August 11-14: The Legal AI Accelerator Summit

Title:
The Legal AI Accelerator Summit

Date+Time:
August 11-14, 2026:  12:00–1:30 PM ET | 11:00–12:30 PM CT | 10:00–11:30 AM MT | 9:00–10:30 AM PT
Register Now!

Description:
The Legal AI Accelerator Summit takes place August 11–14, 2026, with one focused session each day.

• Who should attend: For legal professionals who want to use AI without cutting corners on accuracy, confidentiality, or professional responsibility.
• Free CLE/CPD credits: At no cost, get up to 4 hours of CLE/CPD credits when you attend the sessions live.
• Format: One focused session over four days, plus optional product tours after.
• Get Legal AI certified: Earn a certificate at the end of the AI Accelerator Summit.

Agenda and session information:

• Day 1: AI‑Assisted Legal Research.
• Day 2: AI and Client Documents.
• Day 3: AI Drafting Techniques.
• Day 4: AI Output and Verification.
• More Information And Registration

Credit:
The live presentation of this webinar is eligible for CLE and CPD credit in specific jurisdictions.

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.

Sponsor:
Clio

October 8: AI Hallucinations, Confidentiality, and Compliance: What Every Lawyer Needs to Know

Title:
AI Hallucinations, Confidentiality, and Compliance: What Every Lawyer Needs to Know

Description:
Learn how to navigate AI risks, verify outputs, and evaluate tools.

AI rules for lawyers are changing quickly, and courts and bar associations are taking different approaches. This webinar helps you stay grounded in the core obligations that apply across legal practice and understand what to look for when verifying AI‑generated work and evaluating AI tools.

In this CLE/CPD‑eligible webinar, you’ll learn how to:

• Understand the core AI obligations that apply across jurisdictions, including confidentiality, competence, supervision, and verification.
• Verify AI‑generated legal work by checking cases, quotations, authorities, and whether the law is still current.
• Evaluate AI tools based on confidentiality, data handling, matter context, and access to verifiable legal sources.

Date+Time:
Tuesday, October 8, 2026
Noon ET | 11 AM CT | 10 AM MT | 9 AM PT
Free Continuing Legal Education Webinar – Register Now!

Credit:
The live presentation of this webinar is eligible for CLE and CPD credit in specific jurisdictions. 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.

Speakers:
Joshua Lenon.

Sponsor:
Clio

More Information And Registration

September 8: Mastering MS Word and AI: From Good Draft to Great Document

Title:
Mastering MS Word and AI: From Good Draft to Great Document

Date+Time:
Tuesday, September 8, 2026
2:00–3:30 PM ET | 1:00–2:30 PM CT | 12:00–1:30 PM MT | 11:00 AM–12:30 PM PT

Register Now!

Description:
A faster, cleaner final review.
In long legal documents, small mistakes slip past your review: a term defined one way on page three and used differently on page 30, or a cross-reference pointing to the wrong paragraph. Barron Henley shows you how to run checks fast in MS Word, and where AI catches what can be easily missed. He’ll cover what to check first when a filing’s due in an hour, and what you should never hand to AI.

In this CLE/CPD-eligible* webinar, you’ll learn how to:

• Apply Word’s revision tools (Track Changes, Compare and Combine, and Editor) alongside AI assistants, to manage multiple versions and reconcile them into one final document.
• Catch mistakes that slip through review, things like defined terms used inconsistently, headings out of sequence, and cross-references that don’t match, using both Word and AI.
• Prioritize the checks that protect your duty of competence, and know what still needs your own eyes after AI takes a pass.

Duration: 60-minute session, plus a 30-minute demo of Clio Work at the end.
Can’t make the date? Sign up anyway—we’ll send a recording to everyone who registers!

Credit:
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.

Speakers:

Barron Henley is Partner at Affinity Consulting Group. Barron K. Henley, Esq. is one of the founding partners of Affinity Consulting Group, a legal technology consulting firm focused on automating and streamlining law firms and legal departments. He earned his B.S./B.A. (marketing and economics) and J.D. from The Ohio State University and is a member of the American, Ohio and Columbus Bar Associations, and the Worthington Estate Planning Council. He is a Fellow of the College of Law Practice Management, a Fellow of the American Bar Foundation, a member of Ohio Supreme Court Commission on Technology and the Courts, and a member of both the ABA Law Practice Management and the Real Property Trust and Estate Law (“RPTE”) Sections and is Vice Chair of the Joint Law Practice Management Group. He’s also a former member of RPTE Futures Task Force, a former Board Member for the ABA TECHSHOW, and the former Chair of the Ohio State Bar Association Law Office Automation & Technology Committee. Mr. Henley heads Affinity’s document assembly/automation and software training departments. Barron is also an expert in launching new law firms, overhauling existing firms, and documenting and re-engineering law firm processes. Finally, Barron teaches continuing legal education (CLE) classes throughout the U.S. and Canada covering a wide variety of topics related to law practice management, technology and ethics.

