Agenda and session information
CLE: Your First 5 AI Workflow Wins: Practical Automation for Busy Legal Professionals
9-10 a.m. PT | 12 – 1 p.m. ET
Best for: Solo and small firm legal professionals who are new to AI, experimenting casually, or just starting their firm.
In this session, you’ll learn how to:
- Identify five practical AI use cases across intake, drafting, scheduling, and task management
- Build simple, repeatable workflows that save time without technical setup or IT support
- Add a quick review step to keep AI-assisted work accurate and client-ready
Speaker: Carolyn Elefant, Founder & Owner, Law Offices of Carolyn Elefant
Free Attendee Handout: The 5 Workflow Wins Cheat Sheet
Product Tour: A Day in the Life with Clio AI
10 – 10:30 a.m. PT | 1 – 1:30 p.m. ET
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.
CLE: Designing AI-Enabled Workflows: SOPs, Automation & Scalable Systems
9-10 a.m. PT | 12 – 1 p.m. ET
Best for: Legal professionals who want to move beyond basic AI experimentation and build more structured, scalable workflows across their practice.
In this session, you’ll learn how to:
- Evaluate workflows to identify where AI can add the most value
- Create simple SOPs that define where AI assists and where human review is required
- Apply a delegation framework that lets AI handle routine work while maintaining attorney oversight
Free Attendee Handouts: AI Workflow SOP Template
Product Tour: A Day in the Life with Clio AI
10–10:30 a.m. PT | 1–1:30 p.m. ET
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.
CLE: AI Without Anxiety: Ethics, Accuracy and Practical Guardrails for Solo and Small Firms
9-10 a.m. PT | 12 – 1 p.m. ET
Best for: Legal professionals who want to use AI confidently while meeting their ethical and professional responsibilities.
In this session, you’ll learn how to:
- Apply duties of competence, confidentiality, and supervision when using AI in everyday legal work
- Evaluate AI outputs using simple verification frameworks suited for small firm workflows
- Draft a basic AI use policy that protects client confidentiality and supports responsible adoption
Speaker: Ed Walters, Adjunct Professor [Georgetown Law] & VP, Legal Innovation and Strategy [Clio]
Free Attendee Handout: AI Use Policy Template
Product Tour: Matter-Aware AI for Accurate Research and Client Security in Clio
10–10:30 a.m. PT | 1–1:30 p.m. ET
In this session, you’ll learn how to:
- Use AI-powered legal research grounded in verified authorities with cited, reviewable results
- Work confidently with matter-level privacy controls that keep client data secure within your practice
- Identify administrative tasks that can be safely automated and how Clio’s embedded AI handles them while protecting client information
[NON-CLE] The Hourly Trap: Why AI Makes Your Current Billing Model a Liability—and How to Fix It
9–10 a.m. PT | 12–1 p.m. ET
Best for: Legal professionals who are using (or planning to use) AI and want to rethink how their firm captures the value of that efficiency.
In this session, you’ll learn how to:
- Calculate your “efficiency tax” and see how faster AI-assisted work can reduce revenue under a traditional hourly model
- Evaluate flat fee, hybrid, and unbundled pricing models that better align with how legal work is changing
- Decide how to reinvest AI-saved time—whether that means increasing take-home income, adjusting pricing to win more work, or building a more scalable firm
Speaker: Scott Leigh [AltFee] & Ed Walters [Georgetown & Clio]
Handout: The Efficiency Payoff Framework
Product Tour: Time, Invoicing and Profitability Reporting in Clio
10–10:30 a.m. PT | 1–1:30 p.m. ET
In this session, you’ll learn how to:
- Capture time automatically and generate draft invoices directly from matter activity
- Use Clio’s reporting tools to understand profitability by matter, practice area, and client type
- See how AI-powered insights can highlight opportunities, optimize workflows, and help your firm focus on revenue-generating work
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!
How many CLE credits are available and which sessions are CLE eligible?
There are 2.0 possible CLE credits available: 1.0 Technology and 1.0 Ethics.
- Day 1A: Your First 5 AI Workflow Wins: Practical Automation for Busy Legal Professionals
- Day 1B: Designing AI-Enabled Workflows: SOPs, Automation & Scalable Systems
- Day 2: AI Without Anxiety: Ethics, Accuracy & Practical Guardrails for Solo and Small Firms
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.