When it comes to your law firm’s finances, you need to ensure that your practices are efficient, confidential, and compliant. Karolina Sikorska and Lydia Malone welcome Peggy Gruenke of CPN Legal to talk through the benefits of expert accounting and bookkeeping for law firms. Peggy shares her passion for helping attorneys build better businesses and how CPN leverages Clio’s systems to create a seamless experience for law firms.    Peggy Gruenke is co-founder of Cincinnati-based CPN Legal, which provides accounting and bookkeeping services to law firms, including Clio Grow and Manage setup and workflow design. Learn more about your ad choices. Visit megaphone.fm/adchoices

Naturally, it is essential for a legal tech business like Clio to be in compliance with the laws and regulations that govern the attorneys they serve. So, how do they ensure that their platform can do what it needs to do for their clients? Laurence Colletti sits down with Niamh Pollak to learn how Clio navigates compliance across a huge number of geographic areas and unique practice area needs. They discuss Clio’s efforts to help lawyers transform and grow their practices with tools that meet the changing needs of modern law firms.   Niamh Pollak is Vice President of Legal at Clio. Learn more about your ad choices. Visit megaphone.fm/adchoices

Setting a clear vision for your law firm can be challenging for many attorneys. Lawyers are highly educated and intelligent professionals, but they may not have the business knowledge to maximize their success. Dan Lear welcomes Mark Britton and Alex Shipillo to hear about their session on practical business strategies for modern, competitive law firms. They talk about developing fundamental values, identifying key performance indicators, effective collaboration, and other operational principles for transforming your legal practice. Mark Britton is the founder of the legal marketplace, Avvo.com.  Alex Shipillo is the Vice President of Growth Marketing at Clio. Learn more about your ad choices. Visit megaphone.fm/adchoices

Are current tech regulations adequately keeping pace with rapid changes in the area of technology? Working together, what can lawyers and regulators do to move forward ethically—always with access to justice in mind? Speakers Jayne Reardon, Chris Bentley, and Phil Brown share highlights from their discussion on the current landscape of this area, with a particular focus on the justice gap. They share their ideology on improving legal service delivery with technology and encourage fellow legal professionals to be innovators and advocates for leveraging technology in the fight for greater access to justice. Jayne R. Reardon is a Partner and Deputy General Counsel at FisherBroyles LLP, a distributed global law firm.  Chris Bentley is the Managing Director of the Legal Innovation Zone and the Law Practice Program, both housed at Toronto Metropolitan University.  Phil Brown is the Acting Director of Practice Supports and Resources at the Law Society of Ontario. Learn more about your ad choices. Visit megaphone.fm/adchoices

Differentiating your law firm in a competitive market is essential for success. Dan Lear talks with session speakers Bob Simon, Rob Dickson, and Jenny Dingus about highlights from their panel geared toward midsize and large law firms. In the new age of AI, they discuss the latest implementations for legal software (including Clio Grow), genAI tools, automation, marketing, and more, helping firms understand how to adapt to changing trends. Robert Simon is a trial lawyer and founder of the Justice Team and Justice HQ. Robert Dickson serves as the Managing Partner of Dickson Frohlich Phillips Burgess, PLLC, one of the fastest-growing law firms in the Pacific Northwest. Jenny Dingus is the Senior Vice President of Global Sales at Clio. Learn more about your ad choices. Visit megaphone.fm/adchoices

To celebrate and reward folks who are utilizing Clio to the maximum degree, the Reisman Awards honor those who stand out with excellence in their legal practice. Laurence Colletti talks with Taylor Lecky and Nick Anderson about the selection process, and they also highlight some of this year’s winners. Taylor Lecky is Customer Marketing Manager at Clio.  Nick Anderson is Senior Vice President of Customer Success at Clio. Learn more about your ad choices. Visit megaphone.fm/adchoices

Unsurprisingly, this year’s Legal Trends Report significantly showcased AI's ever-developing impacts in the legal world. To examine this and other major findings of the report, Christopher Anderson and Laurence Colletti welcome Clio’s Joshua Lenon to unpack and explain new trends. They discuss AI’s many uses and current acceptance amongst lawyers and clients, outline new billing trends, and more.  Joshua Lenon is an attorney and serves as lawyer-in-residence for Clio, providing legal scholarship and research skills to the cloud-based practice management platform. Learn more about your ad choices. Visit megaphone.fm/adchoices

One of the biggest splashes at this year’s ClioCon was the launch of Clio Duo, an AI-powered assistant to enhance your practice management software. Christopher Anderson sat down with Jonathan Watson to learn the ins and outs of this new tool and practical use-case scenarios for attorneys and law firm staff. They discuss a day in the life of Clio Duo and highlight some of its powerful features that increase productivity and efficiency in your legal practice.    Jonathan Watson is the Chief Technology Officer at Clio. Learn more about your ad choices. Visit megaphone.fm/adchoices

The next few years promise to be hugely transformative for the legal industry, and attorneys who maintain a focus on their firm’s momentum are bound to have greater success. Jack Newton discusses technology trends and tactics that will help lawyers stay ahead of the game. He talks through AI’s impacts in the legal profession, Clio’s latest product updates and investments, and more.    Jack Newton is the CEO and co-founder of Clio. Learn more about your ad choices. Visit megaphone.fm/adchoices

