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#ClioWeb
Clio for Criminal Law
AttorneysJoshuaLenon– Clio
BradClark– ClarkLawPLLC
#ClioWeb
Instructors
Joshua Lenon
• Lawyer in Residence at Clio• Attorney Admitted in New York• @JoshuaLenon
Brad Clark
• Lawyer, Admitted in Kentucky• Founder, Clark Law PLLC &
Unconvicted.com• @UnconvictedKY
#ClioWeb
Agenda
• What we know about criminal law attorneys• Clio’s features for criminal law practice• Advanced Clio use cases for criminal law firms• Clark Law PLLC & Unconvicted.com• Questions
#ClioWeb
CRIMINAL LAW ATTORNEYS
#ClioWeb
That government hires lawyers to prosecute and defendants who have the money hire lawyers to defend are the strongest indications of the widespread belief that lawyers in criminal courts are necessities, not luxuries.
- Gideon v. Wainwright, 372 U.S. 335 (1963)
#ClioWeb
Criminal defense attorneys are lone wolves.
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66% of Clio-using defense attorneysare solo lawyers.
66%
32.63%
1.05%
#ofAttorneys
1 2to9 10to19
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0
20
40
60
80
100
120
140
MedianPAOfficesPersonnel
>100,000 100-250k 250-1m
Prosecuting attorney offices are 1/3 each of PAs, assistant
PAs, and support staff
Source:BJS,CensusofStateCourtProsecutors’Offices,2001and2007.
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Heavy Caseload for Defense
Carries ten to twelve open cases at any time, the
majority of which are DWIs, reckless driving charges, and
other misdemeanors.
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Texas attorney should handle an annual full-time equivalent of no more than:
• 236 Class B Misdemeanors• 216 Class A Misdemeanors• 175 State Jail Felonies• 144 Third Degree Felonies• 105 Second Degree
Felonies• 77 First Degree Felonies.
Washington State limits per attorney per year
• 150 Felonies • 300 Misdemeanor cases• 80 juvenile cases• 1 Active Death Penalty Trial
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The average caseload per prosecuting attorney across
all full-time offices was 94 felony cases.
Source:BJS,CensusofStateCourtProsecutors’Offices,2001and2007.
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CLIO FEATURES FOR CRIMINAL LAW ATTORNEYS
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Matter Management
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Matter Management
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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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Matter Management
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Task Management
CrimeInitial
InterviewPretrialRelease
PreliminaryHearing
Investigation/Discovery
Pre-TrialPlea
NegotiationVoir DireTrialVerdict
Sentencing Post-Trial Appeals
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Task Management
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Contact Management
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Standard 4-5.5 Special Attention to Immigration Status and Consequences
(a) Defense counsel should determine a client’s citizenship and immigration status, assuring the client that such information is important for effective legal representation and that it should be protected by the attorney-client privilege. Counsel should avoid any actions that might alert the government to information that could adversely affect the client.
Source:AMERICANBARASSOCIATIONFourthEditionoftheCRIMINALJUSTICESTANDARDSfortheDEFENSEFUNCTION
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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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#ClioWeb
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Powered by LawPay
#ClioWeb
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Calendar Management
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Mobile Access
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“Honestly, I show up to court with just a phone .... that’s all I need as a Criminal Lawyer.”
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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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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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ADVANCED CLIO USE CASES
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CJIS Data
Criminal Justice Information Services Division (CJIS) provide timely
and relevant criminal justice information to criminal justice agencies.
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CJIS Data
CJIS Security Policy shall always be the minimum security standard and local policy may augment, or increase the standards, but shall not detract from the CJIS Security Policy standards.
Requirements:• Security awareness training• Background checks• Formal audits
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CloudMask and Clio
CloudMask provides client-side encryption, making CJIS
compliance easy in Clio.
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#ClioWeb
Defense attorneys can track their performance by subtracting actual sentences
from expected sentences.
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(weighted) sentencing guideline – actual sentence = defense counsel value
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105 days B&E charge guideline – 90 days actual sentence = 15 days value
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#ClioWeb
#ClioWeb
CLARK LAW PLLC & UNCONVICTED.COM
#ClioWeb
Brad Clark●Lawyer, Admitted in
Kentucky●Founder, Clark Law
PLLC, Unconvicted.com
#ClioWeb
#ClioWeb
Accessible Lead Generation
Clients get:• Free Screening • No Need to Take Off
Work• Information 24/7–App– Blog– Videos
Lawyer gets:• Permission to Contact• Client led Data Entry• Much More Efficient
Screening• Access to a Greater Pool
of Potential Clients
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#ClioWeb
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Wescreenusingcourtrecords(sometimesclientsmakemistakes,nopunintended).
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Once they agree to retain us, we paste their information into a separate spreadsheet (Josh is right, there is a better way to do this). This triggers the creation of a Contact and Matter in Clio based upon the data from the spreadsheet.
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#ClioWeb
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WepasstheMatterIDfromTypeformtoCliousinghiddenfieldsinTypeform
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GeneratesthecourtrequiredexpungementdocumentsandsavesthemtoClio.
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So we can spend time on the actual legal work
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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
Support@clio.com
Support.goclio.com
www.youtube.com/user/ClioVideo
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