tech competency for lawyers
TRANSCRIPT
#ClioWeb
Tech Competency for
LawyersJoshuaLenon– Clio
D.CaseyFlaherty- Procertas
#ClioWeb
Instructor
Joshua Lenon• Lawyer in Residence at Clio• Attorney Admitted in New York• @JoshuaLenon
#ClioWeb
Agenda
• Evaluate your current technology knowledge –15 Minutes
• Explore key features in the software you already own–15 minutes
• Create continuous technology training at your law firm– 15 minutes
• Getting the most from Clio– 10 minutes
• Questions–5 minutes
The Myth of the Digital Native
Any sufficiently advanced technology is indistinguishable from magic
- Clarke’s Third Law
To E-File
• Headings• TableofContents• TableofAuthorities• Paragraphformatting• Fontformatting• Margins• Orientation• Footers• Pagenumbering
• Properbrowser• ConverttoPDF• Combinefiles• Splitfiles• Reducefilesize• Redaction• Bookmark• Internal/ExternalHyperlinks• OCR/RemoveOCR
Workexpandssoastofillthetimeavailableforitscompletion.
Parkinson’sLaw
Timeexpandssoastoaccommodatetheworkpendingforcompletion.
Nosnikrap’s Law
Availability ≠ Learning
LearningTakesTime
Aggregate ImpactofMarginalGainsOverTime
status quo
Time ≠ Learning
Try
Feedback
Success
Next
Try
Feedback
Training
TryFeedback
Success
Next
Source:2012Survey,NationalConferenceofBarExaminers
#ClioWeb
GETTING THE MOST FROM CLIO
#ClioWeb
Power User Features in Clio
1. Filters & Exports
2. Text Snippets
3. Credit Card Processing &
Trust Receipts
4. Multiple Calendars
5. Client Portal
6. Gmail Plugin
7. Select Custom Fields
8. Matter Budgets
#ClioWeb
Filters let you findand save information
throughout Clio.
Export lets you save Clio data in new formats
#ClioWeb
#ClioWeb
#ClioWeb
#ClioWeb
#ClioWeb
Text Snippets lets you type in short hand codes that Clio expands into full entries on
notes and time tracking.
#ClioWeb
Credit Card Processing & Trust Receipts
#ClioWeb
Multiple Calendars helps Clio firms track and sort
important dates.
#ClioWeb
Client Portals let you communicate securely with clients & other parties.
#ClioWeb
#ClioWeb
Clio for Gmail Extension lets firms track time, tasks,
& file emails to case files directly from Gmail
#ClioWeb
Contact Select & Matter Select custom fields
let you create links to important files in Clio
#ClioWeb
Matter Budgets
#ClioWeb
QUESTIONS?
#ClioWeb
Thank You
Joshua Lenon
@JoshuaLenon
Linkedin.com/in/joshualenon
1-888-858-2546
Colin McMahon
Linkedin.com/in/colinmcmahonclio