ClioCon 2026

Attendees, exhibitors & solutions

Who this event is for

Industry trends

Key trends shaping this market and its wider industry.

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Frequently asked

Glossary

1

Practice management software

A single system that holds client and matter records, documents, deadlines, time entries and invoices for a law firm. Clio Manage is Clio's practice management product and the core of most ClioCon sessions.

2

Matter

The file that groups everything a firm does for one client engagement: contacts, documents, tasks, time entries, expenses, invoices and trust transactions. Matter-level structure is what separates legal software from generic project tools.

3

Trust accounting (IOLTA)

Client funds held in a separate trust account, with Interest on Lawyers' Trust Accounts (IOLTA) rules in most US states governing where interest goes. Three-way reconciliation between bank, book and client ledger is a standard compliance requirement and a recurring ClioCon topic.

4

Client intake

The funnel from first web enquiry to signed engagement letter and opened matter. Clio Grow covers intake and CRM; typical conference questions are form routing, conflict screening and speed-to-lead.

5

Conflicts check

A search across existing and former clients and adverse parties before accepting a new matter. Firms usually want this automated at intake rather than run manually against a spreadsheet.

6

Document automation

Merging matter data into templates so engagement letters, pleadings and correspondence generate without retyping. Value is measured in hours returned to paralegals per week.

7

E-filing

Submitting court documents electronically through state or federal systems. Law firms look for e-filing integrations that pass matter data and filed copies back into the practice management system automatically.

8

Billable hour and alternative fee arrangements

Hourly billing remains the default in much of US private practice, with flat fees, contingency and subscription models growing in small-firm segments. Conference sessions cover how to record, price and report each model.

9

Legal operations

The business-side discipline of running a legal team: vendor and technology selection, budgeting, reporting, knowledge management and process design. Increasingly a named role in mid-size firms as well as corporate legal departments.

10

Utilisation and realisation

Utilisation is the share of available hours that are billed; realisation is the share of billed value actually collected. Both are the standard health metrics for a law firm's revenue engine and both depend on clean time capture.

11

Time capture

Recording billable work as it happens, via timers, mobile entry or automatic activity capture. Firms lose revenue when entries are reconstructed from memory at month end.

12

Court rules and deadline calendaring

Jurisdiction-specific rules that generate dependent deadlines once a trigger date is entered. Automated rule sets reduce malpractice exposure compared with manual diary entries.

13

Legal AI / generative AI in legal workflows

Machine assistance for drafting, summarising, document review and client communication, constrained by confidentiality, privilege and accuracy requirements. At ClioCon the practical questions are which tasks are safe to delegate, how data is handled, and what supervision rules apply.

14

Online payments for law firms

Card, ACH and e-check collection inside the matter record, including compliant handling of trust versus operating funds. Faster collection cycles are a common reason firms switch platforms.

15

Legal aid and pro bono technology

Practice tools, intake systems and document assembly adapted for nonprofit legal service providers who handle high volumes with limited staff and grant-funded budgets.