and law firm innovation and transformation initiatives, building&nbsp;future-proof methodologies and tech to advance the legal industry, its clients and consumers via achievable, sustainable and scalable\ndesign and implementation.&nbsp;\n\nIn 2020 Maya was named one of five &ldquo;Influential Women of Legal Tech&rdquo; by ILTA, a &ldquo;Woman Leading Legal Tech&rdquo; by The Technolawgist in 2019, and an ABA Legal Technology Resource Center &ldquo;Woman of Legal Tech 2018&rdquo; for her work in designing, promoting, and driving the future of the legal industry around the globe.\&quot;\n\n\n\&quot;Erin Levine is on a mission to help divorcing spouses empower a better life ahead. She is the CEO and founder of Hello Divorce, a venture capital backed online platform that combines easy-to-use digital tools with integrated expert help to provide quality and affordable legal help to all. Through a framework that provides support and resources for all aspects of separation, Erin has helped thousands of people navigate their divorce with less stress, avoid missteps and reimagine their next (best) chapter.\n\nErin is a seasoned lawyer, mediator, private judge and Certified Family Law Specialist. Her innovative approach to the delivery of legal services has been acknowledged by the legal industry and beyond with recognition from Forbes, Vice, Above the Law, TechCrunch and Business Insider. She has received awards that include American Bar Association&rsquo;s James I Keane Memorial Award for Excellence in eLawyering, ABA Journal&rsquo;s Legal Rebel, Duke University School of Law&rsquo;s Legal Tech Accelerator; Grand Prize, FastCase50&rsquo;s honoree, Clio&rsquo;s Reisman Award for Legal Innovation and the Pro Bono Leadership award from Congresswoman Barbara Lee. Hello Divorce has been recognized as one of the most promising legal tech startups and has a high customer satisfaction rate.\&quot;&quot;}" data-sheets-userformat="{&quot;2&quot;:4993,&quot;3&quot;:{&quot;1&quot;:0},&quot;10&quot;:2,&quot;11&quot;:4,&quot;12&quot;:0,&quot;15&quot;:&quot;Arial&quot;}" style="font-size: 10pt; font-family: Arial;">Sonja Ebron is a PhD electrical engineer and former college professor with a background in utilities and artificial intelligence. She has represented herself in court numerous times. As CEO at Courtroom5, Sonja has made it her personal mission to empower people to represent themselves effectively in court. She serves on the board of Responsive Law, a national advocacy organization focused on the rights of legal consumers, and on the Leaders Council of the Legal Services Corporation, the nation's primary funding source for legal aid programs. She is a founding member of the Justice Technology Association, a trade organization for direct-to-consumer legal tech companies and nonprofits.<br />&nbsp;<br /><br /></span></p>

Maya Markovich

Executive in Residence at Village Capital, Executive Director at Justice Technology Association

<p><span data-sheets-value="{&quot;1&quot;:2,&quot;2&quot;:&quot;Sonja Ebron is a PhD electrical engineer and former college professor with a background in utilities and artificial intelligence. She has represented herself in court numerous times. As CEO at Courtroom5, Sonja has made it her personal mission to empower people to represent themselves effectively in court. She serves on the board of Responsive Law, a national advocacy organization focused on the rights of legal consumers, and on the Leaders Council of the Legal Services Corporation, the nation's primary funding source for legal aid programs. She is a founding member of the Justice Technology Association, a trade organization for direct-to-consumer legal tech companies and nonprofits.\n\n\&quot;With her unique background spanning VC, law, behavioral science, and change design, Maya Markovich delivers technology, process, and business growth services worldwide. For nearly 6 years she launched and scaled industry-first Nextlaw Labs/Nextlaw Ventures at Dentons, the world's largest firm, delivering next-generation technology, process client and business growth services across the globe. Maya is currently justice tech executive in residence at Village Capital and executive director at the nonprofit Justice Technology Association, a nonprofit trade association supporting startups building solutions for a fairer legal system. She also advises multiple high-growth startups, investor and venture funds, and consults on legal department and law firm innovation and transformation initiatives, building&nbsp;future-proof methodologies and tech to advance the legal industry, its clients and consumers via achievable, sustainable and scalable\ndesign and implementation.&nbsp;\n\nIn 2020 Maya was named one of five &ldquo;Influential Women of Legal Tech&rdquo; by ILTA, a &ldquo;Woman Leading Legal Tech&rdquo; by The Technolawgist in 2019, and an ABA Legal Technology Resource Center &ldquo;Woman of Legal Tech 2018&rdquo; for her work in designing, promoting, and driving the future of the legal industry around the globe.\&quot;\n\n\n\&quot;Erin Levine is on a mission to help divorcing spouses empower a better life ahead. She is the CEO and founder of Hello Divorce, a venture capital backed online platform that combines easy-to-use digital tools with integrated expert help to provide quality and affordable legal help to all. Through a framework that provides support and resources for all aspects of separation, Erin has helped thousands of people navigate their divorce with less stress, avoid missteps and reimagine their next (best) chapter.\n\nErin is a seasoned lawyer, mediator, private judge and Certified Family Law Specialist. Her innovative approach to the delivery of legal services has been acknowledged by the legal industry and beyond with recognition from Forbes, Vice, Above the Law, TechCrunch and Business Insider. She has received awards that include American Bar Association&rsquo;s James I Keane Memorial Award for Excellence in eLawyering, ABA Journal&rsquo;s Legal Rebel, Duke University School of Law&rsquo;s Legal Tech Accelerator; Grand Prize, FastCase50&rsquo;s honoree, Clio&rsquo;s Reisman Award for Legal Innovation and the Pro Bono Leadership award from Congresswoman Barbara Lee. Hello Divorce has been recognized as one of the most promising legal tech startups and has a high customer satisfaction rate.\&quot;&quot;}" data-sheets-userformat="{&quot;2&quot;:4993,&quot;3&quot;:{&quot;1&quot;:0},&quot;10&quot;:2,&quot;11&quot;:4,&quot;12&quot;:0,&quot;15&quot;:&quot;Arial&quot;}" style="font-size: 10pt; font-family: Arial;">With her unique background spanning VC, law, behavioral science, and change design, Maya Markovich delivers technology, process, and business growth services worldwide. For nearly 6 years she launched and scaled industry-first Nextlaw Labs/Nextlaw Ventures at Dentons, the world's largest firm, delivering next-generation technology, process client and business growth services across the globe. Maya is currently justice tech executive in residence at Village Capital and executive director at the nonprofit Justice Technology Association, a nonprofit trade association supporting startups building solutions for a fairer legal system. She also advises multiple high-growth startups, investor and venture funds, and consults on legal department and law firm innovation and transformation initiatives, building&nbsp;future-proof methodologies and tech to advance the legal industry, its clients and consumers via achievable, sustainable and scalable<br />design and implementation.&nbsp;<br /><br />In 2020 Maya was named one of five &ldquo;Influential Women of Legal Tech&rdquo; by ILTA, a &ldquo;Woman Leading Legal Tech&rdquo; by The Technolawgist in 2019, and an ABA Legal Technology Resource Center &ldquo;Woman of Legal Tech 2018&rdquo; for her work in designing, promoting, and driving the future of the legal industry around the globe.<br /></span></p>

Erin Levine

CEO and Founder of Hello Divorce

<p><span style="font-family: Arial; font-size: 13.3333px;">Erin Levine is on a mission to help divorcing spouses empower a better life ahead. She is the CEO and founder of Hello Divorce, a venture capital backed online platform that combines easy-to-use digital tools with integrated expert help to provide quality and affordable legal help to all. Through a framework that provides support and resources for all aspects of separation, Erin has helped thousands of people navigate their divorce with less stress, avoid missteps and reimagine their next (best) chapter.</span><br style="font-family: Arial; font-size: 13.3333px;" /><br style="font-family: Arial; font-size: 13.3333px;" /><span style="font-family: Arial; font-size: 13.3333px;">Erin is a seasoned lawyer, mediator, private judge and Certified Family Law Specialist. Her innovative approach to the delivery of legal services has been acknowledged by the legal industry and beyond with recognition from Forbes, Vice, Above the Law, TechCrunch and Business Insider. She has received awards that include American Bar Association&rsquo;s James I Keane Memorial Award for Excellence in eLawyering, ABA Journal&rsquo;s Legal Rebel, Duke University School of Law&rsquo;s Legal Tech Accelerator; Grand Prize, FastCase50&rsquo;s honoree, Clio&rsquo;s Reisman Award for Legal Innovation and the Pro Bono Leadership award from Congresswoman Barbara Lee. Hello Divorce has been recognized as one of the most promising legal tech startups and has a high customer satisfaction rate.</span></p>

time icon October 9, 2023 13:00

Advanced Clio User Panel // Roundtable

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You’ve learned the basics, you’ve uplevelled your skills, heck, you’re even training others in your firm how to use Clio. But do you really know all the secrets to mastering Clio’s solutions?

Join us for this special roundtable panel where Clio super users will show you how to maximize your return on investment. After the roundtable we'll break off into smaller workshop groups where you'll be able to dive into the nitty-gritty details with the panelists.

In this 90-minute workshop, learn how to:

Leverage best practices from legal professionals just like you Take advantage of key workflows to get more time back in your day Explore popular templates and processes Bring your questions and curiosities to our panel of experts. Let’s make unlocking the next level of functionality a breeze!

Laptops are encouraged but not essential for the workshop portion of this session.

Amy McGarry

Lawyer

<p><span data-sheets-value="{&quot;1&quot;:2,&quot;2&quot;:&quot;Board certified Florida elder law attorney; owner of my own firm since 1997 (licensed in Florida &amp; Ohio). Clio user since 2012. Committee chair of Florida Bar elder law section &amp; Board member of Academy of FL elder law attorneys; involved improving tech for Elder law attorneys; frequent CLE speaker\n-\nLee F. Taylor is an attorney and the founder of Stratus Legal Consulting. She has practiced law for twenty-five years, fifteen of those as managing partner. For the past ten years she has been a Certified Clio Consultant (CCC), helping firms use the power of Clio to optimize performance. Due to her experience she is uniquely able to understand a firm&rsquo;s strengths and find solutions for their specific needs and challenges.\n-\nBeau Atkins is the founder of Evolve Family Law and one of it&rsquo;s lawyers. After his own frustrating journey navigating the family justice system, Beau leveraged technology and prioritized it&rsquo;s weaving into all firm processes, law and business alike, to better serve both his clients and the public.\n\nBeau&rsquo;s unapologetic push towards flat-rate billing and the unbundling of legal services further supports his efforts. Bonus Fact: He speaks fluent Spanish.\n-\nJodi Ann Donato is a solo practitioner in East Islip (Long Island), New York where she predominantly practices in the area of Matrimonial and Family Law. She also serves as a District Court Small Claims Arbitrator. She is a Director of the Suffolk County Women&rsquo;s Bar Association; a Delegate to the Women&rsquo;s Bar Association of the State of New York; and she just finished a three year term as a Manager and Secretary of the Suffolk County Bar Association&rsquo;s Charity Foundation. She has 3 adult children (one of whom is a NYS Court Officer) and 2 beautiful granddaughters with a 3rd grandchild expected in Feb. 2021.\n\n\n\n\n\n\n\n&quot;}" data-sheets-userformat="{&quot;2&quot;:4993,&quot;3&quot;:{&quot;1&quot;:0},&quot;10&quot;:2,&quot;11&quot;:4,&quot;12&quot;:0,&quot;15&quot;:&quot;Arial&quot;}" style="font-size: 10pt; font-family: Arial;">Board certified Florida elder law attorney; owner of my own firm since 1997 (licensed in Florida &amp; Ohio). Clio user since 2012. Committee chair of Florida Bar elder law section &amp; Board member of Academy of FL elder law attorneys; involved improving tech for Elder law attorneys; frequent CLE speaker<br /><br /></span></p>

Lee F. Taylor

Attorney and the Founder of Stratus Legal Consulting

<p><span data-sheets-value="{&quot;1&quot;:2,&quot;2&quot;:&quot;Board certified Florida elder law attorney; owner of my own firm since 1997 (licensed in Florida &amp; Ohio). Clio user since 2012. Committee chair of Florida Bar elder law section &amp; Board member of Academy of FL elder law attorneys; involved improving tech for Elder law attorneys; frequent CLE speaker\n-\nLee F. Taylor is an attorney and the founder of Stratus Legal Consulting. She has practiced law for twenty-five years, fifteen of those as managing partner. For the past ten years she has been a Certified Clio Consultant (CCC), helping firms use the power of Clio to optimize performance. Due to her experience she is uniquely able to understand a firm&rsquo;s strengths and find solutions for their specific needs and challenges.\n-\nBeau Atkins is the founder of Evolve Family Law and one of it&rsquo;s lawyers. After his own frustrating journey navigating the family justice system, Beau leveraged technology and prioritized it&rsquo;s weaving into all firm processes, law and business alike, to better serve both his clients and the public.\n\nBeau&rsquo;s unapologetic push towards flat-rate billing and the unbundling of legal services further supports his efforts. Bonus Fact: He speaks fluent Spanish.\n-\nJodi Ann Donato is a solo practitioner in East Islip (Long Island), New York where she predominantly practices in the area of Matrimonial and Family Law. She also serves as a District Court Small Claims Arbitrator. She is a Director of the Suffolk County Women&rsquo;s Bar Association; a Delegate to the Women&rsquo;s Bar Association of the State of New York; and she just finished a three year term as a Manager and Secretary of the Suffolk County Bar Association&rsquo;s Charity Foundation. She has 3 adult children (one of whom is a NYS Court Officer) and 2 beautiful granddaughters with a 3rd grandchild expected in Feb. 2021.\n\n\n\n\n\n\n\n&quot;}" data-sheets-userformat="{&quot;2&quot;:4993,&quot;3&quot;:{&quot;1&quot;:0},&quot;10&quot;:2,&quot;11&quot;:4,&quot;12&quot;:0,&quot;15&quot;:&quot;Arial&quot;}" style="font-size: 10pt; font-family: Arial;">Lee F. Taylor is an attorney and the founder of Stratus Legal Consulting. She has practiced law for twenty-five years, fifteen of those as managing partner. For the past ten years she has been a Certified Clio Consultant (CCC), helping firms use the power of Clio to optimize performance. Due to her experience she is uniquely able to understand a firm&rsquo;s strengths and find solutions for their specific needs and challenges.<br /><br /><br /><br /><br /><br /><br /></span></p>

Beau Atkins

Founder of Evolve Family Law

<p><span style="font-family: Arial; font-size: 13.3333px;">Beau Atkins is the founder of Evolve Family Law and one of it&rsquo;s lawyers. After his own frustrating journey navigating the family justice system, Beau leveraged technology and prioritized it&rsquo;s weaving into all firm processes, law and business alike, to better serve both his clients and the public.</span><br style="font-family: Arial; font-size: 13.3333px;" /><br style="font-family: Arial; font-size: 13.3333px;" /><span style="font-family: Arial; font-size: 13.3333px;">Beau&rsquo;s unapologetic push towards flat-rate billing and the unbundling of legal services further supports his efforts. Bonus Fact: He speaks fluent Spanish.</span><br style="font-family: Arial; font-size: 13.3333px;" /><br style="font-family: Arial; font-size: 13.3333px;" /></p>

Jodi Donato

Solo Practitioner in East Islip (Long Island)

<p><span style="font-family: Arial; font-size: 13.3333px;">Jodi Ann Donato is a solo practitioner in East Islip (Long Island), New York where she predominantly practices in the area of Matrimonial and Family Law. She also serves as a District Court Small Claims Arbitrator. She is a Director of the Suffolk County Women&rsquo;s Bar Association; a Delegate to the Women&rsquo;s Bar Association of the State of New York; and she just finished a three year term as a Manager and Secretary of the Suffolk County Bar Association&rsquo;s Charity Foundation. She has 3 adult children (one of whom is a NYS Court Officer) and 2 beautiful granddaughters with a 3rd grandchild expected in Feb. 2021.</span></p>

time icon October 9, 2023 13:00

How to Build A Firm Culture That Attracts And Retains Talent*

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*CLE/CPD Eligible Session

Halloween is just after ClioCon, so here’s a scary stat you can take home with you…nearly 1 in 5 lawyers left a job over the last 12 months…and 1 in 10 still plan to! Talk about ghosting!

