Your Practical Guide to ClioCon 2026

ClioCon takes place October 26–27 at the Hynes Convention Center. This year’s program includes ten content tracks, eight industry workshops, more than 90 legal-focused vendors, and more than 20 networking sessions. Keynote speakers include Malcolm Gladwell, Ethan Mollick, Mechele Dickerson, and Clio founder and CEO Jack Newton.

Trying to see everything is a quick path to becoming overwhelmed. This guide focuses on the sessions and activities most relevant to law firm technology, operations, and finance leaders—and how to turn what you learn into something useful when you return to the office.

All times are Eastern. The agenda is subject to change, so confirm session times and locations in the official ClioCon agenda and conference app.

Know Before You Go

Location: Hynes Convention Center, 900 Boylston Street, Boston
Conference dates: Monday, October 26 and Tuesday, October 27
Early registration: Sunday, October 25, from 3:00–7:00 p.m.

If your travel schedule allows, pick up your badge Sunday. You will avoid the Monday morning registration rush and have time to get oriented before the opening keynote.

A few things to bring:

• Comfortable shoes: do not underestimate the ground you will have to cover.

• A portable charger to power your devices throughout the day.

• A light layer for cold conference rooms, although late October in Boston

• A one-page summary of some pre-outlined KPIs you are evaluating new tech against, driven by the workflow, system, or business problem you most want to improve.

That final item is the most important. Choose one decision your firm expects to make in the next 6 to 12 months, such as adopting an AI tool, redesigning a specific billing workflow, increasing billed time, or automating an internal process. Use that decision to guide the sessions you attend, the questions you ask, and the vendors you give more of your time to.

Build a Flexible Session Plan

Start with two or three priority sessions each day, then leave room for demonstrations, networking, and spontaneous conversations. A packed schedule looks productive on paper but leaves little time to follow up on what you learn.

Treat the mainstage sessions as shared context:

• Monday, 9:00 a.m. — Opening Keynote: Beyond Limits Starts Here. Jack Newton will outline Clio’s direction and product vision. Listen for announcements that could affect technology already on your roadmap.

• Tuesday, 9:00 a.m. — Ethan Mollick Keynote. A useful session for leaders thinking about how AI will change individual work, firmwide workflows, training, and management.

• Tuesday, 4:00 p.m. — Mechele Dickerson Keynote. A broader look at economic pressure, access to justice, and the future of legal services.

The most valuable sessions to attend live are usually workshops, peer conversations, advanced product training, and implementation discussions. Those formats give you the chance to ask questions and compare your firm’s experience with others.

Choose the Sessions That Match Your Priorities

You do not need to follow an entire track. Pick the sessions that connect most directly to the problem your firm is trying to solve.

If your priority is technology and AI

• Monday, 1:00 p.m. — Preparing for What’s Next: Building a Future-Ready Legal Tech Strategy. A practical look at evaluating technology trends, building a realistic roadmap, and assessing vendors.

• Monday, 2:15 p.m. — AI in Action: What Early-Adopting Law Firms Have Learned So Far. Listen for what firms actually implemented, what required adjustment, and which use cases proved worthwhile.

• Tuesday, 10:45 a.m. — Cybersecurity & Data Governance for the Modern Law Firm. Compare the recommendations with your firm’s vendor-review process, access controls, retention policies, and AI data rules.

• Tuesday, 1:45 p.m. — Leading AI Adoption: Governance, Guardrails, and Expectations for Law Firm Leaders. A strong choice for firms moving beyond informal AI experimentation.

If you are more focused on Clio-native workflows, consider Clio Work 101 on Monday at 3:00 p.m. For larger firms evaluating the organizational effects of AI, The Structural Shift: What AI Is Actually Changing About How Firms Operate on Tuesday at 3:00 p.m. is a useful alternative.

If your priority is operations and scale

• Monday, 10:45 a.m. — Somehow, You Manage: Ops Managers and Admins, Unite! A targeted networking session for comparing processes and implementation lessons with peers.

• Monday, 11:15 a.m. — Office Administrators: Workflows That Keep You and Your Team Organized. Bring a process that currently depends on reminders or manual follow-up.

• Tuesday, 10:45 a.m. — From Rollout to Results: A Practical Change Management Playbook. Focuses on the work required to turn a system launch into actual adoption.

