Contents
Jack Newton’s opening keynote Honoring our customers and the 2024 Reisman Award recipients Recognizing the achievements of our 2024 Channel Partner Impact Award recipients Legal Trends Report Keynote highlights More speaker and event highlights Clio feature announcements Virtual Clio Con: Attend from anywhere See you next year, Boston!
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Held in vibrant Austin, Texas, the 2024 Clio Cloud Conference was nothing short of electrifying. From the moment guests arrived, the energy was palpable. Clio’s exciting announcements sparked lively conversations, and the keynote speakers left audiences inspired. Meanwhile, the vendor floor buzzed with innovation, offering endless networking opportunities and showcasing the latest in legal tech advancements.
Missed the event? Don’t worry—we’ve got a quick recap for you below!
Jack Newton’s opening keynote
Jack Newton, Clio’s Founder and CEO, kicked off ClioCon 2024 with his keynote focused on harnessing momentum in the legal industry to drive long-term success. With a record 2,500 in-person and 1,500 virtual attendees, Jack highlighted Clio’s growth alongside AI’s transformative role in the legal profession, as outlined in the latest Legal Trends Report.
He discussed the rapid rise in AI adoption, jumping from 19% to 79% in law firms in just one year, and introduced Clio Duo, a new AI tool designed to enhance productivity and reduce workflow friction. Jack also announced exciting new Clio features for 2025, including automated workflows, custom reporting, and new payment methods.
To cap off his exhilarating keynote, Jack revealed that ClioCon 2025 will take place in Boston, Massachusetts. Secure your tickets for ClioCon 2025 today!
Honoring our customers and the 2024 Reisman Award recipients
We’re honored to collaborate with customers who consistently set the standard for excellence in the legal industry. The number of outstanding applicants for this year’s Reisman Awards was incredible, showcasing how many firms are leading the way in innovation.
These are firms that truly embody our mission to transform the legal experience for all.
The 2024 Reisman Award recipients are:
- Legal Innovation: Law Center for Better Housing
- Excellence in Client Service: Nazareth Bonifacino Law Benefit LLC
- Best Growth Story: Nguyen Law, LLC
- Best New Law Firm: Pierson Ferdinand LLP
- Community Champion: Hawaii Disability Legal Services, LLLC
- Diversity & Inclusion: Equality Ohio
Learn more about our Reisman Award winners and apply for the 2025 awards today.
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Recognizing the achievements of our 2024 Channel Partner Impact Award recipients
Each year, Clio honors our channel partners who have gone above and beyond to help our clients thrive and expand their impact even further. We are thrilled to shine a light on this year’s amazing Channel Partner Impact Award winners:
- Partner of the Year, North America: Uptime Legal Systems
- Partner of the Year, International: Bizibody Technology Pte Ltd
- Outstanding Growth Partner: Legal Soft Solution
- New Partner of the Year: The Coral Edge
- Services Partner of the Year: Spring Solutions
- Leader, Influential Expert: CPN Legal
Explore our full list of Clio Certified Consultants by visiting our Certified Partner directory.
Legal Trends Report
The latest Legal Trends Report was unveiled during Jack’s keynote address. This year’s report explores changing attitudes towards artificial intelligence (AI) in the legal profession—adoption jumping from 19% to 79% in one year alone—and the opportunities it presents for law firm billing, marketing, and more.
Read more about AI’s growth in the legal industry and top opportunities for your firm in the report, available now.
Keynote highlights
Judge Victoria Pratt
With her extensive experience as Chief Judge of Newark Municipal Court in New Jersey, Judge Victoria Pratt offered Clio Con attendees profound insights into delivering justice. In her keynote, she shared transformative steps that redefined her courtroom approach, emphasizing how judges can lead with respect and provide dignity to everyone who enters the court. Her powerful presentation gave practical tips on promoting fairness and equality, inspiring attendees to incorporate these principles into their legal practices and businesses.