All jokes aside, work-life-balance was identified as a primary driver of this exodus, and finding that balance continues to be a challenge for the industry. And, with work from home becoming part of everyday life, those lines are getting more and more blurred.

In this session, learn how to:

Create a culture where individuals are supported professionally and personally

Extend your culture into remote experiences

Attract, market, and retain talent by way of your firm culture

Pro-tip: Pair this session with “How to Build an Antifragile Law Firm” to learn foundational practices to thrive in challenging times.

Elizabeth Yang

CEO and Founder of Yang Law Offices

<p><span data-sheets-value="{&quot;1&quot;:2,&quot;2&quot;:&quot;Elizabeth Yang CEO and Founder of Yang Law Offices, has been practicing law since 2007 and specializes\nin Intellectual Property Law, including Patent, Copyright and Trademark Prosecution, and Litigation;\nBusiness Law and Estate Planning.\nShe was awarded the &ldquo;Top 100 Civil Lawyers&rdquo; award, &ldquo;Top 40 Lawyers Under 40&rdquo; award by the National\nTrial Lawyers Association, recognized by Thomson Reuters Super Lawyers as a &ldquo;Rising Star&rdquo; ranked the\ntop 2.5% of lawyers in California, presented with the Lawyers of Distinction award, recognizing her as\nthe top 10% of lawyers in the United States\nIn 2017, she started publishing best-selling books, such as &ldquo;The Big Secret&rdquo; alongside Jack Canfield,\nauthor of the Chicken Soup for the Soul series, &ldquo;Stress-Free Divorce&rdquo; to assist parties going through their\ndifficult times, &ldquo;The Authorities: Powerful Wisdom from Leaders in the Field,&rdquo; &ldquo;Women in the Modern\nBusiness World,&rdquo; &ldquo;Social Marriage,&rdquo; and &ldquo;Asian Women Who Bossup.&rdquo;\n-\nSo I am a lawyer. Why should you care? Yes, it&rsquo;s my vocation, but besides that I&rsquo;m just like you. I have a family, a wife and two children. Every day I go out into the world to provide for them, I come home and have fun with them and I worry about them. In my free time I love to cook and I have two fantasy football teams that take up way too much of my free time, but I can also claim four championships in the past three seasons!! If you are going to be distracted at least make it worth your while. I also love to lead a local community association and I give back to my community as a Free Mason.\n\nSo yes, I am a lawyer, but I practice for three reasons: to love, to serve and to care. If you can get those three things right in any occupation you have, then everyone else wins. That&rsquo;s the goal. And after all isn&rsquo;t that what life is all about?\n-\nLaurence Gendelman, Esq., is a trust, estate, and family law attorney, child and family investigator, and partner at\nGendelman Klimas, Ltd. Mr. Gendelman received his law and undergraduate degrees from the University of Colorado, Boulder. Mr. Gendelman&rsquo;s practice focuses on the intersection of family, juvenile, and probate law.\n\nMr. Gendelman was named Law Week Colorado Barrister&rsquo;s Best Trust and Estate Attorney in 2018, and People&rsquo;s Choice Trust and Estate Attorney in 2017. He has also been named a Super Lawyers Rising Star from 2019 to 2022. Mr. Gendelman has been published in the Orange Book, Colorado Lawyer, and national publications.\n\nIn addition, he has served as the Secretary of the Committee on Rules and Forms for the Trust and Estate Section of the Colorado Bar Association and as a past president of the Colorado LGBT Bar Association. Mr. Gendelman is currently on the Denver Bar Association&rsquo;s Board of Trustees as the Diversity Bar Chair.&quot;}" data-sheets-userformat="{&quot;2&quot;:4993,&quot;3&quot;:{&quot;1&quot;:0},&quot;10&quot;:2,&quot;11&quot;:4,&quot;12&quot;:0,&quot;15&quot;:&quot;Arial&quot;}" style="font-size: 10pt; font-family: Arial;">Elizabeth Yang CEO and Founder of Yang Law Offices, has been practicing law since 2007 and specializes<br />in Intellectual Property Law, including Patent, Copyright and Trademark Prosecution, and Litigation;<br />Business Law and Estate Planning.<br />She was awarded the &ldquo;Top 100 Civil Lawyers&rdquo; award, &ldquo;Top 40 Lawyers Under 40&rdquo; award by the National<br />Trial Lawyers Association, recognized by Thomson Reuters Super Lawyers as a &ldquo;Rising Star&rdquo; ranked the<br />top 2.5% of lawyers in California, presented with the Lawyers of Distinction award, recognizing her as<br />the top 10% of lawyers in the United States<br />In 2017, she started publishing best-selling books, such as &ldquo;The Big Secret&rdquo; alongside Jack Canfield,<br />author of the Chicken Soup for the Soul series, &ldquo;Stress-Free Divorce&rdquo; to assist parties going through their<br />difficult times, &ldquo;The Authorities: Powerful Wisdom from Leaders in the Field,&rdquo; &ldquo;Women in the Modern<br />Business World,&rdquo; &ldquo;Social Marriage,&rdquo; and &ldquo;Asian Women Who Bossup.&rdquo;<br /></span></p>

Jason Plotkin

Lawyer

<p><span style="font-family: Arial; font-size: 13.3333px;">So I am a lawyer. Why should you care? Yes, it&rsquo;s my vocation, but besides that I&rsquo;m just like you. I have a family, a wife and two children. Every day I go out into the world to provide for them, I come home and have fun with them and I worry about them. In my free time I love to cook and I have two fantasy football teams that take up way too much of my free time, but I can also claim four championships in the past three seasons!! If you are going to be distracted at least make it worth your while. I also love to lead a local community association and I give back to my community as a Free Mason.</span><br style="font-family: Arial; font-size: 13.3333px;" /><br style="font-family: Arial; font-size: 13.3333px;" /><span style="font-family: Arial; font-size: 13.3333px;">So yes, I am a lawyer, but I practice for three reasons: to love, to serve and to care. If you can get those three things right in any occupation you have, then everyone else wins. That&rsquo;s the goal. And after all isn&rsquo;t that what life is all about?</span></p>

Laurence Gendelman

Denver Bar Association’s Board of Trustees as the Diversity Bar Chair.

<p><span style="font-family: Arial; font-size: 13.3333px;">Laurence Gendelman, Esq., is a trust, estate, and family law attorney, child and family investigator, and partner at</span><br style="font-family: Arial; font-size: 13.3333px;" /><span style="font-family: Arial; font-size: 13.3333px;">Gendelman Klimas, Ltd. Mr. Gendelman received his law and undergraduate degrees from the University of Colorado, Boulder. Mr. Gendelman&rsquo;s practice focuses on the intersection of family, juvenile, and probate law.</span><br style="font-family: Arial; font-size: 13.3333px;" /><br style="font-family: Arial; font-size: 13.3333px;" /><span style="font-family: Arial; font-size: 13.3333px;">Mr. Gendelman was named Law Week Colorado Barrister&rsquo;s Best Trust and Estate Attorney in 2018, and People&rsquo;s Choice Trust and Estate Attorney in 2017. He has also been named a Super Lawyers Rising Star from 2019 to 2022. Mr. Gendelman has been published in the Orange Book, Colorado Lawyer, and national publications.</span><br style="font-family: Arial; font-size: 13.3333px;" /><br style="font-family: Arial; font-size: 13.3333px;" /><span style="font-family: Arial; font-size: 13.3333px;">In addition, he has served as the Secretary of the Committee on Rules and Forms for the Trust and Estate Section of the Colorado Bar Association and as a past president of the Colorado LGBT Bar Association. Mr. Gendelman is currently on the Denver Bar Association&rsquo;s Board of Trustees as the Diversity Bar Chair.</span></p>

time icon October 9, 2023 13:00

2024 Planning Workshop

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*CLE/CPD Eligible Session

It’s that time of year again: time for your team’s annual planning session.

You’ve either booked “heads down” time in your calendar, have had a colleague ask if you’re thinking about it, or have been invited to an onsite.

Sound familiar? Then this workshop is for you.

We all know planning is important, but where do you start and how can it be done effectively (aka the part where you turn the bluesky ideas into an approved roadmap for the year).

In this 1-hour workshop, learn how to:

Separate a good business strategy from a bad one

Align your team around a shared vision, objectives, and business goals

Create an actionable plan that ensures you hit your targets

We’ll even have some takeaway material to help guide your process when you go back home.

Mechelle Woznicki

Former United States Navy Veteran and Global Strategic Sourcing Manager

<p><span data-sheets-value="{&quot;1&quot;:2,&quot;2&quot;:&quot;Mechelle is a former United States Navy Veteran and Global Strategic Sourcing Manager with a unique perspective on legal issues. Her background in lean manufacturing and practical process improvement allows her to navigate complex legal issues in family law, mediation, and law firm consulting. With a settlement-focused approach, she helps clients resolve disputes with less fighting, less time in court, and more money in their pocket. Mechelle is a dynamic and engaging speaker, passionate about sharing her knowledge and empowering others to take control of their legal challenges. Her unique perspective, expertise, and passion make her a sought-after speaker, inspiring audiences to approach legal issues in a more efficient and effective way.&quot;}" data-sheets-userformat="{&quot;2&quot;:4480,&quot;10&quot;:2,&quot;11&quot;:4,&quot;15&quot;:&quot;Arial&quot;}" style="font-size: 10pt; font-family: Arial;">Mechelle is a former United States Navy Veteran and Global Strategic Sourcing Manager with a unique perspective on legal issues. Her background in lean manufacturing and practical process improvement allows her to navigate complex legal issues in family law, mediation, and law firm consulting. With a settlement-focused approach, she helps clients resolve disputes with less fighting, less time in court, and more money in their pocket. Mechelle is a dynamic and engaging speaker, passionate about sharing her knowledge and empowering others to take control of their legal challenges. Her unique perspective, expertise, and passion make her a sought-after speaker, inspiring audiences to approach legal issues in a more efficient and effective way.</span></p>

time icon October 9, 2023 13:00

Unpacking the 2023 Legal Trends Report

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*CLE/CPD Eligible Session

Trends change, but every year, Clio’s Legal Trends Report delivers industry insights that help firms like yours successfully navigate the months and years ahead.

And this year is no exception. Join this popular session and set your firm on the right path for 2024.

In this session, learn how to:

Unpack the insights from the 2023 Legal Trends Report and ensure you are pricing your services appropriately against market rates

Optimize your firm operations and spend to set you on the right track for the coming year

Mimic the successes of “growing” firms and avoid the mistakes of “shrinking” firms

You don’t need to be a data scientist to forecast pitfalls…you just need to bring your questions to our experts!

Clio Host: Joshua Lenon

Joshua Lenon

Lawyer in Residence at Clio

<p><span data-sheets-value="{&quot;1&quot;:2,&quot;2&quot;:&quot;Joshua Lenon is Clio&rsquo;s Lawyer in Residence. An attorney admitted to the New York Bar, Joshua has worked extensively to educate lawyers on how technology can enhance their practices, while also teaching tech companies about the unique needs of legal professionals and organizations.&quot;}" data-sheets-userformat="{&quot;2&quot;:513,&quot;3&quot;:{&quot;1&quot;:0},&quot;12&quot;:0}" style="font-size: 10pt; font-family: Arial;">Joshua Lenon is Clio&rsquo;s Lawyer in Residence. An attorney admitted to the New York Bar, Joshua has worked extensively to educate lawyers on how technology can enhance their practices, while also teaching tech companies about the unique needs of legal professionals and organizations.</span></p>

time icon October 9, 2023 13:15

Networking: Family Law, Wills/Trusts/Estates, Real Estate

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Join other practitioners in Family Law, Wills/Trusts/Estates, and Real Estate for a networking session.

time icon October 9, 2023 13:15

How to Turn Insights into Actions with Clio Manage Reports

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Running a law firm is also running a business. And every successful business needs insight into what it’s doing well—and where it can improve. Those are insights that Clio Manage’s reporting capabilities can deliver.

In this 15-minute product walkthrough, learn how to:

Gain business and financial oversight into your firm

Determine how much billable work you’re doing and how much money you’re making

Use this information to optimize firm operations, staff productivity, utilization, realization, and collections

Knowing where your time is going is incredibly valuable to your ongoing success—and there’s no more valuable 15 minutes to spend at ClioCon than right here in this session.

Omar Robinson

Omar Robinson

Clio’s Customer Onboarding team

<p><span data-sheets-value="{&quot;1&quot;:2,&quot;2&quot;:&quot;Omar Robinson is a Senior member of Clio&rsquo;s Customer Onboarding team, he brings a wealth of experience managing and building relationships with customers. Omar&rsquo;s creative thinking, professionalism and skilled account management sets his customers up for long term success.&quot;}" data-sheets-userformat="{&quot;2&quot;:513,&quot;3&quot;:{&quot;1&quot;:0},&quot;12&quot;:0}" style="font-size: 10pt; font-family: Arial;">Omar Robinson is a Senior member of Clio&rsquo;s Customer Onboarding team, he brings a wealth of experience managing and building relationships with customers. Omar&rsquo;s creative thinking, professionalism and skilled account management sets his customers up for long term success.</span></p>

time icon October 9, 2023 13:40

How to Simplify Your Court Processes

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With everything it takes to run a law firm, staying on top of court deadlines is hard…but critical to your practice. It’s time to take the headache out of staying on top of deadlines.

In this 15-minute product walkthrough, learn how to:

Track court deadlines for your Clio matters

Set default jurisdictions, service types, calendars, and attendees

Optimize your firm processes for court

The biggest win? Knowing how to prepare for trial like a pro.

Noah Aron

Founder of Do The Globe, Simple Case, Little Apple Ranch

<p><span data-sheets-value="{&quot;1&quot;:2,&quot;2&quot;:&quot;Noah is the guiding force behind Clio's judicial initiatives, leading the development of innovative products and AI applications that improve the connection between firms and courts. Prior to Clio, he served as Chief Product Officer at both One Legal and Nationwide Legal, orchestrating significant digital transformations in the litigation support space. Noah previously founded and sold his Chilean startup, Trovali, the first on-demand network for deliveries in Latin America. As an advisor, Noah has guided industry powerhouses like Tyler Technologies, Pacer Pro, and Proof, and has been instrumental in innovation initiatives with The National Center for State Courts. He is the founder of DoTheGlobe, SimpleCase, and Little Apple Ranch where he moonlights as an alpaca whisperer.&quot;}" style="font-size: 10pt; font-family: Arial;">Noah is the guiding force behind Clio's judicial initiatives, leading the development of innovative products and AI applications that improve the connection between firms and courts. Prior to Clio, he served as Chief Product Officer at both One Legal and Nationwide Legal, orchestrating significant digital transformations in the litigation support space. Noah previously founded and sold his Chilean startup, Trovali, the first on-demand network for deliveries in Latin America. As an advisor, Noah has guided industry powerhouses like Tyler Technologies, Pacer Pro, and Proof, and has been instrumental in innovation initiatives with The National Center for State Courts. He is the founder of DoTheGlobe, SimpleCase, and Little Apple Ranch where he moonlights as an alpaca whisperer.</span></p>

time icon October 9, 2023 14:00

Short Break

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Stretch the legs, or grab a beverage at one of our stations ☕

time icon October 9, 2023 14:00

Book Signing: Jack Newton

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Head to the bookstore to purchase your copy of Jack Newton's book prior to the book signing!

time icon October 9, 2023 14:05

How to Set Up Your New Firm Website in 15 Minutes

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With 96% of potential clients using a search engine to find legal advice, it’s essential to maximize your law firm’s visibility.

