Clio Connects

Clio Connects Charlotte

Spend a morning with the Clio team. Get answers to your firm’s questions,
see Clio’s AI live, earn CLE, and meet legal pros in your area.

 

📍 Charlotte, NC

Thursday, September 17
9:00 a.m. – 1:00 p.m.
TopGolf Charlotte University

 

Register for free
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  • Event details

  • Free to attend

    No registration fee

     

    Free TopGolf

    2 hours of play

  • Lunch

    On us

     

    Drop in or stay

    Come for what works

Clio Connects is your chance to:

Get 1:1 time with the Clio team

Bring your specific questions and workflows.
Sit down with product specialists, support, and customer success to get answers tailored to
your firm.

See Clio AI in action

Watch Clio AI work through real legal scenarios. See how firms are using AI for legal analysis today, what it does well, and where it fits.

Connect with legal pros

Trade ideas with managing partners, attorneys, and ops leads who run firms like yours. Past attendees have rethought their intake after a single conversation here.

Spots are limited.

Reserve your seat and bring your team
(each person registers individually).

Reserve my spot

Agenda

The same content will be presented at both events. Choose the date & location that works best for you.

9:00-9:30 a.m.

Doors open & networking

Doors open at 9:00 a.m. Meet the Clio team, ask questions, and network with fellow legal professionals before the formal session begins.

9:30-11:00 a.m.

Navigating AI Responsibly in Your Firm (CLE-eligible session)

Not all AI tools are created equal, and the rules of professional responsibility don’t make exceptions for convenience. This session breaks down the real differences between generalist AI tools and purpose built legal AI, and what those differences mean for competence, confidentiality, and supervision obligations. We’ll walk through what a strong firm AI policy actually needs to cover, where ethics rules currently stand on AI use, and the practical steps you can take to protect your clients and your license while still getting the benefits of these tools.

11:00-11:30 a.m.

A peek into Clio’s latest product updates

Get an exclusive look at Clio’s latest product updates and innovations designed to make your practice more efficient and effective. This session will walk you through new features, enhancements, and upcoming releases—giving you a firsthand understanding of how Clio continues to evolve to meet the needs of modern legal professionals. Stay ahead of the curve by learning how these updates can streamline your workflows, improve client experiences, and support your firm’s growth.

11:30-1:00 p.m.

1:1 time with the Clio team, TopGolf, lunch & networking

After the formal session, meet with a Clio expert for a working session on your specific questions. Or just connect with peers, share ideas, build relationships, and discover how others use Clio in their practices. You’ll also enjoy free TopGolf play!

Meet the Clio team you'll be hanging out with

These are the people you'll be working with on the day. Bring your questions; they've got answers.


  • Jada Kinnaird
    Account Executive, Customer Sales

  • Dan Andrews
    Customer Success Manager

  • Arti Sood
    Solutions Engineer

  • Molly Sertayeva
    Customer Support Specialist

  • Sabrina Stewart
    Customer Events Manager

What past attendees are saying

  • The event inspired our firm to adjust our intake process, so everything is finally integrated through Grow and Manage. I also enjoyed seeing all the new AI features—those are mindblowing!”

    Chelsea S., Phoenix

  • “I LOVED it, and everyone I spoke with did as well. It was very relevant, and I made some great professional connections. The speaker and AI demo were super informative. The food was delicious too!”

    Past attendee

Frequently Asked Questions

Is the event free to attend?

Yes, this event is free to attend!

Who should attend?

This event is ideal for business owners, managing partners, attorneys, legal admin, and operations staff who use Clio and want to push their practice further.

Can I bring my whole team?

Yes, this event is a chance to engage in meaningful conversations with your own team. Whether you’re exploring new ideas or discussing takeaways, attending as a group can spark valuable collaboration. Please ensure all attendees register separately.

Getting to the venue

Free parking is available at TopGolf

I can't attend for the duration of the event. Should I still come?

Absolutely—that’s no problem at all! We understand that lawyers have busy schedules, and you’re welcome to arrive late or leave early as needed. Feel free to join us for whatever portion of the event works best for you. We’ll be happy to see you, even if just for a bit!

How do I receive CLE credit?

To receive CLE credit, you must attend the full duration of the CLE-eligible session at this event.