Sponsor:
Clio

More Information And Registration

July 15+16: The Litigator's Lounge

Title:
The Litigator's Lounge

Date+Time:
Wednesday, July 15, 2026

And Thursday, July 16, 2026
9:00–10:15 AM PT | 10:00–11:15 AM MT | 11:00–12:15 PM CT | 12:00–1:15 PM ET
Register Now!

Description:
A free, CLE/CPD‑eligible virtual summit for litigators who want to understand where AI can make them better advocates without putting ethics at risk. Join two mornings of sessions led by leading voices in the industry.

Why attend?

• Learn where AI has the biggest impact: Join sessions on high‑stakes litigation work, from motions and depositions to ethics.
• Earn free CLE/CPD credits: Get up to 4 hours of CLE/CPD credit at no cost, including ethics credit.
• See legal AI in real litigation work: Stay for optional 15‑minute Clio Work walkthroughs to see AI work on example cases.

Who is The Litigator’s Lounge for?

• Litigators without a deep Am Law 100 bench: Built for solo practitioners, boutique litigation firms, and small‑to‑midsize practices.
• Plaintiff and defense lawyers who want practical takeaways: Learn frameworks for drafting, deposition strategy, argument building, and AI adoption.
• Litigators curious about AI but not fully convinced: Get a clear‑eyed look at what AI can do, where ethical lines are, and which tools may be worth your time.

The Lounge Schedule

• Day 1: Wednesday, July 15, 2026 — Sessions on AI for litigators and persuasive filings.
• Day 2: Thursday, July 16, 2026 — Sessions on deposition strategies and ethics of AI in litigation.

Speakers:

• Kyle Bahr is AI Innovation Manager at Cleary Gottlieb Steen & Hamilton LLP, providing insight into reliable AI capabilities for active litigation and evaluating legal AI tools.
• Jordan L. Couch is a Partner at Palace Law, offering guidance on structuring complaints and motions, drafting oppositions, and using AI drafting tools safely.
• Paul R. Keisel is a Partner at Kiesel Law LLP, teaching deposition strategies, handling evasive witnesses, and using AI to analyze transcripts and build outlines.
• Greg Siskind is an attorney at Siskind Susser, PC and Founder of Visalaw.ai, explaining privilege risks, confidentiality obligations, and responsible AI usage policies.

Credit:
The live presentation of this webinar is eligible for CLE and CPD credit in specific jurisdictions.

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.

Sponsor:
Clio

More Information And Registration

June 4: Out of Office: How AI Is Giving Legal Professionals Their Summers Back

Title:
Out of Office: How AI Is Giving Legal Professionals Their Summers Back
Date+Time:
Thursday, June 4, 2026
12:00 PM ET | 11:00 AM CT | 10:00 AM MT | 9:00 AM PT
Register Now!
Description:
Legal research, document analysis, strategy, and drafting shouldn’t take so long. Many legal professionals have experimented with generic AI tools—sometimes with helpful results, sometimes with hallucinated citations that don’t exist.

This webinar is designed for legal professionals who want a verified, legal‑specific approach to AI that supports professional responsibility obligations and reduces time spent on research and analysis.

In this free CLE/CPD‑eligible webinar, you’ll learn:

• Where AI has the greatest impact in your research, analysis, and drafting workflow, and which tasks to hand off first.
• How to apply a practical review framework that keeps you moving without sacrificing accuracy or ethical obligations.
• How to incorporate AI into the most time‑consuming tasks in your practice, from research and analysis to producing a crisp argument or document.

Speaker:

• Clio Team Experts present a practical, responsibility‑aligned AI framework designed to help legal professionals reduce research and drafting time while maintaining accuracy and ethical compliance.

Credit:
The live presentation of this webinar is eligible for CLE and CPD credit in specific jurisdictions.

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.

Sponsor:
Clio

More Information And Registration

March 17: The Top 5 Trends Shaping Mid-Sized Law Firms and How to Respond

Client expectations are rising. Tech-enabled competitors are moving faster. And firms pulling ahead aren’t the biggest—they’re the most agile. In this session, Clio’s in-house lawyer Joshua Lenon shares key insights from the 2026 Legal Trends Report and what they mean for mid-sized firms. Then, in a roundtable discussion with firm leaders, hear how they approach AI, cloud infrastructure, and connected systems to scale expertise, improve profitability, and win higher-value work—all without increasing headcount or operational complexity.
In this CLE webinar, you’ll learn:

• What the latest Legal Trends data reveals about AI adoption, cloud readiness, and how top firms drive growth
• How high-performing firms replace disconnected tools with systems that improve efficiency and margins
• Practical steps to modernize operations, reduce friction, and stay competitive

