Clio's Legal AI Virtual Summit

Join the virtual summit early to get settled and network with other attendees.

Join us as we kick off the summit with an inspiring session exploring how AI is shaping the future of the legal industry and empowering firms to thrive. Plus: a first look at Clio Duo–our new dynamic AI partner!

AI isn’t psychic—but with the right prompts, it can seem like it’s reading your mind. Join this session to learn how to make prompting your superpower and get the most productivity out of AI tools. You’ll learn:

• How to craft clear, focused AI prompts to get results that are 10x better
• How to supply enough information in your prompts to enhance the accuracy of results
• How to ensure the reliability of answers by refining your prompts and requesting citations

There is no question that generative AI can help legal professionals work smarter—but are you having a hard time knowing (or struggling to choose) which AI tools are right for your practice? To help you answer that question, this session will:

• Explore AI tools that law firms love, and how they use them to save time everyday
• Learn how to pick the right AI tools for your use case 
• Identify tasks that can be automated and where human intervention is needed

Stretch, snack, socialize…or respond to that email!

Learn how Clio can benefit your law firm, and get a first look at the newly-released Clio Duo. Our product expert will do a deep dive on how to use Clio to:

• Save time on everyday tasks, from invoice to payment
• Get recommendations on what to prioritize next on your to-do list, including urgent matters, upcoming meetings, tasks and deadlines.
• Summarize your documents and matters, so you can quickly access key information at a glance.
• Respond to clients faster by generating tailored, professional communications.

Meet Clio Duo, your AI-powered partner. With Duo, you can take the Clio features you already know and love to the next level. In this session, you’ll learn how Clio Duo can help you:

• Automate and complete everyday tasks, such as generating a bill, assigning a task, or finding an opening in your schedule
• Get comprehensive summaries of your documents stored in Clio Manage in an instant 
• Leave writer’s block behind and generate instant, professional text messages and email replies

While the use of AI has many benefits, it’s not without a unique set of risks. Understanding those risks can help you lay a solid foundation for safe AI use—and build your awareness of potential cyberattack risks. This session will provide guidance that sets you and your firm up to:

• Understand the emerging cybersecurity threats driven by AI, and how they impact law firms
• Take tactical steps against AI misuse 
• Enact best practices for forming a policy for your firm that ensures the safe use of AI—with a template included!

Burton Kelso

Chief Technology Expert, Integral

Burton Kelso is an entrepreneur, national speaker, and global TV & Radio Tech Expert. His vision is to remove the frustrations and complexity of computers and technology and open people up to a world of new ideas, experiences, and opportunities.

According to our latest Legal Trends Report, a whopping 79% of legal professionals are now using AI in some capacity in their practice, from speeding up research to improving client communications. But, there’s no need to take it from us. In this session, you’ll get first-hand accounts on:

• Real-world AI use cases from attorneys and operations staff at a law firm
• How attorneys and staff reduce repetitive tasks and improve productivity—from legal research to document drafting and review
• Why AI will not replace attorneys and staff, but it will change how they work

Alexander Almazan

Founder and Managing Partner, Almazan Law

Alex is the founder and managing partner of Almazan Law, a Florida-based, 11-lawyer law firm with 25 employees. The firm has a commercial litigation, real estate transactional, workers compensation, and liability defense and appellate practice. with offices in Miami and Tampa. Alex has been a Clio user for seven years and is a vocal supporter of the integration of AI applications into law firms and the practice of law. Alex established an internal legaltech committee earlier this year to have a forum for AI features and demos with people from all areas of the firm.

Eda Rosa

CEO and Founder, Eda Rosa LLC

Eda Rosa, founder of Eda Rosa LLC, boasts over two decades of expertise in efficient caseload management, legal education, and client relations. With a background as a Florida paralegal for 15 years, she established her venture in 2017. Eda is also an author and the host of the Let’s Talk Paralegal podcast.

As we wrap up the summit, we’ll share top learnings from the day and share exciting resources and offers for you and your firm.

Curious about Clio’s latest AI integrations? This is your opportunity to see some of our most powerful AI tools in action! Join interactive breakout sessions where you’ll get a live demo of these tools, ask questions, and learn how they can benefit your firm.