Clio for civil litigators

transcript

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Clio for Civil Litigators

JoshuaLenon– ClioJodyWinter– LloydWinterP.C.

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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

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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)

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CIVIL LITIGATORS’ BENCHMARKS

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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!

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Civil litigation takes a long time

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

RealProperty

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

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Matter or Contact-centric

• Link documents, notes, communications, & transactions to a matter or contact

• Drill down for specific information

• Find everything in one place

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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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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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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

joshua@clio.com

@JoshuaLenon

Linkedin.com/in/joshualenon

1-888-858-2546

Colin McMahon

Linkedin.com/in/colinmcmahonclio