Title:
The Top 5 Trends Shaping Mid-Sized Law Firms and How to Respond
Date+Time:
Tuesday, March 17, 2026
1 PM ET | 12 PM CT | 11 AM MT | 10 AM PT
Register Now!
Credit:
The live presentation of this webinar is eligible for CLE and CPD credit in specific jurisdictions. 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.
Speaker:
Joshua Lenon is the Lawyer in Residence at Clio, an attorney admitted to the New York Bar. For over a decade, Joshua has brought legal scholarship to the forefront of Clio, to the conversations happening both within Clio and with its customers. Joshua has worked extensively to educate lawyers on technology’s capability to enhance their practice while also teaching tech companies about the unique needs of the legal system. Joshua’s insights lead evolution at Clio, driving advancements that benefit law firms, their clients, and the entire legal landscape.
Sponsor:
Clio

More Information And Registration

March 3-6: AI Spring Training Camp for Legal Professionals

Title:
AI Spring Training Camp for Legal Professionals

Legal professionals across the industry are looking for practical, ethical, and efficient ways to integrate AI into their daily work. Clio’s four‑day AI Spring Training Camp offers a structured, CLE‑eligible learning experience designed to help attorneys, paralegals, legal operations teams, and support staff build real‑world AI skills. Each morning session focuses on actionable techniques, with optional product demos that show how these concepts work inside modern legal software.

Date & Time:

March 3–6, 2026
Daily morning sessions with optional product demos
Register Now!

CLE & CPD Credit

The live presentation of this webinar is eligible for CLE and CPD credit in specific jurisdictions.

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.

Program Schedule

Day 1: Tuesday, March 3

Session 1: [CLE] AI Foundations for Lawyers: Practical Principles for Getting Started
9 AM PT | 10 AM MT | 11 AM CT | 12 PM ET

• Understand what AI can and can’t do in everyday legal work
• Distinguish between general‑purpose AI and legal‑specific tools
• Apply simple, repeatable ways to introduce AI into your day

Duration: 1 hour

Session 2: Lightning Walkthrough of Clio’s AI‑Powered Legal Software
10 AM PT | 11 AM MT | 12 PM CT | 1 PM ET

• Extract deadlines from court documents automatically
• Generate draft invoices and time entries
• Receive proactive alerts for urgent tasks and stalled cases

Duration: 30 minutes

Day 2: Wednesday, March 4

Session 1: [CLE] How to Make AI Stick at Your Law Firm
9 AM PT | 10 AM MT | 11 AM CT | 12 PM ET

• Apply AI across the client journey
• Identify role‑specific AI use cases
• Move from experimentation to consistent, firm‑wide use

Duration: 1 hour

Session 2: Lightning Walkthrough of Clio’s AI‑Powered Client Intake Software
10 AM PT | 11 AM MT | 12 PM CT | 1 PM ET

• Capture and screen leads automatically
• Trigger automated follow‑ups
• Run unified conflict checks across Grow and Manage

Duration: 30 minutes

Day 3: Thursday, March 5

Session 1: [CLE] Trust but Verify: Proactive Ethics in the Age of AI Agents
9 AM PT | 10 AM MT | 11 AM CT | 12 PM ET

• Apply the duty of supervision to autonomous AI tools
• Verify AI‑generated outputs to maintain professional judgment
• Navigate confidentiality, data residency, and integrated AI systems

Duration: 1 hour

Session 2: Lightning Walkthrough of Clio’s AI‑Powered Intelligent Legal Work Software
10 AM PT | 11 AM MT | 12 PM CT | 1 PM ET

• Ask natural‑language questions across matter documents
• Conduct research grounded in verified case law
• Generate case narratives and timelines automatically

Duration: 30 minutes

Day 4: Friday, March 6

Session 1: [CLE] Advanced AI Techniques for Research, Analysis, and Drafting
9 AM PT | 10 AM MT | 11 AM CT | 12 PM ET

• Refine prompting and review techniques
• Integrate AI outputs into drafting and timelines
• Extract and validate insights while maintaining ethical safeguards

Duration: 1 hour

Session 2: Lightning Walkthrough of Clio’s Document Automation Software
10 AM PT | 11 AM MT | 12 PM CT | 1 PM ET

• Turn Word documents into reusable templates
• Generate multi‑document bundles with one data sync
• Collect client information through dynamic questionnaires

Duration: 30 minutes

Speakers

• Erin Walker — Director, Marketing Strategy and Enablement, Clio
• Nikki Pope — Head of AI & Legal Ethics, Nvidia
• Emily Pavuluri — Assistant Director of Faculty Services & Lecturer in Law, Vanderbilt Law School

Sponsor

Clio

More Information And Registration

April 2: Fix Your Intake: 3 Strategies to Get the Right Clients (and Stop Attracting the Wrong Ones)

A smooth intake process sets the stage for smooth client-law firm interactions. Intake chaos isn’t a leadership failure or a staff problem. It’s a systems problem—and it costs your firm clients, time, and revenue every single week. In this CLE-eligible webinar you will learn how to:

• Stop wasting time on leads that won’t convert and ensure high-intent prospects get the fast, personal follow-up that wins their business.
• Use AI to improve your website, email marketing, and client experience from first contact to signed engagement.
• Use data to understand where your best clients are coming from, where prospects are dropping off, and what to fix first.

