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WhyFast-GrowingLawFirmsChooseClio
#ClioWeb
JoshuaLenon– LawyerinResidence• AttorneyAdmittedinNewYork
• @JoshuaLenon
#ClioWeb
Agenda• ValueofPracticeManagementSoftware• CoreFeaturesinClio• AdvancedFeaturesinClio• Clio’sExtras• Questions
#ClioWeb
PracticeManagementSoftware
Law Firm Growth Plans
•You’re losing business because you can’t keep up with demand•You need/want to focus on certain aspects of your business rather than struggling to juggle everything
How to know when to hire your first employeeby Charlene Jimenez in Business Entrepreneur -February 21, 2012
“Whenyou’reasolo,you’repracticing.Whenyougrow,you’remanaging.”
- KellyHayesBurgeonLegal
#ClioWeb
WithoutPracticeManagement WithPracticeManagement
Client/ConflictManagementManuallytrackedSolutionsusedinclude:email,spreadsheets,andpaperfiles
Automated
Scheduling Manuallybyelectronicorpapercalendars Automated
TimeTracking • Manuallytracked• Standalonetimetrackingtoolused Automated
Billing
• Manualdataentryofclientandtimeinformation
• Standalonebillingtoolforgenerationofinvoices
Automated
AccountReconciliation ManualreconciliationSolutionsinclude:spreadsheetsordedicatedaccountingtool Automated
MatterManagement
• Paperfilesmaintainedonsite• Paperfilesmaintainedbyphysicalstorage
provider• Documentsstoredonattorneydesktopsorin
sharedfolder
Centrallymanagedwithinpracticemanagement,integratedwithclientandbillingdata
Collaboration Byemailorpaperdocuments• Internallywithinpracticemanagement• Externallyviaportalsmanagedbypractice
management
Remote Access VPN,remotedesktop,orremoteemailclient Directlyviapracticemanagement
Source: Building a Business Case for Law Practice Management, Blue Hill Research #ClioWeb
Firmswithpracticemanagementsoftware• 40%fewersupportstaff• 4-8hourpermonthreductioninnon-billableactivity
• Upto$11-22Kmorerevenueperattorney
Source: Building a Business Case for Law Practice Management, Blue Hill Research #ClioWeb
TimeSavingswithClio
Onaverage,Cliosaveslawyers1-2hoursperday.
#ClioWeb
TimeSavingsinClio• Reductionintimespentgeneratingbills• Reductionintimespentfindinginformation(centralizedinformation)
• Increaseinourfirm’sproductivity• Reductionofoutstandinginvoices
#ClioWeb
ClioWhitePaper:CloudBenefits• Increasedaccesstoinformation
• Bettercollaboration• Streamlinedworkflowsthatimproveefficiencyandproductivity
• Moresecure,morereliableofficeinformationinfrastructure
• Fewerbarrierstoaccessandmaintain
#ClioWeb
#ClioWeb
““Allmyattorneyshavealaptop,andaslongasthey’reconnectedtotheinternet,theycandowhatevertheywant.”
- KevinVelaVelaWoodP.C.
“WeuseClioin25differentstates.Thesameinformationisavailable,nomatterwhereouremployeesare.”
- KellyHayesBurgeonLegal
#ClioWeb
CoreFeaturesinClio
AmericanBarAssociation’s2016LegalTechnologySurveyWhatcorefunctionalitydoyourequireinapracticeandfinancialmanagementcloudcomputingsolution?1. Timeandbilling2. Centralizedcasemanagement3. Scheduling/calendaring4. Documentmanagement5. ConflictChecking/Contactmanagement
#ClioWeb
DemoofClio’sCoreFunctions
#ClioWeb
“What’sgreataboutClioisIbringinnewpeople,there’snoinstructionsonhowtouseit.It’ssuperintuitive.”
- KevinVelaVelaWoodP.C.
#ClioWeb
AdvancedFeaturesinClio
AdvancedFeaturesinClio• AdvanceTasks• LargeFirmReporting• TrustRequests&ClioPayments• Accountingsoftwareintegration• Third-partysoftwareintegration• CourtRules• CampaignTracker
#ClioWeb
AdvancedTasks
#ClioWeb
LargeFirmReporting
#ClioWeb
TrustRequests&ClioPayments
35%reductioninaveragepaymenttimescomparedtochecks.
#ClioWeb
AccountingSoftwareIntegration
#ClioWeb
AccountingSoftwareIntegration
#ClioWeb
Third-PartySoftwareIntegrations
#ClioWeb
Third-PartySoftwareIntegrations
#ClioWeb
Third-PartySoftwareIntegrations
#ClioWeb
Third-PartySoftwareIntegrations
#ClioWeb
DemoofClio’sAdvancedFunctions
#ClioWeb
Clio’sExtras
MarketLeader
#ClioWeb
BarPartners
Over45barassociationsintheU.S.,Canada,&UKofferClioasabenefittotheirmembers.
#ClioWeb
TrainedConsultants
Clio-certifiedconsultantsacross10different
countries
#ClioWeb
EducationFoundation
Clioistaughtinover200lawschoolsandparalegalprograms.
#ClioWeb
AwardWinningSupport
#ClioWebSupport.Clio.com
ContinuousCustomerFeedback
#ClioWeb
GroundbreakingResearch
#ClioWeb
CollaborativeCulture
#ClioWebClioCloudConference.com
TryClioNowSpecialdiscountsifyoustartafreetrial
afterthiswebinar.
Clio.com/SignupReferralCode:Webinar
Questions?
ThankYouJoshuaLenon
@JoshuaLenon
Linkedin.com/in/joshualenon
1-888-858-2546
Support.clio.com
www.youtube.com/user/ClioVideo
#ClioWeb