Read our interview with Judge Victoria Pratt: Humanizing Legal Tech
Nita Farahany
As a leading scholar on the ethics of emerging technologies, Nita Farahany delivered a compelling talk on the future of neurotechnology, highlighting its potential while advocating for cognitive freedom. As the Robinson O. Everett Distinguished Professor of Law & Philosophy and Founding Director of the Duke Initiative for Science & Society, she leads cutting-edge research on the ethical implications of technology. In her keynote, Nita explored the concept of mental privacy in the age of neurotechnology, discussing how generative AI advancements are raising significant legal challenges around data protection, consent, and the ethical use of brain-related technologies.
Read our interview with Nita Farahany: When Neurotechnology Meets Law
James Clear
James Clear delivered an engaging presentation focused on the transformative power of habits. Drawing from his #1 best-selling book, Atomic Habits, he emphasized how small, consistent actions can lead to significant improvements in both personal and professional life. He shared strategies for forming good habits, breaking bad ones, and optimizing productivity, providing practical, actionable steps. His talk highlighted the importance of building a system that supports continuous growth and how lawyers can apply these principles to improve their daily routines and overall success.
Read our interview with James Clear: The Power of Incremental Gains for Law Firms
More speaker and event highlights
Throughout the two days, both in-person and virtual attendees had a wide variety of breakout sessions to attend. Some of the highlights from 2024’s Clio Cloud Conference included:
Deep Dive on 2024 Legal Trends Report
Joshua Lenon, Clio’s Lawyer in Residence, delivered an in-depth presentation on the 2024 Legal Trends Report to ClioCon attendees. His session highlighted the evolution and performance of law firms since 2016, revealed findings from Clio’s “secret shop”, and provided key insights into how firms are leveraging AI. While automation is set to transform the legal industry, Lenon emphasized that firms effectively utilizing this technology are not only boosting efficiency but also significantly increasing their bottom line.
Building Your Small Law Firm’s Future: Crafting an Effective Technology Stack
Allison C. Williams, CEO & Managing Partner of Williams Law Group, joined Lisa Del Real, Clio’s VP of Channel Partnerships, to discuss how small and solo law firms can harness technology to streamline and automate workflows without large marketing or administrative teams. They covered strategies for tracking firm efficiency, productivity, and ROI, tips for mastering software integrations and change management, and how to build a competitive and sustainable tech stack to enhance firm operations.
New Technology Requires New Regulation (Let’s Talk Before It’s Too Late!)
Jayne Reardon, a Firm Partner at FisherBroyles LLC, Chris Bentley, the Firm Managing Director at the University of Toronto’s Law Practice Program, and Phil Brown, Director at the Law Society of Ontario, explored the evolving role of lawyers as both gatekeepers and innovators within the legal industry. The discussion covered the potential benefits of reduced regulation, including how loosening certain restrictions could improve access to legal services. They also delved into the implications of ABA Rule 5.4 and 5.5, examining mobility, sandboxes, and the impact of re-regulation on the profession. This session was eligible for CLE/CPD credit for both in-person and virtual attendees.
Clio Accounting 101
Lillian Wu, Clio’s Staff Product Manager, and Omar Robinson, a Clio Training Consultant, guided attendees through Clio’s new legal-specific accounting feature, Clio Accounting. They covered how Clio Accounting can automate transaction management, provide real-time insights for improved cash flow control, simplify compliance, and make tax preparation effortless! This was an amazing chance for attendees to ask questions directly to Clio and learn firsthand how seamless bookkeeping and accounting can be at their law firms.
Actionable Insights on AI: Getting Started
With AI being a top priority for many legal professionals, and many being unsure where to begin, this event—hosted by Damien Riehl, VP and Solutions Champion at vLex, and Erin Walker, Director of Marketing Strategy & Enablement at Clio, drew considerable interest from attendees. The session provided practical guidance on how to get started with AI, selecting the right tools, and incorporating them into daily workflows. They also emphasized the importance of data quality and ethical considerations and offered insights on when AI is useful—and when it’s not. This popular session was eligible for CLE/CPD credits.
