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.
- 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.
Gain CLE credits
Earn up to 3.5 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.
Looks like something went wrong. Please refresh this page to try again.
You may also want to check your browser's tracking protection settings.
Still stuck? Give us a call at 1-888-858-2546.
Agenda and Session Information
8:45 a.m. PT | 11:45 a.m. ET
Opening Remarks
Summit doors open at 8:45 a.m. PT | 11:45 a.m. ET so you can get situated before opening remarks kick off at 9:00 a.m PT | 12:00p.m. ET!
9:00 - 9:30 a.m. PT | 12:00 - 12:30 p.m. ET CLE Webinar
Key AI trends from Clio’s Legal Trends Report for Solo and Small Firms
AI is transforming law firms of all sizes, but are you using it to your advantage? Clio’s latest legal trends research reveals how solo lawyers and small law firms are using AI to stay competitive.
In this session, you’ll learn:
- How AI adoption among small firms compares to larger practices
- Which AI tools are delivering real value right now for firms like yours
- Simple ways to cut administrative work and increase your billable hours
Joshua Lenon
Lawyer in Residence, Clio
Joshua Lenon is Clio’s Lawyer in Residence. An attorney admitted to the New York Bar, Joshua has worked extensively to educate lawyers on how technology can enhance their practices, while also teaching tech companies about the unique needs of legal professionals and organizations.
Marco Delgado
Marketing Manager, Clio
In his role at Clio, Marco seeks to inform law firms about the benefits of moving to the cloud and why Clio’s all-in-one legal software is the ideal solution to help them build a sustainable and scalable practice. Marco is excited about the future of legal work and in particular, the potential of AI and automation to reduce monotonous tasks and make the business of law easier to manage for legal professionals.
9:35 - 10:35 a.m. PT | 12:35 - 1:35 p.m. ET CLE Webinar
AI and Your Ethical Obligations: A Practical Guide to Protecting your Solo & Small Firm
Understand how to leverage AI while meeting your ethical responsibilities and ensuring client confidentiality.
In this session, you’ll learn:
- How AI can improve efficiency in legal tasks and workflows.
- Potential risks to confidentiality and competency when using AI.
- How to uphold ethical duties, including competence, confidentiality, communication, supervision, and recordkeeping.
Hilary P. Gerzhoy
Partner, HWG LLP
Hilary Gerzhoy 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.
Alex Bramos
Marketing Manager, Clio
Since 2016, Alex has worked with small businesses across a variety of industries to help them grow. Whether it’s about selecting and implementing the right technology, leveraging online marketing, or helping recruit new talent, he has a soft spot for helping small business owners reach their potential. He joined Clio in 2020 as a Marketing Programs Manager and specifically helps educate the legal industry on the benefits of being a cloud-based, client-centered law firm.
10:40 - 11:10 a.m. PT | 1:40 - 2:10 p.m. ET CLE Webinar
Avoiding Document Disasters through Automation
Tired of document disasters, lost files, and inefficiencies stealing your evenings and weekends? Learn how other small firms are turning document management from a daily frustration into a competitive advantage.
This session will show you:
- The risks of manual document handling processes
- User-friendly tools that make drafting faster and eliminate repetitive tasks
- Ways to enhance document security and compliance with the right technology
Cory Bates-Rogers
Senior Customer Success Specialist, Legal Content, Clio Draft
Cory Bates-Rogers has a background in education and law. Recognizing the importance of technology in legal practices, he implemented modern solutions at Tellez Law Firm, PLLC, as well as the Little Rock City Attorney’s Office, before joining the Clio Draft team where he now helps firms optimize efficiency through personalized solutions.
11:15 - 12:00 p.m. PT | 2:15 - 3:00 p.m. ET For Non-Clio UsersConcurrent Session
Watch How Law Firms Use Clio
Technology can simplify your practice, making daily tasks more efficient and seamless. Watch demonstrations showcasing how Clio’s legal software empowers solo and small firms to work smarter (plus enter to win a ScanSnap scanner!).
See firsthand how an integrated practice management system can make running your firm easier and give you back precious time.
*Attend one of our lunchtime demos for your chance to win one of two ScanSnap scanners. This powerful tool is designed to easily convert paper documents into digital files. Winners will be revealed during the closing remarks, and you must be present to claim your prize!
Kate Bell
Affinity Partnerships Manager
With over three years of hands-on experience in managing a non-profit law firm, Kate has honed her skills in identifying inefficiencies and addressing pain points within the law firm landscape. Kate currently serves as an Affinity Partnerships Manager, where she leverages her background in law firm management and consulting to forge strategic alliances and collaborations. Her expertise lies in fostering partnerships that drive innovation and transform the legal profession.
11:15 - 12:00 p.m. PT | 2:15 - 3:00 p.m. ET For Clio UsersConcurrent Session
How Solo and Small Firms Can Make the Most of Clio
Technology can simplify your practice, making daily tasks more efficient and seamless. Watch demonstrations showcasing how Clio’s legal software empowers solo and small firms to work smarter (plus enter to win a ScanSnap scanner!).
Discover how to get the most out of features you might be overlooking and learn about new tools that can take your efficiency to the next level.
*Attend one of our lunchtime demos for your chance to win one of two ScanSnap scanners. This powerful tool is designed to easily convert paper documents into digital files. Winners will be revealed during the closing remarks, and you must be present to claim your prize!
Anastasiia Sviridenko
Intermediate Customer Support Specialist
Anastiasiia is an experienced customer support specialist with a strong background in legal technology and software solutions. Specializes in assisting law firms with technology adoption, troubleshooting complex cases, and enhancing customer experience.
