Learn how law firms can unlock AI’s potential and work smarter in this free event.
AI is already reshaping how legal professionals work. Now’s the time to learn how it can support you and your practice. Join Clio’s Legal AI Virtual Summit to discover practical ways of using AI, tailored to law firms of all sizes and practice areas. Learn how to implement AI securely while ensuring client data remains protected, gain insights into AI as an enhancement rather than a replacement, and more.
Here’s what you can expect
Get actionable insights
Expert AI advice on how to create the perfect AI prompt, what the right AI tools are for your practice, a first look at Clio’s AI-powered partner, Clio Duo, and more.
Gain CLE credits
Earn up to 3.25 hours worth of CLE/CPD credits by attending live sessions and answering polls.
Build connections
Connect with other legal professionals to share learnings, as well as your favorite ways to use AI!
Register for Free
Agenda and session information
8:15 a.m. PT | 11:15 a.m. ET Opening Remarks
Summit doors open at 8:00 a.m. PT so you can get situated before opening remarks kick off at 8:15 a.m!
Erin Walker
Director of Strategy and Enablement, Clio
Erin Walker is the Director of Strategy and Enablement at Clio, and has been working in digital communications since Netscape Navigator was a viable web browser. She has extensive experience operationalizing technology to achieve business goals, and she’s “practically obsessed” with AI, hosting Clio’s international and highly successful AI webinar series and speaking with lawyers around the world on how to get familiar with and implement AI in their practices. She is passionate about using technology to solve problems and make the world a better place.
8:25 - 9:25 a.m. PT | 11:25 - 12:25 p.m. ETKeynoteCLE Eligible The AI Advantage with Jack Newton
Artificial intelligence is not just a concept of the future but a transformative force reshaping the legal profession today. Join Jack Newton, CEO and Founder of Clio, as he kicks off the day discussing the current landscape of AI in law, the tangible benefits it offers, and the opportunities it creates for legal professionals to thrive in an evolving industry. Get ready to learn about:
- How AI automates routine tasks, delivers higher-quality work faster, and frees up time for higher-value activities.
- The evolving role of legal professionals in an AI-powered industry.
- Practical strategies for adopting AI in your practice.
Jack Newton
CEO and Founder of Clio
Jack Newton is the Chief Executive Officer and Founder of Clio, a company revolutionizing the legal experience through cloud-based and client-centered legal technology. With foundations in AI and machine learning research, he has been at the forefront of leveraging advanced technologies to transform the legal industry—from cloud computing to AI. Today, Clio is the legal industry’s most robust technology platform, used by more than 150,000 legal professionals across 130 countries globally.
Widely recognized as a pioneer in legaltech, Jack Newton has led the charge in educating the legal community about the security, ethics, privacy considerations, and advantages of operating a law firm in the cloud. Through his leadership, Clio has significantly improved the lives and businesses of lawyers, while simultaneously increasing accessibility and equity in legal services through innovative and technology solutions.
Jack is also an accomplished author. His bestselling book, The Client-Centered Law Firm, guides law firms to thrive in today’s experience-driven era. His insights and thought leadership have been instrumental in shaping the future of the legal profession.
Follow Jack for his timely commentary on technology, the legal industry, and the future of the profession.
9:30 - 10:15 a.m. PT | 12:30 p.m. - 1:15 p.m. ETCLE Eligible
AI Prompting Made Simple for Legal Professionals
AI isn’t psychic—but with the right prompts, it can seem like it’s reading your mind. Join this session to learn how to make prompting your superpower and get the most productivity out of AI tools. You’ll learn:
- How to craft clear, focused AI prompts to get results that are 10x better
- How to supply enough information in your prompts to enhance the accuracy of results
- How to select the right tool for your task to ensure accurate output
Jennifer Wondracek
Director of the Law Library and a Professor of Legal Research and Writing at Capital University Law School.
Jennifer has extensive experience in law librarianship and legal technology. She has held positions in the law libraries at Barry University, Elon University, the University of Florida and UNT Dallas. While at UNT Dallas, Professor Wondracek became the founding director of the Legal Educational Technology department. Professor Wondracek’s research focus includes VR, 360 photography, legal ethics, generative AI, and technology competence. A frequent speaker at conferences and CLE events, she was recognized as an ABA LTRC Women of Legal Tech Honoree and Fastcase 50 member in 2021.
