Tailored tracks to suit your role
Clio’s Law Firm Leadership Summit offers dedicated tracks tailored to firm leaders across strategic and operational roles—so your entire team can level up together.
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Partners
Gain strategic insights and practical tools to grow your firm, lead with confidence, and navigate key challenges like profitability, recruitment, and adapting to new client expectations.
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Legal Administrators
In partnership with the Association of Legal Administrators (ALA), this track will cover how to streamline operations, boost team efficiency, and lead the charge on tech and process improvements at your firm.
The Law Firm Leadership Summit Agenda
Opening Keynote
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Partner
legal Administrator
Building Winning Teams: Strategies for Law Firm Leaders
In this session, you’ll learn:
- Team-building strategies for growing law firms from the former HR leader at Netflix
- Practical tools that will help you scale your team intentionally
- Tips to strengthen your operations, and lead a firm that’s built to last
Speaker: Marina Harris, Chief People Officer, Clio
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Streamlined Operations and Technology
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Partner
[CLE] Future-Proofing Your Firm: Strategy, Structure, and Success
In this session, you’ll learn how to:
- Enforce vision statements and guiding principles that help with decision-making
- Set strategic goals that align with your firm’s growth plans
- Give your team the right tools and systems to execute your vision
Speaker: Kellam T. Parks, Esq., Managing Member at Parks Zeigler, PLLC
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[CLM] Operational Excellence: Leading Change from the Inside Out
In this session, you’ll learn how to:
- Use practical frameworks to implement and sustain operational change within your firm
- Improve communication between departments and strengthen project execution with proven strategies
- Calculate the true cost of keeping things the same versus upgrading your technology stack
Speaker: Kimberly Clafton, Chief Operating Officer, Godoy Law Office
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Hiring, Talent, and Team Building
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Partner
[CLE] Winning the Talent War: Strategic Hiring in Competitive Markets
In this session, you’ll learn how to:
- Position your firm to attract top legal talent, even with limited resources
- Master job design and hiring practices based on your firm’s values
- Make every hiring decision support your long-term firm growth plans
Speaker: Brian King, Managing Attorney, King Law Offices
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[CLM] Retention Playbook: Keeping Your Best People for the Long Haul
In this session, you’ll learn how to:
- Discover what keeps attorneys and staff beyond compensation—from career paths to mentorship and development plans
- Build firm culture across remote, hybrid, and in-office environments
- Spot early warning signs of when people might leave and take action before you lose talent
Speakers: Debbie Foster, Travis C. Armstrong, Elyssa A. Goldstein, Shirley Laboy
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Demos
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Non-Clio Users
Work Smarter, Not Harder: A Tour of Clio in Action
In this session, you’ll learn how to:
- Automate your intake process to save hours with every new client
- Keep case details and deadlines organized so nothing falls through the cracks
- Create documents and manage your entire workflow without manual data entry
Speaker: Michael Marfetan, Account Executive, Mid-Market, Clio
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Clio Users
Beyond the Basics: Advanced Tips for Scaling Your Firm with Clio
In this session, you’ll learn how to:
- How to streamline document drafting with automation and integrated templates
- Ways to leverage AI to summarize documents, draft communications, and capture billable time
- How reporting dashboards uncover profitability, cash flow, and staffing insights for better decisions
Speaker: Carter Leys, Account Executive, Mid-Market, Customer Sales, Clio
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Built to Grow: Smarter Systems, Happier Clients, Stronger Firms
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Partner
legal Administrator
[CLE] Built to Grow: Smarter Systems, Happier Clients, Stronger Firms
In this session, you’ll learn how to:
- Link client satisfaction directly to firm growth through excellent service that generates referrals, keeps clients, and builds reputation
- Select and implement legal technology that improves efficiency while enhancing the client experience
- Apply data-based methods to continuously improve performance in both legal services and operations
Speaker: John Avi Socha, Chief Operating Officer, Hemmat Law Group
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Learn from industry leaders and experts
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Marina Harris
Chief People Officer, Clio
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Kimberly Clafton
Chief Operating Officer, Godoy Law Office
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Brian King
Managing Attorney, King Law Offices
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Michael Marfetan
Account Executive, Mid-Market Clio
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Debbie Foster
CEO, Affinity Consulting Group
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Travis C. Armstrong, CLM, CPA
Chief Operating Officer, English Lucas Priest & Owsley, LLP
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Elyssa A. Goldstein, CLM, PHR, SHRM-CP
Chief Operating Officer, Rebenack, Aronow & Mascolo, LLP
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Shirley Laboy
Director of Administration, Bondurant Mixson & Elmore LLP
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Carter Leys
Account Executive, Mid-Market, Clio
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John Avi Socha
Chief Operating Officer, Hemmat Law Group
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Kellam T. Parks, Esq.
Managing Member at Parks Zeigler, PLLC
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In partnership with the Association of Legal Administrators (ALA)
We’re excited to welcome ALA as the official partner of the Legal Administrator track at the Law Firm Leadership Summit. As the leading organization for professionals managing the business of law, ALA members possess deep knowledge and expertise to help ensure law firm excellence at every level.
Learn more
FAQ
Is the law firm leadership summit actually free to attend?
Yes, it is 100% free!
Will session recordings be available to watch later?
Yes, as long as you are registered for the law firm leadership summit, you will receive an email with a link to all the session recordings. Please note that the certificate and CLE/CPD credit will not be granted for on-demand sessions.
How do I watch the sessions live?
The law firm leadership summit will be hosted on the 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 150,000 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. Book a personalized walkthrough.
What is the Association of Legal Administrators (ALA)?
Can you outline all available credit information?
CLE/CPD Credit (Partner Track)
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.
CLM Credit Information (Administrator Track)
Clio has partnered with the ALA to provide 2 hours of CLM credits to attendees who join the the following live sessions of this summit as listed below:
Retention Playbook: Keeping Your Best People for the Long Haul: 1.00 Credit Hour
- CLM® Application Credit: 1.0 hour(s) of Organizational Development (OD).
- CLM® Application Credit for Functional Specialists: 1.0 hour(s) in the subject area of Human Resources Management (HR) towards the additional hours required of some Functional Specialists to fulfill the CLM application.
- CLM® Recertification Credit: 1.0 hour(s) in the subject area of Human Resources Management (HR)
Operational Excellence: Leading Change from the Inside Out: 1.00 Credit Hour
- CLM® Application Credit: 1.0 hour(s) of Organizational Development (OD).
- CLM® Application Credit for Functional Specialists: Session does not qualify for Functional Specialist Credit.
- CLM® Recertification Credit: 1.0 hour(s) in the subject area of Operations Management (OM).
Additional information regarding the Certified Legal Manager (CLM)® Program is available on the ALA website. Contact [email protected] with any questions.