In this 15-minute product walkthrough, learn how to:

Build and publish a website in minutes using Clio Grow

Select your theme, color scheme, and add text and images

Connect intake forms and appointment scheduling to your website

Start making it easy for potential clients to find you, share their contact information, and even book and pay for a consultation. Just think about what your lead inbox could look like!

Vanessa Gee

<p><span data-sheets-value="{&quot;1&quot;:2,&quot;2&quot;:&quot;Hi! I'm Vanessa. I live in Vancouver, British Columbia - as a typical Vancouverite, I love spending all my time outdoors. From hitting the slopes in the winter to hiking the mountains in the summer - I love it and look forward to meeting everyone!&quot;}" data-sheets-userformat="{&quot;2&quot;:513,&quot;3&quot;:{&quot;1&quot;:0},&quot;12&quot;:0}" style="font-size: 10pt; font-family: Arial;">Hi! I'm Vanessa. I live in Vancouver, British Columbia - as a typical Vancouverite, I love spending all my time outdoors. From hitting the slopes in the winter to hiking the mountains in the summer - I love it and look forward to meeting everyone!</span></p>

time icon October 9, 2023 14:15

Workflows for Mid-Sized Firms

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There are A LOT of moving parts when it comes to mid-size firm operations. ⚙️ Between the size, scale, and needs of everyone at the firm, there is no silver bullet or one-size-fits-all solution. But the good news is, there doesn’t need to be…when you have the right solutions in place.

In this session, learn how to:

Scale the impact of technology across your firm
Enable freedom of choice for firm members while setting some common standards
Onboard new members seamlessly, while educating them on the available tech solutions at your firm
Walk away from this session with a clear sense of how to enable your team and amplify their impact through tech!

Clio Host: Taylor Digiulio

Audrey Gay Ehrhardt

Attorney and Behavioral Consultant

<p><span data-sheets-value="{&quot;1&quot;:2,&quot;2&quot;:&quot;Meet Audrey Ehrhardt, Esquire, CBC. Audrey has unique experience in building, managing, and marketing successful law practices and corporations nationwide. Her expertise gives her a unique perspective when working with attorneys and their teams to effectively address the challenges they face. A licensed Florida attorney and certified behavioral consultant, Audrey is a national speaker on topics such as elder law, advanced planning strategies for seniors, business development, team building, cyber security, software solutions, and marketing with today&rsquo;s technology. She lives in Florida, travels as much as possible, and manages her own Florida law firm as well using today&rsquo;s technology.&quot;}" data-sheets-userformat="{&quot;2&quot;:4993,&quot;3&quot;:{&quot;1&quot;:0},&quot;10&quot;:2,&quot;11&quot;:4,&quot;12&quot;:0,&quot;15&quot;:&quot;Arial&quot;}" style="font-size: 10pt; font-family: Arial;">Meet Audrey Ehrhardt, Esquire, CBC. Audrey has unique experience in building, managing, and marketing successful law practices and corporations nationwide. Her expertise gives her a unique perspective when working with attorneys and their teams to effectively address the challenges they face. A licensed Florida attorney and certified behavioral consultant, Audrey is a national speaker on topics such as elder law, advanced planning strategies for seniors, business development, team building, cyber security, software solutions, and marketing with today&rsquo;s technology. She lives in Florida, travels as much as possible, and manages her own Florida law firm as well using today&rsquo;s technology.</span></p>

time icon October 9, 2023 14:15

Dark Social - How to Turn Your Community Into an Eager Referral Source

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If you think dark social means changing your screen color to “night mode” then this session is for you.

Dark social refers to the sharing of online content through private, non-trackable channels such as messaging apps, email, and closed social media groups. While it can account for a significant source of web traffic, it’s incredibly difficult to measure.

In this session, learn how to:

Leverage dark social to amplify your authority and trust

Create a referral pipeline through private and non-trackable channels

Associate quality and value to the effort invested and leads attributed to dark social

By the end of this session, you’ll know how to encourage testimonials and create a whole new referral program through channels your clients are already using!

Conrad Saam

Founder of Mockingbird

<p><span data-sheets-value="{&quot;1&quot;:2,&quot;2&quot;:&quot;After leading marketing efforts for Avvo, Conrad Saam founded Mockingbird, an online marketing agency focused exclusively on legal. Conrad is the author of the ABA's Own the Map, The FindLaw Jailbreak Guide, and co-host of Lunch Hour Legal Marketing with Gyi Tsakalakis, a Google Small Business Advisor, and has held positions for various ABA&rsquo;s Practice Management marketing committees. A semi-professional bridge arsonist, Conrad enjoys publishing Cease and Desist letters from unscrupulous legal marketing vendors. He once bought the keyword, &ldquo;mesothelioma lawyer&rdquo; for $4.76. Conrad is the proud owner of Zippy, the first and only chicken to be awarded the Lawyers of Distinction Top 10% Award, which recognizes lawyers duped into buying a $700 annual subscription to a plaque.&quot;}" data-sheets-userformat="{&quot;2&quot;:4480,&quot;10&quot;:0,&quot;11&quot;:4,&quot;15&quot;:&quot;Arial&quot;}" style="font-size: 10pt; font-family: Arial;">After leading marketing efforts for Avvo, Conrad Saam founded Mockingbird, an online marketing agency focused exclusively on legal. Conrad is the author of the ABA's Own the Map, The FindLaw Jailbreak Guide, and co-host of Lunch Hour Legal Marketing with Gyi Tsakalakis, a Google Small Business Advisor, and has held positions for various ABA&rsquo;s Practice Management marketing committees. A semi-professional bridge arsonist, Conrad enjoys publishing Cease and Desist letters from unscrupulous legal marketing vendors. He once bought the keyword, &ldquo;mesothelioma lawyer&rdquo; for $4.76. Conrad is the proud owner of Zippy, the first and only chicken to be awarded the Lawyers of Distinction Top 10% Award, which recognizes lawyers duped into buying a $700 annual subscription to a plaque.</span></p>

time icon October 9, 2023 14:15

How to be a Better Lawyer: Mental Health Microsteps

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*CLE/CPD Eligible Session

Mental health is so much bigger than, “live, laugh, love.” In fact, it’s bigger than meditation, exercise, eating right, and rigid wakeup schedules to try to fit it all in.

It’s complex, it’s different for everyone, and it’s hard to put into practice. If you’ve ever wanted to prioritize your health but didn’t know where to start (or couldn’t stick to your goals) don’t beat yourself up. We’ve all been there and it’s okay. ♥️

In this session, learn how to:

Integrate wellness in a more manageable and realistic way Set up your day to give you the mental space to prioritize your needs
Turn goals into everyday (instinctive) practices The first step is taking some time for you. Join us for this one, as we take it one step at a time.

Pro-tip: Pair this session with “How to Break the Cycle of Lawyer Burnout” to amplify the impact of each talk.

Del Friday

Founder of a Law Firm

<p><span data-sheets-value="{&quot;1&quot;:2,&quot;2&quot;:&quot;Del Friday is the founder of a law firm you have never heard of that is located in a suburb of Vancouver that you will never visit. She has had an average career as a lawyer for over two decades. Del will never be recognized for the 100s of wills she has drafted or for the sheer volume of real estate deals she has worked on during her first few years as a solicitor. No one will tell stories about her legal achievements like the time she found an unpaid tax bill during the due diligence process of a share purchase.\n\nDel is well-known for her laugh, contagious enthusiasm, and ability to make even a rock talk. While her legal career could be described as unremarkable, she is perfectly satisfied with her accomplishments. \n\nDel finds joy in providing legal services to everyday people and feels called to support families moving through difficult circumstances. She is proud of the micro-firm that she has built over the last two years. The firm provides her with the time to pursue her many passions, including her work as an educator for the Courthouse Library of British Columbia. &ldquo;My part-time library job is amazing. I love providing resources and training to new lawyers and other members of the legal community. Did you know that one of the library&rsquo;s values is kindness? Wow! That place makes my heart sing.&rdquo;&quot;}" data-sheets-userformat="{&quot;2&quot;:4480,&quot;10&quot;:2,&quot;11&quot;:4,&quot;15&quot;:&quot;Poppins&quot;}" style="font-size: 10pt; font-family: Poppins, Arial;">Del Friday is the founder of a law firm you have never heard of that is located in a suburb of Vancouver that you will never visit. She has had an average career as a lawyer for over two decades. Del will never be recognized for the 100s of wills she has drafted or for the sheer volume of real estate deals she has worked on during her first few years as a solicitor. No one will tell stories about her legal achievements like the time she found an unpaid tax bill during the due diligence process of a share purchase.<br /><br />Del is well-known for her laugh, contagious enthusiasm, and ability to make even a rock talk. While her legal career could be described as unremarkable, she is perfectly satisfied with her accomplishments.<br /><br />Del finds joy in providing legal services to everyday people and feels called to support families moving through difficult circumstances. She is proud of the micro-firm that she has built over the last two years. The firm provides her with the time to pursue her many passions, including her work as an educator for the Courthouse Library of British Columbia. &ldquo;My part-time library job is amazing. I love providing resources and training to new lawyers and other members of the legal community. Did you know that one of the library&rsquo;s values is kindness? Wow! That place makes my heart sing.&rdquo;</span></p>

time icon October 9, 2023 14:15

Legal Accounting Made Easier

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*CLE/CPD Eligible Session

Law firm accounting can feel daunting, but with the right systems and processes, you can turn it into a valuable tool for your business.

If you’re looking for clarity on how to best utilize Clio together with QuickBooks Online (QBO) to streamline your accounting workflow, minimize duplicate entry, and maintain trust compliance, then this session is for you.

After this workshop, you will: Understand the specific accounting needs of law firms Understand which accounting tasks are handled in Clio vs. QuickBooks Online

Learn best practices for structuring your systems and processes to be more efficient while maintaining compliance If you’re ready to get a handle on your firm’s accounting systems then this workshop is a must-attend!

*This session is geared towards users with a baseline understanding of Clio and QuickBooks Online but will be helpful for everyone looking to learn more about accounting for lawyers.

Mark Khazanovich

Director of Operations at KORE Accounting Solutions

<p><span data-sheets-value="{&quot;1&quot;:2,&quot;2&quot;:&quot;Mark Khazanovich is the Director of Operations at KORE Accounting Solutions, a future-focused management accounting firm specializing in providing legal professionals and business owners with the data and insights they need to stay compliant and run profitable firms.\n\nMark joined KORE in 2015, bringing his operational management, software implementation, and cloud technology experience to the team. Since that time, Mark has led the transition of KORE into a progressive, technology-forward accounting firm, focusing not merely on compliance accounting, but on helping KORE&rsquo;s customers utilize their financial data to gain business insights. In addition to working with his customers, Mark enjoys educating attorneys and business owners on accounting principles and operational best practices, and has facilitated numerous Continuing Legal Education workshops on various accounting and operational topics.\n\nOutside of work, Mark loves playing music, smoking meat, and spending time with his wife, two young sons, and dog, Miles Davis (the king of cool). Mark is involved in various philanthropic and community organizations, including sitting on one of the Phoenix Chief of Police&rsquo;s advisory boards. In recognition of his community leadership efforts, Mark was the recipient of the Sy Clark Young Leadership Award in 2017.&quot;}" data-sheets-userformat="{&quot;2&quot;:4480,&quot;10&quot;:2,&quot;11&quot;:4,&quot;15&quot;:&quot;Arial&quot;}" style="font-size: 10pt; font-family: Arial;">Mark Khazanovich is the Director of Operations at KORE Accounting Solutions, a future-focused management accounting firm specializing in providing legal professionals and business owners with the data and insights they need to stay compliant and run profitable firms.<br /><br />Mark joined KORE in 2015, bringing his operational management, software implementation, and cloud technology experience to the team. Since that time, Mark has led the transition of KORE into a progressive, technology-forward accounting firm, focusing not merely on compliance accounting, but on helping KORE&rsquo;s customers utilize their financial data to gain business insights. In addition to working with his customers, Mark enjoys educating attorneys and business owners on accounting principles and operational best practices, and has facilitated numerous Continuing Legal Education workshops on various accounting and operational topics.<br /><br />Outside of work, Mark loves playing music, smoking meat, and spending time with his wife, two young sons, and dog, Miles Davis (the king of cool). Mark is involved in various philanthropic and community organizations, including sitting on one of the Phoenix Chief of Police&rsquo;s advisory boards. In recognition of his community leadership efforts, Mark was the recipient of the Sy Clark Young Leadership Award in 2017.</span></p>

time icon October 9, 2023 14:15

Networking: Office Managers & Support Staff Sponsored by: LUCRUM Powered by Paula Field"

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You do so much for others to help ensure your team is set up for success, the firm is running in tip-top order, and clients have a great experience. It’s time to take some much deserved “you time” and connect with other firm superheroes.

In this mixer, expect to:

Socialize with other office managers and support staff

Swap horror stories and have a laugh about it all

Share tips, tricks, and lessons you’ve learned over the years

Sponsored by: LUCRUM Powered by Paula Field

Light bites will be available!

time icon October 9, 2023 14:30

How to Use Payment Plans to Meet Your Clients Where They're At

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Who doesn’t love a win-win?

Payment plans are a great way to “set it and forget it” while giving your clients flexibility in the way they pay for your services.

In this 15-minute product walkthrough, learn how to:

Set up and manage payment plans

Add a client to a payment plan

Share payment plan links with clients

Get all the quick tips to support your bottom line and peace of mind!

Tristan Kenning

Staff Product Manager at Clio

<p><span data-sheets-value="{&quot;1&quot;:2,&quot;2&quot;:&quot;Tristan Kenning is a Staff Product Manager at Clio. Over the past year, he has contributed to Clio's payments journey by adding new features and capabilities to the platform. Before joining Clio, he spent almost a decade working on payment systems for various businesses, building and launching online banking and payment products. With his extensive FinTech expertise, he is excited to continue driving innovation in the financial services space at Clio.&quot;}" style="font-size: 10pt; font-family: Arial;">Tristan Kenning is a Staff Product Manager at Clio. Over the past year, he has contributed to Clio's payments journey by adding new features and capabilities to the platform. Before joining Clio, he spent almost a decade working on payment systems for various businesses, building and launching online banking and payment products. With his extensive FinTech expertise, he is excited to continue driving innovation in the financial services space at Clio.</span></p>

time icon October 9, 2023 14:45

Applying 2023 LTR insights to your firm

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So you read the Legal Trends Report…now what?

This workshop will help you turn those insights into an action plan for your firm.

In this workshop, learn how to:

Deliver on evolving client needs (without hitting burnout)

Increase productivity and scalability in your practice

Create a 90-day roadmap for implementation

This is where rubber meets the road and you turn stats into success. Talk about being data-driven!

Workshop Leaders: Joshua Lenon, Erin Walker

Joshua Lenon

Lawyer in Residence at Clio

<p><span data-sheets-value="{&quot;1&quot;:2,&quot;2&quot;:&quot;Joshua Lenon is Clio&rsquo;s Lawyer in Residence. An attorney admitted to the New York Bar, Joshua has worked extensively to educate lawyers on how technology can enhance their practices, while also teaching tech companies about the unique needs of legal professionals and organizations.&quot;}" data-sheets-userformat="{&quot;2&quot;:513,&quot;3&quot;:{&quot;1&quot;:0},&quot;12&quot;:0}" style="font-size: 10pt; font-family: Arial;">Joshua Lenon is Clio&rsquo;s Lawyer in Residence. An attorney admitted to the New York Bar, Joshua has worked extensively to educate lawyers on how technology can enhance their practices, while also teaching tech companies about the unique needs of legal professionals and organizations.</span></p>

Erin Walker

Director of Strategy and Enablement at Clio

<p><span style="font-family: Arial; font-size: 13.3333px;">Erin Walker is the Director of Strategy and Enablement at Clio, and has been working in digital communications since Netscape Navigator was a viable web browser. She has extensive experience operationalizing technology to achieve business goals, and she&rsquo;s &ldquo;practically obsessed&rdquo; with AI, hosting Clio&rsquo;s international and highly successful AI webinar series. She is passionate about using technology to solve problems and make the world a better place.</span></p>

time icon October 9, 2023 14:45

Implementing Clio's Latest Features

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The industry continues to evolve, just like your legal technology needs. That’s why we roll out a variety of new features and updates each year: so you can soar to new heights.