10:20 - 11:05 a.m. PT | 1:20 - 2:05 p.m. ETCLE Eligible
Essential AI Tools for Legal Professionals: How to Choose the Right Tech for Every Task
There is no question that generative AI can help legal professionals work smarter—but are you having a hard time knowing (or struggling to choose) which AI tools are right for your practice? To help you answer that question, this session will:
- Explore AI tools that law firms love, and how they use them to save time everyday
- Learn how to pick the right AI tools for your use case
- Identify tasks that can be automated and where human intervention is needed
Jacqueline Schafer
founder and CEO Clearbrief.ai
Jacqueline Schafer is the founder and CEO of Clearbrief.ai (Legalweek 2023 Litigation Technology Product of the Year, Clio 2022 Best New App). Schafer also serves as one of the inaugural members of the Texas Bar’s AI Taskforce, and the WA Bar’s Legal Technology Committee. Her contributions to legal innovation have been recognized by LawDragon (2024 Leading AI and Tech Advisors), the ABA (2022 Women of Legal Tech), Fastcase (2022 Fastcase 50, Honoring ‘Innovators, Techies, Visionaries and Leaders’ in Law), and the Washington State Bar (2021 APEX Award for Legal Innovation). Jacqueline began her career as a litigation associate at Paul Weiss, and served for several years as an Assistant Attorney General in AK and WA State specializing in appellate practice and complex litigation.
11:05-11:15 a.m. PT | 2:05-2:15 p.m. ET
Quick Break
Stretch, snack, socialize…or respond to that email!
11:15 - 11:45 a.m. PT | 2:15 - 2:45 p.m. ET For Non-Clio Users
A First Look: Clio’s AI-Powered Legal Practice Management Solution for Law Firms
In this session, you’ll learn how Clio Duo can elevate every aspect of your practice—from case management to client communication:
- Instantly access key case and client details, ensuring you’re always prepared and informed.
- Stay ahead of deadlines with smart recommendations that help you prioritize and keep everything on track.
- Transform documents into actionable insights in seconds, enabling faster and smarter decisions.
- Respond quickly and professionally with AI-powered, tailored communication suggestions.
Zoe Haber
Account Executive, Clio
With 3 years at Clio under my belt, I’ve helped hundreds of law firms make the leap to a more streamlined, organized future. From the first client intake to that satisfying final invoice, I’m all about simplifying the chaos. When I’m not untangling workflows, I’m busy being outsmarted by my two cats, Lincoln and Lucy—true masters of mischief and napping.
11:15 - 11:45 a.m. PT | 2:15 - 2:45 p.m. ETFor Clio Users Get a First Look at Clio Duo: A Live Walkthrough of Clio’s Latest AI Features
In this session, you’ll learn how Clio Duo can help you work smarter, building on the tools you already use:
- Instantly access key case and client details, ensuring you’re always up-to-date and informed.
- Stay ahead of deadlines with smart recommendations that help you prioritize your day.
- Speed up document reviews by extracting key details, enabling quicker and smarter decision-making.
- Respond more efficiently with AI-powered, tailored communication suggestions for seamless client interactions.
Anton Steinbeck
Account Executive, Clio
Anton Steinbeck serves as an Account Executive on Clio’s Customer Sales team, specializing in empowering clients with customized legal technology solutions that streamline operations and address their specific needs. With over five years of expertise in business development and consultative sales, Anton is passionate about driving meaningful results for law firms. Outside of work, he enjoys exploring new destinations, staying active through sports, and indulging his love for cooking.
11:50 - 12:35 a.m. PT | 2:50 - 3:35 p.m. ETCLE Eligible
Cybersecurity in the Age of AI: How to Protect Your Firm from Rising Threats
While the use of AI has many benefits, it’s not without a unique set of risks. Understanding those risks can help you lay a solid foundation for safe AI use—and build your awareness of potential cyberattack risks. This session will provide guidance that sets you and your firm up to:
- Understand the emerging cybersecurity threats driven by AI, and how they impact law firms
- Take tactical steps against AI misuse
- Enact best practices for forming a policy for your firm that ensures the safe use of AI—with a template included!
Burton Kelso
Chief Technology Expert, Integral
Burton Kelso is an entrepreneur, national speaker, and global TV & Radio Tech Expert. His vision is to remove the frustrations and complexity of computers and technology and open people up to a world of new ideas, experiences, and opportunities.
