1.
Ad Astra Law Group
uses Clio to save time and
collect more money
AND Flatten the Curve (COVID-19)

2.
Agenda
● Introductions
● Ad Astra Law Group
○ Firm overview
○ Challenges
○ Solutions
○ Benefits + wins
● Demo: Billing + Payments in Clio
● Q & A

3.
Joshua Lenon
LAWYER IN RESIDENCE AT CLIO
Attorney admitted in New
York
@JoshuaLenon

4.
Katy Young,
Managing Partner,
Ad Astra Law Group, LLP

5.
Overview I Ad Astra Law
Practice Area ● Civil litigation
Number of Staff ● 11-50
Location ● San Francisco
Year Founded ● 2014
Client Demographic ● Mostly remote
Started Using Clio ● 2014
● Hourly onlyFee Types

6.
Challenges
(+ Flattening the Curve)

7.
Challenges
● Capturing information
○ Logging time + expenses while on the go or out of the office
○ Ensuring staff enter the right information, consistently
● Accessibility
○ Having access to information at all times
○ Keeping everything in one place

8.
Challenges
● Billing
○ Simplifying data entry + the review process
○ Generating bills in bulk
○ Delivering personalized + detailed bills at scale
○ Making changes to bills on the fly
● Getting paid
○ Collecting funds from clients
○ Getting paid quickly

9.
Challenges
● Responsive to clients needs
○ Never meets most clients--needs an easy way to manage their cases +
collect payment online
○ Flexible payment options to help financially challenged clients

10.
Challenges
● Remote clientele
○ Never meet most clients + need an easy way to manage
their Matters + collect payments online
● “Flattening the curve”
○ Helping our clients + keeping our business afloat among COVID-19

11.
Solution

12.
Everything goes through Clio
● Cases + Contacts
● Time + Expenses
● Mobile App

13.
Bulk billing + bill share process
A fine science:
3 hours=70 invoices!

14.
Bulk billing + bill share process
Step 2
Generate
bills + makes
small edits
for accuracy
Step 3
Gets
approval
from other
attorneys
as needed
Step 1
Filters bills
by billable
clients +
responsible
attorney
Step 5
Shares via
email
containing
invoice +
payment link
Step 4
Sends to
remote
office
manager in
Thailand,
who shares
with clients

15.
Collecting money with Clio Payments
● Payment link (email + payment
page)
● Payment plans
● Instant notifications (in-app + email)
● Accept funds into trust/evergreen
retainers

16.
Clio + QuickBooks Online

17.
“Clio is the mind meld + nervous
system that keeps our firm together
so we can help our clients--no matter
where in the world they are based.”

18.
Benefits + Wins

19.
Win #1: Flexible + Remote
Manage my practice from anywhere, at any time.
Enables us to flatten the curve (COVID-19) + keep our firm
afloat during these difficult times

20.
Win #2: Cost-efficient
Keeps admin expenses down
Not need to rely on third party services + associated costs

21.
Win #3: Responsive + Client Service
Highly agile, offering the ability to respond quickly to clients
Commands changes from Clio in front of client, which is
impressive for them

22.
“I like being able to go in and apply discounts, change the
hourly rate for something, and not bill for certain things,”
Katy says. “I might write ‘review 15 emails from client
expressing frustration about litigation process, 0.3 hours, no
charge.’
‘I’m trying to express some human compassion through
that time entry right there.”

23.
Win #4: Get paid more
Providing flexible options to help clients
and get paid
● Instant notifications
● Helps to collect more
● Don’t have to chase clients + spend more time
doing “fun stuff”

24.
Win #5: Quick, Easy + Clear
Fast, easy and reliable billing + payment process
○ Easy to show clients what they’re paying for
“Being extremely clear with bills makes clients more likely to pay.”

25.
“Each billing entry should be telling part of a story about
what we’re doing to help the client.”
“People are motivated to pay when they can see that what
we’ve done is super-accurate and we’re not milking
them.”

26.
Win #6: Getting paid on time
Clio Payments’ email notifications are a
daily highlight. I’m often dealing with
peoples’ worst problems. The best way
they can thank me is pay me on time!

27.
In Summary...
Clio has already been one of our most valuable and useful
software applications. It helps me generate accurate, easy-
to-read invoices and get paid on time, which has helped me
surpass my revenue goal for 2019. Now that COVID-19 has
us sheltering in place, Clio’s mobility has made for as
seamless a transition as possible. Smooth seas do not make
skillful sailors, but thanks to Clio, we are still in ship shape!

28.
Katy believes there’s no such thing as lost kindness—her
model is actually a big positive for her long-term business
growth.
It makes sense to build a strong reputation based on how
she chooses to help people.

29.
Clio’s billing + payments functionality

30.
Law Firm Maturity Model

31.
Poll #1: How mature is your
law firm's processes?
● I haven’t set up Clio Payments
● I accept online payments in LawPay
● I don’t have access to Clio Payments
● I don’t have Clio

32.
Enter Time Quickly

33.
Track Non-Billable Time

34.
Bill Generation in Bulk

35.
Share Bills Quickly

36.
Bulk Trust Management

37.
Outstanding Balances

38.
40%
of clients would never hire
a lawyer who didn’t take
credit cards
Clio Payments makes it
easy for legal consumers.

39.
Clio Payments gets customers paid
more, and faster with card payments
57%
of bills are paid in the same
day
85%
of bills are paid in the first
week

40.
Embeddable Payment Links

41.
Payment Plans

42.
Evergreen Trust Management

43.
Request Trust Deposits Online

44.
Poll #2
● Get a demo of Clio Manage today
● Get access to Clio Payments
● Book a personalized Clio Payments 1-1 training session

45.
More Information
● Book a personalize 1-1 training session on Clio Payments
● Read how to get started with Clio Payments
● 5 simple steps to collect money in Clio
● Collection calculator (See how much more you could collect with Clio Payments)

46.
Questions?