Getting your law firm’s name in front of prospective clients is essential to your success, but it’s not always easy to make it happen. Craig Goldenfarb shares simple, easy to execute ideas for attorneys looking to market their law firms in creative ways. Craig shares tips for social media, community outreach, newsletters, swag, and more. Craig Goldenfarb is founder and CEO at Gold Law. Learn more about your ad choices. Visit megaphone.fm/adchoices

Laurence Colletti welcomes Jordan Berman to discuss her path from attorney to podcaster. Jordan’s interest in both current events and the law drove her to launch Unbiased, a podcast that strives to provide impartial analysis and education on the latest items to hit the news. She describes her podcasting process, social media approach, and her hope to inform her listeners with balanced, factual information on current events. Learn more about your ad choices. Visit megaphone.fm/adchoices

In the past year, AI propelled change in almost every corner of the legal tech industry, but has it proven to be of great use to lawyers at this stage? Gyi Tsakalakis talks with Ryan Anderson of Filevine to discuss the latest trends in tech and what types of AI tools are actually creating new and better approaches to legal work. They also discuss the variability of KPIs across different practice areas and which ones may be major indicators of success in a law firm.  Ryan Anderson is the founder and CEO of Filevine, a project management and collaboration tool for lawyers and consumer professionals. Learn more about your ad choices. Visit megaphone.fm/adchoices

The buying and selling of a law firm is a complicated transaction, and changes in certain areas of the legal industry are driving new sales. Seth Deutsch and Fred Litwiniuk talk through notes from their session on how to approach this process, with insights on both sides of the transaction. They discuss how to assess the strength and saleability of your firm, what data to leverage, and other elements essential to a successful sale. Seth Deutsch is the President of US Operations for Litco LSO. Fredric Litwiniuk is Chief Growth Officer at Litco LSO. Learn more about your ad choices. Visit megaphone.fm/adchoices

Predicting your law firm's revenue each month is tricky business for many attorneys, but it can be done with an informed approach and the right tools. Laurence Colletti welcomes Jacqueline Bretell to hear highlights from her conference session on forecasting business income. Jacqueline offers insights on leveraging your law firm’s metrics to effectively predict earnings and make better, more profitable decisions for your team.  Jacqueline Bretell is an attorney and CEO of Bighorn Law. Learn more about your ad choices. Visit megaphone.fm/adchoices

How are the latest AI advancements going to impact your law firm? Laurence Colletti talks with Filevine Legal Futurist Dr. Cain Elliot about highlights from his AI-centered session on implementing AI to improve the quality and delivery of legal services and increasing profitability. They discuss reliable go-to tools available in the legal tech sphere and what legal professionals should be doing to engage effectively with this quickly evolving technology. Learn more about your ad choices. Visit megaphone.fm/adchoices

In conjunction with the State Bar of Texas, Smokeball is providing free trust accounting and billing software for all Texas attorneys. If you’re a Texas lawyer, this perk is available to you at no additional charge because of your state bar membership. Tune in to this episode and learn more about the features as well as where to access it. Learn more about your ad choices. Visit megaphone.fm/adchoices

Your firm is more likely to succeed with the right software in place, but not all lawyers have a large technology budget. Judge Barbara Leach shares cost-effective software solutions that can help lawyers grow their business and increase efficiency. Judge Leach emphasizes the importance of a basic investment in practice management software early in your firm’s development to seamlessly move from a few clients to many more. She also outlines the valuable resources both mandatory and voluntary bar associations have to offer their members. Barbara Leach is a Circuit Court Judge in Orlando, Florida where she currently serves one of three Domestic Violence Divisions. Learn more about your ad choices. Visit megaphone.fm/adchoices

Modernization is pushing us toward change, and one area of contention has been Model Rule of Professional Conduct 5.5 and related Unauthorized Practice of Law issues, particularly as they relate to multi-jurisdictional legal practice. Emma Raimi-Zlatic talks with Charity Anastasio and Micah Buchdahl about their session dedicated to the changing landscape of rule 5.5 and how things are shifting as the legal profession sees a greater need for multi-jurisdictional, national, and even global legal practice.  Charity Anastasio is a Practice and Ethics Counsel for the American Immigration Lawyers Association’s Practice and Professionalism Center in Washington D.C.  Micah U. Buchdahl is an attorney and President of HTMLawyers, a law marketing company based in Moorestown, New Jersey. Learn more about your ad choices. Visit megaphone.fm/adchoices

AI is increasingly laced into the daily processes of legal professionals, and it promises to become an even larger part of our lives for greater efficiency and reach in many aspects of the law. Jack Newton joins Laurence Colletti to discuss AI’s rapid advancements and how attorneys can manage its use in legal practice. They also discuss ethical concerns and the continued research and developments that will lead this technology into the future.  Jack Newton is the CEO and co-founder of Clio, a pioneer in cloud-based legal technology. Learn more about your ad choices. Visit megaphone.fm/adchoices

Billing pain points can severely impact a law firm’s success, but today’s technology can make all the difference. Laurence Colletti chats with Jordan Turk and Jayden Doyé to hear highlights from their session on law firm billing automation. They explain the disadvantages of manual billing and offer resources for attorneys to learn and implement automated billing software for greater efficiency and profitability in legal practice.   Jordan Turk is a practicing attorney in Texas and the Legal Technology Advisor at Smokeball.  T. Jayden Doyé is president of Prestige Accounting Solutions LLC. Learn more about your ad choices. Visit megaphone.fm/adchoices