MeetClio:TheMostPopular

WaytoManageYourFirm

#ClioWeb

JoshuaLenon– LawyerinResidence• AttorneyAdmittedinNewYork

• @JoshuaLenon

#ClioWeb

Agenda• ValueofPracticeManagementSoftware• CoreFeaturesinClio• AdvancedFeaturesinClio• Clio’sExtras• Questions

#ClioWeb

PracticeManagementSoftware

Ifyoucanpinpointcertainitemsorservices

thatincreaseyourproductivity,spendingmoneyonthosethings

isverywise.- RandalRyder,Lawyerist.com

#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• Reductionintimespentbilling• Reductionintimespentfindinginformation(centralizedinformation)

• Increaseinourfirm’sproductivity• Reductionofoutstandinginvoices

#ClioWeb

Clio helps lawyersClio is an effortless tool that helps keep lawyers focused on what you do best — practice law.

#ClioWeb

CoreFeaturesinClio

AmericanBarAssociation’s2016LegalTechnologySurveyWhatcorefunctionalitydoyourequireinapracticeandfinancialmanagementcloudcomputingsolution?1. Timeandbilling2. Centralizedcasemanagement3. Scheduling/calendaring4. Documentmanagement5. ConflictChecking/Contactmanagement

#ClioWeb

DemoofClio’sCoreFunctions

#ClioWeb

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

#ClioWeb

AdvancedFeaturesinClio

AdvancedFeaturesinClio• TrustRequests&ClioPayments• Accountingsoftwareintegration• Third-partysoftwareintegration• CourtRules• CampaignTracker

#ClioWeb

TrustRequests&ClioPayments

35%reductioninaveragepaymenttimescomparedtochecks.

#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

joshua@clio.com

@JoshuaLenon

Linkedin.com/in/joshualenon

1-888-858-2546

Support@clio.com

Support.clio.com

www.youtube.com/user/ClioVideo

#ClioWeb