12:05 - 1:05 p.m. PT | 3:05 - 4:05 p.m. ET CLE WebinarConcurrent Session
Passing the Torch: How to Sell, Merge, or Transition Your Law Firm for Maximum Value
The unexpected can happen at any time. Your practice represents years of dedication—make sure you have an exit strategy or a succession plan in place long before you’re ready for your next chapter.
Join this session to learn:
- How to assess your firm’s value and explore the three main paths to selling a law firm
- Key steps to organize your firm 12–24 months before a sale to avoid common pitfalls and stay compliant with ethical rules
- The strategic advantages of growth through acquisition and four keys to ensuring a smooth transition
Jeremy E. Poock, Esq
Founder of Senior Attorney Match
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.
Stephen Horenstein
SHAREHOLDER, SCHWABE
Throughout his career, Steve Horenstein has represented of variety of clients including commercial real estate developers, public sector entities and tribal entities on some of the Northwest’s most complex and challenging projects. Steve also advised clients in business transactions, including business planning and formation, mergers and acquisitions and contract matters.
In 2022, Horenstein Law Group “merged” its six-attorney practice including about 300 business and real estate clients with northwest regional law firm Schwabe Williamson and Wyatt. This transaction concluded an 18 month process during which HLG founder and owner Steve Horenstein made decisions on the best way to provide for his attorneys and clients as he began to move towards retirement.
Alex Bramos
Marketing Manager, Clio
Since 2016, Alex has worked with small businesses across a variety of industries to help them grow. Whether it’s about selecting and implementing the right technology, leveraging online marketing, or helping recruit new talent, he has a soft spot for helping small business owners reach their potential. He joined Clio in 2020 as a Marketing Programs Manager and specifically helps educate the legal industry on the benefits of being a cloud-based, client-centered law firm.
12:05 - 1:05 p.m. PT | 3:05 - 4:05 p.m. ET Concurrent Session
The Blueprint for Scaling Your Law Firm
Growing your practice can feel overwhelming—but with the right approach, you can expand your client base without sacrificing your well-being or compromising on service quality.
This session will give you a blueprint that includes:
- Tips on building a distinctive brand that attracts ideal clients and generates consistent new business
- Systems and processes you need to handle more clients without working longer hours
- Smart strategies for growing your team while avoiding the common mistakes that derail most small firms
Taylor M. Tieman, Esq.
Founder, Legalmiga Law, P.C.
Taylor M. Tieman, Esq., is an accomplished attorney and founder of Legalmiga Law, P.C., specializing in providing accessible legal support for small businesses through her Legalmiga® Membership service and The Legalmiga Library® resource hub. With expertise in trademarks, contracts, and business formation, she advocates particularly for BIPOC and female-owned businesses, earning recognition as a five-time CA Super Lawyers Rising Star while remaining active in professional associations and mentorship programs.
Michelle Fonseca-Kamana
Founder & Principal Attorney, West Coast Lemons
When life gives you lemons, she’ll get you justice. Michelle Fonseca-Kamana is the Founder and Principal Attorney at West Coast Lemons APC, a law firm specializing in California lemon law. She is passionate about consumer advocacy, education, and an unparalleled client experience. With over $10 million recovered and 89 five star Google reviews, Michelle has proven she is a force to be reckoned with. By actively sharing her knowledge in both English and Spanish via informational and entertaining videos on Instagram, Facebook, LinkedIn, YouTube, and TikTok she has built a solid direct to consumer and direct to business referral network all using social media.
Melanie Leonard
Manager, Professional Services, Clio
Melanie Leonard is the Manager of Professional Services at Clio, where she leverages her extensive experience in legal technology and practice management to help law firms optimize their operations. Prior to Clio, Melanie founded streamlined.legal, where she spent years empowering small and mid-sized law firms to improve efficiency and workflow. With a background as a practicing attorney and legal tech consultant, Melanie is passionate about helping legal professionals maximize their potential through smart systems and innovative solutions.
1:10 - 2:00 p.m. PT | 4:10 - 5:00 p.m. ET CLE Webinar
Prioritizing Attorney Wellness: Creating Guardrails Between Personal and Work Life
Going from good to great starts with prioritizing your well-being. Join criminal defense attorney David Bruno to learn how mental health directly impacts your firm’s performance.
This session will help you:
- Understand how burnout hurts both your bottom line and the quality of your work
- Implement the Rails System to stay focused in a profession filled with endless demands
- Build simple daily habits that improve your well-being while making you more effective
David Bruno, Esq.
Partner, The Bianchi Law Group, LLC
David J. Bruno is a Certified Criminal Trial Attorney, former prosecutor, and national TV legal analyst who is passionate about attorney wellness. As creator of the Rails, Rocks, and Blocks System™ and TEDx speaker, David combines his legal expertise with innovative approaches to personal growth. Through his LinkedIn newsletter “Law Life” and speaking engagements, he helps attorneys build resilience and achieve sustainable success in the demanding legal profession.
Marco Delgado
Marketing Manager, Clio
In his role at Clio, Marco seeks to inform law firms about the benefits of moving to the cloud and why Clio’s all-in-one legal software is the ideal solution to help them build a sustainable and scalable practice. Marco is excited about the future of legal work and in particular, the potential of AI and automation to reduce monotonous tasks and make the business of law easier to manage for legal professionals.
2:00 - 2:10 p.m. PT | 5:00 - 5:10 p.m. ET
Closing Remarks
As we wrap up the summit, we’ll share helpful resources and top learnings from the day. Plus, don’t miss the announcement of our two ScanSnap winners!
Here's what attendees said about last year's Summit!
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.