• Tuesday, 1:45 p.m. — Firm Management at Mid-to-Large Firms: A Peer Conversation. A valuable opportunity to compare management structures, performance measures, and the challenges created by growth.

• Tuesday, 3:00 p.m. — The Process That Only Runs When Someone Remembers: Automating Firm Operations in Clio. Look for practical guidance on triggers, owners, exceptions, and monitoring.

Smaller firms may get more immediate value from Mastering Automation in Clio Grow on Tuesday at 1:45 p.m.

If your priority is finance and revenue operations

• Monday, 1:00 p.m. — Billing Week Mastery: Advanced Clio Workflows for Faster, More Accurate Billing. Look for ways to reduce delays, corrections, and manual coordination.

• Monday, 2:15 p.m. — From Billable to Banked: Building a Seamless Collections-to-Accounting Workflow. Follow the handoffs between attorneys, billing teams, finance, and clients.

• Monday, 3:00 p.m. — The Savvy Law Firm: Using Financial Data as a Roadmap. A useful session for connecting financial reporting to pricing, staffing, cash planning, and matter management.

• Tuesday, 1:00 p.m. — Breaking the Lockup Cycle: Turning Stuck Revenue Into Cash. Bring your billing cadence, work-in-progress, receivables aging, and days-in-lockup if you have them.

• Tuesday, 1:45 p.m. — Protect Your Revenue: A Playbook for Matter Budgets. Consider whether your budgets influence behavior early enough to prevent overruns.

If reporting is the bigger gap, consider one of Tuesday’s 1:00 p.m. custom-reporting sessions instead.

Navigate the Exhibit Hall Strategically

With more than 90 vendors, it is easy to spend hours collecting brochures without learning much. Start with a short list of vendors connected to the problem you selected before the conference.

Look up the ClioCon 2026 vendors to book a demo prior to the conference or live at the booth. During the meeting, focus on four areas:

• Capability: Can the product complete the task in your actual environment?

• Implementation: What cleanup, configuration, integrations, and staff time will be required?

• Control: How does the product handle permissions, review, exceptions, security, and data ownership?

• Economics: What is the full cost after onboarding, services, and usage fees?

The Clio Success Center, Product Lab, and product experts are also worth visiting if your questions relate directly to your existing Clio environment.

Network With a Purpose

“Meet new people” is too broad to be useful. Before the conference, identify the people or profiles that could help with your priority:

• A peer at a firm with similar size and complexity.

• Someone who has already completed the implementation you are considering.

• A leader who evaluated the same solution and decided against it.

• A Clio product owner.

• An implementation or integration partner.

The Monday operations-manager gathering and Tuesday mid-to-large-firm peer conversation are particularly relevant for technology and operations leaders.

When a good connection is made, exchange contact and follow up immediately with context. This is especially important for those peer-to-peer conversations you will unexpectedly have, but end up not remembering clearly after two full days of sessions.

Plan for the Evening Events and Some Downtime

• Monday, 7:00 p.m. — Clio After Dark at MGM Music Hall. Included with conference registration and a good setting for continuing conversations from the day.

• Tuesday, 7:00 p.m. — The Wrap Party at Big Night Live. This event requires a separate, limited ticket, so confirm access in your registration.

Do not depend on chance encounters. Contact priority connections before ClioCon and make a plan to reconnect during one of the evening events.

Also leave some white space in your agenda. Use it to recharge, visit a product expert, or continue a promising conversation without watching the clock.

Stop by PointOne

If you've made it this far and are currently reading this, we'd love to meet you.

PointOne’s Clio integration captures work from email, documents, and meetings and turns it into precise billable entries for review.

For many firms, the revenue cycle begins with incomplete time data. Attorneys reconstruct their work at the end of the day or billing period, administrative teams chase missing entries, and finance receives an incomplete record of the work performed.

If your firm is evaluating automated time capture, consider entry accuracy, narrative quality, attorney review effort, security, adoption, workflow fit, and the effect on billing speed and realization.

Bring us an example of the work your current process tends to miss and the KPI you want to improve. We would love to have a productive conversation to be more useful than a general product tour. If automated time capture is part of your 2027 roadmap, book a demo with PointOne.

However you spend your time at ClioCon, we hope this guide helps you arrive prepared, have better conversations, and leave with fewer unanswered questions.