Title:
Fix Your Intake: 3 Strategies to Get the Right Clients (and Stop Attracting the Wrong Ones)
Date+Time:
Thursday, April 2, 2026
11 AM ET | 10 AM CT | 9 AM MT | 8 AM PT
Register Now!
Credit:
The live presentation of this webinar is eligible for CLE and CPD credit in specific jurisdictions. 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.
Speakers:
Audrey Gay Ehrhardt, Esq., CBC, brings a wealth of experience in creating and managing successful law practices across the country. As a licensed attorney in Florida and a certified behavioral consultant, Audrey’s expertise helps guide firms grappling with the evolving challenges of today’s legal landscape. A prominent national speaker on key topics like elder law, estate planning, business growth, team dynamics, legal marketing, and the integration of technology in legal services, Audrey is also CEO & Founder of Practice42, a law firm strategy consulting group.
Sponsor:
Clio

More Information And Registration

February 5: A Legal Professional's Guide to Not Getting Flagged for AI Use

AI is no longer a concept of the “future” —it’s already everywhere from your phone to your inbox.
But for most lawyers, the excitement of saving time is balanced by a healthy dose of hesitancy. How do you use AI without compromising your professional obligations or your firm’s reputation?
This webinar skips the AI jargon and focuses on the reality of legal ethics in an AI-driven world.
Join this CLE-eligible webinar to learn how to:

• Identify ethical considerations and professional responsibility rules related to AI use in legal practice.
• Apply best practices for incorporating AI into legal workflows while mitigating risk.
• Recognize potential pitfalls and implement strategies to avoid disciplinary or reputational issues when using AI.

Title:
A Legal Professional's Guide to Not Getting Flagged for AI Use
Embrace the benefits of AI—without risking your data
Date+Time:
Thursday, February 5, 2026
11 AM PT | 12 PM MT | 1 PM CT | 2 PM ET
Register Now!
Credit:
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.
Speakers:
Hilary P. Gerzhoy, Partner & Vice Chair HWG LLP, is a legal ethics and malpractice lawyer who represents lawyers, law firms, legal tech companies, and in-house legal departments on all types of professional responsibility issues, including conflicts, fee disputes, disciplinary investigations, privilege, regulation, and law firm management. She is the Vice Chair of the D.C. Bar Rules of Professional Conduct Review Committee, a member of the ABA’s Ethics and Professional Responsibility Committee, an adjunct legal ethics law professor at the Georgetown University Law Center, and she serves on Law360′s Legal Ethics Editorial Advisory Board. Hilary has published more than forty articles on developments in legal ethics and her work has been featured in the Chicago Tribune, Bloomberg Law, Law360, the Washington Lawyer, and LexisNexis.
Sponsor:
Clio

More Information And Registration

January 22: Microsoft Word Document Automation Tools

This hands-on, three-part webinar shows you how to fix messy documents, build reliable templates, and cut hours of repetitive drafting. 

Word comes with more automation than most legal professionals realize. In Part 3: Microsoft Word Document Automation Tools,

you’ll get a clear breakdown of AutoText, AutoCorrect, Quick Parts, Macros, and Merge Fields—and how to use them to build reusable clauses, reduce errors, and shave hours off your drafting time.

Title:
Microsoft Word Document Automation Tools,
Part 3 of Mastering MS Word: A 3-Part CLE Series.

Date+Time:
Thursday, January 22, 2026
2:00 PM ET | 1:00 PM CT | Noon MT | 11:00 AM PT
Register Now!
Credit:
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.
Speaker:
Barron K. Henley, Esq. is one of the founding partners of Affinity Consulting Group, a legal technology consulting firm focused on automating and streamlining law firms and legal departments. He earned his B.S./B.A. (marketing and economics) and J.D. from The Ohio State University and is a member of the American, Ohio and Columbus Bar Associations, and the Worthington Estate Planning Council. He is a Fellow of the College of Law Practice Management, a Fellow of the American Bar Foundation, a member of Ohio Supreme Court Commission on Technology and the Courts, and a member of both the ABA Law Practice Management and the Real Property Trust and Estate Law (“RPTE”) Sections and is Vice Chair of the Joint Law Practice Management Group. He’s also a former member of RPTE Futures Task Force, a former Board Member for the ABA TECHSHOW, and the former Chair of the Ohio State Bar Association Law Office Automation & Technology Committee. Mr. Henley heads Affinity’s document assembly/automation and software training departments. Barron is also an expert in launching new law firms, overhauling existing firms, and documenting and re-engineering law firm processes. Finally, Barron teaches continuing legal education (CLE) classes throughout the U.S. and Canada covering a wide variety of topics related to law practice management, technology and ethics.
Sponsor:
Clio