In this 1-hour showcase, learn more about how to:

Use Clio’s latest product releases to your advantage
Incorporate what’s new into your existing workflows
Enable your teams to leverage the latest and greatest from Clio
There’s no better place than ClioCon to immerse yourself in learning more about Clio’s latest advancements! Let’s have you hitting the ground running!

Workshop Leader: Robert Favel

Robert Favel

Customer Success Manager at Clio

<p>Robert is a customer success manager and over his working career became a long-time devotee to customer success in industries that start with the letter T: travel, tourism, transportation (airline), telecom, and now (legal) tech. Now celebrating two years working at Clio, Rob has this to say: "being a concierge to success is exciting and fulfilling for me. The best part is seeing real-world results for customers." Rob is an aikido instructor with the Ki Society (Northwest) teaching kids, youth, and adults. Outside of work and the dojo, he can be found cycling around town or at home playing shogi (Japanese chess) or nurturing his World of Warships addition.</p>

Lillian Wu

Staff Product Manager at Clio

<p>Lillian brings a diverse experience in product management, gained from her roles across various industries including payments, fintech, finance and healthcare. Joining Clio earlier this year as a Staff Product Manager, Lillian's current focus revolves around addressing customer needs to enhance financial processes and workflows for legal professionals. Lillian is based out in beautiful Vancouver, BC. She&rsquo;s very excited to be at her first ClioCon and have the opportunity to connect with you.</p>

Ryan Lyster

Lead Customer Support department at Clio

<p>Ryan has spent his career dedicated to helping businesses reach value through technology. He began his journey at Clio four years ago, initially leading the Customer Support department. Today, he oversees the Onboarding, Data Migrations, Account Management, and Customer Success Management functions. You've likely interacted with one of his capable team members, and if you happen to come across him after the session he&rsquo;d love to hear about your experience.</p>

Logan Day

Account Executive at Clio

<p>Logan Day is an Account Executive at Clio, working with mid to large-sized law firms. Logan comes to Clio with over 7 years of experience in business development and consulting, and is passionate about helping firms &ldquo;match the modern client journey&rdquo;. When not helping firms streamline their operations, he enjoys travelling, reading, spending time with his dog Daisy, or running down by the harbour in Toronto, where he resides.</p>

Ilina Dasgupta

Senior Customer Success Manager at Clio

<p>Ilina Dasgupta is a Senior Customer Success Manager and has been with Clio since 2019. With over a decade of customer-facing experience, she loves being able to partner with clients to be their voice within Clio and help them optimize all the different features that Clio has to offer. Ilina comes from a background in Event Planning so you might see her running around the conference as she takes the lead with some special events.</p>

Aleida Vandenbosch

Senior Product Manager for Clio Manage

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Aleida is a Senior Product Manager for Clio Manage, overseeing the document management solution, and is based out in Vancouver, Canada. Aleida&rsquo;s career took her through many different roles from marketing, professional services, and project management before landing in product management. Aleida is currently focused on adding more core document-related functionality in Manage and improving the performance of Clio Drive. Come find her at the Product Lab at Clio Con and she is looking forward to connecting with customers in-person.</span></p>

time icon October 9, 2023 14:45

Short Break

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Stretch the legs, or grab a beverage at one of our stations ☕

time icon October 9, 2023 14:55

How Clio Helps PI Firms

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In this session designed for Personal Injury Lawyers, you'll learn how Clio addresses common pain points for this practice area with new and existing featuresin the product.

Clio Hosts: Devon Mitton & Shannon Boucousis

Devon Mitton

Product Design Manager

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Devon Mitton - Product Design Manager He oversees a team of designers that are continually improving the core Clio Manage experience for Matters, Clients, Scheduling, Tasks, and our integrations with Google, Microsoft, and more. It's his priority to ensure we're doing our best to understand how you like to work so we can build the best product for you.</span></p>

Shannon Boucousis

Group Product Manager at Clio

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Shannon Boucousis is a Group Product Manager at Clio. She oversees a team of product managers that are developing roadmaps for Clio Manage matters, contacts, documents, tasks and calendaring as well as our integrations with Google, Microsoft, and more. It's her priority to ensure we're doing our best to understand your workflows to ensure we're creating a product that meets your needs and exceeds your expectations</span></p>

time icon October 9, 2023 15:00

Networking: Meet the App Integration Award Winners

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Join this networking session to meet the winners of the 2023 App Integration Awards

time icon October 9, 2023 15:00

The Impact of AI, Co-Pilot and Large Language Models on the Future of Legal Work

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Learn about the fast paced and evolving AI landscape and how it will influence your everyday work as a lawyer. See real world examples of how Microsoft 365 Co-Pilot and Azure will help lawyers to unlock productivity and re-invent business processes.
Clio Host: Tom Heinan 

Stephen Kaufman

Chief Architect in the Microsoft Customer Success Unit Team

<p><span data-sheets-value="{&quot;1&quot;:2,&quot;2&quot;:&quot;Stephen Kaufman serves as Chief Architect in the Microsoft Customer Success Unit Team and brings 30 years of consulting experience across some of our largest enterprise customers.\n\nHe works with our largest customers to help them understand and utilize the cloud covering AI and App Dev as well as portfolio assessments to specific application architecture, design, development, and delivery.\n\nHe is a public speaker and has appeared at a variety of industry conferences nationally and internationally (both public as well as internal Microsoft conferences) over the years discussing AI, application development, integration and cloud computing strategies as well as a variety of other related topics. Stephen is also a published author with three books as well as a number of whitepapers and other published content.\n\nIn addition, he is a board-certified Distinguished Architect (CITA-D &ndash; IASA Global) and continues to work with IASA mentoring and creating content.&quot;}" data-sheets-userformat="{&quot;2&quot;:4993,&quot;3&quot;:{&quot;1&quot;:0},&quot;10&quot;:2,&quot;11&quot;:4,&quot;12&quot;:0,&quot;15&quot;:&quot;Arial&quot;}" style="font-size: 10pt; font-family: Arial;">Stephen Kaufman serves as Chief Architect in the Microsoft Customer Success Unit Team and brings 30 years of consulting experience across some of our largest enterprise customers.<br /><br />He works with our largest customers to help them understand and utilize the cloud covering AI and App Dev as well as portfolio assessments to specific application architecture, design, development, and delivery.<br /><br />He is a public speaker and has appeared at a variety of industry conferences nationally and internationally (both public as well as internal Microsoft conferences) over the years discussing AI, application development, integration and cloud computing strategies as well as a variety of other related topics. Stephen is also a published author with three books as well as a number of whitepapers and other published content.<br /><br />In addition, he is a board-certified Distinguished Architect (CITA-D &ndash; IASA Global) and continues to work with IASA mentoring and creating content.</span></p>

time icon October 9, 2023 15:00

Getting Started with Clio

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Welcome to the Clio community, we’re so excited you chose to be a part of this movement!

Are you in your first 6-12 months of using Clio? We’re here to help you get set up for success.

In this session, learn how to:

Configure your account for success

Explore popular features you may not be using

Learn how other firms found success when starting with Clio

No question is too small, big, or nuanced for this session! Our team will be on-site over the course of the conference here and at the Clio bar to ensure you’re walking away feeling confident in choosing Clio.

Clio Host: Sheena Da Ponte

Sheena DaPonte

Customer Support Team Manager at Clio

<p><span data-sheets-value="{&quot;1&quot;:2,&quot;2&quot;:&quot;Sheena da Ponte is a dynamic and energetic Customer Support Team Manager with a passion for delivering exceptional customer experiences. With a background in customer support leadership and training and development for small business owners, Sheena has been a part of Team Clio for the last 4 years. Known for her people-focused leadership style, she thrives on building high-performing teams and cultivating a positive, intentional work environment. Sheena&rsquo;s expertise lies in understanding the needs of both customers and team members, allowing her to lead her team to create innovative solutions that enhance customer satisfaction. She possesses a keen understanding of the challenges faced by small business owners and has dedicated herself to supporting Clio customer&rsquo;s growth and success. With a strong commitment to ongoing development, Sheena is constantly seeking ways to improve her skills and naturally leans into Clio&rsquo;s Value of &ldquo;Get Better Everyday&rdquo;. Driven by a passion for excellence, her ability to effectively communicate, motivate, and inspire her team is her superpower which she uses in partnership with fellow leaders to help them achieve outstanding results. Outside of work, she&rsquo;s a mom of a joyful 2-year-old, and a performer/producer of theatre productions in Vancouver, B.C.&quot;}" data-sheets-userformat="{&quot;2&quot;:513,&quot;3&quot;:{&quot;1&quot;:0},&quot;12&quot;:0}" style="font-size: 10pt; font-family: Arial;">Sheena da Ponte is a dynamic and energetic Customer Support Team Manager with a passion for delivering exceptional customer experiences. With a background in customer support leadership and training and development for small business owners, Sheena has been a part of Team Clio for the last 4 years. Known for her people-focused leadership style, she thrives on building high-performing teams and cultivating a positive, intentional work environment. Sheena&rsquo;s expertise lies in understanding the needs of both customers and team members, allowing her to lead her team to create innovative solutions that enhance customer satisfaction. She possesses a keen understanding of the challenges faced by small business owners and has dedicated herself to supporting Clio customer&rsquo;s growth and success. With a strong commitment to ongoing development, Sheena is constantly seeking ways to improve her skills and naturally leans into Clio&rsquo;s Value of &ldquo;Get Better Everyday&rdquo;. Driven by a passion for excellence, her ability to effectively communicate, motivate, and inspire her team is her superpower which she uses in partnership with fellow leaders to help them achieve outstanding results. Outside of work, she&rsquo;s a mom of a joyful 2-year-old, and a performer/producer of theatre productions in Vancouver, B.C.</span></p>

time icon October 9, 2023 15:00

Panel: How to Make "Change Management" More than a Buzzword

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*CLE/CPD Eligible Session

What is change management – and how does it apply to the legal industry?

In our current era of tech-focused industry upheaval, “change management” has become one of the industry’s recent buzzwords. Most other industries have already incorporated it into their transformation initiatives, but in legal, while many have heard of it, everyone understands what it entails differently. As a result of this market confusion, the legal industry is losing out on the opportunity for meaningful and lasting change.

Join legal innovation and change management expert Maya Markovich, leading a discussion with Steven Roseman, Angela Hayden, and Sonia Lakhany as they explore what successful change management looks like: examples of concrete benefits, common misconceptions, and practical advice on how to implement principles on the ground in firms – of change readiness assessment, implementation, and long-term adoption.

Sonia Lakhany

Founder of Lakhany Law

<p><span data-sheets-value="{&quot;1&quot;:2,&quot;2&quot;:&quot;Steven A. Roseman is the founder and managing partner of Roseman Law, APC, a full-service real estate and business law firm, specializing in Common Interest Developments, with offices throughout California.\n\nMr. Roseman has more than 30 years of experience in representing homeowners&rsquo; associations in a variety of legal matters. He serves as general counsel, dealing with transactional, litigation and collection matters on behalf of those associations.\n\nMr. Roseman has significant trial experience, trying more than thirty-three jury trials, bench trials and arbitration proceedings on behalf of his clients and attended countless meditations. Steven&rsquo;s exceptional expertise and experience in legal strategy and consultation have been instrumental in driving significant growth and success for Roseman Law over the past 10 years, enabling the firm to expand its workforce from 10 to 29 employees.\n-\nSonia Lakhany is the founder of Lakhany Law, PC and focuses her practice on counseling business owners on how to protect their catchy business names, logos, and tag lines through trademark registrations. In addition to her law practice, Sonia also teaches courses to other attorneys on practicing trademark law, marketing, and working smarter, not harder. Over the course of her career, Sonia has helped numerous startups and small- and medium-sized businesses secure trademark protection for their brands.\n-\nAngela Hayden started practicing law in Boston's Financial District in 1999 and since then has consciously created a right sized law practice of her own, doing work she loves in a location she adores, while also coaching other professionals to create their own ideal lives.\n&quot;}" data-sheets-userformat="{&quot;2&quot;:513,&quot;3&quot;:{&quot;1&quot;:0},&quot;12&quot;:0}" style="font-size: 10pt; font-family: Arial;">Sonia Lakhany is the founder of Lakhany Law, PC and focuses her practice on counseling business owners on how to protect their catchy business names, logos, and tag lines through trademark registrations. In addition to her law practice, Sonia also teaches courses to other attorneys on practicing trademark law, marketing, and working smarter, not harder. Over the course of her career, Sonia has helped numerous startups and small- and medium-sized businesses secure trademark protection for their brands.<br /><br /></span></p>

Steven Roseman

Founder and Managing Partner of Roseman Law

<p><span style="font-family: Arial; font-size: 13.3333px;">Steven A. Roseman is the founder and managing partner of Roseman Law, APC, a full-service real estate and business law firm, specializing in Common Interest Developments, with offices throughout California.</span><br style="font-family: Arial; font-size: 13.3333px;" /><br style="font-family: Arial; font-size: 13.3333px;" /><span style="font-family: Arial; font-size: 13.3333px;">Mr. Roseman has more than 30 years of experience in representing homeowners&rsquo; associations in a variety of legal matters. He serves as general counsel, dealing with transactional, litigation and collection matters on behalf of those associations.</span><br style="font-family: Arial; font-size: 13.3333px;" /><br style="font-family: Arial; font-size: 13.3333px;" /><span style="font-family: Arial; font-size: 13.3333px;">Mr. Roseman has significant trial experience, trying more than thirty-three jury trials, bench trials and arbitration proceedings on behalf of his clients and attended countless meditations. Steven&rsquo;s exceptional expertise and experience in legal strategy and consultation have been instrumental in driving significant growth and success for Roseman Law over the past 10 years, enabling the firm to expand its workforce from 10 to 29 employees.</span></p>

Angela Hayden

<p><span data-sheets-value="{&quot;1&quot;:2,&quot;2&quot;:&quot;Steven A. Roseman is the founder and managing partner of Roseman Law, APC, a full-service real estate and business law firm, specializing in Common Interest Developments, with offices throughout California.\n\nMr. Roseman has more than 30 years of experience in representing homeowners&rsquo; associations in a variety of legal matters. He serves as general counsel, dealing with transactional, litigation and collection matters on behalf of those associations.\n\nMr. Roseman has significant trial experience, trying more than thirty-three jury trials, bench trials and arbitration proceedings on behalf of his clients and attended countless meditations. Steven&rsquo;s exceptional expertise and experience in legal strategy and consultation have been instrumental in driving significant growth and success for Roseman Law over the past 10 years, enabling the firm to expand its workforce from 10 to 29 employees.\n-\nSonia Lakhany is the founder of Lakhany Law, PC and focuses her practice on counseling business owners on how to protect their catchy business names, logos, and tag lines through trademark registrations. In addition to her law practice, Sonia also teaches courses to other attorneys on practicing trademark law, marketing, and working smarter, not harder. Over the course of her career, Sonia has helped numerous startups and small- and medium-sized businesses secure trademark protection for their brands.\n-\nAngela Hayden started practicing law in Boston's Financial District in 1999 and since then has consciously created a right sized law practice of her own, doing work she loves in a location she adores, while also coaching other professionals to create their own ideal lives.\n&quot;}" data-sheets-userformat="{&quot;2&quot;:513,&quot;3&quot;:{&quot;1&quot;:0},&quot;12&quot;:0}" style="font-size: 10pt; font-family: Arial;">Angela Hayden started practicing law in Boston's Financial District in 1999 and since then has consciously created a right sized law practice of her own, doing work she loves in a location she adores, while also coaching other professionals to create their own ideal lives.<br /></span></p>

time icon October 9, 2023 15:00

Consulting Partner Summit

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This session is specifically for Clio’s Channel Partners – law firm consultants, IT/MSP partners, accounting partners and marketing partners. If you are a Channel Partner, this is a session you won’t want to miss!

