The Clio Cloud Conference (ClioCon) 2024, held in Austin, TX, on October 7 and 8, exceeded expectations with exciting announcements and forward-thinking solutions. 2b1 Inc. came into the event looking forward to updates on Clio Duo, Clio Accounting, and new features for larger firms—and Clio did not disappoint! Now in its 12th year, with over 5,000 attendees joining both in person and online, ClioCon continues to shape the future of law practice, powered by Clio’s recent $900 million round of investment. This year’s conference introduced innovative tools that are set to transform the way law firms operate, and here are some of the key highlights.
Game-Changing Announcements
This year, Clio introduced Clio Duo, an AI-powered assistant integrated into Clio Manage. Clio Duo is designed to take routine tasks off your plate so you can focus on what matters—your clients. This intelligent assistant simplifies workflow by:
- Summarizing key events of the week.
- Notifying you of updates in Matters.
- Summarizing documents, conversations, and even suggesting actions like scheduling reviews.
- Highlighting missed time entries.
- Analyzing documents and extracting key details, like injuries in personal injury cases, or recommending remedies.
Clio Duo works directly in the search bar, providing an intuitive experience similar to popular AI chat assistants. The goal? To give law firms more time to practice law by automating the rest!
New Features Tailored for Larger Firms
Clio also rolled out exciting updates designed for larger law firms, including enhanced workflows in Clio Manage and upcoming custom reporting features set to launch next year. These tools will allow firms to gain better insights and stay ahead of their operations, making reporting and data management more efficient than ever.
Another key highlight is Clio Accounting, a financial management tool that promises to simplify the often complex task of law firm accounting.
Surprising Industry Insights
A noteworthy finding from the conference? Over 60% of law firms are not answering phone calls or emails! This highlights an opportunity for firms to stand out through better client engagement, and Clio is offering solutions like its secure portal and Clio Questionnaires, which help firms streamline client intake processes.
2b1 Inc. is Your Clio Partner!
We understand that adopting new technology can be overwhelming, especially when trying to balance client demands. That’s why we provide end-to-end Clio services to ensure your firm gets the most out of these new tools. Our services include:
- Clio Installation, Setup, and Customization: If you’re new to Clio or upgrading your current system, we handle the technical details so your firm runs smoothly.
- Training: We offer personalized training sessions to help your team fully leverage Clio’s features, including the new Duo assistant and reporting tools.
But our services don’t stop there. Law firms today face increasing threats to their data and operations. That’s why we also specialize in cybersecurity and data recovery, ensuring that your firm’s sensitive information is protected and recoverable in case of a breach or system failure. In a world where over 60% of firms struggle to stay on top of communications, maintaining secure and reliable operations is more critical than ever.