More Information And Registration

February 12: Soft Skills For Legal Professionals: How to Protect Your Firm's Reputation

Even the best lawyers can run into trouble—not because they don’t know the law, but because of missteps in communication, judgment, or professionalism.
A missed detail, a poorly handled client conversation, or an avoidable conflict can lead to complaints, lost trust, or reputational damage.
This CLE webinar will walk you through how to use soft skills to navigate the day-to-day challenges of modern legal practice.
Join the session to:

• Understand how communication, professionalism, and ethical awareness connect to the Rules of Professional Conduct (1.1, 1.4, 8.4).
• Review real cases showing the consequences of lapses in professionalism, bias, or client communication.
• Learn how to apply practical strategies to build credibility, collaborate effectively, resolve conflicts respectfully.

Title:
Soft Skills For Legal Professionals: How to Protect Your Firm's Reputation
Date+Time:
Thursday, February 12, 2026
9 AM PT | 10 AM MT | 11 AM CT | 12 PM ET
Register Now!
Credit:
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.
Speaker:
Cari L. Sheehan serves as the firm’s Assistant General Counsel of Taft Stettinius & Hollister LLP. In this role, she advises firm attorneys with respect to ethics compliance, risk prevention, and conflicts of interest. In addition, she assists in the review and negotiation of outside counsel guidelines, conflict waivers and engagement letters, and other items with ethical implications. She also assists in providing ethical training and education within the firm to its attorneys and staff.
Sponsor:
Clio

More Information And Registration

December 2: Beyond Headcount: 5 Levers to Maximize Team Impact

Growth doesn’t have to mean adding more people. The most successful firms are finding smarter ways to improve productivity, client satisfaction, and profitability with the team they already have.

In this session, we’ll share how firms can use insights from the Legal Trends Report—and see how firms like yours are using technology to make measurable gains in efficiency and client experience.

You’ll leave with practical tools, detailed checklists, and a proven framework to help your teams work more efficiently, stay aligned, and deliver better results—without increasing headcount.

Learn how to:

• Use technology, AI, and automation to lighten workloads and free up time for client-focused work.
• Refine your client experience, billing practices, and online presence to attract and retain clients.
• Build metrics and policies that help your team stay aligned and drive sustainable growth.

Title:
Beyond Headcount: 5 Levers to Maximize Team Impact
Date+Time:
Tuesday, December 2, 2025
12:00 PM ET | 11:00 AM CT | 10:00 AM MT | 9:00 AM PT
Register Now!
Credit:
The live presentation of this webinar is eligible for CLE and CPD credit in specific jurisdictions. 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.
Speakers:

• As a seasoned marketing professional with a proven track record, Miquela Anzulovich has consistently driven business growth through innovative marketing strategies and dynamic leadership. Having supported the growth of businesses across the tech startup industry, education, and legal tech, Miquela possesses a deep understanding of market dynamics and consumer behaviour. Her strategic prowess lies in identifying untapped opportunities, driving results with a limited budget, and being data-driven. As a Senior Affinity Partnership Manager at Clio, Miquela works with law societies and bar associations to equip lawyers with the tools they need to thrive in their practices. Miquela is passionate about sharing her expertise through mentorship and speaking engagements. She is a big believer in providing legal professionals with practical skills to improve their day-to-day operations and streamline their law firms.
• James Matthews is on a winding career path that has featured opportunities as a marketer, broadcaster, and writer. At the intersection lies a passion for people and telling great stories. A Senior Content Writer at Clio, James was drawn to Clio’s mission of transforming the legal experience for all. He supports the team that brings Clio to life as well as market its new products and features. It’s all in the name of helping legal professionals work faster, earn more, and stress less. The auxiliary benefit of being better equipped for dinner table conversations with his lawyer family members is a nice bonus for James.

Sponsor:
Clio

More Information And Registration

November 13: AI That Works for Your Firm: Customize GPTs for Marketing, Intake & Cases

Generative AI waits for instructions. Custom GPTs built for your firm take action proactively. Ever spent more time guiding AI than actually getting work done? You prompt, it guesses, you correct… over and over.
Custom GPTs flip the script: you train them on your firm’s playbooks, templates, set clear goals, and they take action—reducing the need for constant direction.
Whether this sounds exciting or a little intimidating, it marks a shift from tools that wait for instructions to systems that actually get things done for your firm.
In this CLE-eligible* webinar, we will explore how to:

• Train custom GPTs on your firm’s playbooks for precise, compliant outputs.
• Explore Intake GPT, Settlement Maximizer GPT, and Marketing GPT—tools that will exceed your expectations for what AI can do.
• Follow a plug-and-play blueprint using your firm’s data and policies to launch immediately.
• Bonus: See Clio’s AI-powered legal software in action and learn how we help firms deliver fast, accurate results while maintaining bank-level security.