In this session, our partners will:

Get the latest partner program updates from Clio’s Partnership Team

Network with other partners and Clio team members

Celebrate the previous year with our Partner Impact Awards

We’re looking forward to celebrating where we’ve been, and where we are going together!

Clio Host: Jeff Porter

Jenny Dingus

Senior Vice President of Global Sales at Clio

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Jenny Dingus is the Senior Vice President of Global Sales at Clio. With more than a decade of B2B tech sales leadership experience, Jenny is known for creating an electric team culture across global workforces and driving transformative strategies centered around customer success. At Clio, Jenny is focusing on revenue growth by increasing market share, driving new and existing customer growth, and scaling its world class Sales team. As a member of Chief&mdash;a private membership network focused on connecting and supporting women executive leaders&mdash;Jenny is a champion for elevating women in tech leadership, and brings this same passion to life outside of her work. When she&rsquo;s not trekking outdoors with her kids or cheering on the Georgia Bulldogs (go Dawgs!), you&rsquo;ll likely find Jenny soaring at 30,000 ft to her next travel destination.</span></p>

time icon October 9, 2023 15:20

How to Add Text Messaging to Your Client Communications

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Sometimes getting a client to send you what you need can be challenging. Heck, just ensuring they remember to show up to a meeting can be a struggle! The answer might be as simple as incorporating text messaging into your communications.

In this 15-minute product walkthrough, learn how to:

Start receiving SMS and MMS texts, including photos, videos, GIFs, audio files, and basic .txt documents

Use text templates to send calendar notifications, reminders, and payments links via text to clients

Manage client expectations when it comes to texts

Texting is part of everyday life, and being able to offer it as part of your services could make you more appealing to clients while making your life a whole lot easier.

Clio Host:Joseph Given

Joseph Given

Customer Onboarding Team Lead at Clio

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Joseph Given is a Customer Onboarding Team Lead at Clio. He joined in 2017, where he worked as a Customer Support Agent before moving into the Onboarding Specialist role. As an Onboarding Specialist, Joseph worked with hundreds of solo, small and mid-sized law firms to help them achieve their goals and build strong practice management workflows using Clio. In his current role as a Team Lead, Joseph leads a team whose primary focus is getting customers up and running with Clio by delivering personalized coaching and implementation plans. Additionally, Joseph has presented at the 2018, 2019 &amp; 2022 Clio Cloud Conferences, and has participated in the ABA Tech Show.</span></p>

time icon October 9, 2023 16:00

Networking and Exhibitor Hall Break

time icon October 9, 2023 16:00

Networking: Solo Attorneys Sponsored by: Lawyer.com

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As a solo attorney, you wear a lot of hats, and for this event, it’s time to put on your party hat (Note: Party hats not provided. But you’ll have fun regardless!)!

In this mixer, expect to:

Grow your network of solo practitioners

Share ideas, tips and best practices on managing a firm

Learn new ways of delivering exceptional client service

Sponsored by: Lawyer.com

time icon October 9, 2023 16:30

Conference Keynote: Tactical Empathy: Negotiation Secrets from an FBI Negotiator

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Chris Voss will share a methodology that can be used anywhere in the world, a strategy to build stronger relationships in a shorter period of time, and enable audiences to negotiate deals they never thought would be possible.

In his keynote learn how to:

Apply proven negotiation principles to real-life scenario
Understand how to identify and overcome common negotiation pitfalls.
Discover how to create a collaborative environment that leads to win-win solutions.
Don’t miss out on this opportunity to learn from a true negotiation expert!

Chris Voss

Former FBI Hostage Negotiator

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Chris Voss is a former FBI hostage negotiator and bestselling author who has extensive experience in successful negotiation. With 24 years of experience in the Bureau and training by not only the FBI but also Scotland Yard and Harvard Law School, Voss is the founder and CEO of The Black Swan Group and has received numerous awards for his work in law enforcement. He will draw on his many years of experience in international crisis and high-stakes negotiations to develop a unique program and team that applies these globally proven techniques to the business world. Don&rsquo;t miss out on this opportunity to learn from a true expert in negotiation at ClioCon.</span></p>

time icon October 9, 2023 17:30

Book Signing: Chris Voss

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Head to the bookstore to purchase your copy of Chris Voss' book prior to the book signing!

time icon October 9, 2023 19:00

Monday After Dark at the Grand Ole Opry House

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When the show ends, the party begins!

We can’t wait for you to join us at the iconic Grand Ole Opry House, starting at 7:00 p.m, showtime 8:00pm. There’ll be live music, cocktails, and kudos all around, as we celebrate Clio’s 2023 Reisman winners, live on stage. To make sure you don’t miss a thing, wear your wristband: it’s your all-access pass that gets you into the Opryland and ensures you have access to food and drink.

Details:

Included with all Individual or Team Passes If you’d like to walk or shuttle over with a member of the Clio team, meet us at 6:45 pm at Delta Portico Seats at the Grand Ole Opry House will be given on a first-come, first-served basis
Lite bites and cocktails and mocktails

Day - 03

time icon October 10, 2023 07:00

Registration

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No need to register again on Day 2 if you already did on Day 1. But if you need a conference tour, stop by, our team will be happy to help you.

time icon October 10, 2023 07:00

Breakfast

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Included as part of your conference pass be sure to grab a bite and beverage (vegan and vegetarian options available). 

time icon October 10, 2023 07:00

Yoga

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Join us for morning yoga. Details on location will come out closer to the conference.

time icon October 10, 2023 07:00

Sunrise Yoga

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Sponsored by Streamlined.Legal

time icon October 10, 2023 07:00

Registration Opens

time icon October 10, 2023 07:00

Breakfast Opens

time icon October 10, 2023 08:00

Friends of Bill W

time icon October 10, 2023 08:30

Networking: The Law Community Comes to Life

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If you’re already a part of The Law Community (Clio’s customer platform) then you already know how incredible and supportive the group of people at ClioCon is. This is a chance to meet some of your online friends and contacts in-person.

Taylor Lecky

time icon October 10, 2023 08:30

Speed Networking: Sharing Dreams, Transforming Futures

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In this pre-keynote speed networking session, expect to meet other legal innovators to get the aspirational juices flowing. Sample topics include:

What legal dream or problem would you tackle if you had unlimited resources?
What are your goals for when you get back to work post-conference?
What’s your stretch goal for 2024 and how are you going to get there?

Faciitators: Facilitators: Taylor Lecky, Jesse Harink, Erin Walker, Noelle Uglesic

time icon October 10, 2023 09:00

Amplifying Your Leadership Style in the Face of Adversity

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Join us for an inspiring keynote session with Brian Banks, who, at just 16 years old, was wrongfully convicted and spent a decade fighting for his freedom. Brian’s unwavering resilience and perseverance in the face of adversity are a testament to his ability to overcome challenges and emerge stronger.

In this session, Brian will share his key insights on finding your leadership style in the face of adversity, drawing on his experiences of hitting new levels of success and leading effective teams. He will also discuss his passion for criminal justice reform and provide first-hand perspectives on the flaws of the criminal justice system.

Whether you’re a lawyer, an office manager, or an administrator, Brian’s inspiring story and practical advice will help you amplify your impact and lead with purpose at your own firm. Don’t miss this unique opportunity to learn from a true champion of resilience and justice!

time icon October 10, 2023 09:00

Conference Keynote: Amplifying Your Leadership Style in the Face of Adversity

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Join us for an inspiring keynote session with Brian Banks, who, at just 16 years old, was wrongfully convicted and spent a decade fighting for his freedom. Brian’s unwavering resilience and perseverance in the face of adversity are a testament to his ability to overcome challenges and emerge stronger.

In this session, Brian will share his key insights on finding your leadership style in the face of adversity, drawing on his experiences of hitting new levels of success and leading effective teams. He will also discuss his passion for criminal justice reform and provide first-hand perspectives on the flaws of the criminal justice system.

Whether you’re a lawyer, an office manager, or an administrator, Brian’s inspiring story and practical advice will help you amplify your impact and lead with purpose at your own firm. Don’t miss this unique opportunity to learn from a true champion of resilience and justice!

Brian Banks

Former Football Player

<p><span data-sheets-value="{&quot;1&quot;:2,&quot;2&quot;:&quot;Brian Banks is a former football player turned keynote speaker, life coach, and passionate advocate for criminal justice reform. \n\nDespite being wrongfully convicted and imprisoned for 5 years at the age of 16, he emerged stronger and more resilient than ever before. Now, Banks inspires audiences across the country and internationally with his captivating story and lessons learned, helping individuals and organizations develop their leadership skills, build effective teams, and achieve success. \n\nHis first-hand experience with the flaws in the justice system has given him a unique perspective on the importance of reforming the criminal justice system and the impact it can have on individuals and society as a whole.&quot;}" data-sheets-userformat="{&quot;2&quot;:4993,&quot;3&quot;:{&quot;1&quot;:0},&quot;10&quot;:2,&quot;11&quot;:4,&quot;12&quot;:0,&quot;15&quot;:&quot;Arial&quot;}" style="font-size: 10pt; font-family: Arial;">Brian Banks is a former football player turned keynote speaker, life coach, and passionate advocate for criminal justice reform.<br /><br />Despite being wrongfully convicted and imprisoned for 5 years at the age of 16, he emerged stronger and more resilient than ever before. Now, Banks inspires audiences across the country and internationally with his captivating story and lessons learned, helping individuals and organizations develop their leadership skills, build effective teams, and achieve success.<br /><br />His first-hand experience with the flaws in the justice system has given him a unique perspective on the importance of reforming the criminal justice system and the impact it can have on individuals and society as a whole.</span></p>

time icon October 10, 2023 10:15

Networking and Exhibitor Hall Break

time icon October 10, 2023 10:30

Book Signing: Brian Banks

time icon October 10, 2023 10:45

How to Be: Hard Earned Lessons with Shaka Senghor

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Join Shaka in this thought-provoking and immersive workshop, where he will guide you on an exploratory storytelling journey that examines the delicate balance between the joys of freedom and the perilous realities of navigating life after incarceration. Through his own personal experiences and reflections, Shaka will share with the audience the often-overlooked consequences of navigating the world with a felony record. He will discuss the challenges, the stigmas, and the discrimination that ex-offenders face in their daily lives and how it can impact their ability to successfully reintegrate into society. Using his trademark blend of humor, insight, and vulnerability, Shaka will take the audience on a captivating journey of self-discovery, sharing many of the hard-learned life lessons he gained along the way. Through his powerful storytelling, you will gain a deeper understanding of the issues facing the formerly incarcerated and how we can all play a part in supporting their successful reentry into society. This workshop is an opportunity to gain valuable insights, broaden your perspectives, and engage in meaningful dialogue with one of the dedicated voices of global criminal justice. Join Shaka on this transformative journey, and together let’s explore how we can all make a positive impact in the lives of those who have been impacted by the criminal justice system.

Shaka Senghor

President/Creative Director of Shaka Senghor, Inc

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">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&rsquo;s Fellow, and a former Fellow in the inaugural class of the W.K. Kellogg Foundation&rsquo;s Community Leadership Network. His 2014 TED Talk was featured in their &ldquo;Year in Ideas&rdquo; 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 &ldquo;Soul Igniter&rdquo; in the inaugural class of the SuperSoul 100, a dynamic group of trailblazers whose vision and life&rsquo;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&rsquo;s priority is shifting societal narratives by creating content with deep social impact and high entertainment value. </span></p>

Michael Semanchik

Managing Attorney at the California Innocence Project

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Michael Semanchik is the Managing Attorney at the California Innocence Project and has been with CIP since 2010. Michael was instrumental in exonerating NFL linebacker Brian Banks in 2012. For his work on the case, California Lawyer Magazine named Michael Attorney of the Year in 2013. Along with litigating innocence cases, Michael oversees budgeting and grants, marketing, in-office volunteering, and CIP events. In 2013, Michael and two other attorneys from CIP walked from San Diego to Sacramento to protest the incarceration of 12 innocent inmates and deliver clemency petitions to Governor Brown. He has presented at numerous schools and universities and appeared in the media over three dozen times. He was born and raised in Pittsburgh, PA.</span></p>

time icon October 10, 2023 10:45

The Future of Cyber Security and What Law Firms Need To Know*

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*CLE/CPD Eligible Session

Okay…not to freak you out but…did you know the global average cost of a data breach increased 2.6 percent from $4.24 million USD in
2021 to $4.35 million USD in 2022?

To put it in context, that’s the highest it’s been in the history of IBM Security’s “The Cost of a Data Breach” Report.

Cyber security is a hot topic but there’s so much information out there it can be overwhelming. Fear not, we got you.

In this session, learn how to:

Stay on top of the latest trends and know what’s important looking ahead
Protect yourself and your firm, with key tactical steps
Ask the right questions to assess whether new technologies meet best-in-class security standards

Bonus: Clio’s cyber security experts will be on-hand the entire conference to help answer your questions and keep you safe.

Clio Host: Scott Kramer

Mike Allen

Co-founder of the 416 Consultancy

<p><span data-sheets-value="{&quot;1&quot;:2,&quot;2&quot;:&quot;After helping one too many clients recover from phishing emails and fraudulent wire transfers through his law practice, Mike Allen co-founded the 416 Consultancy to proactively assist small and mid-size businesses with their cybersecurity, data security, and privacy matters. Mike educates and advises clients on risk management, policy development, and regulatory compliance to increase their resilience and ability to avoid preventable losses. In addition to his consulting work, Mike maintains an active law practice where he continues to add to his over 20 years of experience as a litigation and criminal defense attorney.&quot;}" style="font-size: 10pt; font-family: Arial;">After helping one too many clients recover from phishing emails and fraudulent wire transfers through his law practice, Mike Allen co-founded the 416 Consultancy to proactively assist small and mid-size businesses with their cybersecurity, data security, and privacy matters. Mike educates and advises clients on risk management, policy development, and regulatory compliance to increase their resilience and ability to avoid preventable losses. In addition to his consulting work, Mike maintains an active law practice where he continues to add to his over 20 years of experience as a litigation and criminal defense attorney.</span></p>

time icon October 10, 2023 10:45

How to Achieve Financial Organization for Your Law Firm

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*CLE/CPD Eligible Session

Are you looking to maximize efficiency and organization in your law firm? In this session Jayden will provide valuable advice on how to achieve financial organization.

In this session:
We’ll discuss topics such as budgeting, setting up appropriate accounts, tracking expenses, tracking income, and more. Explore the different strategies available, while taking into consideration the current size of your business and its needs. Discover new ways to remain organized and efficient with your finances!

Clio Host: Alex MacGillivray

T Jayden Doyé

Certified Public Accountant

<p><span data-sheets-value="{&quot;1&quot;:2,&quot;2&quot;:&quot;Jayden Doy&eacute; was not always the financial guru that he is today. Growing up in a household, just shy of the federal poverty line in Prince George&rsquo;s County, MD he knew the importance of money management, but didn&rsquo;t have the tools to create the financial stability he so desperately craved. Graduating Towson University with a B.S in Accounting &amp; incurring a large amount of debt, Jayden was determined to make a change. With a little hard work and A LOT of sacrifice, Jayden became independent, gained professional growth as an accountant at a small CPA firm in Atlanta and became a Certified Public Accountant. Over the past decade he&rsquo;s worked with law firm owners in just about every practice type, helping them not only expand their financial portfolios, but to create plans that ensure financial sustainability &amp; minimize taxability.&quot;}" data-sheets-userformat="{&quot;2&quot;:4480,&quot;10&quot;:2,&quot;11&quot;:4,&quot;15&quot;:&quot;Arial&quot;}" style="font-size: 10pt; font-family: Arial;">Jayden Doy&eacute; was not always the financial guru that he is today. Growing up in a household, just shy of the federal poverty line in Prince George&rsquo;s County, MD he knew the importance of money management, but didn&rsquo;t have the tools to create the financial stability he so desperately craved. Graduating Towson University with a B.S in Accounting &amp; incurring a large amount of debt, Jayden was determined to make a change. With a little hard work and A LOT of sacrifice, Jayden became independent, gained professional growth as an accountant at a small CPA firm in Atlanta and became a Certified Public Accountant. Over the past decade he&rsquo;s worked with law firm owners in just about every practice type, helping them not only expand their financial portfolios, but to create plans that ensure financial sustainability &amp; minimize taxability.</span></p>

time icon October 10, 2023 10:45

Networking: Legal Innovators

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Innovating is hard. It’s quite literally coming up with cutting-edge technology no one has ever brought to market.

