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#ClioWeb
Clio for Civil Litigators
JoshuaLenon– ClioJodyWinter– LloydWinterP.C.
#ClioWeb
Instructors
Joshua Lenon
• Lawyer in Residence at Clio• Attorney Admitted in New York• @JoshuaLenon
Jody Winters
• Principal Attorney and CEO, Lloyd Winter P.C.
• @JodyWinter
#ClioWeb
Agenda
• Civil litigators’ benchmarks (10 minutes)• Clio’s core feature for litigators (10 minutes)• Customizing Clio for litigation (10 minutes)• Clio’s power features for litigators (10 minutes)• Lloyd Winter P.C. & Clio (10 minutes)• Complimentary litigation tools (5 minutes)• Questions (5 minutes)
#ClioWeb
CIVIL LITIGATORS’ BENCHMARKS
#ClioWeb
#ClioWeb
LitigationTask
Auto PremisesLiability
RealProperty
Contract Employment Malpractice
Initiate 6% 8% 12% 10% 11% 8%Discovery 21% 19% 22% 24% 21% 25%Settlement 8% 9% 8% 7% 7% 6%Pretrial 10% 14% 15% 14% 15% 11%Trial 46% 41% 34% 39% 39% 42%Post-disposition 8% 8% 9% 8% 7% 7%
TotalAttorneyHours(Median)
196 218 284 367 374 472
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Trial is the single most time-intensive stage of litigation.
1/3 to 1/2 of total litigation time in cases that reach trial.
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Discovery is the second most time- intensive litigation stage.
1/5 to 1/4 of total attorney hours.
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Rates x Hours Charged by Civil Litigators
SeniorAttorney Junior AttorneyPercentile 25th 50th 75th 25th 50th 75thSubtotal ofTime 42.8 75.5 135.0 33.3 78.0 135.5PrevailingHourlyRates $200 $275 $375 $150 $175 $250
BillableCosts $8,550 $20,763 $50,625 $4,988 $13,650 $33,875
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Costs of Civil Litigation
LitigationType MedianCostsofLitigationAutomobile $43KPremises Liability $54KRealProperty $66KEmployment $88KContract $91KMalpractice $122K
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2/3 of civil cases filed in Federal Court do not go to trial!
#ClioWeb
Civil litigation takes a long time
36%
24%
25%
11%
CasesWorkedAnnually
<50 51to100 101to250 251to400
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0% 5% 10% 15% 20% 25% 30% 35% 40%
Dismissed
Judgement(unspecified)
Defaultjudgment
Settlement
Unknown
Adjudicateddisposition
Otherdisposition
Summaryjudgment
CaseDispositions
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0 0.1 0.2 0.3 0.4 0.5 0.6
SmallClaims
Contract
OtherCivil
Tort
RealProperty
ProportionofCasesinJudgmentExceeded$0
ProportionofCasesinJudgmentExceeded$0
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Judgment Amounts Exceeding $0
CaseType N Mean 25th 50th 75th
RealProperty 102 $157,651 $2,181 $12,789 $105,822
Tort 3,554 $64,761 $2,999 $6,000 $12,169
Other 9,704 $12,349 $749 $2,002 $4,219
Contract 160,465 $9,428 $1,251 $2,272 $4,981
SmallClaims 39,517 $4,503 $1,568 $3,000 $6,000
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CLIO’S CORE FEATURE FOR LITIGATORS
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Clio’s Litigation Core
• Matter or Contact-centric focus
• Ubiquitous time tracking• Expenses• Easy invoicing• Clio Payments – credit card
processing
• Trust accounting• Task & calendar management• Client Portal• Document storage &
automation• Mobile
#ClioWeb
Matter or Contact-centric
• Link documents, notes, communications, & transactions to a matter or contact
• Drill down for specific information
• Find everything in one place
#ClioWeb
#ClioWeb
Time Tracking
• Timer on every screen• Easy to jump to new entries• Built-in activity descriptions
make time entries consistent
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Expenses
• Expense tracking linked to matters
• Added to invoices
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Easy Invoicing
• Generate invoices with customizable branding & details
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Clio Payments Credit Card Processing
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Trust Accounting
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Task & Calendar Management
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Client Portals
Client Portals let you communicate securely with clients & other parties.
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#ClioWeb
Document Storage & Automation
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Mobile
• Smart apps for iPhone, iPad, & Android
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CUSTOMIZING CLIO FOR LITIGATION
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Customizing Clio
4 areas I recommend customizing for litigators• Custom Fields• Activity Descriptions• Task Lists• Document Automation
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Custom Fields
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Activity Description
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Task Lists
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Document Automation
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CLIO’S POWER FEATURES FOR LITIGATORS
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Clio for Gmail Extension lets firms track time, tasks,
& file emails to case files directly from Gmail
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Matter Budgets
Matter budgets put you in control of time & expense tracking
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Matter Budgets
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Campaign Tracker
Campaign Tracker helps you track incoming potential clients.
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Campaigns
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4 Steps to Campaigns
1. Set campaign details2. Generate trackable phone number or web form3. Call forwarding4. Dashboard Overviews
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Campaign Dashboard
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Court Rules
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LLOYD WINTER P.C. & CLIO
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#ClioWeb
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COMPLIMENTARY LITIGATION TOOLS
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Communications & Calendaring Tools
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Storage Tools
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Phones
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AgileLaw Deposition Software
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BundleDocs
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Casemail
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QUESTIONS?
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Thank You
Joshua Lenon
@JoshuaLenon
Linkedin.com/in/joshualenon
1-888-858-2546
Colin McMahon
Linkedin.com/in/colinmcmahonclio