Title:
AI That Works for Your Firm: Customize GPTs for Marketing, Intake & Cases
Date+Time:
Thursday, November 13, 2025
2:00 PM ET | 1:00 PM CT | 12:00 PM MT | 11:00 AM PT
Register Now!
Credit:
The live presentation of this webinar is eligible for CLE and CPD credit in specific jurisdictions. 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.
Speaker:

Sam Mollaei

Sam Mollaei is a serial law firm entrepreneur and CEO of seven successful firms. He is the founder of My Legal Academy, the world’s leading implementation program helping law firms scale and automate. Drawing on his experience serving over 69,000 clients, Sam has guided more than 20,000 lawyers in improving operations, client experience, and the effective use of automation, AI, and digital tools.
Sponsor:
Clio

More Information And Registration

December 9: Future-Proofing Your Firm Through Smart Succession Planning

Leadership transitions are inevitable—but they don’t have to disrupt your firm’s success.
Whether you’re planning for retirement, restructuring your partnership, or exploring mergers and acquisitions, a smart succession plan keeps your firm stable, secure, and ready for what’s next.
Join us for a practical discussion on how to future-proof your firm by approaching succession planning as a long-term strategy, not a short-term fix. We will explore how to protect institutional knowledge, maintain client confidence, and use technology to make every transition smoother.
In this CLE-eligible webinar, you’ll learn how to:

• Build a modern succession plan that balances leadership transition with operational continuity.
• Protect your firm’s data and productivity during personnel or leadership changes.
• Use AI and automation to preserve institutional knowledge, streamline workflows, and position your firm for success in 2026 and beyond.

This is a 60-minute CLE/CPD webinar followed by a 30-minute Clio demo
Title:
Future-Proofing Your Firm Through Smart Succession Planning
Date+Time:
Tuesday, December 9, 2025
12:00 PM ET | 11:00 AM CT | 10:00 AM MT | 9:00 AM PT
Register Now!
Credit:
The live presentation of this webinar is eligible for CLE and CPD credit in specific jurisdictions. 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.
Speaker:
Jeremy E. Poock, Esq. is the founder of Senior Attorney Match, Inc., which designs and brokers law firm sales and mergers. Recognizing a market need for Senior Attorneys to monetize the value for their well-established law practices and the constant need for growing law firms to generate new clients and referral sources, Jeremy founded Senior Attorney Match in 2013 to address both of those needs. Prior to founding Senior Attorney Match, Jeremy practiced business law in Massachusetts with a focus on representing buyers and sellers in the sales of their small businesses. Jeremy leads the monthly livestream programs, “The State of the Market for Law Firm Sales in 11 Minutes” and “The Ask the Law Firm Seller Show,” which appear on the Law Firm Seller YouTube Channel and LinkedIn Live.
Sponsor:
Clio

More Information And Registration

October 8: How Leading Law Firms Put Technology to Work

The most successful law firms aren’t just keeping up with change—they’re setting the pace.

From adopting new technology to refining operations, top firms are finding smarter ways to meet client expectations and stay competitive.

In this CLE-eligible* webinar, you’ll learn how leading firms are addressing today’s biggest challenges, including:

• Using AI to eliminate bottlenecks and free up more time for client-facing work
• Evaluating which tools deliver the highest ROI so you can prioritize investments with confidence
• Navigating the ethical and security considerations of AI to protect both your firm and your clients

Title:
How Leading Law Firms Put Technology to Work Automation and AI tools law firms use to thrive
Date+Time:
Wednesday, October 8, 2025
12PM ET | 11AM CT | 10AM MT | 9AM PT
Register Now!
Credit:
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.
Speaker:
Allison C. Williams is a nationally recognized attorney, business coach, and international speaker. As CEO of Law Firm Mentor and Managing Partner of Williams Law Group, she helps law firm owners crush chaos and grow profit. A bestselling author and CLE educator, she’s been honored among NJ’s Top 100 Super Lawyers and Top 50 Women Super Lawyers. Known for her C.H.A.O.S. formula, Allison inspires leaders to #NeverStopGrowing through her work, speaking, and entrepreneurial ventures.

Sponsor:
Clio

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September 4: Mastering Microsoft Word: Time-Saving Tips for Legal Professionals

MS Word training designed by a legal professional for legal professionals If MS Word has ever mysteriously shifted your formatting, ruined your footnotes, or messed up your numbering, you’re not alone.
With all its quirks, Word often feels like it’s working against you—especially with legal formatting.
In this free CLE-eligible* webinar, Barron Henley, partner at Affinity Consulting, draws on nearly 30 years of experience helping law firms master MS Word. He’ll share practical fixes for the formatting issues lawyers run into most.
You’ll learn:

• How to access Word’s most useful features that don’t have ribbon buttons
• Why formatting randomly shifts while you’re editing and how to prevent it
• Tips for solving persistent formatting issues by controlling Word’s styles feature.