While that’s hard enough, layer on the challenges of educating a market on WHY they need said cutting-edge technology.

We can’t make it easy, but we can give you the chance to meet your fellow innovators and grow your network and support system!

In this mixer, expect to:

Meet other innovators in the legaltech space
Swap tips, tricks and challenges with bringing a solution to market
Have fun and ideate on where to take your products next

Facilitors: Tom Martin, Patrick Palace

time icon October 10, 2023 10:45

Power Hour: Optimize Your Payment Workflows with Clio

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Are you ready to get paid more…and faster? (If you said no to that, we need to talk).

Clio Payments has helped thousands of firms deliver better client experiences and get paid in a matter of minutes.

In this 1-hour workshop, learn how to:

Shift clients from paying by check and cash to paying online

Streamline payment collection follow ups and reminders

Predict and better understand your overall firm finances

Payment is the most frequent point of friction that arises during attorney-client interactions. It’s time to break free from the heavy burden it can place on a firm’s operations, time, and revenue. It’s time to implement a seamless, end-to-end billing and collections process within Clio.

Workshop Leaders: Stevie Nguyen & Ben Brideaux

Stevie Nguyen

Product Design Manager

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Stevie Nguyen is the Product Design Manager for the Financial Performance Portfolio at Clio&ndash;their talented team of designers are responsible for the ease of use and look and feel of all the features that help Clio&rsquo;s customers get paid. Stevie has been building design community and digital experiences for over 10 years, and is passionate about helping customers achieve their goals to gain more freedom in their lives.</span></p>

Ben Brideaux

Vice President, Financial Services at Clio

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Ben Brideaux has a diverse work experience spanning multiple industries. Ben is currently serving as the Vice President, Financial Services at Clio - Cloud-Based Legal Technology since July 2022. Before that, they worked at Clearco from 2019 to July 2022, holding positions such as General Manager, Banking &amp; Payments, Vice President, Operations, and Director, Operations. Ben also worked at Icosian from 2016 to July 2022 as a Director, primarily focusing on powering service organizations and developing technology for managing mobile workforce and healthcare providers. As a Director at Scooter Tutor from 2012 to July 2022, they facilitated tutoring services through an online platform and managed a large team of tutors across several cities. Ben held various roles at Allocated Bullion Exchange - ABX from 2011 to 2019, including Head of Projects, Product &amp; Strategy, Management Consultant, and Commercial Manager. Ben started their career as an Associate at Bridge Brideaux Solicitors, where they worked from 2006 to 2011</span></p>

time icon October 10, 2023 10:45

Power Hour: How to Make Social Media Graphics Using Canva

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Don’t get your hopes up. We aren’t going to be able to teach you how to become Michelango or Picasso in this session.

BUT the secret is you don’t need to be an artist to win on social media…you just need to know the fundamentals of what works.

In this 1-hour workshop, learn how to:

Use the basics of a new free design tool to create ads and organic social media content

Design compelling images for different social channels

Balance visuals and copy for conversion and engagement

Whether it’s a tweet, a post, a reel, a story, or an update, a good use of color composition and imagery can make or break engagement and this session will show you how.

Taylor Tieman

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Taylor M. Tieman, Esq. is an attorney and founder of the Legalmiga&reg; Membership, an accessible legal services membership created specifically for small business owners and entrepreneurs, She assists and advises her clients on how to legally protect their brands, services, products &amp; content through the effective use of preventative measures and legal strategy. Taylor operates a virtual law firm based out of Los Angeles, California and specializes in trademarks, contracts, copyright, podcasts, and business formation. She takes immense pride in representing and mentoring BIPOC and female-owned businesses to help them build and protect their business legacies. Taylor also is the founder of The Legalmiga Library&reg;, a one-stop legal shop with all the legal resources an entrepreneur will need to build a successful, thriving business&ndash;&ndash; while minimizing the legal risks.</span></p>

time icon October 10, 2023 10:45

How Personal Injury Lawyers Use Clio

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Let’s face it, between court delays, insurance companies, settlement agreements, and the emotional weight your clients carry, being a Personal Injury lawyer is no walk in the park.

In this session, learn how to:

Stand out and compete with PI firms that have big marketing spends
Leverage Clio to organize your cases and automate the more tedious parts of the practice
Navigate delays and manage client expectations with care and clarity By the end of this session, you’ll have a few more tactics and strategies to add to your toolbelt.
 

Andrew Leroy Rudder

Director at Head Injury Rehabilitation Ontario, Founder of Rudder Law Group, Personal Injury Lawyer, Published Author

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">I'm a personal injury lawyer specializing in catastrophic impairment law. I'm a published author of the LexisNexis Inc. book entitled, &ldquo;Catastrophic Impairment Law in Canada,&rdquo; a director at Head Injury Rehabilitation Ontario, the founder of the Rudder Law Group, and a vlogger on the vlog, or video blog series entitled, &ldquo;Personal Injury Lawyer Tips&rdquo;. My law firm won the 2022 Reisman Award for Best New Law firm, and won the 2022 CABL Advocacy Award. The Law Society of Ontario invited me to speak on the topic &ldquo;Marketing your Law Firm&rdquo; in a workshop style presentation at the Metro Toronto Convention Centre on June 8th, 2023, for the 17th Solo and Small Firm Conference: Secrets for Success! My practice is devoted to severe and catastrophic plaintiffs&rsquo; personal injury tort cases, including motor vehicle collisions, slip and falls, and assaults, as well as accident benefits and disability benefits claims.</span></p>

Mackenzie Kerr

Senior Manager of Product Marketing

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Mackenzie is a legal technology speaker, who as the Senior Manager of Product Marketing, works closely with customers to understand their technology needs. Mackenzie has over seven years of experience in product marketing for various software products, and three years of experience in the legal tech industry, specializing in software that serves personal injury firms. With her experience in legal tech, Mackenzie understand the challenges facing many personal injury firms today and uses her expertise to help law firms simplify their procedures and drive cases forward.</span></p>

time icon October 10, 2023 11:30

How to Streamline Law Firm Accounting

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Accounting is at the core of every financial action a firm takes. Whether that’s drafting a bill, taking a payment, or paying court fees, it’s important to understand how to properly manage legal accounting transactions. The good news? Clio Manage was built to help you every step of the way.

In this 15-minute product walkthrough, you will learn best practices for:

Trust accounting
Getting paid
Staying compliant

Don’t let time-consuming and repetitive accounting tasks take you away from what matters most. These 15 minutes are sure to deliver peace of mind and time back in your day.

Meghan Archibald

Product Marketing Manager at Clio

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Meghan is the Product Marketing Manager for Clio&rsquo;s Payments and Accounting solutions. After earning her MBA in 2019 with a focus on entrepreneurship, Meghan developed a deep passion for harnessing technology to improve a business&rsquo; operations and client experience. Since joining Clio in 2021, Meghan has brought numerous new features to market that ultimately help law firms get paid. Payment collection should be easy&mdash;and that&rsquo;s exactly what Meghan seeks to accomplish. One of the highlights of Meghan&rsquo;s day is getting the opportunity to speak and work directly with Clio&rsquo;s amazing customers. Hearing about their firm&rsquo;s needs better-enables us to create impactful products.</span></p>

time icon October 10, 2023 11:45

Lunch Break

time icon October 10, 2023 11:55

Clio Manage Advanced: Uplevelling Your Skills

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Have you ever found yourself sitting in front of your screen, thinking, “I know there is more I can do with Clio; I just need a little expert guidance?”

Then, you don’t want to miss this session, filled with tips and tricks from our product experts on organizing and efficiently using Clio to increase productivity and revenue across your firm. In this Clio Stage Session, learn how to:

Work smarter with Matter Templates
Set up Custom Field Sets to keep your Clio organized
Focus on your priorities with Task Lists
And more!

With these advanced tips, you’ll be perfectly positioned to finish 2023 in style and achieve even more success in 2024.

Sydney Conrad

Customer Onboarding Team Lead at Clio

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Sydney is a Customer Onboarding Team Lead and joined Clio in July of 2021. She started with Clio as an Onboarding Specialist where she educated our new customers on how to utilize Clio&rsquo;s features to the fullest. She loves helping Clio&rsquo;s customers build confidence with our products and has a passion for connecting with others. Outside of work, Sydney enjoys staying active with Pilates and walks by the Toronto waterfront. She also loves to bake and spend time with her family and close friends.</span></p>

time icon October 10, 2023 12:00

Book Signing: Shaka Senghor

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Head to the bookstore to purchase your copy of Shaka Senghor's book prior to the book signing!

time icon October 10, 2023 13:00

Panel: Insights from Clio's Senior Product Leadership Team

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You’ve mastered all there is to master in Clio…until now. Join Clio’s senior product leadership team to unlock your next level of success with Clio. Because remember, as the most innovative legal tech solution on the market, we’re always launching a new feature or enhancing an existing one! In this session, learn how to: Create new workflows for some of your most common day-to-day activities Master the latest features from Clio Get a better understanding of your overall firm and team’s usage of and performance with Clio Bring your questions, ideas, and challenges to our Senior Leadership Team. It’s time to upgrade your operations.

Clio Speakers: Jonathan Watson, Hemant Kashyap, Host: Nav Gil

Jonathan Watson

Chief Technology Officer at Clio

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Jonathan is the Chief Technology Officer at Clio. With over 20 years of leadership experience in large scale SaaS and live gaming solutions, Jonathan&rsquo;s unique approach and passion for intertwining product development, design, user experience, and engineering has accelerated Clio&rsquo;s product growth while earning Clio best-in-class NPS and customer retention rates. Outside of the office, he&rsquo;s an endless tinkerer who is always exploring creative pursuits including 3D printing, cooking, and making his daughter laugh.</span></p>

Hemant Kashyap

Chief Product Officer at Clio

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Hemant Kashyap is the Chief Product Officer at Clio. He oversees Clio&rsquo;s product strategy, development, and execution, including all features and integrations within Clio&rsquo;s robust app integration network. Formerly VP Product at both ServiceTitan and Inspire Clean Energy, he leads Clio&rsquo;s product management and design teams to deliver world-class technology products for legal professionals. Hemant lives in California where he enjoys woodworking, hiking, and cooking with his family.</span></p>

time icon October 10, 2023 13:00

Law Firm Websites: The Good, Bad, and Ugly

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As a business that operates in experience, technology, and marketing, we’ve seen it all when it comes to websites. The good. The bad. And the down right rough!

Looking for some actionable advice on how to get your website on the right track? Add this workshop to your personal agenda!

In this 1-hour workshop, learn how to:

Ensure your website is discoverable (aka you’re showing up in searches)

Optimize your website for easy navigation (aka prospects who land on your page have a good experience)

Organize your content and write for conversion (aka you’re securing bookings seamlessly)

Bring your questions, challenges, and ideas to our team to help work through!

April Roberts

Co-Founder at NOMOS Marketing

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">April is a Co-Founder at NOMOS Marketing. An entrepreneur at heart, she is passionate about nurturing business relationships and creating systems that deliver excellent client service for both NOMOS Marketing and its clients. When she is not knee-deep in a new project or client campaign, you can find her in her vegetable garden listening to the latest episode of How I Built This.</span></p>

Tyler Roberts

Co-Founder of NOMOS Marketing

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Tyler Roberts is an attorney and Co-Founder of NOMOS Marketing. He discovered a passion for entrepreneurship and legal technology after working at several early stage startups and later reporting on legal trends as an editor for three law-related magazine titles. Tyler is an avid content creator and loves helping clients bring their visions to life through storytelling and design.</span></p>

time icon October 10, 2023 13:00

Growing Revenue at Your Mid-Sized Firm

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Have you ever heard the saying growth drives more growth? You don’t need to be a rocket scientist to know that it only works if you are intentional in your efforts.

But everyone has different targets and comfort levels with marketing and sales pitches when it comes to attracting new clients. That’s okay. We’re here to help.

In this session, learn how to:

Implement quick-hit boot-strapped marketing tactics
Master the art of the in-person pitch
Nurture the relationship to where follow ups feel helpful, rather than annoying!
Walk away from this session knowing how to leverage tech to improve your quality of life while growing your firm (and the definition of “mailbox money”).

Clio Host: Meggie Javid

Robert Simon

Lawyer, Founder of Justice Team

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Robert aka @planetfunbob is a trial lawyer and founder of the Justice Team, his law firm, and Justice HQ. He coaches many lawyers from start up to trial.</span></p>

time icon October 10, 2023 13:00

New Features of the Clio Platform

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2023 has been a busy year for the Clio platform! In this session, we’ll share the latest features and capabilities of Clio’s API and show you to leverage these tools to build better, deeper integrations with Clio.

John Brennan

Senior Developer Avocate at Clio

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">John Brennan is a Senior Developer Avocate at Clio, where his primary focus is growing and supporting the community of third-party developers who build integrations with Clio. He works cross-functionally with Clio&rsquo;s engineering, product, support, and sales teams, ensuring that integration partners have the tools and knowledge they need to build successful apps and integrations with Clio&rsquo;s products. Before working in developer relations, John has worked as a software engineer, manager, developer marketer, and technical content creator, and is passionate about technology and tooling that keeps developers engaged and productive.</span></p>

time icon October 10, 2023 13:00

How to Create a Consistent Brand Voice

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Have you ever felt like you’re yelling into a void when it comes to marketing? That you keep introducing yourself to the same prospects and it doesn’t seem to resonate? It can feel like you’re stuck in a time loop. It’s time to break the cycle! In this session, learn how to: Improve customer recognition and loyalty through branding Increase customer trust through your own unique brand voice Differentiate your firm from the competition Pro-tip: Pair this session with “How To Maximize Your Marketing Efforts During A Recession” to really amplify the impact of your work.

 

Obi Ikeme

Founder and Principal Attorney at Ikeme Law LLC

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Obi Ikeme is the founder and principal attorney at Ikeme Law LLC, a law firm focused on protecting the legacies of Immigrants and entrepreneurs in the United States. An Immigrant herself, Obi helps Immigrants and their families secure their legal status in the United States. She understands that the Immigration process is often stressful and overwhelming and strives to give her clients peace of mind while they get their green cards. In addition to serving her clients as a traditional attorney, Obi also serves as a fractional legal counsel to corporations that require guidance on intellectual property, contracts, and employment immigration. Obi's expertise in immigration law is extremely valuable to corporations needing to hire foreign talent or relocate employees to the United States. In intellectual property law, Obi helps companies protect their trademarks, copyrights, and other valuable assets. She works with businesses to develop strategies for monetizing their intellectual property and creating additional income streams. Obi earned her education from Brigham Young University and the University of New Hampshire School of Law. She currently lives in Houston with her husband and two daughters. She is an avid foodie and loves to travel.</span></p>

Shinead D'Souza

Senior Art Director at Clio

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Shinead D&rsquo;Souza is a Senior Art Director with a passion for creating impactful and imaginative design experiences. Based in Vancouver, Shinead has made a name for herself as a creative force in the industry through her data-driven, cutting-edge creative solutions that connect with audiences on an emotional level. Her work consistently delivers results that exceed her clients&rsquo; expectations. In her current role at Clio, Shinead is responsible for overseeing the design and art direction of high-quality and effective brand and advertising initiatives. Within her first year, she led Clio through a brand evolution that elevated its visual narrative, an instrumental move towards the significant increase of the company&rsquo;s brand awareness. In addition to managing an all-star team of designers at Clio, she is also an industry mentor who has worked with organizations like RGD. Mentorship has become an integral part of her design practice. Being a big believer in passing on knowledge to the next generation of up-and-comers, Shinead uses her experience to inspire and guide teams and designers towards producing the best work of their lives.</span></p>

time icon October 10, 2023 13:00

Panel: How to Increase Access to Justice*

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*CLE/CPD Eligible Session

Access to Justice remains a struggle within legal, and while technology can help solve some of the barriers, it can’t fix everything. Solving the A2J problem can feel incredibly overwhelming and like any act you take is just scratching the surface. Don’t get deflated.

