A free half-day event focused on how you can do more with less
Essential MS Word tips and tricks
Drafting legal documents can be a major time drain for legal professionals, taking up as much as 20% of their day. That’s critical time that could be used for higher-value client work!
But it doesn’t always have to be so tedious. MS Word’s complementary features simplify and speed up the drafting process, letting you focus on what matters—serving clients, boosting productivity, and improving your bottom line.
Get ready to be wowed with over 20 powerful MS Word tips and techniques that will transform your approach to legal drafting. Plus, get a look at ClioDraft, a tool designed to cut your drafting time by up to 80%.
In this CLE-eligible* webinar, you’ll discover:
- Time-saving techniques to draft documents faster, without compromising quality
- MS Word features that will enhance your drafting process and make it more accurate, flexible, and templatable
- Strategies to serve more clients, boost profitability, and reduce manual work
Duration: 60 minutes
Can’t make the date? Sign up anyway—we’ll send a recording to everyone who registers!
*The live presentation of this webinar is eligible for CLE and CPD credit in specific jurisdictions.
Here’s what you can expect
5 short sessions packed with actionable insights
First look at the latest Legal Trends Report
Continuing Legal Education credit
Agenda and Session Info
Virtual doors open
Join Hopin, our virtual streaming platform, early to network with other attendees, and check out the helpful resources provided at our partner booths. Opening remarks begin at 8:55 am PT | 11:55 am ET.
Key Insights from The Legal Trends Report for Solo Firms
This session will officially launch our latest Legal Trends Report, featuring newly published insights relevant to solo and small firms. Learn more about how lawyers are adapting to the spread of remote work, how the way legal professionals work is fundamentally changing, and what this means for your own well-being. This session is eligible for CLE/CPD credit.
Joshua Lenon
Joshua Lenon is the Lawyer in Residence at Clio. An attorney admitted to the New York Bar, Joshua brings legal scholarship 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.
How to Make Your Firm 2x More Efficient—without Burning Out
The time and effort required to take a matter from intake to paid invoice is ballooning. For some, it may be due to lack of automation and tools, for others, due to inefficient collaboration. In this session, you’ll learn how to uncover and remove bottlenecks in your processes with the help of better workflows and technology. This session is eligible for CLE/CPD credit.
Mechelle Woznicki
After spending 10 years in the Navy, becoming a parent then a grandparent, and 20 years in business, Mechelle became an attorney. Mechelle’s continuous improvement methodology uncovers inefficiencies and allows attorney’s to more time off with improved profit margins.
Amy Grubb
Amy practiced in Big Law for many years and built her own successful solo practice. Her passion for owning and operating a law firm led her to open a consulting practice focused on supporting solo/small lawyers. She is now a Business Coach at Lawyerist where she helps lawyers build more profitable and enjoyable practices.
Legal Document Templates 101: Building a Solid Foundation in MS Word
Drafting routine documents shouldn’t take up so much of your time. In this session, learn how to use MS Word’s legal document templates to build no-code, automated legal documents that are accurate and up-to-date. This session is eligible for CLE/CPD credit.
Joe Kaczrowski
Joe is an attorney admitted to practice in the state of Minnesota. As a Legal Document Technician, Lawyaw at Clio Joe works with legal practitioners to improve their workflows and processes.
Break
Pop into the virtual networking room, grab lunch, or take your dog for a walk!
Marketing Your Law Firm on Any Budget
Scaling your law firm revenue depends on far more than high hopes and a good idea. It requires an effective marketing strategy that helps you attract new clients—and retain existing ones. In this session, you’ll learn how to build a successful marketing plan on any budget.
Conrad Saam
Conrad Saam founded Mockingbird, an online marketing agency focused exclusively on legal. Conrad is the author of Own the Map published by the ABA and The FindLaw Jailbreak Guide, co-host of Lunch Hour Legal Marketing, a Google Small Business Advisor, and held positions for various ABA’s Practice Management marketing committees.
How to Set and Honor Boundaries
Join this session for tips on boundary-setting so you act more intentionally and feel more in control of your life. Learn skills that’ll help you to be more present and improve your relationships with yourself, your colleagues and your clients. This session is eligible for CLE/CPD credit.
Olivia Vizachero
Olivia is a former BigLaw litigator turned solo-practitioner and runs The Less Stressed Lawyer, a boutique life coaching practice for lawyers. As a Certified Life Coach she teaches lawyers how to practice emotional management, improve time management and balance their workload so they can start living lives with less stress and far more fulfillment.
Networking & Expo Hall
Chat with fellow attendees and presenters, connect with someone at Clio, or check out the helpful resources and prizes provided by partners.
FAQ
Is the summit actually free to attend?!
Yes, the summit is 100% free!
How do you access the summit?
The summit will be hosted on Hopin (the same platform as virtual ClioCon). You will receive your unique magic link, along with further instructions on how to join, one day prior to the summit (April 17) via email.
What is the refund policy?
Passes are non-refundable, but you can transfer to a colleague or friend if you notify virtual.events@clio.com by April 13.
