Innovate Legal Online

4 Time-Saving Features to Know for Fall

Discover features in Clio to help create operational efficiency at your firm

Thursday, August 26, 2021 at 11 a.m. PDT | 2 p.m. EDT 

Summer is coming to an end! Get back on track and prepare your firm for a busy fall with these under-utilized Clio features!

Join your fellow Clio customers on August 26 for our free workshop, 4 Time-Saving Features to Know for Fall, led by four longtime, experienced Clio users. Each panelist will showcase a unique way that their firm uses Clio Manage to save time, automate workflows, or streamline processes.

After learning about the benefits of these features and how to implement them into your daily workflow, we’ll open up breakout rooms—where you can network with fellow solo and small firm attorneys, share tips and tricks, and follow up on any questions you may have!

Workshop plan:

  • Meet the panel: Derek Bolen, Senior Manager of Customer Marketing at Clio; Julie King, owner of King Business and Patent Law; Jodi Ann Donato, attorney at Donato Law; Andrew Gross, Managing Attorney at Law Office of Andrew P. Gross, LLC; and Ben Sessions, attorney at The Sessions Law Firm, LLC.
  • Workflow demonstrations: Learn about features like document automation, custom fields, and task lists.
  • Breakout rooms: Join one or multiple rooms to ask questions, network, and share your own workflows.
  • Prize giveaway: We’ll be giving away a Clio Cloud Conference pass to two lucky attendees!

*To get the most out of the workshop, have your camera on and come ready to learn and share! The breakout room portion of the event will not be recorded.

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Derek Bolen

Senior Manager of Customer Marketing


Derek Bolen is the Senior Manager of Customer Marketing at Clio, which means he gets paid to build relationships with the greatest customers in the world. He’s proud to work with the legal community, advocate tirelessly for Clio customers, and support the incredible work they do to transform the practice of law, for good.

Julie King

Attorney and Owner

King Business and Patent Law

Julie King is a solo practice attorney in Champaign, Illinois. She focuses on business law (corporation, partnership, and limited liability company formation and operation; business transactions), intellectual property (patent, trademark, and copyright registration, maintenance, and licensing, and trade secret protection), and estate planning (wills, trusts, powers of attorney). Julie grew up in Champaign and am is a proud graduate of the University of Illinois College of Law.

Jodi Ann Donato

Attorney and Sole Practitioner

Donato Law

Jodi Ann Donato is a solo practitioner in East Islip (Long Island), New York where she predominantly practices in the area of Matrimonial and Family Law. She also serves as a District Court Small Claims Arbitrator. She is a Director of the Suffolk County Women’s Bar Association, a Delegate to the Women’s Bar Association of the State of New York, and she just finished a three year term as a Manager and Secretary of the Suffolk County Bar Association’s Charity Foundation. Jodi has been practicing law for 28 years and started using Clio in 2013.

Andrew Gross

Managing Attorney

Law Office of Andrew P. Gross, LLC

Andy Gross, the founder and managing attorney at the Law Office of Andrew P. Gross, is an experienced litigator and advocate with over a decade of experience. Starting his career at the premier firm representing young children poisoned by lead paint, through his time as a Judge Advocate in the United States Army, Andy has dedicated himself and his career to serving the needs of others. Andy started his firm to serve those injured by the negligence of others, along with Veterans seeking the benefits they earned through their own service.