#ClioWeb

Clio for Family Law Firms

JoshuaLenon– ClioJenniferReynolds- FreshLegal

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Instructors

Joshua Lenon

• Lawyer in Residence at Clio• Attorney Admitted in New York• @JoshuaLenon

Jennifer Reynolds

• Lawyer, Admitted in Ontario• Founder, FreshLegal

#ClioWeb

Agenda

• Family lawyers’ future• FreshLegal & Clio• Customizing Clio for family law• Clio features for family law• Complimentary family law tools

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FAMILY LAWYERS’ FUTURE

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Lawyers of Personal Plight

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Personal Plight Law

• Human Elements– Relatively low proportion of document review, drafting, and legal research – Correspondingly high proportion of client counselling, advocacy and negotiation

• Local by Design– Required presence for completion

• Persuading Other Side• Resistant to Decomposition • Resistant to Commodification

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Family law attorneys are resourceful

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Family Law Firms = Velocity Opps

60% of Clio-using family law firms

are solo attorneys 60%

39.30%

0.32%

#ofAttorneys

1 2to9 10to19

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Family lawyers must be good atCounseling / Advocacy / Litigation / Finance

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Time in Court Rooms

98% of family lawyers report practicing in a courtroom.

51% of family lawyers report practicing in a courtroom one or more times a week.

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FRESHLEGAL & CLIO

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Defined Client Experience

Inform Potential Clients

• Downloadable guides• Newsletter• Blog• Social Media

Accessible to Clients

• Contact information on every page

• Actions for clients• Map

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CreatesonautomatedMailChimp campaign

Clients Educate Themselves

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Potential clients inform FreshLegalof their needs via online data entry.

Information on this form is sent via email and Google spreadsheet to the firm automatically.

New contacts are added to MailChimp and Clio (via Zapier)

Opt-in for a newsletter

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Zapier makes newContact inClioeverytimeZapier addsContacttoClioonlyif“Yes”tosubscription

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Client experience leads to organized files.

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Client Custom Fields

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Contact Custom Fields

• Information required by Law Society that is not already in Clio–Occupation–Business Address (could

probably use second address for this)

• Information I want:–CASL Consent–Preferred method of

communication and receiving documents–Referral source

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Matter Information Form

• Name (now and before)• Email address (caution to use same as

on first form – this lets Zapier/Clio find the right contact)

• Spouse and kids’ names• Important dates• Living in same house

• Income tax returns• Marriage Certificate• Support information• Third parties• Will/Powers of Attorney• E-mails me info and sends to Google

sheet – copy row to new sheet if they become a client, and Zapier makes a matter

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Matter Custom Fields

• Frequently needed or used for automation

• Added to Clio by Zapier• Family information• Court File Number• Family Responsibility Office (FRO)

Information• Office of the Children's Lawyer (OCL)

Information

• Opposing party/counsel (names and contact)

• Important dates (birthdays, marriage, separation)

• Final Order/Agreement information• Occupations, employers

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Matter Custom Fields

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Document Automation

• File labels• Divorce documents–Application–Package for service–Affidavit of Service– File label

• Court File –Covers–Endorsement Sheets– Table of Contents

• Annual review letters–Create once–Date field updates every year

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Billing

• Themes:–Clients–Consultations

• Costs submissions–Export to CSV–Delete “notes” column

• Flat rates and hourly• Clio Connect–Share with clients via e-mail

(most) or Clio Connect portal

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Client Survey

• Required Questions:– Likely to recommend?–Which lawyer–Can we use info

• Optional Questions:–Name–Questions Answered–Kept Informed–Billing–What could we have done

better?–General comments, etc.– Testimonial

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Other Tools/Websites

• ScanSnap• DivorceMate• Xero• Hubdoc• Receiptbank• Checkeeper• Vonage/gUnify• Dropbox

• Date Countertimeanddate.com

• Hootsuite• CanLII & LexBox• Twitter, Facebook• Apple TV/Mirroring• Whiteboard Walls

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Other Tools/Websites

• ScanSnap• DivorceMate• Xero• Hubdoc• Receiptbank• Checkeeper• Vonage/gUnify• Dropbox

• Date Countertimeanddate.com

• Hootsuite• CanLII & LexBox• Twitter, Facebook• Apple TV/Mirroring• Whiteboard Walls

#ClioWeb

CUSTOMIZING CLIO FOR FAMILY LAW

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Customizing Clio

4 areas I recommend customizing for family law firms:• 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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Document Automation

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Document Automation

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CLIO FEATURES FOR FAMILY LAW

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Client Portals

Client Portals let you communicate securely with clients & other parties.

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Trust Receipts

Trust Receipts tracks requests for client deposits into trust accounts.

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Powered by LawPay

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Zapier Access

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Zapier

Use Zapier to automatically sync Clio with:• Evernote• Newsletter tools• Timers & billing tools• Data entry forms

Zapier can trigger actions, like:• Text message reminders• Followup messages• Automated document creation

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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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COMPLIMENTARY FAMILY LAW TOOLS

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Communications & Calendaring Tools

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Storage Tools

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Phones

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Family Law Forms

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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