team up with clio connect
DESCRIPTION
Collaboration is key to success. Learn how to use Clio's secure portal to share bills documents, and secure messages with your clients and co-counsel.TRANSCRIPT
Team Up with Clio Connect
Clio Cloud Conference 2014 #ClioCloud9
Chelsea Kelch Customer Support Specialist
Kevin NeedhamSales Development Representative
#ClioCloud9Clio Cloud Conference 2014
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
#ClioCloud9Clio Cloud Conference 2014
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…
#ClioCloud9Clio Cloud Conference 2014
Save Time
• Sharing is easy
• Catch up quickly
Clio Cloud Conference 2014 #ClioCloud9
Collaboration
#ClioCloud9Clio Cloud Conference 2014
Easy Collaboration
• Free your inbox
• Control over what’s shared
• Greater transparency
Clio Cloud Conference 2014 #ClioCloud9
Improved Cash Flow
#ClioCloud9Clio Cloud Conference 2014
Earn More
• Realization rates
• Collection period
• Free!
Clio Cloud Conference 2014 #ClioCloud9
Security
#ClioCloud9Clio Cloud Conference 2014
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.”
Clio Cloud Conference 2014 #ClioCloud9
Clio ConnectSharing Resources with your
Client
#ClioCloud9Clio Cloud Conference 2014
Our Client: Albert Capone
#ClioCloud9Clio Cloud Conference 2014
Onboarding Albert Capone
#ClioCloud9Clio Cloud Conference 2014
Sharing Event
#ClioCloud9Clio Cloud Conference 2014
#ClioCloud9Clio Cloud Conference 2014
Sharing Document
#ClioCloud9Clio Cloud Conference 2014
#ClioCloud9Clio Cloud Conference 2014
Sharing Tasks
#ClioCloud9Clio Cloud Conference 2014
#ClioCloud9Clio Cloud Conference 2014
Sending Secure Message
#ClioCloud9Clio Cloud Conference 2014
#ClioCloud9Clio Cloud Conference 2014
Sharing a Bill
#ClioCloud9Clio Cloud Conference 2014
#ClioCloud9Clio Cloud Conference 2014
Online Payments
• Law Charge
• LawPay
• PayPal
#ClioCloud9Clio Cloud Conference 2014
What has Albert done?
Clio Cloud Conference 2014 #ClioCloud9
Collaborating with Co-Counsel
#ClioCloud9Clio Cloud Conference 2014
Co-Counsel: Frank Wilson
Clio Cloud Conference 2014 #ClioCloud9
Takeaways
#ClioCloud9Clio Cloud Conference 2014
#ClioCloud9Clio Cloud Conference 2014
Questions?
Clio Cloud Conference 2014 #ClioCloud9
Thank you for attending Clio Conference 2014!