Title:
Mastering Microsoft Word: Time-Saving Tips for Legal Professionals
Date+Time:
Thursday, September 4, 2025,
12:00 PM ET | 11:00 AM CT | 10:00 AM MT | 9:00 AM PT
Register Now!
Credit:
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.
Speakers:

• Barron K. Henley, Esq. is one of the founding partners of Affinity Consulting Group, a legal technology consulting firm focused on automating and streamlining law firms and legal departments. He earned his B.S./B.A. (marketing and economics) and J.D. from The Ohio State University and is a member of the American, Ohio and Columbus Bar Associations, and the Worthington Estate Planning Council. He is a Fellow of the College of Law Practice Management, a Fellow of the American Bar Foundation, a member of Ohio Supreme Court Commission on Technology and the Courts, and a member of both the ABA Law Practice Management and the Real Property Trust and Estate Law (“RPTE”) Sections and is Vice Chair of the Joint Law Practice Management Group. He’s also a former member of RPTE Futures Task Force, a former Board Member for the ABA TECHSHOW, and the former Chair of the Ohio State Bar Association Law Office Automation & Technology Committee. Mr. Henley heads Affinity’s document assembly/automation and software training departments. Barron is also an expert in launching new law firms, overhauling existing firms, and documenting and re-engineering law firm processes. Finally, Barron teaches continuing legal education (CLE) classes throughout the U.S. and Canada covering a wide variety of topics related to law practice management, technology and ethics.
• Joe Kaczrowski, Manager of Legal Content Clio Draft, is an attorney admitted to practice law in the state of Minnesota. Joe is on the legal content team at Clio Draft, and works with legal practitioners to improve their workflows and processes. Joe has spent the past decade in Legal Tech, focusing on technologies including document automation.

Sponsor:
Clio

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July 10: Law Firm Security Considerations: Remote Access, AI Usage, and Vendor Risk

Your firm likely doesn’t operate the way it did even a few years ago. Teams work remotely across different time zones. AI tools draft contracts and review documents. Client files sync seamlessly between devices and tools. While these changes have improved efficiency and flexibility, they’ve also introduced new security risks. Especially because most firms today are adopting new technology without a clear framework to evaluate vendor security, leaving critical vulnerabilities exposed. 

 Our upcoming CLE webinar gives you the practical knowledge you need to protect your firm. You’ll learn how to: Identify and address security vulnerabilities in remote work environments Safely integrate AI tools into your legal practice without compromising client data Evaluate technology vendors with confidence—including key questions to ask

Title:

Law Firm Security Considerations: Remote Access, AI Usage, and Vendor Risk
Date+Time:
Thursday, July 10, 2025
12:00 PM ET | 11:00 AM CT | 10:00 AM MT | 9:00 AM PT
Register Now!
Credit:
The live presentation of this webinar is eligible for CLE and CPD credit in specific jurisdictions.
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.
Speakers:
Michael Maschke is the President and Chief Executive Officer at Sensei Enterprises, Inc. Mr. Maschke holds a degree in Telecommunications from James Madison University. Mr. Maschke is an EnCase Certified Examiner (EnCE), a Certified Computer Examiner (CCE #744), a Certified Ethical Hacker (CEH), an AccessData Certified Examiner (ACE), and a Certified Information Systems Security Professional (CISSP).
He is an associate member of the American Bar Association and has spoken at the American Bar Association’s TECHSHOW conference on the subject of cybersecurity. He is currently an active member of the ABA’s Law Practice Division: Technology Core Group and is on the Fairfax Law Foundation Board of Directors. Mr. Maschke is a 2019 Fastcase 50 award recipient.
He is also a co-author of Information Security for Lawyers and Law Firms, a book published by the ABA in 2006 and The 2008-2020 Solo and Small Firm Legal Technology Guides (American Bar Association, 2008 – 2020).
Andrei Kamchiline, Manager, Compliance at Clio, started his career as a network and telephony systems consultant with a deep appreciation for the unique requirements of the SMB market and the challenges of scale when building for enterprise. He continued his development into cybersecurity and compliance, where his technical knowledge was leveraged into building actionable compliance programs focused on positive outcomes. Today, he leads the Compliance function at Clio starting with weaving together security, infrastructure, product, privacy, and AI.
Sponsor:
Clio

More Information And Registration

July 8: Wills & Estates Virtual Summit: The Blueprint for a Modern Wills & Estates Practice

state planning shouldn’t feel like a constant juggling act. Between managing complex cases, navigating evolving tax laws, and growing a business, it’s easy to feel stretched thin.
The most successful legal professionals have found a better way. They’ve embraced the right technology—AI, automation, and tools designed for estate planning—to reduce risk and save hours of time each week. They’re also earning more while giving clients greater clarity and peace of mind through transparent pricing and billing.
On July 8th, they’ll share exactly how they’re doing it.
Here’s what you can expect:

• 5 sessions packed with expert advice: Learn from estate planning legal professionals on everything from AI tools to billing strategies.
• Gain CLE credits: Earn up to 3 hours worth of CLE/CPD credits by attending live sessions and answering CLE polls.
• Build connections: Connect with other estate planning professionals and learn what’s working in firms like yours.

