Agenda and session information
12–1 p.m. ET
CLE: A Day in the Life of a Solo Firm Built to Last
Best for: Solo lawyers just starting their firm, especially those new to AI.
Building a new solo firm means balancing business development, admin, and legal work at once. The goal is to build processes from the beginning that save time without piling on more tools or overhead.
In this session, you’ll learn how to:
- Build a smoother intake and onboarding process that saves time from the first client interaction
- Use AI and automation to manage repetitive admin work like billing, deadline tracking, and follow-up
- Improve the speed and quality of legal work across litigation and transactional matters
Speaker: Melanie Leonard, Staff Workflow Consultant, Clio
Speaker: Kesa M. Johnston, Attorney, The Law Firm of Kesa M. Johnston LLC
1–1:30 p.m. ET
Product Tour: A Day in the Life with Clio AI
See how Clio helps you generate first-draft documents and client communications, automatically assign follow-up tasks, and stay on top of daily work without switching between tools.
12–1 p.m. ET
CLE: Where AI Belongs in Solo Firms and Where It Doesn’t
Best for: Established solo firms ready to move past basic AI experimentation.
Using AI well starts with choosing the right tool for the work. The key is knowing when general-purpose AI is enough, when legal AI adds value, and where AI can create more work than it saves.
In this session, you’ll learn how to:
- Choose between general-purpose and legal-specific AI based on the work in front of you
- Spot the tasks most likely to create rework and build in the right review steps
- Identify where AI can give solo firms back the most time and capacity, and avoid the common missteps
Speaker: Patti Mancabelli, Attorney, Mancabelli Law PLLC
Speaker: Matt Stocco, Senior Product Marketing Manager, Clio
1–1:30 p.m. ET
Product Tour: A Day in the Life with Clio AI
See how Clio uses AI to surface key information from documents and matter histories, automate routine workflows across your caseload, and keep you informed on matter progress in one place.
12–1 p.m. ET
How to Get Your First 10 Clients Before You Have a Reputation
Best for: New solo firms building their client base from scratch.
Getting your first clients is often the hardest part of starting a firm, especially before you have reviews or a reputation to lean on.
In this session, you’ll learn how to:
- Find the channels most likely to bring in your first clients
- Compete for new business before you have a strong review history
- Use AI to respond to leads faster and improve your chances of winning the work
Speaker: Sonia F. Lakhany, Trademark Attorney & Instructor
1–1:30 p.m. ET
Product Tour: From Marketing to Matters: How Firms Grow with Clio
See Clio Grow in action as we follow a lead from first touch to client. See how AI-powered lead screening, scheduling, intake forms, and automated pipeline management help keep the right opportunities moving and convert more into clients.
12–1 p.m. ET
Your Marketing Department of One: Using AI to Bring In Better Work
Best for: Established solo firms looking to bring in more inbound, better-fit clients without a team.
See how AI can help you stay visible, follow up faster, and get more mileage from the channels already bringing in business, without taking human judgment out of the process.
In this session, you’ll learn how to:
- Build the online reputation that gets you found and recommended, including in AI search
- Invest in the channels most likely to turn interest into paying clients
- Use AI to strengthen your intake process so more leads turn into consultations and cases
Speaker: Blake Roberts, Legal Partner Manager for Scorpion
1–1:30 p.m. ET
Product Tour: From Marketing to Matters: How Firms Grow with Clio
See Clio Grow in action as we follow a lead from first touch to client. See how AI-powered lead screening, scheduling, intake forms, and automated pipeline management help keep the right opportunities moving and convert more into clients.
Frequently Asked Questions
Is the summit actually free to attend?
Yes, this summit is free to attend! Plus you get access to recording and the free handouts!
What sessions are CLE eligible?
You can earn 1 CLE credit for free by attending a live session on Day 1.
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?
Clio is the Intelligent Legal Work Platform that empowers legal professionals to operate
at their best. By combining industry-leading legal AI, authoritative research, and
essential tools for managing matters, documents, scheduling, and billing, Clio brings
clarity and confidence to everyday legal work. Trusted by legal professionals worldwide
and endorsed by more than one hundred bar associations and law societies, Clio is the
benchmark for modern legal operations.