why fast-growing law firms choose clio
TRANSCRIPT
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WhyFast-GrowingLawFirmsChooseClio
#ClioWeb
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JoshuaLenon– LawyerinResidence• AttorneyAdmittedinNewYork
• @JoshuaLenon
#ClioWeb
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Agenda• ValueofPracticeManagementSoftware• CoreFeaturesinClio• AdvancedFeaturesinClio• Clio’sExtras• Questions
#ClioWeb
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PracticeManagementSoftware
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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
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“Whenyou’reasolo,you’repracticing.Whenyougrow,you’remanaging.”
- KellyHayesBurgeonLegal
#ClioWeb
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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
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Firmswithpracticemanagementsoftware• 40%fewersupportstaff• 4-8hourpermonthreductioninnon-billableactivity
• Upto$11-22Kmorerevenueperattorney
Source: Building a Business Case for Law Practice Management, Blue Hill Research #ClioWeb
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TimeSavingswithClio
Onaverage,Cliosaveslawyers1-2hoursperday.
#ClioWeb
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TimeSavingsinClio• Reductionintimespentgeneratingbills• Reductionintimespentfindinginformation(centralizedinformation)
• Increaseinourfirm’sproductivity• Reductionofoutstandinginvoices
#ClioWeb
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ClioWhitePaper:CloudBenefits• Increasedaccesstoinformation
• Bettercollaboration• Streamlinedworkflowsthatimproveefficiencyandproductivity
• Moresecure,morereliableofficeinformationinfrastructure
• Fewerbarrierstoaccessandmaintain
#ClioWeb
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#ClioWeb
““Allmyattorneyshavealaptop,andaslongasthey’reconnectedtotheinternet,theycandowhatevertheywant.”
- KevinVelaVelaWoodP.C.
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“WeuseClioin25differentstates.Thesameinformationisavailable,nomatterwhereouremployeesare.”
- KellyHayesBurgeonLegal
#ClioWeb
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CoreFeaturesinClio
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AmericanBarAssociation’s2016LegalTechnologySurveyWhatcorefunctionalitydoyourequireinapracticeandfinancialmanagementcloudcomputingsolution?1. Timeandbilling2. Centralizedcasemanagement3. Scheduling/calendaring4. Documentmanagement5. ConflictChecking/Contactmanagement
#ClioWeb
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DemoofClio’sCoreFunctions
#ClioWeb
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“What’sgreataboutClioisIbringinnewpeople,there’snoinstructionsonhowtouseit.It’ssuperintuitive.”
- KevinVelaVelaWoodP.C.
#ClioWeb
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AdvancedFeaturesinClio
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AdvancedFeaturesinClio• AdvanceTasks• LargeFirmReporting• TrustRequests&ClioPayments• Accountingsoftwareintegration• Third-partysoftwareintegration• CourtRules• CampaignTracker
#ClioWeb
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AdvancedTasks
#ClioWeb
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LargeFirmReporting
#ClioWeb
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TrustRequests&ClioPayments
35%reductioninaveragepaymenttimescomparedtochecks.
#ClioWeb
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AccountingSoftwareIntegration
#ClioWeb
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AccountingSoftwareIntegration
#ClioWeb
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Third-PartySoftwareIntegrations
#ClioWeb
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Third-PartySoftwareIntegrations
#ClioWeb
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Third-PartySoftwareIntegrations
#ClioWeb
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Third-PartySoftwareIntegrations
#ClioWeb
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DemoofClio’sAdvancedFunctions
#ClioWeb
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Clio’sExtras
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MarketLeader
#ClioWeb
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BarPartners
Over45barassociationsintheU.S.,Canada,&UKofferClioasabenefittotheirmembers.
#ClioWeb
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TrainedConsultants
Clio-certifiedconsultantsacross10different
countries
#ClioWeb
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EducationFoundation
Clioistaughtinover200lawschoolsandparalegalprograms.
#ClioWeb
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AwardWinningSupport
#ClioWebSupport.Clio.com
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ContinuousCustomerFeedback
#ClioWeb
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GroundbreakingResearch
#ClioWeb
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CollaborativeCulture
#ClioWebClioCloudConference.com
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TryClioNowSpecialdiscountsifyoustartafreetrial
afterthiswebinar.
Clio.com/SignupReferralCode:Webinar
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Questions?
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ThankYouJoshuaLenon
@JoshuaLenon
Linkedin.com/in/joshualenon
1-888-858-2546
Support.clio.com
www.youtube.com/user/ClioVideo
#ClioWeb