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Cloud Software: The Key to Staff
Success and Satisfaction
Applying Learnings From the Legal Trends Report at Your Firm
Housekeeping
● Session length: 60 minutes
● Use to engage with fellow meetup attendees
and select “everyone” in the dropdown
● Use to ask questions directly to panellists
● Please fill out the survey at the end of the session
● Slides & recording will be emailed tomorrow
3
Agenda
● Meet the Panelists
● Audience polls
● Key Insights from the Legal Trends Report
● Panelist Discussion
● Additional resources & offerings
● Q&A
4
Andrew Cardy
Research Writer
Clio
andrew.cardy@clio.com
Alay Yajnik
Business Coach
Law Firm Success Group
alay@yajnikgroup.com
Today’s Speakers
Angela Lennon
Partner
Koenig|Dunne
angelal@koenigdunne.com
Michaela Seidl
Certified Paralegal
Koenig|Dunne
michaelas@koenigdunne.com
5
How many hours per
week do you work on
average?
Has incorporating cloud
technology helped
create more a better
work life balance?
Working hours:
a. 30-40
b. 40-50
c. 50-60
d. 60+
Changes in work life balance:
a. Yes
b. No
c. My firm hasn’t introduced new
tech recently
Legal Trends
Findings
Key findings from the 2022 Legal Trends Report
- Lawyers are looking for better work-life balance when they change jobs
- We found a strong correlation between the use of cloud-based LPM software and better work-life balance
- Clients are open to working remotely with lawyers
- Flexible tools like cloud-based LPMS allow lawyers to choose how they work and collaborate most effectively with
colleagues and clients
8
Clio’s Offerings &
Additional Resources
Clio Manage
Legal practice management software
Our most popular product—the industryʼs leading solution
to help manage clients, organize cases, and automate tedious
tasks like getting paid and month-end billing.
Clio Grow
Client intake and legal CRM software
Standardize the client intake process with online intake
forms, email automation, and e-signatures to build strong
relationships, and get powerful data insights to grow your firm.
Lawyaw
Advanced document automation
New software for solo, small- and mid-sized legal practices that
streamline information gathering and document assembly with
programmable templates, built-in e-sign and other features.
Clio’s Offerings
Polls: Participate to win a $25 Starbucks card ☕
Poll 1: For Non-Clio Users
Would you like to learn more about:
a. Clio’s offerings
b. No, I’m not interested or already
use Clio
10
Poll 2: For Clio users
Would you like to learn more about:
a. Adding Clio Grow for client intake
b. Adding Clio Payments
c. No, I’m not interested or already
use Grow/Payments
Additional Resources
11
● Report: 2022 Legal Trends Report
● Clio User Webinar: Reclaim Your Time in 2023
with Clioʼs Newest Features
● CLE-Eligible Webinar: 2022 in Review:
What's Working for Your Firm and What Isn't
● CLE-Eligible Webinar: Legal Tech Roundup:
Tools and Services Your Firm Needs in 2023
12
Final
Questions
13
Thank You

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Cloud Software: The Key to Staff Success and Satisfaction

  • 1. Cloud Software: The Key to Staff Success and Satisfaction Applying Learnings From the Legal Trends Report at Your Firm
  • 2. Housekeeping ● Session length: 60 minutes ● Use to engage with fellow meetup attendees and select “everyone” in the dropdown ● Use to ask questions directly to panellists ● Please fill out the survey at the end of the session ● Slides & recording will be emailed tomorrow
  • 3. 3 Agenda ● Meet the Panelists ● Audience polls ● Key Insights from the Legal Trends Report ● Panelist Discussion ● Additional resources & offerings ● Q&A
  • 4. 4 Andrew Cardy Research Writer Clio andrew.cardy@clio.com Alay Yajnik Business Coach Law Firm Success Group alay@yajnikgroup.com Today’s Speakers Angela Lennon Partner Koenig|Dunne angelal@koenigdunne.com Michaela Seidl Certified Paralegal Koenig|Dunne michaelas@koenigdunne.com
  • 5. 5 How many hours per week do you work on average? Has incorporating cloud technology helped create more a better work life balance? Working hours: a. 30-40 b. 40-50 c. 50-60 d. 60+ Changes in work life balance: a. Yes b. No c. My firm hasn’t introduced new tech recently
  • 7. Key findings from the 2022 Legal Trends Report - Lawyers are looking for better work-life balance when they change jobs - We found a strong correlation between the use of cloud-based LPM software and better work-life balance - Clients are open to working remotely with lawyers - Flexible tools like cloud-based LPMS allow lawyers to choose how they work and collaborate most effectively with colleagues and clients
  • 9. Clio Manage Legal practice management software Our most popular product—the industryʼs leading solution to help manage clients, organize cases, and automate tedious tasks like getting paid and month-end billing. Clio Grow Client intake and legal CRM software Standardize the client intake process with online intake forms, email automation, and e-signatures to build strong relationships, and get powerful data insights to grow your firm. Lawyaw Advanced document automation New software for solo, small- and mid-sized legal practices that streamline information gathering and document assembly with programmable templates, built-in e-sign and other features. Clio’s Offerings
  • 10. Polls: Participate to win a $25 Starbucks card ☕ Poll 1: For Non-Clio Users Would you like to learn more about: a. Clio’s offerings b. No, I’m not interested or already use Clio 10 Poll 2: For Clio users Would you like to learn more about: a. Adding Clio Grow for client intake b. Adding Clio Payments c. No, I’m not interested or already use Grow/Payments
  • 11. Additional Resources 11 ● Report: 2022 Legal Trends Report ● Clio User Webinar: Reclaim Your Time in 2023 with Clioʼs Newest Features ● CLE-Eligible Webinar: 2022 in Review: What's Working for Your Firm and What Isn't ● CLE-Eligible Webinar: Legal Tech Roundup: Tools and Services Your Firm Needs in 2023