When it comes to your law firm’s finances, you need to ensure that your practices are efficient, confidential, and compliant. Karolina Sikorska and Lydia Malone welcome Peggy Gruenke of CPN Legal to talk through the benefits of expert accounting and bookkeeping for law firms. Peggy shares her passion for helping attorneys build better businesses and how CPN leverages Clio’s systems to create a seamless experience for law firms. 

Peggy Gruenke is co-founder of Cincinnati-based CPN Legal, which provides accounting and bookkeeping services to law firms, including Clio Grow and Manage setup and workflow design.

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Naturally, it is essential for a legal tech business like Clio to be in compliance with the laws and regulations that govern the attorneys they serve. So, how do they ensure that their platform can do what it needs to do for their clients? Laurence Colletti sits down with Niamh Pollak to learn how Clio navigates compliance across a huge number of geographic areas and unique practice area needs. They discuss Clio’s efforts to help lawyers transform and grow their practices with tools that meet the changing needs of modern law firms.  

Niamh Pollak is Vice President of Legal at Clio.

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Setting a clear vision for your law firm can be challenging for many attorneys. Lawyers are highly educated and intelligent professionals, but they may not have the business knowledge to maximize their success. Dan Lear welcomes Mark Britton and Alex Shipillo to hear about their session on practical business strategies for modern, competitive law firms. They talk about developing fundamental values, identifying key performance indicators, effective collaboration, and other operational principles for transforming your legal practice.

Mark Britton is the founder of the legal marketplace, Avvo.com. 

Alex Shipillo is the Vice President of Growth Marketing at Clio.

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Are current tech regulations adequately keeping pace with rapid changes in the area of technology? Working together, what can lawyers and regulators do to move forward ethically—always with access to justice in mind? Speakers Jayne Reardon, Chris Bentley, and Phil Brown share highlights from their discussion on the current landscape of this area, with a particular focus on the justice gap. They share their ideology on improving legal service delivery with technology and encourage fellow legal professionals to be innovators and advocates for leveraging technology in the fight for greater access to justice.

Jayne R. Reardon is a Partner and Deputy General Counsel at FisherBroyles LLP, a distributed global law firm. 

Chris Bentley is the Managing Director of the Legal Innovation Zone and the Law Practice Program, both housed at Toronto Metropolitan University. 

Phil Brown is the Acting Director of Practice Supports and Resources at the Law Society of Ontario.

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Differentiating your law firm in a competitive market is essential for success. Dan Lear talks with session speakers Bob Simon, Rob Dickson, and Jenny Dingus about highlights from their panel geared toward midsize and large law firms. In the new age of AI, they discuss the latest implementations for legal software (including Clio Grow), genAI tools, automation, marketing, and more, helping firms understand how to adapt to changing trends.

Robert Simon is a trial lawyer and founder of the Justice Team and Justice HQ.

Robert Dickson serves as the Managing Partner of Dickson Frohlich Phillips Burgess, PLLC, one of the fastest-growing law firms in the Pacific Northwest.

Jenny Dingus is the Senior Vice President of Global Sales at Clio.

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To celebrate and reward folks who are utilizing Clio to the maximum degree, the Reisman Awards honor those who stand out with excellence in their legal practice. Laurence Colletti talks with Taylor Lecky and Nick Anderson about the selection process, and they also highlight some of this year’s winners.

Taylor Lecky is Customer Marketing Manager at Clio. 

Nick Anderson is Senior Vice President of Customer Success at Clio.

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Unsurprisingly, this year’s Legal Trends Report significantly showcased AI's ever-developing impacts in the legal world. To examine this and other major findings of the report, Christopher Anderson and Laurence Colletti welcome Clio’s Joshua Lenon to unpack and explain new trends. They discuss AI’s many uses and current acceptance amongst lawyers and clients, outline new billing trends, and more. 

Joshua Lenon is an attorney and serves as lawyer-in-residence for Clio, providing legal scholarship and research skills to the cloud-based practice management platform.

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One of the biggest splashes at this year’s ClioCon was the launch of Clio Duo, an AI-powered assistant to enhance your practice management software. Christopher Anderson sat down with Jonathan Watson to learn the ins and outs of this new tool and practical use-case scenarios for attorneys and law firm staff. They discuss a day in the life of Clio Duo and highlight some of its powerful features that increase productivity and efficiency in your legal practice. 

Jonathan Watson is the Chief Technology Officer at Clio.

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The next few years promise to be hugely transformative for the legal industry, and attorneys who maintain a focus on their firm’s momentum are bound to have greater success. Jack Newton discusses technology trends and tactics that will help lawyers stay ahead of the game. He talks through AI’s impacts in the legal profession, Clio’s latest product updates and investments, and more. 

Jack Newton is the CEO and co-founder of Clio.

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Getting your law firm’s name in front of prospective clients is essential to your success, but it’s not always easy to make it happen. Craig Goldenfarb shares simple, easy to execute ideas for attorneys looking to market their law firms in creative ways. Craig shares tips for social media, community outreach, newsletters, swag, and more.

Craig Goldenfarb is founder and CEO at Gold Law.

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