Title:
Wills & Estates Virtual Summit: The Blueprint for a Modern Wills & Estates Practice
Date+Time:
Tuesday, July 8, 2025
11:30 AM – 4:00 PM ET | 10:30 AM – 3:00 PM CT | 9:30 AM – 2:00 PM MT | 8:30 AM – 1:00 PM PT
Register Now!
Credit:
The live presentation of this webinar is eligible for CLE and CPD credit in specific jurisdictions. 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.
Sponsor:
Clio

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June 10: Clio's Trial Lawyer Summit

As a civil trial lawyer, you know the struggle. Your desk is overflowing with case files, deadlines never stop coming, and somehow you’re supposed to prepare for court, run your office, and still have time for yourself.
That’s why we created the Trial Lawyer Summit—a free half-day virtual event made just for legal professionals like you. In one afternoon, you’ll pick up practical tips to excel in the courtroom while making your daily workload more manageable.
Whether you’re looking to sharpen your jury selection skills, find technology that actually saves you time, or create better work-life boundaries, you’ll leave with solutions you can use right away.
Here’s what you can expect:

• Get actionable insights Learn techniques from experienced trial lawyers that work in today’s courtrooms.
• Gain CLE credits Earn up to 1.45 hours worth of CLE/CPD credits by attending live sessions and answering polls.
• Build connections Meet other attorneys who face the same challenges and have solutions worth sharing.

Title:
Trial Lawyer Summit
Stay Trial-Ready While Running a Smarter Firm
Date+Time:

June 10, 2025
11:15 AM – 3:15 PM ET | 10:15 AM – 2:15 PM CT | 9:15 AM – 1:15 PM MT | 8:15 AM – 12:15 PM P
Register Now!
Credit:
The live presentation of this webinar is eligible for CLE and CPD credit in specific jurisdictions. 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.
Agenda :

8:15 a.m. PT | 11:15 a.m. ET
Opening Remarks

8:25 - 9:10 a.m. PT | 11:25 a.m. - 12:10 p.m. ET
Trial Lawyer’s Toolkit: Essential AI & Legal Tech for Winning Cases

9:15 - 10:15 a.m. PT | 12:15 - 1:15 p.m. ET CLE WebinarConcurrent Session
Framing the Narrative Early: Jury Selection Tactics that Shape Personal Injury Verdicts

9:15 - 10:15 a.m. PT | 12:15 - 1:15 p.m. ET CLE WebinarConcurrent Session
Shaping Perception: The Psychology Behind Jury Selection

10:30 - 11:15 a.m. PT | 1:30 - 2:15 p.m. ET For Non-Clio UsersConcurrent Session
Watch How Law Firms Use Clio

10:30 - 11:15 a.m. PT | 1:30 - 2:15 p.m. ET For Non-Clio UsersConcurrent Session
How Trial Lawyers & Their Firms Can Make the Most of Clio

11:20 a.m. - 12:05 p.m. PT | 2:20 - 3:05 p.m. ET CLE Webinar
Mind Over Matter: Mental Resilience and Balancing the Demands of Trial Work

12:05 p.m. PT | 3:05 p.m. ET
Closing Remarks

Sponsor:
Clio

More Information And Registration

May 8: Solo and Small Firm Virtual Summit

Running a small law firm is no walk in the park, but your hard work has helped your practice get to where it is today. Now, it’s time to plant the seeds for a smoother, more rewarding way of working and take your law firm operations to the next level.
Back by popular demand, our Solo and Small Firm Virtual Summit returns for the third time to provide actionable tips on two major themes:

• Morning theme: How to work smarter, not harder
• Afternoon theme: How to care for your practice and your well-being
• Find out what it means to run a thriving, yet sustainable practice, plus:
• Get actionable insights
• Expert advice on driving results for your clients, increasing efficiencies, and setting your firm up for lasting success.

Title:
Solo and Small Firm Virtual Summit
Date+Time:
Thursday, May 8, 2025

11:30 a.m. – 5:30 p.m. ET
Register Now!
Credit:
Earn up to 2 hours worth of CLE/CPD credits by attending live sessions and answering polls. The live presentation of this webinar is eligible for CLE and CPD credit in specific jurisdictions. 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.
Sponsor:
Clio

More Information And Registration