The cloud has become the norm—but there’s still unrealized potential Whether you’re using the cloud to store your firm’s data online, connect with clients virtually, manage cases from anywhere, or anything else—you’re not alone. In recent years the use of cloud technology at law firms has shifted from an inevitable future to a modern-day norm. What many don’t realize though is that most firms are only just scratching the surface when it comes to achieving the full potential of cloud technology. Join this session with Joshua Lenon, Clio’s Lawyer in Residence, to find out how to securely and efficiently utilize the cloud at your firm. In this free CLE-eligible webinar, you’ll learn: How to manage cloud technology spending at your firm Best practices for increasing firm security on the cloud How to create better interconnectivity with your cloud apps https://www.clio.com/events/webinar-get-more-from-cloud-tech/

1. How to Get More Out
of Cloud Technology
at Your Law Firm
Use today’s cloud technologies to run your law firm effectively
December 07, 2021
Joshua Lenon - Lawyer in Residence

2. Lawyer in Residence
6
Joshua Lenon
TODAY’S SPEAKER
● Attorney admitted into New York
● Certified Privacy Professional
● @JoshuaLenon

3. 7
Agenda
1. Legal services are cloud services
2. Cloud’s biggest concerns
a. Security
b. Spending
3. Next level cloud engineering
4. Questions

4. NIST Cloud
Definition
“Cloud computing is a model
for enabling ubiquitous,
convenient, on-demand
network access to a shared
pool of configurable
computing resources (e.g.,
networks, servers, storage,
applications, and services)
that can be rapidly
provisioned and released
with minimal management
effort or service provider
interaction”

5. 5 Essential
Characteristics
• On-demand
self-service
• Broad network
access
• Resource
pooling
• Rapid
elasticity
• Measured
service
3 Service Models
• Public
• Private
• Community
• Hybrid
• Infrastructure
as a Service
(IaaS)
Software as a
Service
(SaaS)
• Platform as a
Service
(PaaS)
4 Deployment
Models

6. Legal services are
cloud services

8. 12
2020 was the year law firms
moved to the cloud

9. 13
85%
were using some form of software to
manage their law firms

10. 14
83%
were meeting clients virtually

11. 15
73%
accepted online payments

12. 16
62%
supported electronic documents and e-
signatures

13. 17
79%
were storing firm data in the cloud

15. Growing versus shrinking law firms

26. 2021 is the year clients embraced the cloud

27. 31
CLE Participation Poll
*Required for CLE Credit
You must click “Yes” to verify
your attendance during this
program for CLE purposes

28. Cloud’s biggest
concerns

29. 33
Managing cost is the biggest
issue in cloud usage
When asked about the most important initiatives
in their organizations pertaining to public cloud
adoption, 30% of all respondents said “managing
cost.” Further concerns were:
● modernizing applications (19%)
● performance optimization (13%)
● cloud migration itself (11%).

30. Cloud usage over time

33. Cloud usage by category

34. Total cloud services

35. 39
21%
Of all files in the cloud contain sensitive data

36. Types of sensitive data in the cloud

37. Cloud threats by category

39. Lawyers are
not taking
necessary
security
precautions.

41. Annual
Cloud
Review
On an annual
basis, take these
steps to get the
most out of your
cloud services
Review
spending
Renew useful
services
Relearn
functions
Revise
workflows
Reinforce
security

42. What services are we buying?
● Review past 12 months
credit card statements for
purchases
○ Annual and monthly payments
● Compare prices to licenses
and features
● Look for personal versus
team accounts
● Are the charges going to the
right place?
Look for discounts and
reductions
● Is there a discount for
annual versus monthly?
● Do we have extra licenses
not being used?
● Is there a bundled discount
that might apply to two
different applications?
Review Cloud Spending

43. Note renewal dates
● Plan for renewal date
charges
● Change billing frequency
Expand purchases
● Upgrade to get additional
features
● Add additional cloud
services that complement
your current workflows
Renew useful services

44. Review the past year’s updates
to your cloud software
● Learn new features
● Adopt new improvements to
older features
Adopt further reach
● Install or update mobile
apps
● Train on client-facing tools
● Communicate with clients
about new tools they can
use
Relearn functions

45. Remove data silos
● Look for connections
between cloud services
● Start syncing data between
services
Automate administration work
● Create automated
workflows to remove errors
and lost time
● Template new approaches
to communications and
production
Revise workflows

46. Review data security policies
● Review your internal data
security policies.
● Look for changes in your
cloud software terms of
service, privacy policy, and
subprocessor lists
● Learn new privacy
regulations for your
geography, your client’s
location, and your practice
area
● Review/renew cybersecurity
insurance
Implement newer security
features
● Require Multi-Factor
Authentication (MFA)
● Require the use of a
business password manager
● Test backups for
completeness and ease
Reinforce security
Train on newer security
● Train staff on new security
policies and tools
● Document training

47. Next level cloud
engineering

48. Plan on your law firm being cloud-first
across all operations.

49. Legal IT’s new cloud philosophy
● Cloud with every upgrade is 41%
● Mostly in the cloud is up to 24%
● Not yet comfortable with cloud is down to 7%

51. Phones
Traditional phone sets
falling by 15%, with
softphone usage rising
Collaboration Tools
20% of Firms are
reporting more than
40% of their
communications are
now occurring using
collaboration tools
(e.g. Slack, Microsoft
Teams, Zoom).
20% of Firms are
reporting more than
40% of their
communications are
now occurring using
collaboration tools
(e.g. Slack, Microsoft
Teams, Zoom).
Training

52. Phones Collaboration Tools Training

53. Centralize user management

54. Look for services that allow for single sign-ons

55. 59
Additional Resources
and Questions

56. Clio Manage
Legal practice management software
Our most popular product—the industry’s leading solution
to help manage clients, organize cases, and automate
tedious tasks 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.
The Clio Suite
Legal practice management, client intake and CRM software.
Get unmatched performance with Clio Suite, the industry’s
only end-to-end software solution for your firm. Visit clio.com/pricing to learn more.
Clio’s Offerings

57. Polls for Non-Clio and Clio Customers
Poll 1: For Non-Clio Customers
Would you like to learn more about Clio?
a. Yes, I would like to learn more
about Clio’s Suite of products
b. No, I’m not interested
c. No, I’m already a Clio Customer
61
Poll 2: For Clio Customers
Would you like to learn more about:
a. Adding Clio Grow to
streamline client intake
b. Adding Clio Payments
c. No, I’m not interested
or I already use Clio Grow

58. Upcoming Webinars
62
● [CLE-Eligible Webinar] How to Build a Modern Law Firm, Jan. 11
● 2022 Clio Cloud Conference: October 10-11 | Hybrid. Save $600 on your
pass if you get your pass by December 9, 2021
● All Upcoming Webinars & Content:
Clio.com Resources Page

59. 63
Questions

60. Thank You

61. 65
CONTACT INFORMATION
Linkedin.com/in/joshualenon
@JoshuaLenon
joshua.lenon@clio.com
888-858-2546
www.clio.com
Joshua Lenon
Lawyer in Residence