Upcoming Session
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Dana Richardson | December 12, 2025 @ 9am PT / 12pm ET
Founding Partner, Tibbott & Richardson, P.C.
Hear from the Founding Partner of a Pennsylvania-based family law firm, as she shares her real-world experience returning to Clio after testing another legal tech solution.
Join this session to learn why:
- What the team hoped to gain from switching to Filevine—and what was missing
- What ultimately brought the firm back to Clio
- Lessons other legal professionals can use when evaluating legal software
- Why choosing technology with proven stability, innovation, and service is critical for law firms
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Past Sessions With Happy Customers
Tune into past conversations to get a sense of what to expect in these AMAs.
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Alexander Almazan
Managing Partner, Almazan Law
Hear from the Managing Partner of a Florida-based litigation firm who switched to Clio in 2018 from inefficient software. Alex Almazan shares his direct experience evaluating Clio and why Clio’s innovation won him over. Watch this session to learn:
- Why he originally switched the firm from Timeslips and Aderant
- What other legal professionals can learn from experiences
- Why a technology partner on the leading edge of new innovation with AI-enhancements is something to seriously consider
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Jennifer Cunningham
Legal Operations Manager, Stotler Hayes Group
Hear from a fully remote, multi-state firm who returned to Clio after trying a competing program. Jennifer Cunningham shares her direct experience evaluating different legal software and why Clio’s ease of use and reliability won them back. Watch this session to learn:
- Why she praises Clio for its user-friendliness and reliability
- How she switched back to Clio in less than one month
- Why her firm returned to Clio after finding an alternative program (Litify and Salesforce) “overly complicated” and unreliable
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Lilian Al-Dehneh
Director of Finance, Ball Morse Lowe PLLC
Lilian and her firm adopted Clio in 2016 after relying on manual timekeeping and billing processes. Watch this video to learn:
- Why she chose Clio over other tools
- How QuickBooks + Clio improved billing & reporting
- How Clio provides a centralized system where all firm data goes
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Lesley Siskind
Partner, The Brody Law Group
Lesley is a Partner at a 60-person full-service firm in New York. After joining the firm and finding it to be a “technological nightmare” with no case management system, she spearheaded the switch to Clio. Watch this video to learn:
- Why she chose Clio’s “all in one” integrated platform after researching other systems like ProLaw and LEAP.
- How Clio helped her migrate over a million documents without impacting her firm’s workflow.
- How Clio’s ease of use made it simple to onboard new hires and even got her tech-averse husband to start entering his own time.
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Andy Armstrong
Office Manager, The McIntosh Law Firm, P.C.
Andy and his firm adopted Clio in August 2022 after relying on an on-premise system, ProLaw. Watch this video to learn:
- Why his 60-person, multi-practice firm chose Clio’s customizable and intuitive platform.
- How integrating Clio with QuickBooks streamlined their accounting and billing workflows.
- How switching from an on-premise system to Clio’s Cloud-based platform led to more efficiencies.
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Mary Chartier
Partner & Litigator, Chartier & Nyamfukudza, P.L.C.
Mary is the Founding Partner of her Michigan-based criminal defense firm. When she started her new firm in 2017, she implemented Clio before they even had all their furniture, transitioning away from a patchwork of separate tools for billing, calendaring, and storage. Watch this video to learn:
- Why she chose Clio after researching every practice management system she could find, including MyCase and Smokeball.
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- Why task management is her firm’s “absolute favorite” feature and how it has removed the stress of tracking deadlines and assignments.
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Brian King
Managing Shareholder, King Law
Brian is the Managing Shareholder of King Law, one of the largest firms in the Carolinas. Since starting the firm in 2002, he has scaled it to 23 locations with 120 employees, a growth story that earned him a Clio Reisman Award. Watch this video to learn:
- Why he believes server-based systems are “a thousand times less safe” than Clio’s secure, cloud-based platform.
- How Clio was instrumental in scaling his firm to 23 locations and allows him to open a new office in just 24 hours.
- How his firm uses Clio and QuickBooks Online to send 7,500 bills weekly and how he can run his entire firm from the Clio mobile app.
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James Creedon
Deputy Managing Partner, Scale LLP
James is the Deputy Managing Partner at Scale LLP, a remote firm with 85 Clio employees. He has been using the platform for a decade. Watch this video to learn:
- Why Clio’s intuitive design makes it easy to onboard new attorneys and capture more billable time.
- How he uses Clio’s accounting features and custom reporting to manage everything from IOLTA accounts to complex, formula-based compensation models.
- Why he sticks with Clio after 10 years and how the platform has consistently innovated to meet his firm’s evolving needs.
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Angela Lennon
Partner, Koenig|Dunne, PC, LLO
Angela, Partner and COO of the Nebraska-based divorce firm Konig Dunne, led her team in adopting Clio in 2018. The firm moved away from its previous software, Amicus, due to high levels of frustration with its limitations. Watch this video to learn:
- Why her firm’s frustration with their previous system motivated an easy transition to a new platform.
- How Clio provides peace of mind by consolidating case management, billing, and firm-wide reporting into one system.
- Her advice on getting staff bought in with new technology and why a new practice management system is an investment in your firm’s future.