2024 Cybersecurity Trends
Hosted by Clio’s Senior Manager of Application Security, Gavin Miller, attendees learned how to safeguard their firms from the growing threat of data breaches, while maintaining client trust and fulfilling their legal obligations. The discussion covered the latest trends in cybersecurity, highlighting what law firms need to prioritize in the coming years. Gavin shared tactical steps to protect sensitive information and emphasized the ethical considerations involved in data protection.
Actionable takeaways were provided for immediate implementation, ensuring firms stay secure. Additionally, Clio’s cybersecurity experts were available throughout the conference to answer questions and offer personalized advice.
Clio feature announcements
Throughout ClioCon, numerous Clio feature advancements were discussed, here is a round-up of what’s to come later in 2024 and into 2025:
Clio Manage: Automated workflows
Last year, we launched automated workflows in Clio Grow, and they were so popular that we decided to bring them to Clio Manage. This feature allows firms to auto-assign matters to chosen templates, trigger task lists, and generate documents as a case progresses. Select between pre-built templates for common scenarios or customize them to function for your firm’s specific workflow.
Revenue reports
With a new series of revenue reports coming soon to Clio Grow, you will get a real view of what brings clients to your firm. Determine which lead sources, campaigns, and referrals are driving the most revenue, pulling in real billing data from Clio Manage. You will be able to track the total revenue, and the return on your investments, allowing you to maximize your marketing efforts by knowing where to allocate your spend.
Discover key insights on how law firms are struggling with marketing in our latest Legal Trends Report.
Clio Draft Questionnaires
With Clio Draft’s new questionnaires, you can create dynamic, templated, branded forms to share directly with clients. These reusable forms streamline document completion for specific case types, ensuring data security and allowing clients to fill them out at their convenience and share their progress to return to later if need be. You will be able to track the progress of a form and be notified when it’s been completed. These questionnaires reduce redundant requests for information, reduce errors, and make court e-filing more efficient.
Communications page redesign
The Clio Manage’s communications page has been re-designed based on real Clio user feedback, to ensure its functionality meets the needs of our customers. You will now be able to enjoy a more improved experience and more organized view to help you better interact with your clients. Including a streamlined inbox view allows you to send replies in fewer clicks–all while maintaining a secure log of communications across email, phone, text, and client portal.
Bank ACH transfers and wire transfers
Two new payment methods—ACH bank transfers and wire transfers—will be available by the end of 2024. Accepting bank transfers through Clio provides a secure, efficient way to handle large transactions, speeding up reconciliation and ensuring trust accounting compliance. These options reduce billing friction and give firms more flexibility in choosing the fastest payment method, all while enhancing the client experience.
Custom reporting
We want to continue ensuring full transparency around the health of your firm’s growth, revenue, and efficiencies, which is why we are releasing custom reports. Create and design your own library of custom reports to share with staff, tracking key performance indicators and metrics that are specifically important to your firm. Easily access your own data to identify bottlenecks, diagnose performance gaps, and make confident data-driven decisions.
Virtual Clio Con: Attend from anywhere
If you can’t make it to our event in person, our virtual event is the next best thing! This year’s virtual experience was truly seamless, offering full access to all keynote speakers and streaming a wide range of impactful sessions (many CLE eligible) that you can watch live, or rewatch at a later time.
Whether you’re tuning in for Clio-specific talks on leveraging it for success or catching insights from our special guest speakers, there’s plenty of inspiration. These sessions are packed with practical tips to help legal professionals shake off the status quo and elevate their day-to-day work.
See you next year, Boston!
Join us at the 2025 Clio Cloud Conference in Boston, Massachusetts, as we explore the theme “Uniting Brilliance”, taking place October 16-17, 2025.
Take advantage of early-bird pricing, which is available for a limited time! Don’t miss your chance to secure your spot for next year. Both in-person and virtual attendee tickets are now available.
We published this blog post in October 2024. Last updated: .
Categorized in: Clio
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