Every effort counts and we’ve put together a panel of individuals who have made transformational improvements with their own innovative approaches to the issue.

In this session, learn how to:

Enhance the community’s trust in the legal system
Improve your overall quality of legal services and outcomes
Encourage diversity and innovation in the legal industry As Julia Carney says, “little drops of water make the mighty ocean.”

Clio Host: Niamh Pollak

Jazz Hampton

CEO and General Counsel at TurnSignl

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Jazz Hampton is CEO and General Counsel at TurnSignl. TurnSignl is a Minnesota-based tech company that provides real-time legal guidance from an attorney to drivers, all while their camera records the interaction. Hampton has been featured on NBC Nightly News with Lester Holt, MSNBC, CBS, NBC Top Story, and was recently named one of Minneapolis-St. Paul&rsquo;s 40 Under 40 for his work at TurnSignl and in the community, where he sits on the Board of Directors at the Academy of Holy Angels, Spare Key, and Catholic Charities of St. Paul and Minneapolis. He is also a member of the Masonic Institute for the Developing Brain&rsquo;s Philanthropic Advisory Council. Before joining TurnSignl, Hampton was the Director of Diversity and Inclusion and a practicing attorney at Foley &amp; Mansfield, a national law firm with 150+ attorneys, as well as an adjunct professor at Mitchell Hamline School of Law, an Emerging Leader within Twin Cities Diversity in Practice, and the Co-Chair of DRI&rsquo;s Young Lawyer Diversity Committee.</span></p>

Natalie Anne Knowlton

Founder of Access to Justice Ventures, LLC

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Natalie Anne Knowlton is the Founder of Access to Justice Ventures, LLC, empowering entrepreneurs who are developing scalable access to justice solutions. She formerly served as a Regulatory Advisor and the Director of Special Projects at IAALS, the Institute for the Advancement of the American Legal System. She is committed to bringing deep empathy to the court users&rsquo; experience and in pursuit of that goal employs legal and empirical research and analysis, facilitates collaboration among stakeholders, and engages in national outreach and advocacy. Knowlton is in the 2023 class of American Bar Association (ABA) Legal Rebels, and she is listed among the ABA Legal Technology Resource Center&rsquo;s 2022 Women of Legal Tech. She sits on the Justice Technology Association Board of Advisors, was a judge for the American Legal Technology Awards (2021-2022; Access to Justice), and co-founded the Denver chapter of Legal Hackers.</span></p>

Nora Cregan

Founder and Executive Director of The Access Project, Inc

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Nora Cregan is the founder and Executive Director of The Access Project, Inc. She spearheads the design of programs that leverage technology and the pro bono commitment of the private bar to revolutionize delivery of legal services to underserved communities.</span></p>

time icon October 10, 2023 13:15

How to Uplevel Your New Hire Onboarding with Clio

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The excitement of adding a new staff member can quickly turn to dread when you realize how daunting onboarding a new hire can be. While we can’t help you give your new team member the office tour or set up their email for you, we can help you set them up for success in Clio!

In this 15-minute product walkthrough, learn how to:

Set up an onboarding program that quickly gets new hires up to speed
Explain all the critical features to newbies without overwhelming them, including clients and matters, custom fields, and time tracking
Support your new employees as they keep learning, including staying up to date on the latest Clio has to offer!

Strike that deer-in-the-headlights look from the face of your new staff and transform them into productive, efficient team members in no time.

Claire Pacheco

Recruitment Team

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">I'm thinking about how to solve problems for mid sized law firms. Talk me about your onboarding experience with Clio.</span></p>

time icon October 10, 2023 13:15

Networking: Practice Areas

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The benefits of meeting up with like-minded (and practice area) practitioners are obvious but finding the time and space to do so can be challenging. Fear not! We’ve thought of everything!

In this mixer, expect to:

Meet other legal professionals in the same field as you
Exchange ideas and best practices
Stay on top of industry developments and trends
Light bites will be available!

Sponsored by: Gauvreau | Accounting Tax Law Advisory

time icon October 10, 2023 13:15

Lawyaw Power Hour

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What do you call a lawyer manually updating two documents by hand? A paradox.

Don’t be a punchline. It’s time to learn how to use Lawyaw to your advantage, from law firms just like you.

In this 1-hour workshop, learn how to:

Transform your firm’s documents into easy-to-fill templates Auto-populate documents with information from Clio Collect client signatures electronically
Learn how firms are leveraging the power of Lawyaw to automate and improve their document creation process (promise we’ll keep the puns to a minimum).

Workshop Leader: Cory Bates-Rogers

Cory Bates-Rogers

Lawyer

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Cory Bates-Rogers is an Arkansas attorney turned law firm efficiency enthusiast. He began his legal journey after completing three years as an educator in the Houston Independent School District. During law school, he clerked at law firms ranging in size from solo practitioner to large 50+ attorney practices. After law school he became an Associate at the Tellez Law Firm, PLLC, where he primarily represented defendants in criminal proceedings. During his time as an Associate Attorney, he discovered the import role technology has to play in legal practices. He brought the firm into the modern era by setting up a robust case management system, automated documents, and text-enabled phone service. Cory now works on the Lawyaw team at Clio where he uses his knowledge of practicing law and expertise in legal technology to help firms become more efficient and automated. From strategizing data and case workflows to building personalized templates for customers, Cory has helped hundreds of attorneys and law firms save time through legal technology.</span></p>

time icon October 10, 2023 13:30

Keep Your Data in Sync Between Clio and Your Integration

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One of the most challenging parts of building deep integrations with Clio is keeping data synced between your application and Clio. A reliable two-way sync allows your users to do work wherever they need, knowing that their data is correct. In this technical session, we’ll do a deep-dive into strategies for building effective syncs between your systems and the Clio API.

Tonja Teolis

Software Developer at Clio

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Tonja has been with Clio just shy of 4 years working within Data Migrations and the Engineering team as a Software Developer. She has a passion for working with data and endeavors to help others better understand the complexities, and strategies, surrounding keeping data in sync between applications.</span></p>

time icon October 10, 2023 13:40

5 Billing Features You Didn't Know You Always Needed

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Clio doesn’t have a secret menu like Starbucks, but there are so many awesome, easy-to-miss features in Clio that it sometimes seems like it. So grab a latte and get ready to have your mind blown by these five billing features you didn’t know you needed.

In this 15-minute product walkthrough, learn how to:

Make billing better for your firm Deliver an even better billing experience to clients
Take advantage of the little things that make a big difference when billing for your work …you didn’t think we’d give the hot tips away here, did you?

Siobhan Ozege

Product Manager at Clio

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Since joining Clio in 2022, Siobhan has brought a number of features to market that contribute to a more flexible and robust billing product that meets the needs of Clio customers. Throughout her career as a Product Manager, Siobhan has always endeavoured to act as an advocate for her customers. She does this by reviewing and prioritizing feature requests, chatting with customers about gaps in their workflow, and facilitating a more efficient billing process for both customers and their clients. Siobhan is always looking to continuously improve Clio's billing solution.</span></p>

time icon October 10, 2023 14:00

Short Break

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Stretch the legs, or grab a beverage at one of our stations ☕

time icon October 10, 2023 14:05

How to Make the Most of the Clio Mobile App

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Can you run your firm from your phone? The world might not be ready for that just yet, but with the cloud and Clio’s mobile app, you can do more than ever while on the go.

In this 15-minute product walkthrough, learn how to:

Get and set up the Clio mobile app
Track time, create events, notes, and tasks, and add documents, all on the go—and all synced in real-time
Take advantage of the exciting new features we added this year, to help you work remotely and optimize your day

With the Clio mobile app, you’ll never miss tracking a minute of billable time again—and you don’t need a laptop or a notebook full of illegible chicken scratches to do it.

Clio Host: Jason Meijers

Jason Meijers

Senior Product Manager at Clio

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Hi I'm Jason Meijers, a Senior Product Manager and passionate legal tech enthusiast here at Clio. I'm very excited to be attending and speaking at my 7th ClioCon! I see ClioCon as the best opportunity to meet and work together to drive innovation forward in the Mobile and Clio for Clients spaces. I'm all about creating efficient solutions that transform the legal experience for all. I look forward to connecting with fellow legal tech enthusiasts and sparking some game-changing discussions!</span></p>

time icon October 10, 2023 14:15

Embedded Workflows

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Many Clio users rely on a combination of applications to perform their day-to-day tasks. For integrators, finding the best points of integration can supercharge these users’ workflows. This can often include embedding data or actions within Clio Manage itself. This technical session will explore the various ways Clio’s API supports embedded experiences to enable user workflows.

John Brennan

Senior Developer Avocate at Clio

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">John Brennan is a Senior Developer Avocate at Clio, where his primary focus is growing and supporting the community of third-party developers who build integrations with Clio. He works cross-functionally with Clio&rsquo;s engineering, product, support, and sales teams, ensuring that integration partners have the tools and knowledge they need to build successful apps and integrations with Clio&rsquo;s products. Before working in developer relations, John has worked as a software engineer, manager, developer marketer, and technical content creator, and is passionate about technology and tooling that keeps developers engaged and productive.</span></p>

time icon October 10, 2023 14:15

Reisman Panel: How to Grow Your Business—and Your Revenue

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Bring your umbrella to this one, because our panel of Reisman winners are going to show you how to make it rain revenue. In this session, learn how to: Prioritize core business areas for stable and successful growth Streamline client communication while managing availability expectations Effectively negotiate and mitigate concerns around your cost of services, while implementing pricing and payment solutions that work for you and your clients While there’s a lot you can do to grow your business, you don’t want to be doing it all an inch deep and a mile wide. These successful law firms will share how they turned their antifragility into their revenue generator! Clio Host: Taylor Lecky

time icon October 10, 2023 14:15

Reisman Panel: How to Amplify your Community Impact

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*CLE/CPD Eligible Session

Incoming humblebrag: Our customers are the best.

They know how to optimize for efficiency and impact. Our customers are so great, we made an awards program to honor and showcase their achievements…and this is your chance to hear from our winners first-hand.

In this session, learn how to:

Support your community in new ways (such as mentorship programs and pop-up services)
Create an inclusive firm brand that encourages community engagement Leverage different technologies to create more affordable and accessible legal services
This session is not to be missed. Our 2023 Reisman winners will give insights into how they achieved new found levels of success.

Clio Host: Derek Bolen

time icon October 10, 2023 14:15

Reisman Panel: How to Deliver Exceptional Client Service

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*CLE/CPD Eligible Session

It’s no secret, our customers KNOW how to serve their communities.

They know how to deliver exceptional client services, without breaking the bank or sacrificing too much. Our customers are so talented, we made an awards program to honor and showcase their achievements…and this is your chance to hear from our winners first-hand.

In this session, learn how to:

Leverage different channels to communicate with clients Set up a client for success from first meet (and manage their expectations along the way)
Have difficult conversations with care and clarity and encourage referrals and reviews

Don’t miss this session. Our 2023 Reisman winners will give you insights on how they grow strong relationships and achieve results from meaningful client connection.

Clio Host: Jessica Mitchell

time icon October 10, 2023 14:15

Networking: Affinity Partnerships and Bar Leaders

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Running a bar is a huge responsibility, with lots of moving parts. First, let’s celebrate everything you do for your members.

Next, let’s find ways to support you further and bring more benefits to your community.

Consider this networking session a place for you to connect and share experiences from your member programs (this is a safe space free of judgment, so bring your questions, ideas, and hardships to the group). Let’s grow together.

Facilitators: Nefra MacDonald, Miquela Anzulovich, Kate Bell

time icon October 10, 2023 14:15

Google's Local Services Ads for Clio: Drive Qualified Leads to Your Law Firm

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What if we told you you could get hired directly from Google? Seems too good to be true? Well, you better call Ripley’s because it’s true!

In this 30-minute product walkthrough, you’ll learn how to create demand for your services using new tools with Clio + Google

Over half of prospective clients begin their search for a lawyer online, making Google the new storefront. Make sure you’re showing up where they’re searching.

Clio Speaker: Demetra Mandrapilias

Demetra Mandrapilias

Product Manager at Clio

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Demetra Mandrapilias: I have been working at Clio for over 2 years in the product department. During my time at Clio my primary focus has been helping to build out demand channels in Clio Grow - which is how Clio is supporting the growth of law firms through ad product lead generation. With a career spanning 12+ years in the digital advertising and technology industry, I have developed a deep expertise, particularly in Google ad products and solutions. I have a passion for innovation in legal which fuels my desire to continue to help grow law firm&rsquo;s businesses.</span></p>

Raunaq Akhauri

Product Manager for Local Services Ads at Google

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Raunaq is the Product Manager for Local Services Ads at Google. With an extensive background in the realm of advertising, Raunaq has overseen a series of multi-million partnerships with clients at the company. Prior to Google, he lead strategic digital transformations at Mattel and Deloitte. He is an innovator and a car enthusiast at heart.</span></p>

time icon October 10, 2023 14:30

5 Ways to Automate Routine Tasks with Clio Grow

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Getting everything done isn’t easy. So stop trying to do it all!

Automate the tedious tasks so you can…you know, actually practice law.

In this 15-minute product walkthrough, learn how to:

Automate your intake process using shareable, online intake forms
Streamline day-to-day tasks like email follow-up and data entry
“Set and forget” essential aspects of client retention and communication—like appointment reminders

We’ll walk you through the most common use cases we see, so you can start running your intake effortlessly!

Clio Host: Alice Wang

Alice Wang

Product Manager at Clio

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Alice is a Product Manager at Clio Grow, with a focus on helping legal practitioners connect effortlessly with their clients. In 2023, Alice's team introduced text notifications on Grow, and is now exploring how to improve email &amp; other communications tools within the product. A people person at heart, Alice is all about the intersection between technology and humanity, and is fascinated by what makes us tick. Outside of her time at Clio, Alice is a dog mom and a competitive dancer; if you see Alice around, feel free to say hi or to stop for a chat!</span></p>

time icon October 10, 2023 14:45

Effective User Insights

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One of Clio’s core values is “customer success comes first” – when building features of Clio’s products, applying this value means gaining a deep understanding of our users’ needs so we can build the right solutions. In this session, we want to share our strategies for gaining insight into our users, including research and interviewing, ideation and beta testing, and more.

Irina Belova

Head of Product Design Team at Clio

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Irina is the head of the product design team at Clio. Product designers work to understand your needs and then design features and experiences to suit. You can find Irina and her team in the Product Lab during the conference - they&rsquo;re eager to meet you and hear your feedback.</span></p>

time icon October 10, 2023 14:45

Advanced User Workshop

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Is that an Arcteryx jacket we see? Or are we mistaking a mountain climber for someone looking to take Clio’s products to new heights.

In this 1-hour workshop, learn how to:

Leverage best practices from other legal professionals just like you
Automate your most time-consuming tasks
Tap into a network of legal professionals who’ve already mastered the platform
You’ve made basecamp, it’s time to make it to the summit. Learn all about our secret features that will get you back in control of your practice and client engagements.

