Innovate Legal Online: Exploring Clio's Newest Features and Integrations

How to make the most of Clio’s newest product features.

October 29, 2020 at 11 a.m. PDT / 2 p.m. EDT

Learn how the new and enhanced features in Clio will help you serve your clients better.

In case you missed the exciting product update and feature announcements at the 2020 Clio Cloud Conference, or if you have some burning questions, this AMA style meetup on October 29, 2020 will get you up to speed on all of Clio’s new, innovative features!

Join a panel of Clio product experts to learn more about what's new in Clio—and how your firm can make the most of the new features. The second half of the session will be reserved for Q&A, giving attendees the opportunity to become well-acquainted with Clio’s newest developments, including the Clio for Clients app, Automated Bill Reminders, the new integration with Google My Business for web presence, and the new Microsoft Teams integration for real-time collaboration.

Meetup Overview:

  • A virtual platform for learning and engagement among legal professionals
  • Hosted by Clio, featuring Joshua Lenon, Lawyer in Residence, Jeff Rambharack, Director of Product Management and Samir Javer, Product Manager
  • Duration: 60 Minutes (30 minutes of panel discussion + 30 minutes of Q&A)
  • Not approved for CLE credit

If you can’t attend the session on the scheduled date, don’t worry—we’ll send a recording to everyone who registers

Register for this Product Update Meetup

Samir Javer

Samir Javer| Product Manager, Clio

Samir is a Product Manager at Clio, where he helps build Clio’s mobile apps for iOS and Android. He’s been with Clio for over 2 years, and loves interacting with customers to understand their needs. Samir was born and raised in Vancouver, British Columbia, and outside of work, he is often found playing, watching, or talking sports!

Jeff Rambharack

Jeff Rambharack| Director of Product Management, Clio

Jeff is the Director of Product Management for Clio Manage. He leads a team of product managers that are constantly listening to and working with law firms to find ways to make them more successful. He previously worked at Microsoft and Amazon and has become passionate about the opportunities for innovation in the legal industry.

Meet the Panel

Jared Correia

Jared Correia | Founder & Ceo, Red Cave Law Firm Consulting

Jared D. Correia, Esq. is the founder and CEO of Red Cave Law Firm Consulting and the COO of Gideon Software, Inc. A former practicing attorney, Jared has been providing services to lawyers and law firms for over a decade. He is a regular presenter at local, regional and national events, including ABA TECHSHOW. He regularly contributes to legal publications, including his column, ‘Managing,’ for Attorney at Work, his ‘Law Practice Confidential’ advice column for Lawyerist and his column for Above the Law focused on the legal technology startup community. Jared is the host of the award-winning Legal Toolkit podcast on Legal Talk Network. Jared also teaches for Concord Law School, Suffolk University Law School, Solo Practice University and Becker College. For more information about Jared, visit Red Cave’s website and/or Gideon’s website, his LinkedIn account, his Twitter account or contact him directly at [email protected].

Katy Goshtasbi

Katy Goshtasbi | CEO, Puris Consulting

Katy Goshtasbi is a branding expert and founder of Puris Consulting. She works with law firms, lawyers and organizations on growing, in size and profits, by mastering change and developing employee brands that get their message out effectively. The results include happier, more productive lawyers, reduced stress, attracting better clients and more revenues. Katy practiced securities law for over 14 years. She was Chair of the ABA Law Practice Division, 2018-2019, where she created the first ever ABA Lawyer Retreat. [email protected].

Elise Buie

Elise Buie | Founder, Elise Buie Family Law Group

Elise Buie is a Seattle attorney who has run a virtual family law practice since 2015. Elise is also a divorced mom/step mom of 6 who thrived through Hurricane Katrina, Divorce, Relocation and opening her own law firm.Elise specializes in supporting parents as they shift from their "Spouse Brain" to their "Co-CEOs of Team Child" brain so that they can co-parent in their strengths while maximizing their children and minimizing destructive conflict.

Our panel

Joshua Lenon

Joshua Lenon | Lawyer in Residence, Clio

A New York-admitted attorney, Joshua provides legal scholarship to Clio on issues relating to technology, privacy, and lawyers’ ethical duties of competency.

Michelle Blankenship Jordan

Leon Carelli | Chief Technology Officer, Locks Law Firm

Leon Carelli manages varying forensic, eDiscovery, and information technology needs for Locks Law Firm. He also oversees the firm's litigation support department and coordinates projects involving data analytics.

William Large

William Large| Partner, Cara Stone

For more than 20 years, Large has litigated in federal and state courts throughout the United States on matters such as antitrust, environmental pollution, and securities. He served as a Member of Lead Counsel team and Chairman for the Plaintiffs’ Steering Committee Discovery Group during the Deepwater Horizon oil spill litigation.

Will Delgado

Will Delgado| Partner, Willenken Wilson Loh & Delgado LLP

Will’s practice focuses on intellectual property litigation, class actions, and complex business litigation. An expert in developing areas of law, Will frequently litigates and lectures on issues of first impression throughout the United States.

Hosted by

Joshua Lenon

Joshua Lenon| Lawyer in Residence, Clio
Joshua Lenon is the Lawyer in Residence at Clio. An attorney admitted to the New York Bar, Joshua brings legal scholarship to the conversations happening both within Clio and with its customers. Joshua has worked extensively to educate lawyers on technology’s capability to enhance their practice, while also teaching tech companies about the unique needs of the legal system.

Clio is made by smart, creative people who want to help 21st century lawyers work better, smarter, faster.


Doug Edmunds

Principal, DBE Technology Consulting

Clio helps me focus on what is important in my practice.




So much great information. I want to implement it all.