Held in vibrant Austin, Texas, the 2024 Clio Cloud Convention was nothing in need of electrifying. From the second visitors arrived, the vitality was palpable. Clio’s thrilling bulletins sparked vigorous conversations, and the keynote audio system left audiences impressed. In the meantime, the seller flooring buzzed with innovation, providing limitless networking alternatives and showcasing the most recent in authorized tech developments.
Missed the occasion? Don’t fear—we’ve received a fast recap for you under!
Jack Newton’s opening keynote
Jack Newton, Clio’s Founder and CEO, kicked off ClioCon 2024 along with his keynote targeted on harnessing momentum within the authorized trade to drive long-term success. With a file 2,500 in-person and 1,500 digital attendees, Jack highlighted Clio’s development alongside AI’s transformative function within the authorized occupation, as outlined within the newest Authorized Developments Report.
He mentioned the fast rise in AI adoption, leaping from 19% to 79% in regulation companies in only one 12 months, and launched Clio Duo, a brand new AI device designed to boost productiveness and scale back workflow friction. Jack additionally introduced thrilling new Clio options for 2025, together with automated workflows, customized reporting, and new cost strategies.
To cap off his exhilarating keynote, Jack revealed that ClioCon 2025 will happen in Boston, Massachusetts.
Safe your tickets for ClioCon 2025 at present!
Honoring our prospects and the 2024 Reisman Award recipients
We’re honored to collaborate with prospects who persistently set the usual for excellence within the authorized trade. The variety of excellent candidates for this 12 months’s Reisman Awards was unimaginable, showcasing what number of companies are main the best way in innovation.
These are companies that actually embody our mission to rework the authorized expertise for all.
The 2024 Reisman Award recipients are:
Be taught extra about our Reisman Award winners and apply for the 2025 awards at present.
Recognizing the achievements of our 2024 Consulting Companion Influence Award recipients
Every year, Clio honors consulting companions who’ve gone above and past to assist our shoppers thrive and develop their impression even additional. We’re thrilled to shine a lightweight on this 12 months’s wonderful Consulting Companion Influence Award winners:
Discover our full checklist of Clio Licensed Consultants by visiting our Licensed Companion listing.
Authorized Developments Report
The ninth version of the Authorized Developments Report is now accessible.
The most recent Authorized Developments Report was unveiled throughout Jack’s keynote deal with. This 12 months’s report explores altering attitudes in direction of synthetic intelligence (AI) within the authorized occupation—adoption leaping from 19% to 79% in a single 12 months alone—and the alternatives it presents for regulation agency billing, advertising and marketing, and extra.
Learn extra about AI’s development within the authorized trade and prime alternatives on your agency within the report, accessible now.
Keynote highlights
Choose Victoria Pratt
Along with her in depth expertise as Chief Choose of Newark Municipal Courtroom in New Jersey, Choose Victoria Pratt provided Clio Con attendees profound insights into delivering justice. In her keynote, she shared transformative steps that redefined her courtroom strategy, emphasizing how judges can lead with respect and supply dignity to everybody who enters the court docket. Her highly effective presentation gave sensible tips about selling equity and equality, inspiring attendees to include these ideas into their authorized practices and companies.
Nita Farahany
As a number one scholar on the ethics of rising applied sciences, Nita Farahany delivered a compelling speak on the way forward for neurotechnology, highlighting its potential whereas advocating for cognitive freedom. Because the Robinson O. Everett Distinguished Professor of Regulation & Philosophy and Founding Director of the Duke Initiative for Science & Society, she leads cutting-edge analysis on the moral implications of expertise. In her keynote, Nita explored the idea of psychological privateness within the age of neurotechnology, discussing how generative AI developments are elevating important authorized challenges round information safety, consent, and the moral use of brain-related applied sciences.
