VIRTUAL SUMMIT

Solo and Small Firm Virtual Summit

Going from good to great

Thursday, May 8 from 11:30 a.m. – 5:30 p.m. ET

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:
  1. Morning theme: How to work smarter, not harder
  2. 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.

Gain CLE credits

Earn up to 2 hours worth of CLE/CPD credits by attending live sessions and answering polls.

Build connections

Connect with other solo and small firm professionals, share learnings and expand your network.

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Full Agenda Coming Soon!

8:45 a.m. PT | 11:45 a.m. ET
Virtual Doors Open & opening remarks

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

9:00 - 9:30 a.m. PT
Key AI trends from Clio’s Legal Trends Report for Solo and Small Firms

Session overview and speakers coming soon!

9:35 - 10:35 a.m. PT
How to Work Smarter and Not Harder Using AI

Session overview and speakers coming soon!

10:40 - 11:10 a.m. PT
Avoiding Document Disasters through Automation

Session overview and speakers coming soon!

11:15 - 11:45 a.m. PT
Lunch or learn more about Clio

Session overview and speakers coming soon!

11:45 - 12:45 a.m. PT
The Blueprint for Law Firm Succession Planning

Session overview and speakers coming soon!

11:45 - 12:45 p.m. PT
The Blueprint for Scaling Your Law

Session overview and speakers coming soon!

12:50- 1:35 p.m. PT
Prioritizing Attorney Wellness: Creating Guardrails Between Personal and Work Life

Along with being a Partner at a successful Criminal Defense firm and frequently appearing on national TV to discuss legal issues, David J. Bruno is a passionate advocate for attorney wellness and personal growth.

Join David as he discusses why going from good to great in your law firm starts with prioritizing your mental health and well-being.

You’ll learn key frameworks for personal growth, such as the Rails system—which is a way to use categories as guardrails and combat the endless distractions of modern life.

In this session, you’ll get:

  • Insights into the current challenges of legal professionals when it comes to mental health and well-being.
  • The Rails System and how to stay focused on what matters most
  • How daily habits impact your well-being

Frequently Asked Questions

Is the summit actually free to attend?

Yes, this summit is free to attend!

What sessions are CLE eligible?

CLE information coming soon.

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 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 here