Workshop Leader: Mike Froom

Mike Froom

Senior Onboarding Specialist

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Mike Froom is a legal technology expert who, as a Senior Onboarding Specialist at Clio, works with firms of all sizes to help them succeed in their practices. With almost a decade of experience in the legal industry, Mike uses his wide-ranging and varied skill set to help lawyers streamline processes and run a better business. Mike has spoken at various events across North America &ndash; including ClioCon 2022 &ndash; and believes the future of legal will belong to those who embrace change and refuse to accept the status quo.</span><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;"><br /></span></p>

time icon October 10, 2023 14:45

From Principles to Practice: Ethical and Effective AI Adoption for Law Firms

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*CLE/CPD Eligible Session

So, if the robots are here, how do we work with them? AI technology has exploded into the mainstream, and lawyers need to know how to use these tools practically and ethically.

In this session, learn how to:

Understand the building blocks of using AI well
Plan for the practical needs of embedding AI into your law firm Test use cases hands-on and get a feel for what’s possible Expect to walk away excited to try these tools for yourself and reap the rewards of a personal robot assistant.

Erin Walker

Director of Strategy and Enablement at Clio

<p><span style="font-family: Arial; font-size: 13.3333px;">Erin Walker is the Director of Strategy and Enablement at Clio, and has been working in digital communications since Netscape Navigator was a viable web browser. She has extensive experience operationalizing technology to achieve business goals, and she&rsquo;s &ldquo;practically obsessed&rdquo; with AI, hosting Clio&rsquo;s international and highly successful AI webinar series. She is passionate about using technology to solve problems and make the world a better place.</span></p>

Amelie Vavrovsky

CEO of Formally

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Am&eacute;lie Vavrovsky is the founder and CEO of Formally&mdash;a legal collaboration platform that streamlines legal work through great accessible design, secure portable data, and ethical AI. Trained in policy-making, she focuses on leveraging AI to revolutionize access to justice and reshape legal processes. Educated at Brown and Stanford, she leverages her expertise in cybersecurity, digital rights, and policy-making to harness AI's potential, ensuring it serves justice equitably. Am&eacute;lie serves as a research fellow at Stanford's Center for Human-Centered AI (HAI) and as a CodeX fellow at Stanford, focusing on the ethical implications and applications of AI in the legal sphere. Notably, Am&eacute;lie's dedication to innovation in the legal field have earned her honors from the American Bar Association in 2023 and a distinguished spot on Forbes' 30 under 30 list</span></p>

time icon October 10, 2023 14:45

Short Break

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Stretch the legs, or grab a beverage at one of our stations ☕

time icon October 10, 2023 14:55

How to Launch Clio for Clients and Give Them One Place to Manage Their Case

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What’s worse? Wondering if your client saw your update, or having a meeting booked with them only for them to no-show?

It’s time to start making it easier to engage with clients in a way you both will love!

In this 15-minute product walkthrough, learn how to:

Set up Clio for Clients
Communicate and share documents securely in Clio for Clients
Share status updates and next steps in Clio for Clients
Get assurance that your clients are receiving all your tasks and communications while having them feel empowered to access their case details in a central spot. That’s why it’s rated 4.9 out of 5 stars by clients everywhere.

Clio Host: Rowan Morse

Rowan Morse

Customer Support Specialist at Clio

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Rowan is an experienced customer support specialist at Clio, driven by a passion for customer satisfaction and operational efficiency. With a deep understanding of the importance of exceptional service, she has dedicated her career to cultivating strong relationships and elevating standards in the legal industry. Rowan goes beyond transactions by fostering genuine connections with clients. Her innate ability to empathize with their challenges allows her to provide tailored solutions and guidance as a trusted advisor. Rowan continuously analyzes support processes, implementing innovative strategies to streamline operations and improve response times. Her strong communication skills and friendly demeanor create a welcoming environment where clients feel comfortable seeking assistance. As a customer support specialist, Rowan is committed to delivering unparalleled service. Her dedication to exceeding expectations and building long-lasting relationships sets her apart in the industry. With a wealth of knowledge and a passion for operational efficiency, she consistently ensures client satisfaction while driving the success of legal tech solutions.</span></p>

time icon October 10, 2023 15:00

Book Signing: Mel Robbins

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Head to the bookstore to purchase your copy of Mel Robbins' book prior to the book signing!

time icon October 10, 2023 15:00

Ethics of Yellowstone

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*CLE/CPD Eligible Session

Strap on your cowboy boots and saddle up for a journey through the ethical violations of attorney Jaime Dutton, the black sheep of the Dutton family on the hit TV show, Yellowstone.

In this session:

We’ll explore Jaime’s most shocking ethical violations and examine the real-life discipline he would face if he were a practicing attorney. But don’t worry, we’ll also inject some humour to keep things entertaining.
We’ll examine if just because he’s a Dutton, does that mean Jaime can break every rule in the book?
We’ll use Jaime’s actions as case studies to explore the finer points of legal ethics, taking a critical look at the conflicts of interest and moral dilemmas that come with his unique position as the Attorney General for the State of Montana. We’ll also ponder the delicate balance between family loyalty and professional responsibility, and the consequences (or lack thereof) of Jaime’s actions.

Whether you’re a fan of Yellowstone or simply interested in the fascinating intersection of law and the wild west, this class is sure to be an engaging and thought-provoking experience. So put on your Stetson and join us for a ride on the wild side of legal ethics through Yellowstone. Yeehaw!

Clio Host: Aaron Van Tassel

Kristin Tyler

Co-Founder and Chief Brand Officer at LAWCLERK

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Kristin Tyler is Co-Founder and Chief Brand Officer at LAWCLERK, where attorneys go to hire freelance lawyers. She is also a partner at the law firm of Garman Turner Gordon where she practices in trusts and estates. She was named to the American Bar Association&rsquo;s 2022 LTRC&rsquo;s Women of Legal Tech. In addition to being a lawyer and entrepreneur, she is a proud mom and firm believer that the practice of law can be rewarding despite its daily demands. While she doesn&rsquo;t watch much TV (strong preference for books and podcasts), she is a huge fan of the show Yellowstone probably because she is a bit of a cowgirl at heart.</span></p>

time icon October 10, 2023 15:00

How to Break the Cycle of Lawyer Burnout

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*CLE/CPD Eligible Session

Historically, “pushing through” and “toughing it out” has been rewarded in law firms.

But the reality is, it’s not sustainable, and as we uncovered in last year’s Legal Trends Report, lawyers aren’t staying at firms that are negatively impacting their health.

It’s time to redefine what “strong” and “successful” look like.

In this session, learn how to:

Implement flexible schedule and time-off policies that support work-life balance
Foster open and honest communication about stress and workloads
Offer support and resources for stress management and burnout prevention
Pro-tip: Pair this session with “How To Be A Better Lawyer: Mental Health Microsteps” to amplify the impact of each talk.

Clio Host: Miquela Anzulovich

Angela Lennon

Michaela Seidl

time icon October 10, 2023 15:00

Legal Subscription Services

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*CLE/CPD Eligible Session

Do you remember finishing law school, only to join a big firm with massive billable hour targets? No? Count yourself lucky!

The billable hour has been the standard way to deliver legal services for decades, but with changing client needs, the advancement of intuitive technology, and economic and financial uncertainty, is it the right way to go?

In this session, learn how to:

Understand the pros and cons of legal subscription services to assess whether it’s right for your firm Implement and communicate the benefits of a subscription model to prospective clients
Manage expectations and service existing clients on a subscription basis
The topic of legal subscription services is hot right now. Attending this session will ensure you don’t fall behind in the conversation.

Clio Host: Jessica Ryker

Kimberly Bennett

Founder of K Bennett Law, Co-founder of Atlanta Legal Tech

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Kimberly is passionate about empowering legal professionals to ditch the billable hour for good. With her 15+ years of experience practicing law, pioneering the legal subscription business model, and training legal professionals on subscriptions, Kim&rsquo;s work focuses on transforming the business model of the legal industry. In addition to Fidu(https://fidulegal.com/), Kim is the founder of K Bennett Law(https://kbennettlaw.com/), co-founder of Atlanta Legal Tech(https://atlantalegaltech.com/), a member of the Governing Council of the ABA Center for Innovation, past board member of ABA TECHSHOW, advisor to CaseText, and a Women of Legal Tech and Fastcase50 honoree. Kim holds a JD from Villanova University School of Law and a BA in Psychology from Spelman College. You can find Kim hosting her podcast Watch Us Lead (http://kbennettlaw.com/podcast), teaching service professionals how to add subscription services to their business(http://kimberlybennett.com/), and facilitating workshops and presentations on anti-racism, wellbeing, and innovation in the legal industry. Interested in disrupting the law? Connect with Kim on all social platforms using @kbennettlaw.</span></p>

time icon October 10, 2023 15:00

Why AI Will Save the Legal World

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Famous Venture Capitalist Marc Andreessen recently authored a white paper entitled, “Why AI Will Save the World.” It is a simple, thoughtful review of how AI and machine learning might help humans. Mark (Britton) has similar optimism for AI and the legal world, from legal consumers to lawyers to judges to lawmakers. He will talk about the “stone age” of modern AI in legal, its future potential, and why we should all be optimistic – and strategic – regarding that potential.

Mark Britton

Founder and Former CEO of Avvo

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Mark is the founder and former CEO of Avvo, the world&rsquo;s largest community for legal guidance and services. Prior to founding Avvo, Mark was the executive vice president of Worldwide Corporate Affairs of InterActiveCorp Travel (IACT) and Expedia, Inc. In this position, Mark oversaw all finance, accounting, strategy, corporate development, legal, human resources, and government relations functions for the IACT companies, including Expedia, Hotels.com, Hotwire, Classic Custom Vacations, and Interval International. Mark was also Expedia&rsquo;s first general counsel and a long-time Board member of Orbitz Worldwide (NYSE: OWW). </span></p><p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">&nbsp;</span></p>

time icon October 10, 2023 15:15

Legaltech Landscape

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Join us as we examine the current legal tech landscape, identify key trends, and uncover opportunities for innovation. Discover how leveraging Clio’s platform can propel your business forward in this dynamic field and potentially attract investors along the way!

Shubham Datta

Vice President of Corporate Development at Clio

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Shubham is the Vice President of Corporate Development at Clio. He brings to Clio years of M&amp;A experience on both sides of the table as a strategic acquirer and sell-side advisor, with experiences in sourcing, deal execution and integration. He oversees the development and execution of Clio&rsquo;s strategic growth strategy through acquisitions and investments Since joining Clio, Shubham has led the acquisitions of CalendarRules and Lawyaw, as well as investments in Proof, Steno and EvenUp through Clio Ventures. Prior to Clio, Shubham was a Corporate Development Lead at Shopify (NYSE: SHOP) working on acquisitions and investments.</span></p>

time icon October 10, 2023 15:20

Get to Know Matter Stages: Benefits and Best Practices

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The word “busy” might be an understatement when describing your workload. Every case comes with its own complexities, tasks and deadlines where finding ways to be efficient, organized, and precise are paramount. After all, the way you track and manage cases directly influences your client’s outcome and in turn your firms. This is where Kanban boards may give you the much-needed extra help you’ve been looking for.

In this 15-minute product walk-through, learn

How your firm and team members can benefit from using stages
Best practices to gain greater insights into timelines and better manage flow of case work

So get a jump start to your Kanban journey and move your cases forward!

Clio Host: Heather Priban

Heather Priban

Senior Account Manager

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">As a Senior Account Manager, Heather is at the forefront of our Customer Success team and drive the success of our customers by helping them to unlock the potential of Clio.</span></p>

time icon October 10, 2023 15:45

How to Organize and Prioritize Work in Clio Manage

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You have a lot to do, and that list isn’t getting shorter anytime soon. If only there were some way to seamlessly track it all…oh wait, there is!

In this 15-minute product walkthrough, learn how to:

Use the latest enhancements to matters in Clio Manage

Better organize and prioritize your work

Create firm-wide clarity on the progression of matters

If you’re still using a notepad or multiple spreadsheets to track and prioritize work to be done, this session might just be a gamechanger for you.

Clio Speaker: Zoe Haber

Zoe Haber

Account Executive at Clio

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">As an Account Executive at Clio, Zoe works with thousands of law firms around the world to help them organize and streamline their work. With experience in the legal practice management industry, Zoe understands the unique needs and challenges that solo and small law firms face everyday. As a part of her Criminology and Leadership background, Zoe worked alongside a boutique law firm in London, Ontario where she went to court often and saw first hand how the firm operated their day to day. As a karaoke star at heart, she is currently based in Winnipeg, Manitoba where she can be found playing fetch with her cats Lincoln and Lucy.</span></p>

time icon October 10, 2023 16:00

Networking and Exhibitor Hall Break

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You have a lot to do, and that list isn’t getting shorter anytime soon. If only there were some way to seamlessly track it all…oh wait, there is! In this 15-minute product walkthrough, learn how to: Use the latest enhancements to matters in Clio Manage Better organize and prioritize your work Create firm-wide clarity on the progression of matters If you’re still using a notepad or multiple spreadsheets to track and prioritize work to be done, this session might just be a gamechanger for you.

 

time icon October 10, 2023 16:30

Conference Keynote: The 5 Second Rule: Achieve Breakthrough Performance in your Career & Life

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As a legal professional, managing a never-ending to-do list while keeping anxiety at bay can be a daunting task. The constant pressure to meet deadlines, manage client expectations, and balance work and personal life can take a toll on one’s mental health. That’s why we’re thrilled to have Mel Robbins join us as a 2023 ClioCon Keynote Speaker. Her talk will provide invaluable insights on how to: Overcome obstacles, Boost productivity, and Foster resilience Through personal anecdotes and life lessons, Mel will share practical tips on how to mitigate stress and anxiety, unlock new levels of productivity and empower ClioCon attendees to tackle their to-do list with a renewed sense of focus and confidence. Who doesn’t need a little more of that in their lives?! By unlocking new abilities to achieve success, Mel’s talk will help legal professionals foster resilience and overcome challenges, ultimately leading to a healthier work-life balance. Don’t miss out on this opportunity to learn from one of the most inspiring and accomplished speakers of our time.

Mel Robbins

New York Times bestselling author of “The High 5 Habit"

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">Mel has become one of the most trusted experts in the world on confidence and motivation. With millions of followers online, Robbins is sought after by the world&rsquo;s leading brands and professionals for her research-backed tools and motivation. She is a New York Times bestselling author of &ldquo;The High 5 Habit,&rdquo; &ldquo;The 5 Second Rule,&rdquo; and host of &ldquo;The Mel Robbins Podcast.&rdquo; Her work has been translated into 41 languages, and her female-led media company produces life-changing content with millions of books sold and billions of video views. Despite her success, Robbins remains down-to-earth and caring, and her work has changed the lives of millions worldwide. </span></p><p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">&nbsp;</span></p>

time icon October 10, 2023 17:30

Closing Remarks with Clio CEO Jack Newton

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Come join Clio CEO Jack Newton as he closes out the 2023 Clio Cloud Conference.

Jack Newton

CEO and Founder of Clio

<p><span style="font-family: Arial; font-size: 13px; white-space-collapse: preserve;">As the CEO and Founder of Clio and a pioneer in cloud-based legal technology, Jack Newton has spearheaded efforts to educate the legal community on the security, ethics, privacy considerations, and benefits of running a law firm from the cloud. Under his leadership, Clio is bettering the lives and businesses of lawyers while making legal services more accessible and equitable for all through cloud-based and client-centered technology. Jack is also the author of The Client-Centered Law Firm, a #1 bestseller that&rsquo;s helping law firms thrive in today&rsquo;s experience-driven era. Follow Jack on Twitter at @jack_newton for up to date commentary on technology, the legal industry, and the future of the profession.</span></p>

time icon October 10, 2023 18:30

Tuesday After Dark at Luke's 32 Bridge

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Shuttles depart from the Delta Portico starting at 6:30 p.m.

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