Why attend ClioCon, in person or virtual

In person in Boston:
ClioCon 2025You get the full agenda, hands‑on breakouts, product labs, and the after‑hours events that spark partnerships and ideas you can’t script. The conference is hosted at the Hynes Convention Center, right in Back Bay, which makes it easy to walk to sessions, meetups, and vendor booths without losing time in transit. ClioCon

Attending virtually:
Clio will livestream all four keynotes and the Business of Law, Tech & Innovation, and Clio Spotlight tracks for remote attendees, with 90‑day on‑demand access to those virtual sessions and the ability to earn up to 5 CLE/CPD credits when you attend live and participate in polls. If travel isn’t feasible, you still get the substance, the CLE, and the announcements in real time. ClioCon Virual Experiance

What to expect from the main stage

Clio’s CEO and founder Jack Newton is slated to open and close the conference. Historically, Jack’s keynotes pair a “state of the legal market” with product news, roadmaps, and occasionally M&A headlines. For example, Clio announced its acquisition of Lexicata on the ClioCon stage in 2018, and in mid‑2025 Clio signed a definitive agreement to acquire vLex in a landmark deal that has dominated legal‑tech conversation all summer. It is reasonable to expect new features, product expansions, and possibly surprise announcements again this year.

Speakers include: Esther Pere, Richard Susskind, JJ VElazquez, Zarna Garg and Jack Newton

A year of improvements: what’s new in Clio since last ClioCon

Below is a quick briefing on the enhancements Clio has rolled out across the platform. Think of this as a checklist to evaluate against your current setup and priorities.

Clio Manage

  • Clio New Features 2025Dark mode on desktop and mobile, helpful for long evenings or low‑light work. Clio New Features

  • Automated workflows with ready‑made templates to assign tasks, generate documents, and update matter setup as cases move through stages. Clio

Clio Payments

  • Text‑to‑pay for bills, trust requests, and reminders so clients can act from a phone without digging through email.

  • Ongoing payment plans that charge on schedule for long‑term or recurring matters. Clio New Features

Clio Accounting

  • Print and manage checks directly from eligible transactions, including hard costs, trust disbursements, trust withdrawals, and expenses, with transaction details auto‑populating the check.

  • A more approachable accounting experience for reconciliations, financial statements, and analysis in one system of record. Clio New Features

Clio Draft

  • Client questionnaires to speed intake and document creation, with a modern experience for clients and fewer data‑entry errors for staff. Clio New Features

Clio Duo (AI)

  • The AI partner built into Clio that summarizes, drafts, retrieves, and takes actions like creating tasks or pulling communications, all from your Clio data. This moves Duo from novelty to a daily assistant. Clio New Features

Personal Injury Add‑On

  • Settlement statement generation with e‑signature workflows and a calculator that nets recovery after fees, liens, and expenses. Clio New Features

Clio File

  • Integrated e‑filing and e‑service for Texas and Georgia directly from Clio Manage, with more states “on the way.” If your team juggles multiple portals today, this is worth a pilot. Clio New Features

Conflict checks across Grow and Manage

  • New cross‑app conflict checking scans data across Clio Grow and Clio Manage, tightening the first step of opening a new file. Released October 2, 2025, this helps standardize the intake gate before work begins. Clio New Features

Why this matters: Taken together, these updates target the bottlenecks firms feel most: slower collections, scattered intake, multi‑system friction, and process drift between matter stages. Use the list above to decide where a small configuration change could unlock a larger operational win.

What we’ll cover next in this series

Over the coming posts, we’ll dive into:

  1. A field‑tested playbook for Automated Workflows in Manage

  2. How to pair Draft Questionnaires with Document Assembly for clean, reusable intake

  3. When to deploy Clio Duo and where to set guardrails

  4. A practical roadmap to Clio Accounting and trust reconciliation without re‑platforming your books

If you want a primer right now, here is our four‑part Clio customization series many readers asked us to compile into one place:

See you at ClioCon. Need help before then?

Swiss 2b1 IncIf you need Clio to fit your firm like a tailored suit instead of an off‑the‑rack blazer, we can help.

Contact 2b1 Inc. at 415‑284‑2221 or fill out the form at the end of this page. We’ve configured Clio for hundreds of matters, practice areas, and teams, and we can do the same for you.

Event details to bookmark: ClioCon, October 16–17, 2025, Boston, MA. Virtual passes available with livestreamed keynotes and selected tracks. ClioCon Official site

Sources for dates, streaming, speakers, and features: official ClioCon pages and Clio product documentation. ClioCon Official site

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