Solo and Small Firm Virtual Summit

Summit host, Jesse Harink (Clio’s Internal Global Events lead), will kick off the day with tips on how you can make the most of your day!

This session officially launched our latest Legal Trends Report, featuring newly published insights relevant to solo and small firms. Watch the session to learn more about how lawyers are reacting to evolving client expectations, adopting strategies for improving payment collections, and changing their perspectives towards artificial intelligence.

Joshua Lenon

Lawyer in Residence, Clio

An attorney admitted to the New York Bar, Joshua brings legal scholarship to the conversations happening both within Clio and with its customers. Joshua has worked extensively to educate lawyers on technology’s capability to enhance their practice, while also teaching tech companies about the unique needs of the legal system.

Explore the transformative impact of AI on solo and small firm operations and client experience. Gain insights into what AI can and can’t do, and learn how to get the maximum benefit of this technology at your firm—without compromising ethics and security.

Tom Martin

CEO, LawDroid

Tom Martin is a legal AI advocate, lawyer, author and speaker. He is CEO and founder of LawDroid, a Generative AI Legal Technology company, and co-founder of the American Legal Technology Awards.

Carolyn Elefant

Founder & Owner of Law Office of Carolyn Elefant

Carolyn Elefant owns a change-making energy and environmental law firm. She is also founder of the blog MyShingle.com, the longest running blog on solo and small law firm practice, a frequent speaker on generative AI and author of “Solo by Choice: How to Start a Firm and Be the Lawyer You Always Wanted to Be”.

Did you know that a bad website or misplaced advertising could be costing you thousands of dollars every month? In this session, we’ll highlight classic marketing mistakes made by solo and small firms, but more importantly, we’ll share tips on how to fix them.

Philip Fairely

President of Rainmaker

Philip Fairley leads the nation’s largest law firm marketing company, specializing in client generation, lead conversion, and data analytics. With a background in legal tech and cyber security, he co-developed innovative software platforms such as Turbine® and Rainalytics®. An expert in intake, lead conversion, and video marketing, his expertise has been featured in publications including the ABA’s Journal and Entrepreneur magazine.

We’ll be giving away $25 Uber Eats passes to 100 lucky attendees*! As you fuel up, join us for one of two Clio product sessions:

1) Hungry for lunch and more marketing? We’ll share how you can optimize your intake funnel with Clio Grow.

2) New to Clio? Join this product-walkthrough for a glimpse at how Clio can make running your solo or small firm easier.

Join this session to discover how technology can help your law firm maximize billable hours and be more efficient than ever, freeing up more time for client work. Learn practical tips to optimize operations and attract new business efficiently.

Cory Bates-Rogers

Senior Customer Success Specialist, Legal Content, Clio Draft

Cory Bates-Rogers has a background in education and law. Recognizing the importance of technology in legal practices, he implemented modern solutions at Tellez Law Firm, PLLC, as well as the Little Rock City Attorney’s Office, before joining the Clio Draft team where he now helps firms optimize efficiency through personalized solutions.

Whether you’re a new firm or an established solo and small firm, join us to discover how financial scorecards can help steer your law firm towards sustainable growth. Learn the basics of assessing your firm’s financial health, make informed decisions about spending, and understand how to maximize profits.

Robert Gauvreau, FCPA, FCA, LPA

Founder & CEO of Gauvreau Accounting Tax Law Advisory

Robert is an award-winning FCPA who works with law firms to help them make more money and gain financial clarity in their businesses. As a financial expert and author, Robert shares his insight and wisdom as a public speaker, is often cited in major business journals related to money, finances, and entrepreneurship, and works directly with more than 500 businesses across North America.

In this closing panel, discover how solo and small firm lawyers can drive positive change in their communities and workplaces. Learn invaluable strategies for fostering diversity, inclusion, and leaving a lasting impact beyond your case work.

Jessica Childress

MANAGING ATTORNEY, AT THE CHILDRESS FIRM PLLC

Ms. Childress is the managing attorney and founder of the Childress Firm PLLC, a boutique employment law firm based in Washington, D.C. Ms. Childress is also the founder of Juris Prudence LLC, a children’s educational content company that offers books and educational programming teaching children about leadership and law through the eyes of fictional 11-year-old lawyer, Juris P. Prudence. She serves as a contributor for Arianna Huffington’s international media outlet, Thrive Global, and she has been featured in numerous publications, including Forbes, Essence, the Huffington Post, Success, Newsweek, and Entrepreneur.

In the closing remarks, we’ll recap key takeaways from our sessions and offer actionable steps to implement what you’ve learned.

Plus, we’ll announce the winner of the grand prize–an all expense paid trip to Clio Cloud Conference*, taking place in Austin, October 7-8, 2024!

Feeling social? Hang around the virtual platform to continue conversations with fellow attendees, panelists and exhibitors!

Yes, this summit is free to attend! 

Presentations that are eligible for CLE/CPD credits will be announced soon.

These sessions will be subject to approval from bar associations and law societies across the United States and Canada. If you have met the participation requirements (attended the entire session live and participated in the polls) you will receive a personalized CLE/CPD affidavit from the ABA within 2 weeks of the summit.

Recorded/on-demand sessions will not be eligible for credit.

The recording will be emailed to all registrants on May 22nd. Please note that CLE credit will not be granted for on-demand sessions.

The summit will be hosted on Zoom Events platform. When you register you will receive a calendar hold, so be sure to save the event to your calendar! You will receive your link to access the summit one week prior to the event, as well as reminder emails from Zoom one day and one hour before it starts.

Yes! You will be able to connect with other solo and small firm legal professionals throughout the day, or during the dedicated networking time at 2:15 p.m. PT| 5:15 p.m. ET

Trusted by over 150,000 lawyers and 90 bar associations, Clio’s industry leading cloud-based case management software makes it possible to run your firm, organize cases, and collaborate with clients from one place. Learn more here.

Email [email protected] with your questions. All sponsorship related inquiries can also be directed here.