Gavin Miller
Director of Application Security at Clio
Gavin joined in 2019 when Clio’s security team was only one person, and since then has helped grow security to a group of 17. Gavin’s background has given him a breadth of experience in ransomware, malware, viruses, and web security, and he uses this knowledge on a daily basis to protect Clio and your firm!
12:40 - 1:40 a.m. PT | 3:40 - 4:40 p.m. ET
AI From the Front Lines: How Attorneys and Legal Staff Use Legal AI
According to our latest Legal Trends Report, a whopping 79% of legal professionals are now using AI in some capacity in their practice, from speeding up research to improving client communications. But, there’s no need to take it from us. In this session, you’ll get first-hand accounts on:
- Real-world AI use cases from attorneys and operations staff at a law firm
- How attorneys and staff reduce repetitive tasks and improve productivity—from legal research to document drafting and review
- Why AI will not replace attorneys and staff, but it will change how they work
Alexander Almazan
Founder and Managing Partner, Almazan Law
Alex is the founder and managing partner of Almazan Law, a Florida-based, 11-lawyer law firm with 25 employees. The firm has a commercial litigation, real estate transactional, workers compensation, and liability defense and appellate practice. with offices in Miami and Tampa. Alex has been a Clio user for seven years and is a vocal supporter of the integration of AI applications into law firms and the practice of law. Alex established an internal legaltech committee earlier this year to have a forum for AI features and demos with people from all areas of the firm.
Eda Rosa
CEO and Founder, Eda Rosa LLC
Eda Rosa, founder of Eda Rosa LLC, boasts over two decades of expertise in efficient caseload management, legal education, and client relations. With a background as a Florida paralegal for 15 years, she established her venture in 2017. Eda is also an author and the host of the Let’s Talk Paralegal podcast.
Niamh Pollak
Vice President, Legal
An energetic business partner with over 20 years’ experience, Niamh gained in private practice and in-house in Canada, the US and Europe, Niamh provides a full-service legal practice with a focus on technology and intellectual property law, corporate finance, employment and commercial matters. She has a broad range of competencies developed through involvement in high level complex commercial transactions, legal operations with significant experience in advising clients working in the tech sector.
1:45-2:00 p.m. PT | 4:45-5:00 p.m. ET
Closing Remarks
As we wrap up the summit, we’ll share top learnings from the day and share exciting resources and offers for you and your firm.
2:00-2:30 p.m. PT | 5:00-5:30 p.m. ET
AI Playground: Explore Clio's Integrated AI Tools Live
Curious about Clio’s latest AI integrations? This is your opportunity to see some of our most powerful AI tools in action! Join interactive breakout sessions where you’ll get a live demo of these tools, ask questions, and learn how they can benefit your firm.
Tempello
Tempello.ai automates time tracking for lawyers by creating precise entries from emails, fully integrated with Clio. Save time, boost accuracy, and never miss a billable hour – all for just $0.39 per entry. Simplify your workflow with Tempello. Explore more at Tempello.ai.
Clearbrief
Clearbrief determines which pages and docs you’ve actually cited to, and instantly generates a PDF of Exhibits. No more fiddling with printing out attachments when the clock is ticking on a deadline.
pareIT
With its cutting-edge, patent-pending technology, pareIT can extract critical information from medical records within minutes. Leveraging extensive training on millions of data points, pareIT is arguably the fastest and most accurate medical extraction and summarization platform in the world. So stop summarizing records manually, and let pareIT save you resources, time, and money!
CallRail
CallRail is the AI-powered lead intelligence platform that makes it easy for businesses of all sizes to market with confidence. Serving more than 200,000 companies worldwide, CallRail’s solutions help businesses track and attribute each lead to their marketing journey, capture and manage every call, text, chat, and form, and use insights surfaced by AI to optimize their marketing.
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Frequently Asked Questions
Is the summit actually free to attend?
Yes, this summit is free to attend!
What sessions are CLE eligible?
CLE information coming soon.
Will recordings be available?
The recording will be emailed to all registrants. Please note that CLE credit will not be granted for on-demand sessions.
How do I access the summit?
The summit will be hosted on the 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.
What is Clio?
Trusted by over 150,000 lawyers and 100 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. Book a personalized walkthrough here.
What is Clio Duo and how can I get it?
Clio Duo is your dynamic AI-powered partner, available in Clio’s legal practice management software.
Directly built into Clio’s leading case management software, Clio Duo frees up valuable time by helping with everything, from generating bills to summarizing documents. All you have to do is ask.
Schedule a demo to speak to our product experts about purchasing Clio.