James Clear
James Clear delivered a fascinating presentation targeted on the transformative energy of habits. Drawing from his #1 best-selling e book, Atomic Habits, he emphasised how small, constant actions can result in important enhancements in each private {and professional} life. He shared methods for forming good habits, breaking dangerous ones, and optimizing productiveness, offering sensible, actionable steps. His speak highlighted the significance of constructing a system that helps steady development and the way legal professionals can apply these ideas to enhance their day by day routines and total success.
Extra speaker and occasion highlights
All through the 2 days, each in-person and digital attendees had all kinds of breakout classes to attend. Among the highlights from 2024’s Clio Cloud Convention included:
Deep Dive on 2024 Authorized Developments Report
Joshua Lenon, Clio’s Lawyer in Residence, delivered an in-depth presentation on the 2024 Authorized Developments Report back to ClioCon attendees. His session highlighted the evolution and efficiency of regulation companies since 2016, revealed findings from Clio’s “secret store”, and offered key insights into how companies are leveraging AI. Whereas automation is ready to rework the authorized trade, Lenon emphasised that companies successfully using this expertise aren’t solely boosting effectivity but in addition considerably growing their backside line.
Constructing Your Small Regulation Agency’s Future: Crafting an Efficient Know-how Stack
Allison C. Williams, CEO & Managing Companion of Williams Regulation Group, joined Lisa Del Actual, Clio’s VP of Channel Partnerships, to debate how small and solo regulation companies can harness expertise to streamline and automate workflows with out massive advertising and marketing or administrative groups. They lined methods for monitoring agency effectivity, productiveness, and ROI, suggestions for mastering software program integrations and alter administration, and tips on how to construct a aggressive and sustainable tech stack to boost agency operations.
New Know-how Requires New Regulation (Let’s Speak Earlier than It’s Too Late!)
Jayne Reardon, a Agency Companion at FisherBroyles LLC, Chris Bentley, the Agency Managing Director on the College of Toronto’s Regulation Follow Program, and Phil Brown, Director on the Regulation Society of Ontario, explored the evolving function of legal professionals as each gatekeepers and innovators throughout the authorized trade. The dialogue lined the potential advantages of decreased regulation, together with how loosening sure restrictions may enhance entry to authorized providers. In addition they delved into the implications of ABA Rule 5.4 and 5.5, inspecting mobility, sandboxes, and the impression of re-regulation on the occupation. This session was eligible for CLE/CPD credit score for each in-person and digital attendees.
Clio Accounting 101
Lillian Wu, Clio’s Workers Product Supervisor, and Omar Robinson, a Clio Coaching Guide, guided attendees by way of Clio’s new legal-specific accounting characteristic, Clio Accounting. They lined how Clio Accounting can automate transaction administration, present real-time insights for improved money move management, simplify compliance, and make tax preparation easy! This was an incredible probability for attendees to ask questions on to Clio and study firsthand how seamless bookkeeping and accounting will be at their regulation companies.
Actionable Insights on AI: Getting Began
With AI being a prime precedence for a lot of authorized professionals, and lots of being uncertain the place to start, this occasion—hosted by Damien Riehl, VP and Options Champion at vLex, and Erin Walker, Director of Advertising and marketing Technique & Enablement at Clio, drew appreciable curiosity from attendees. The session offered sensible steering on tips on how to get began with AI, deciding on the suitable instruments, and incorporating them into day by day workflows. In addition they emphasised the significance of knowledge high quality and moral issues and provided insights on when AI is beneficial—and when it’s not. This common session was eligible for CLE/CPD credit.
2024 Cybersecurity Developments
Hosted by Clio’s Senior Supervisor of Utility Safety, Gavin Miller, attendees realized tips on how to safeguard their companies from the rising menace of knowledge breaches, whereas sustaining consumer belief and fulfilling their authorized obligations. The dialogue lined the most recent traits in cybersecurity, highlighting what regulation companies must prioritize within the coming years. Gavin shared tactical steps to guard delicate info and emphasised the moral issues concerned in information safety.
