Building a tech-enabled firm requires more than adopting new software—it requires strategic implementation and team alignment. This program provides a roadmap for selecting, implementing, and integrating practice management systems and AI tools to improve collaboration, data visibility, and firm performance. Attendees will leave with a practical framework for driving technology adoption while maintaining compliance and client confidentiality. Following the CLE there will be an optional demo of Clio Work. Learning Objectives: Assess the core components of a modern practice management system and AI toolkit. Develop a structured implementation plan to ensure successful technology adoption. Understand ethical and security considerations when integrating AI into firm operations.
INFO AND REGISTRATION
Joshua Lenon serves as the Lawyer in Residence at Clio, where he plays a pivotal role as a liaison between the company and the legal community. As the presenter of Clio's Annual Legal Trends Report and a key member of the Legal Trends research team—composed of data scientists and legal experts—Joshua contributes to generating the industry's most prominent annual legal research publication. This report caters to broad and segmented audiences across the legal industry.
TechND is a 501(c)6 non-profit organization based in North Dakota
