Why Fast-Growing Law Firms Choose Clio

WhyFast-GrowingLawFirmsChooseClio

#ClioWeb

JoshuaLenon– LawyerinResidence• AttorneyAdmittedinNewYork

• @JoshuaLenon

#ClioWeb

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

#ClioWeb

PracticeManagementSoftware

Law Firm Growth Plans

•You’re losing business because you can’t keep up with demand•You need/want to focus on certain aspects of your business rather than struggling to juggle everything

How to know when to hire your first employeeby Charlene Jimenez in Business Entrepreneur -February 21, 2012

“Whenyou’reasolo,you’repracticing.Whenyougrow,you’remanaging.”

- KellyHayesBurgeonLegal

#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.

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TimeSavingsinClio• Reductionintimespentgeneratingbills• Reductionintimespentfindinginformation(centralizedinformation)

• Increaseinourfirm’sproductivity• Reductionofoutstandinginvoices

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ClioWhitePaper:CloudBenefits• Increasedaccesstoinformation

• Bettercollaboration• Streamlinedworkflowsthatimproveefficiencyandproductivity

• Moresecure,morereliableofficeinformationinfrastructure

• Fewerbarrierstoaccessandmaintain

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#ClioWeb

““Allmyattorneyshavealaptop,andaslongasthey’reconnectedtotheinternet,theycandowhatevertheywant.”

- KevinVelaVelaWoodP.C.

“WeuseClioin25differentstates.Thesameinformationisavailable,nomatterwhereouremployeesare.”

- KellyHayesBurgeonLegal

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CoreFeaturesinClio

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

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DemoofClio’sCoreFunctions

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“What’sgreataboutClioisIbringinnewpeople,there’snoinstructionsonhowtouseit.It’ssuperintuitive.”

- KevinVelaVelaWoodP.C.

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AdvancedFeaturesinClio

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

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AdvancedTasks

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LargeFirmReporting

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TrustRequests&ClioPayments

35%reductioninaveragepaymenttimescomparedtochecks.

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AccountingSoftwareIntegration

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AccountingSoftwareIntegration

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Third-PartySoftwareIntegrations

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Third-PartySoftwareIntegrations

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Third-PartySoftwareIntegrations

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Third-PartySoftwareIntegrations

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DemoofClio’sAdvancedFunctions

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Clio’sExtras

MarketLeader

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BarPartners

Over45barassociationsintheU.S.,Canada,&UKofferClioasabenefittotheirmembers.

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TrainedConsultants

Clio-certifiedconsultantsacross10different

countries

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EducationFoundation

Clioistaughtinover200lawschoolsandparalegalprograms.

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AwardWinningSupport

#ClioWebSupport.Clio.com

ContinuousCustomerFeedback

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GroundbreakingResearch

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CollaborativeCulture

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TryClioNowSpecialdiscountsifyoustartafreetrial

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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

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