TWO-PART WEBINAR SERIES

Level Up with Clio Series: Driving Success in Your Role

Sharpen your Clio skills, unlock AI-powered workflows, and discover how to drive adoption in your firm.

Clio is a massive toolbox, but you only need the right tools for your job. In this two-part webinar series, we’ve mapped out the most effective paths for every role so you can stop guessing and start mastering the daily routines that actually matter to you.

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Two-Part Series Overview

  • PART 1

    Amplify Your Impact with Clio

    • Learn proven setups and workflows used by high-performing legal professionals in your role
    • See tips and tricks you can replicate immediately in your day-to-day
    • Get practical resources to implement changes after the session
    • Ask questions live and get expert guidance

     

    Duration: 1 hour

  • PART 2

    Lead with AI in Your Role

    • Understand where AI creates real value for your role
    • See AI-powered workflows in action across Clio’s platform
    • Hear directly from a customer in your role about adoption and impact
    • Take home tools and guides to continue testing and rolling out AI

     

    Duration: 1 hour

Note: Registering enrolls you in both sessions automatically.

What You’ll Take Away by Role:

Attorney

Attorney

Gain control of your day, maximize billable hours, and deliver exceptional client service. All while reducing administrative overhead.

  • PART 1

    Amplify Your Impact

    Master the core Clio workflows you use every day and uncover underutilized features. Learn practical tips to make case prep, client management, and billing more efficient.

    February 23, 2026

    11:00am PT | 2:00pm ET

  • PART 2

    Lead with AI

    See how Clio’s AI can accelerate drafting, research, and client communications. Learn how to use these tools effectively and support adoption across your team.

    March 17, 2026

    11:00am PT | 2:00pm ET

Attorney: Reserve Your Spot
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Paralegal

Paralegal

Take control of your deadlines, improve collaboration with attorneys and clients, and ensure every document is accurate and on time.

  • PART 1

    Amplify Your Impact

    Learn core workflows that reduce errors, improve task management, and support collaboration across cases and teams.

    February 24, 2026

    11:00am PT | 2:00pm ET

  • PART 2

    Lead with AI

    See how Clio’s AI supports document preparation, repetitive tasks, and workflow tracking so you can focus on higher-impact work.

    March 18, 2026

    11:00am PT | 2:00pm ET

Paralegal: Reserve Your Spot
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Legal Admin / Office Manager

Legal Admin

Keep your firm running smoothly by tracking workflows, meeting deadlines, and maintaining consistent processes from intake through billing.

  • PART 1

    Amplify Your Impact

    Deep dive into core workflows and best practices for firm operations, including intake, task management, and reporting.

    February 25, 2026

    9:00am PT | 12:00pm ET

  • PART 2

    Lead with AI

    Learn how Clio’s AI can automate routine administrative tasks, maintain consistency across teams, and reduce manual work.

    March 19, 2026

    9:00am PT | 12:00pm ET

Legal Admin: Reserve Your Spot
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Solo Practitioner

IT Leader

Achieve the goal of running a more efficient law firm - without burning out. Take control of your time, maximize billable hours, and deliver a better client experience while reducing the admin work that eats into your day.

  • PART 1

    Amplify Your Impact

    Uncover underused Clio features built specifically for solo firms that simplify matter management, and automate client communication, time tracking, and billing.

    February 25, 2026

    11:00am PT | 2:00pm ET

  • PART 2

    Lead with AI

    Learn how Clio’s AI can level the playing field and act as a force multiplier for your practice. See how to save hours on research, document analysis, and billing by letting AI handle the heavy lifting.

    March 19, 2026

    11:00am PT | 2:00pm ET

Solo Practitioner: Reserve Your Spot
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Manager Partner / Firm Owner

Manager Partner

Gain visibility into your firm’s performance, strengthen operational efficiency, and uncover opportunities to grow profitably.

  • PART 1

    Amplify Your Impact

    Learn optimal workflows across the firm to maximize efficiency, improve reporting, and enhance overall firm performance.

    February 26, 2026

    9:00am PT | 12:00pm ET

  • PART 2

    Lead with AI

    See how Clio’s AI can help you scale your operations without increasing headcount, improve client satisfaction through faster delivery, and lead a tech-forward culture that attracts and retains top legal talent.

    March 20, 2026

    9:00am PT | 12:00pm ET

Manager Partner: Reserve Your Spot
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Billing Manager

Billing Manager

Simplify billing, collections, and reporting while keeping your firm’s financials accurate and up to date.

  • PART 1

    Amplify Your Impact

    Master core billing workflows, streamline invoice generation, and improve collections and reporting efficiency.

    February 26, 2026

    11:00am PT | 2:00pm ET

  • PART 2

    Lead with AI

    See how Clio’s AI supports faster invoice creation, quicker reconciliation, and better revenue insights while reducing manual work.

    March 20, 2026

    11:00am PT | 2:00pm ET

Billing Manager: Reserve Your Spot
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Frequently Asked Questions

Is this virtual event series actually free to attend?

Yes, this is free to attend!

Will recordings be available?

The recording will be emailed to all registrants.

How do I access the webinar?

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