Actionable takeaways had been offered for fast implementation, making certain companies keep safe. Moreover, Clio’s cybersecurity specialists had been accessible all through the convention to reply questions and supply customized recommendation.
Clio characteristic bulletins
All through ClioCon, quite a few Clio characteristic developments had been mentioned, here’s a round-up of what’s to come back later in 2024 and into 2025:
Clio Handle: Automated workflows
Final 12 months, we launched automated workflows in Clio Develop, they usually had been so common that we determined to convey them to Clio Handle. This characteristic permits companies to auto-assign issues to chosen templates, set off process lists, and generate paperwork as a case progresses. Choose between pre-built templates for widespread eventualities or customise them to operate on your agency’s particular workflow.
Income experiences
With a brand new collection of income experiences coming quickly to Clio Develop, you’ll get an actual view of what brings shoppers to your agency. Decide which lead sources, campaigns, and referrals are driving essentially the most income, pulling in actual billing information from Clio Handle. It is possible for you to to trace the full income, and the return in your investments, permitting you to maximise your advertising and marketing efforts by realizing the place to allocate your spend.
Uncover key insights on how regulation companies are scuffling with advertising and marketing in our newest Authorized Developments Report.
Clio Draft Questionnaires
With Clio Draft’s new questionnaires, you may create dynamic, templated, branded types to share straight with shoppers. These reusable types streamline doc completion for particular case sorts, making certain information safety and permitting shoppers to fill them out at their comfort and share their progress to return to later if want be. It is possible for you to to trace the progress of a type and be notified when it’s been accomplished. These questionnaires scale back redundant requests for info, scale back errors, and make court docket e-filing extra environment friendly.
Communications web page redesign
The Clio Handle’s communications web page has been re-designed primarily based on actual Clio consumer suggestions, to make sure its performance meets the wants of our prospects. You’ll now be capable of take pleasure in a extra improved expertise and extra organized view that will help you higher work together along with your shoppers. Together with a streamlined inbox view lets you ship replies in fewer clicks–all whereas sustaining a safe log of communications throughout e-mail, telephone, textual content, and consumer portal.
Financial institution ACH transfers and wire transfers
Two new cost strategies—ACH financial institution transfers and wire transfers—shall be accessible by the tip of 2024. Accepting financial institution transfers by way of Clio supplies a safe, environment friendly option to deal with massive transactions, dashing up reconciliation and making certain belief accounting compliance. These choices scale back billing friction and provides companies extra flexibility in selecting the quickest cost methodology, all whereas enhancing the consumer expertise.
Customized reporting
We wish to proceed making certain full transparency across the well being of your agency’s development, income, and efficiencies, which is why we’re releasing customized experiences. Create and design your individual library of customized experiences to share with employees, monitoring key efficiency indicators and metrics which might be particularly vital to your agency. Simply entry your individual information to establish bottlenecks, diagnose efficiency gaps, and make assured data-driven choices.
Digital Clio Con: Attend from anyplace
In case you can’t make it to our occasion in individual, our digital occasion is the subsequent smartest thing! This 12 months’s digital expertise was actually seamless, providing full entry to all keynote audio system and streaming a variety of impactful classes (many CLE eligible) you can watch stay, or rewatch at a later time.
Whether or not you’re tuning in for Clio-specific talks on leveraging it for fulfillment or catching insights from our particular visitor audio system, there’s loads of inspiration. These classes are filled with sensible suggestions to assist authorized professionals shake off the established order and elevate their day-to-day work.
See you subsequent 12 months, Boston!
Be a part of us on the 2025 Clio Cloud Convention in Boston, Massachusetts, as we discover the theme “Uniting Brilliance”, going down October 16-17, 2025.
Benefit from early-bird pricing, which is offered for a restricted time! Don’t miss your probability to safe your spot for subsequent 12 months. Each in-person and digital attendee tickets are actually accessible.
Get your 2025 ClioCon go.
We revealed this weblog submit in October 2024. Final up to date: October 8, 2024.
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