This document summarizes a webinar about cloud computing for law firms presented by Clio. It discusses the increasing adoption of cloud services by law firms, common cloud services used, and barriers to cloud adoption. It also profiles Locks Law Firm, who transitioned their practice management system to Clio, highlighting their selection criteria, implementation process, and benefits of access and support provided by Clio. The webinar concludes with a question and answer segment.

1. #ClioWeb
A Clio Webinar
Cloud Computing
for Law Firm
IT Professionals

2. Joshua Lenon
• Lawyer in Residence
at Clio
• Attorney Admitted
in New York
• @JoshuaLenon
#ClioWeb

3. Agenda
• Law Goes Cloud
• One Law Firm’s Head in the Cloud
• Clio Guest: Leon Carelli of Locks Law
• Questions
#ClioWeb

4. Law Goes Cloud
#ClioWeb

5. 63% of law firms plan to increase
cloud computing adoption in 2018.

6. Cloud Adoption
#ClioWeb
Source: ILTA 2017 Legal Technology Survey

7. #ClioWeb

8. Cloud is Already in Law Firms
#ClioWeb
Source: Skyhigh Networks Cloud Adoption and
Risk Report 2016

9. Lawyers Use Unofficial Clouds
#ClioWeb
Source: Skyhigh Networks Cloud Adoption and
Risk Report 2016

10. Cloud Services in Legal
#ClioWeb
Dropbox 59.1%
Google Docs 37.8%
iCloud 32.2%
Evernote 18.3%
Clio 12.4%
Box 10.8%
NetDocuments 4.3%
Source: ABA 2017 Legal Technology Survey

11. Cloud Mobile Apps in Legal
#ClioWeb
Westlaw 40.50%
Fastcase 40.50%
Lexis Advance 18.50%
Legal Dictionary App 18.00%
TrialPad 15.10%
TranscriptPad 8.30%
Courtlink 5.90%
LexisNexis Get Cases & Shepardize 5.90%
Clio* 4.40%
Source: ABA 2017 Legal Technology Survey

12. Barriers to Entry
#ClioWeb
Source: ILTA 2017 Legal Technology Survey

13. 2018 ILTACon - Content
• "You Have Clearance, Clarence" - Getting Started (Moving to
the Cloud Series, Part 1 of 4)
• Don't Call Me Shirley" - Negotiating Your Cloud (Moving to
the Cloud Series, Part 2 of 4)
• "Good Luck, They're All Counting On You" Migrating Your
Systems (Moving to the Cloud Series, Part 3 of 4)
• "Does Anyone On Board Know How to Fly a Plane?" - Daily
Life in the Cloud (Moving to the Cloud Series, Part 4 of 4)
• Leveraging the Power of the Cloud for Innovation
#ClioWeb

14. One Law Firm’s
Head in the Cloud
#ClioWeb

15. Leon Carelli
• Chief Technology
Officer at Locks Law
• Litigation Support
and Data Analytics
• @leoncarelli01
#ClioWeb

16. Cloud Computing for Law
Firms: A Transition
Leon Carelli
CTO, Locks Law Firm

17. Locks Law Firm
4 locations
Practice Management
Firm Size: 75 users

18. Common Selection Criteria

19. Selection Criteria
• Ease of Use
• Third Party
Integrations
• Mobile Access
• Data Export and
Analysis
• Customization

20. Clio
www.goclio.com
• Document Automation
• Document Versioning
• Secure External Sharing
• Time Tracking
• Unified Calendaring
• Matter Expense Tracking
• Platform/OS Independence
• Mobile Access
• Case Specific Marketing
• Unified Search Box
• Google Apps Integration
• Court Rule Calendaring

21. Implementation
• November 2015 Decision with a 4 Month Implementation
Timeline
• 2 Phase Roll-Out
– Initial Hard Cut-Over: Read Only Access to old file
management programs
– Gradual Soft Cut-Over: File Shares moved to read-only access
as teams complete migration
• Initial Targets Met – Phase 2 completed October 2016
• Use of consultants for legacy document export saved time/money
• Clio provided data mapping with specialized support long after
initial data imports
• E-Mail Integration: Blessing and a Curse
– Initial builds were supremely useful…and slow
– Subsequent Updates addressed speed issues AND added
functionality

22. Access is Key
Data Mapping/
Validation
Support
Product
Development
Feedback
Training

23. With a little help
from my friends…

26. Use Stories
Tasks – The Unsung Heroes

27. Mobility – Why wait for an answer?

28. Documents, documents,
who's got the documents

30. The Firm Feed – Better Than CNN

31. For more information visit
www.lockslaw.com
Or connect with us on social @LocksLawFirm

32. Questions

33. Thank You
Joshua Lenon
joshua@clio.com
@JoshuaLenon
Linkedin.com/in/joshualenon
1-888-858-2546