Agenda• ValueofPracticeManagementSoftware• CoreFeaturesinClio• AdvancedFeaturesinClio• Clio’sExtras• Questions
#ClioWeb
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
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
AmericanBarAssociation’s2016LegalTechnologySurveyWhatcorefunctionalitydoyourequireinapracticeandfinancialmanagementcloudcomputingsolution?1. Timeandbilling2. Centralizedcasemanagement3. Scheduling/calendaring4. Documentmanagement5. ConflictChecking/Contactmanagement
#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• TrustRequests&ClioPayments• Accountingsoftwareintegration• Third-partysoftwareintegration• CourtRules• CampaignTracker
#ClioWeb
TryClioNowSpecialdiscountsifyoustartafreetrial
afterthiswebinar.
Clio.com/SignupReferralCode:Webinar
ThankYouJoshuaLenon
@JoshuaLenon
Linkedin.com/in/joshualenon
1-888-858-2546
Support.clio.com
www.youtube.com/user/ClioVideo
#ClioWeb