team up with clio connect

Team Up with Clio Connect

Clio Cloud Conference 2014 #ClioCloud9

Chelsea Kelch Customer Support Specialist

Kevin NeedhamSales Development Representative

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Today’s Topics

• What is Clio Connect?

• How it will transform your practice?

• Sharing Resources with your Client

• What’s new?

Matter Sharing

Clio Documents

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Evolution of Communication

• Smoke Signals & Carrier Pigeons

• Telephone & Email

• Clio Connect

Clio Cloud Conference 2014 #ClioCloud9

What is Clio Connect?

Clio Cloud Conference 2014 #ClioCloud9

How can Clio Connect transform your practice?

Clio Cloud Conference 2014 #ClioCloud9

That 8 hours a week we were talking about…

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Save Time

• Sharing is easy

• Catch up quickly

Clio Cloud Conference 2014 #ClioCloud9

Collaboration

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Easy Collaboration

• Free your inbox

• Control over what’s shared

• Greater transparency

Clio Cloud Conference 2014 #ClioCloud9

Improved Cash Flow

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Earn More

• Realization rates

• Collection period

• Free!

Clio Cloud Conference 2014 #ClioCloud9

Security

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Secure & Encrypted

• Secure communication

• 256 bit SSL encryption

• Model Rules of Professional Conduct

Clio Cloud Conference 2014 #ClioCloud9

Rule 1.3 Diligence: “A Lawyer shall act with reasonable diligence and promptness in representing a client”.

Clio Cloud Conference 2014 #ClioCloud9

Rule 1.4 Communication: ‘Keep your client informed’

Clio Cloud Conference 2014 #ClioCloud9

Rule 1.6 Confidentiality of Information: “A lawyer shall make reasonable efforts to prevent the inadvertent or unauthorized disclosure of, or unauthorized access to, information to the representation of a client.”

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Clio ConnectSharing Resources with your

Client

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Our Client: Albert Capone

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Onboarding Albert Capone

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Sharing Event

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#ClioCloud9Clio Cloud Conference 2014

Sharing Document

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#ClioCloud9Clio Cloud Conference 2014

Sharing Tasks

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#ClioCloud9Clio Cloud Conference 2014

Sending Secure Message

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#ClioCloud9Clio Cloud Conference 2014

Sharing a Bill

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#ClioCloud9Clio Cloud Conference 2014

Online Payments

• Law Charge

• LawPay

• PayPal

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What has Albert done?

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Collaborating with Co-Counsel

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Co-Counsel: Frank Wilson

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Takeaways

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#ClioCloud9Clio Cloud Conference 2014

Questions?

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Thank you for attending Clio Conference 2014!