Are sessions CLE eligible?
Presentations that are eligible for CLE/CPD credits are noted within the agenda and are subject to approval from bar associations and law societies across the United States and Canada. If you have met the participation requirements (attended the entire session live and participated in the polls) you will receive a personalized CLE/CPD affidavit from the ABA within 2 weeks of the summit.
Will sessions be recorded?
Yes, and they will be accessible to registrants on Hopin for 90 days after the summit.
What does Clio do?
Clio is the leading cloud-based legal case management software that makes it possible for you to run your firm, organize cases, and collaborate with clients from one place.
We’re trusted by over 150,000 lawyers and 90+ bar associations—including the Florida Bar and the ABA—to help manage everything from intake to invoice.
How can I contact the organizer with any questions?
Email virtual.events@clio.com with your questions. All sponsorship related inquiries can also be directed here.
Essential MS Word tips and tricks
Drafting legal documents can be a major time drain for legal professionals, taking up as much as 20% of their day. That’s critical time that could be used for higher-value client work!
But it doesn’t always have to be so tedious. MS Word’s complementary features simplify and speed up the drafting process, letting you focus on what matters—serving clients, boosting productivity, and improving your bottom line.
Get ready to be wowed with over 20 powerful MS Word tips and techniques that will transform your approach to legal drafting. Plus, get a look at ClioDraft, a tool designed to cut your drafting time by up to 80%.
In this CLE-eligible* webinar, you’ll discover:
- Time-saving techniques to draft documents faster, without compromising quality
- MS Word features that will enhance your drafting process and make it more accurate, flexible, and templatable
- Strategies to serve more clients, boost profitability, and reduce manual work
Duration: 60 minutes
Can’t make the date? Sign up anyway—we’ll send a recording to everyone who registers!
*The live presentation of this webinar is eligible for CLE and CPD credit in specific jurisdictions.
Speakers
Joe Kaczrowski
Manager, Legal Content,
Clio Draft
Cory Bates-Rogers
Senior Customer Success Specialist, Legal Content,
Clio Draft
* CLE and CPD Information
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.
To Receive CLE or CPD Credit: If you have met the participation requirements, you will receive a personalized CLE/CPD affidavit from mcle-clio@americanbar.org for the webinar you attended to completion. Please check your spam or junk folders as these emails often end up there. Please note you have to fill out an affidavit for each individual webinar. Once you complete the affidavit, you will be able to download your certificate(s) of attendance and they will be emailed to you as well from mcle-clio@americanbar.org.
To qualify for credit, you must:
- Register for the webinar (and log in live on the day/time of the session) under your own personal credentials, as we will need this to verify your proof of attendance. *Note: You should not use someone else’s registration or credentials to log in and must ensure that your name and email are registered correctly.
- Attend the entire session live.
- Participate in the polls during the live session.
Here’s what you can expect
5 short sessions packed with actionable insights
First look at the latest Legal Trends Report
Continuing Legal Education credit
5 short sessions packed with actionable insights
First look at the latest Legal Trends Report
Continuing Legal Education credit
Essential MS Word tips and tricks
Drafting legal documents can be a major time drain for legal professionals, taking up as much as 20% of their day. That’s critical time that could be used for higher-value client work!
But it doesn’t always have to be so tedious. MS Word’s complementary features simplify and speed up the drafting process, letting you focus on what matters—serving clients, boosting productivity, and improving your bottom line.
Get ready to be wowed with over 20 powerful MS Word tips and techniques that will transform your approach to legal drafting. Plus, get a look at ClioDraft, a tool designed to cut your drafting time by up to 80%.
In this CLE-eligible* webinar, you’ll discover:
- Time-saving techniques to draft documents faster, without compromising quality
- MS Word features that will enhance your drafting process and make it more accurate, flexible, and templatable
- Strategies to serve more clients, boost profitability, and reduce manual work
Duration: 60 minutes
Can’t make the date? Sign up anyway—we’ll send a recording to everyone who registers!
*The live presentation of this webinar is eligible for CLE and CPD credit in specific jurisdictions.
Speakers
Joe Kaczrowski
Manager, Legal Content,
Clio Draft
Cory Bates-Rogers
Senior Customer Success Specialist, Legal Content,
Clio Draft
* CLE and CPD Information
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.
To Receive CLE or CPD Credit: If you have met the participation requirements, you will receive a personalized CLE/CPD affidavit from mcle-clio@americanbar.org for the webinar you attended to completion. Please check your spam or junk folders as these emails often end up there. Please note you have to fill out an affidavit for each individual webinar. Once you complete the affidavit, you will be able to download your certificate(s) of attendance and they will be emailed to you as well from mcle-clio@americanbar.org.
To qualify for credit, you must:
- Register for the webinar (and log in live on the day/time of the session) under your own personal credentials, as we will need this to verify your proof of attendance. *Note: You should not use someone else’s registration or credentials to log in and must ensure that your name and email are registered correctly.
- Attend the entire session live.
- Participate in the polls during the live session.