Agenda and session information
Session 1
The Overwhelmed Legal Professional’s Advantage: Thriving in an Age of AI
Legal professionals face mounting pressure from growing workloads, rising client demands, and fragmented systems. This session explores how integrated AI can reduce administrative drag, consolidate firm knowledge, and refocus your time on high-value client work. You’ll learn how to:
- Recognize key operational challenges that limit firm growth.
- Understand the shift from siloed tools to integrated platforms.
- Envision a practice built on efficiency, reduced admin work, and technological knowledge.
- Prepare your firm and team for a new era of augmented work with AI.
Speaker: Ed Walters, VP Legal Innovation & Strategy, Clio
Session 2
[Demo] Meet Clio Work: AI that understands the context of your matters
Discover how Clio Work transforms the way legal professionals research, analyze, and manage their cases. In this live demo, you’ll watch matter-aware AI in action—analyzing documents, syncing insights, and surfacing verifiable, citation-backed answers instantly.
You’ll learn how to:
- Automatically sync AI insights with your case files and notes.
- Run verifiable legal research from 1B+ documents, grounded in matter context.
- Analyze complaints and contracts in minutes to extract key facts.
Speaker: Nikolay Nedyalkov, Head of Sales, Small Law & Online Channel, Clio
Session 3
How to ethically use AI while minimizing bias and security risk
As AI becomes more embedded in legal work, ethical competence is critical. This session examines the key duties, risks, and safeguards lawyers must consider when using AI tools. You’ll learn how to:
- Identify duties under the ABA Model Rules related to AI use.
- Compare risks of generic tools vs. closed systems.
- Verify outputs to meet your duty of competence and accuracy.
Speaker: Nikki Pope, Head of AI & Legal Ethics, Nvidia
Session 4
The New Way to Analyze, Research, and Draft with AI
Move from experimentation to execution with a step-by-step framework for AI-assisted analysis. This session shows how to structure effective prompts, review AI-generated findings, and incorporate results into case strategy. You’ll learn how to:
- Craft precise prompts for better legal research results.
- Analyze documents to surface key themes, facts, and timelines.
- Validate and refine AI outputs for use in legal work.
Speaker: Emily Pavuluri, Assistant Director of Faculty Services & Lecturer in Law, Vanderbilt Law School
Session 5
[Demo] Unlocking the Platform: Advanced Workflows with AI in Clio
Take your AI practice further with advanced Clio workflows that connect research, drafting, and matter management. This session shows how AI can make your entire firm smarter and more efficient over time. You’ll learn how to:
- Save AI-generated insights directly into Clio Manage.
- Turn arguments or clauses into reusable templates in Clio Draft.
- Explore advanced use cases for analysis and client reporting.
Speakers: Logan Day, Senior Account Executive, Clio [Non-Clio users] & Kelly Zheng, Account Executive, Clio [Clio users]
Industry leaders and experts
-
Ed Walters
VP Legal Innovation & Strategy, Clio
&
Adjunct Professor, Georgetown University Law Center -
Nikki Pope
Head of AI & Legal Ethics, Nvidia
-
Emily Pavuluri
Assistant Director of Faculty Services & Lecturer in Law, Vanderbilt Law School
-
Nikolay Nedyalkov
Head of Sales, Small Law & Online Channel, Clio
-
Kelly Zheng
Account Executive, Clio
-
Logan Day
Senior Account Executive, Clio
Frequently Asked Questions
Is the summit actually free to attend?
Yes, this summit is free to attend!
CLE and CPD Information
Clio has partnered with the ABA to seek eligibility for CLE and CPD credits to lawyers with licenses to practice in the United States and Canada who join the live session of this webinar.
States typically decide whether a program qualifies for MCLE credit in their jurisdiction 4-8 weeks after the program application is submitted. For many live events, credit approval is not received prior to the program.
To Receive CLE or CPD Credit:
If you have met the participation requirements, you will receive a personalized CLE/CPD affidavit from [email protected] for the webinar you attended to completion.
Please check your spam or junk folders as these emails often end up there. Please note you have to fill out an affidavit for each individual webinar. Once you complete the affidavit, you will be able to download your certificate(s) of attendance and they will be emailed to you as well from [email protected].
To qualify for credit, you must:
– Register for the webinar (and log in live on the day/time of the session) under your own personal credentials, as we will need this to verify your proof of attendance. *Note: You should not use someone else’s registration or credentials to log in and must ensure that your name and email are registered correctly.
– Attend the entire session live.
– Participate in the CLE poll during the live session.
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 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 400,000 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.