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Meet Clio: The Easiest Way to Manage Your Firm
| Date post: | 21-Jan-2018 |
| Category: |
Law |
| Upload: | clio-legal-practice-management-software |
| View: | 418 times |
| Download: | 4 times |
MeetClio:TheEasiestWaytoManageYourFirm
JoshuaLenon– LawyerinResidence• AttorneyAdmittedinNewYork
• @JoshuaLenon
Agenda• ValueofPracticeManagementSoftware• CoreFeaturesinClio• AdvancedFeaturesinClio• Clio’sExtras• Questions
PracticeManagementSoftware
Ifyoucanpinpointcertainitemsorservices
thatincreaseyourproductivity,spendingmoneyonthosethings
isverywise.- RandalRyder,Lawyerist.com
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
Firmswithpracticemanagementsoftware• 40%fewersupportstaff• 4-8hourpermonthreductioninnon-billableactivity
• Upto$11-22Kmorerevenueperattorney
Source: Building a Business Case for Law Practice Management, Blue Hill Research
TimeSavingswithClio
Onaverage,Cliosaveslawyers1-2hoursperday.
TimeSavingsinClio• Reductionintimespentbilling• Reductionintimespentfindinginformation(centralizedinformation)
• Increaseinourfirm’sproductivity• Reductionofoutstandinginvoices
Clio helps lawyersClio is an effortless tool that helps keep lawyers focused on what you do best — practice law.
CoreFeaturesinClio
AmericanBarAssociation’s2016LegalTechnologySurveyWhatcorefunctionalitydoyourequireinapracticeandfinancialmanagementcloudcomputingsolution?1. Timeandbilling2. Centralizedcasemanagement3. Scheduling/calendaring4. Documentmanagement5. ConflictChecking/Contactmanagement
DemoofClio’sCoreFunctions
The basics you need
when billed annually or $49
month-to-month
Starter
$39 per user/month
Take your practice to the next level.
when billed annually or $69
month-to-month
Boutique
$59 per user/month
Everything a firm could ask for.
when billed annually or $109
month-to-month
Elite
$99 per user/month
MOST POPULAR
AdvancedFeaturesinClio
AdvancedFeaturesinClio• TrustRequests&ClioPayments• Accountingsoftwareintegration• Third-partysoftwareintegration• CourtRules• CampaignTracker
TrustRequests&ClioPayments
35%reductioninaveragepaymenttimescomparedtochecks.
AccountingSoftwareIntegration
Third-PartySoftwareIntegrations
Third-PartySoftwareIntegrations
Third-PartySoftwareIntegrations
Third-PartySoftwareIntegrations
DemoofClio’sAdvancedFunctions
Clio’sExtras
BarPartners
Over40barassociationsintheU.S.,Canada,&UKofferClioasabenefittotheirmembers.
EducationFoundation
Clioistaughtinover200lawschoolsandparalegalprograms.
AwardWinningSupport
ContinuousCustomerFeedback
GroundbreakingResearch
CollaborativeCulture
Questions?
ThankYouJoshuaLenon
@JoshuaLenon
Linkedin.com/in/joshualenon
1-888-858-2546
ColinMcMahon
Linkedin.com/in/colinmcmahonclio
Support.clio.com
www.youtube.com/user/ClioVideo
