Growth Summit:
Unlock Your Law Firm's Potential

Learn how to increase your firm’s revenue, productivity, and staff satisfaction.

Equip your firm with the strategies and tools needed for sustainable growth.

Growing your firm’s revenue comes with its own set of challenges. But advice from top-tier legal tech experts and lawyers who have scaled their firm can make it feel more attainable. 

That’s what you’ll get by watching Clio’s Growth Summit replay. Hear from experts and successful lawyers how to overcome growing pains and achieve your firm’s goals—whether it’s meeting increasing demand, achieving financial success, or expanding your team.

In this recording, you’ll learn the tools and strategies needed to optimize your processes, improve your marketing efforts, and provide a better experience for your staff.

You’ll find Clio’s Growth Summit valuable if:

  • You’re unsure whether your firm is ready to grow
  • You’re ready to grow, but unsure where to start
  • You’ve already experienced some growth, but have plateaued since
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Session Info

Automation and AI in Your Firm: How to Use It to Save Time and Boost Efficiency

Learn how to use automation and AI to:

  • Streamline marketing and client intake processes to bring on new clients in a fraction of the time
  • Produce routine legal documents in seconds, and maintain them overtime
  • Create the smoothest billing and collection processes that improves cash flow and helps you stick to your budget
  • Dig into business metrics and spot areas for improvement

Nefra MacDonald


Nefra MacDonald works with bar associations and other legal organizations to help lawyers succeed in their practices. With over a decade of experience in the legal industry, Nefra understands the pain points that affect law firms, and she uses her expertise to help lawyers streamline processes and run a better business.

Pegeen Turner

Legal technology consultant

Pegeen Turner is a legal technology consultant with 20 years of experience. As the president of Legal Cloud Technology, she helps firms get better use out of their existing tech stack, as well as integrate new technology into their practices. She is also a Clio Gold Certified Consultant, Clio integration partner and co-founder of myFirmData, a custom reporting tool for Clio.

Howard Kurtz

Founding Partner, Kurtz & Blum

Howard Kurtz is a veteran trial lawyer based in Raleigh with an aptitude for technology. For years, he utilized his tech savvy to improve the operational efficiency of his own law practice. His fascination with navigating the overwhelming stream of digital evidence prevalent in serious felony cases only intensified this expertise. Now, Howard is stepping into the realm of technology entrepreneurship with a new startup. This innovative new venture, Apped, LLC, is centered around the swift production and distribution of bespoke, high-quality video content for law firm websites.

*see FAQ for more details on CLE accreditation 

Unlocking Your Revenue Potential: Effective Ways to Attract and Retain Clients

In this session, we’ll share tried-and-true tips on how to grow your client base. You’ll learn how to:

  • Build and optimize a marketing plan to attract new clients
  • Get repeat business from clients—or benefit from their advocacy
  • Substantially increase the lifetime value of existing clients

Allen Rodriguez

Founder, one400

Allen Rodriguez is a national speaker, product development strategist, and legal innovator who has been serving the legal industry for 20 years. Allen has built a reputation for creating innovative legal services products as well as developing highly effective law firm business models and marketing strategies. Prior to founding ONE400, Allen was the Director of Attorney Services at LegalZoom.

Mike Melis

AVP of Partnerships & Education, Kenect

Mike Melis is the AVP of Partnerships and Education for Kenect, a business text messaging and reputation management platform. Mike has over 20 years of marketing and business development experience with both large and small companies. He has helped hundreds of law firms better their client communications, online reputation, and marketing.

Optimizing Your Legal Team for Growth: Leading and Managing in a Multigenerational, Hybrid Environment

In this session, learn how to propel your law firm to new heights by hearing more about:

  • What strategic team expansion is and signs that indicate it’s time to hire
  • How to motivate teams across generations and hybrid working environments
  • How to effectively manage performance issues
  • What role culture plays in staff retention

Doug Brown


Leveraging his expertise in law and strategic development, Doug Brown, JD, excels in crafting high-performance legal teams in tune with firm growth strategies. He skillfully navigates the management of multi-generational talent in hybrid environments, driving enhanced performance.

Steven A. Roseman

Founder & managing partner, Roseman Law

Steven A. Roseman is the founder and managing partner of Roseman Law, APC, a full-service real estate and business law firm, with offices throughout California.  Steven’s exceptional expertise and experience in legal strategy and consultation have been instrumental in driving significant growth and success for Roseman Law over the past 10 years, enabling the firm to expand its workforce from 10 to 29 employees.


Is the summit actually free to attend?!

Yes, the Growth Summit is free to attend! 

What sessions are CLE eligible?

The first session on Automation and AI will be eligible for 1.5 hours of CLE credit. The proceeding sessions are not eligible for credit.

This session is 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.

Will recordings be available?

The recording will be emailed to all registrants on August 9th. 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 Zoom. You will receive your link to access the summit upon registration, so be sure to save the event to your calendar! You will also receive reminder emails from Zoom 1 day, and 1 hour before the event.  

What is Clio?

Clio is the leading cloud-based legal case management software that makes it possible for you to run your firm, organize cases, and collaborate with clients from one place.

We’re trusted by over 150,000 lawyers and 100+ bar associations—including the ABA—to help manage everything from intake to invoice.