COLLABORATION,+CONFIDENTIALITY+&+SECURITY

Muriel'Teague,+ClioZachary'Pope,'Clio

Introductions

Zachary Popeand

Muriel Teague

Overview• The 3 Rules of Conduct• Collaboration• Confidentiality• Security• Q&A

Worst Nightmare

Disbarred

ABA Model Rules of Professional Conduct

RULE 1.4COMMUNICATIONS

(3) keep the client reasonably informed about the status of the matter;

(4) promptly comply with reasonable requests for information;

(c) A lawyer shall make reasonable efforts to prevent the inadvertent or unauthorized disclosure of, or unauthorized access to, information relating

to the representation of a client.

RULE 1.6 (C)CONFIDENTIALITY OF

INFORMATION

RULE 5.3RESPONSIBILITIES REGARDING

NONLAWYER ASSISTANCE(b) a lawyer having direct supervisory authority over the nonlawyer shall

make reasonable efforts to ensure that the person's conduct is compatible with the professional obligations of the lawyer

HOW CAN CLIO HELP?

COLLABORATION

Practicing in the Cloud

Having your information in the Cloud allows for easier collaboration within the firm.

RULE 5.3RESPONSIBILITIES REGARDING

NONLAWYER ASSISTANCEFull Visibility and Responsibility

RULE 1.4COMMUNICATIONS

Quick, easy, and secure communication with clients

So what does this look like in Clio?

Communications Overview• Secure Messages• Email Storage• Phone Call Notes

Secure Messages• Send intra-office or to

external parties• Keep records of messages• Fully searchable

TASKS

Dependent Tasks & Task Lists• Due dates are linked• Task Lists are templates

Tasks as Administrators

Calendars(Insert screenshot of the Calendar page)

• View of Firm Members’ Calendars

• Matter association • Custom Calendars • Court Dates

Sharing Calendars

• Permissions • Editor • Viewer • Free/Busy (Hide Details)

Court Rules• Elite plan feature of Clio• Choose your jurisdiction• Choose the trigger• Clio will automatically

provide the dates

Google and Outlook Sync

Clio Documents• Unlimited storage• 1GB per file upload• 250MB per folder upload

Comments:• Allows you to communicate important

notes to your team• Stay up to date on the document

Collaboration inDocuments

Document Versions:• Unlimited # of versions• Track changes in the document• Due diligence

Collaboration inDocuments

(insert screenshot of Document Automation page)

Document Automation:• Create your own Templates• Generate documents with a few

easy clicks

Collaboration inDocuments

Clio Connect:• Keep your Clients up to date

through the Client Portal• Share Documents instantly

Collaboration inDocuments

Clio Mobile

Collaboration Takeaways• Communications to track all interactions in one place• Task Lists and dependencies improve efficiency• Calendar sharing keeps firm on same page• Document sharing and unlimited storage keeps everything

organized and secure

Rule 5.3Responsibilities Regarding Nonlawyer Assistance

CONFIDENTIALITY

Permissions OverviewAdministrative access:

• Originating Subscriber• Administrator• Non-Administrator

Areas of access:• Accounts• Reports• Billing

Administrator vs. Non-AdministratorAdministrator:

• Access to all tabs• Adjust settings for entire

Clio account• Ability to manage users

Non-Administrator:• Access to tabs may be

restricted• Unable to modify Clio

account settings

Access Permissions

Firm Feed• Displays recent activity

within account• Rule 5.3 requires full

oversight of nonlawyerassistance

Groups • Ethical barriers• Matters only visible to

permitted users• Conflict Searching• Activity Descriptions

Rate Visibility for Confidentiality• All - See everyone’s• Limited - See your own• None - Exactly what you think

Confidentiality and Collaboration• Collaborate easily• Maintain control• Rule 5.3: Responsibilities Regarding Nonlawyer Assistance

Confidentiality Takeaways• Permissions allow you to partition sensitive areas of Clio• Set the right access levels• Firm Feed gives oversight• Groups allow granular control• Rule 5.3 of the ABA Model Rules of Professional Conduct

SECURITYRule 1.6 (c) Confidentiality of Information

Security Overview• Clio’s Standard Security• Two-factor Authentications• Enforcing Strong Passwords• Account Sessions• Mobile Security

Clio’s Standard Security

Clio’s Standard Security

Clio’s Standard Security

Clio’s Standard Security

Disaster Preparedness

Where is my data?

Weekly automatic backups to Amazon S3

Data Escrow

Two-Factor Authentication• Extra layer of security• Free app from Google

Enforcing Strong Passwords

Account Sessions• Easily track where your firm

members logged in from• Keep an eye out for unusual

locations

• Only accessible by Admins from the Settings page

Force Sign Out All Users

Managing and Disabling Users

Re-Enabling Disabled Users• Better to re-enable users so the

Firm Feed is consistent• Use the Filter button to access

this menu

• Mobile Pin or Touch ID• Control authorization from

Clio account

Clio Mobile Security

• Clio’s Security envelope• Disaster Preparedness• Advanced Security

- Data Escrow with Amazon S3- Two-Factor Authentication- Strong Password Requirement- Account Sessions Monitoring- Force Sign out all users- Mobile security

Security Takeaways

Final Words

ABA Model Rules of Professional Conduct• Rule 1.4 Communications• Rule 1.6 (c) Confidentiality of Information• Rule 5.3 Responsibilities Regarding Nonlawyer Assistance

Q & A

Thank You.