1.
Reclaim Your Time
in 2023 with Clio’s
Newest Features

2.
Housekeeping
● Session length: 60 minutes:
○ 45 minute presentation with 15 minute Q&A
● Recording & slides emailed tomorrow
● Use to engage with fellow webinar 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

3.
3
Holiday Ice Breaker What’s one gift you’re secretly
hoping to receive this year?

4.
4
Agenda
● Introduce our Speakers
● Feature updates:
○ Clio Grow
○ Clio Manage
○ Lawyaw
● Q/A

5.
5
AWARENESS CONSIDERATION DECISION CASE WORK RETENTION ADVOCACY
Intake
Lead
conversion
Case
begins
Case
resolution
Billing
Reviews
& NPS
ENGAGEMENT LETTER INVOICE PAYMENT
Referral
Marketing

6.
6
Today’s
Speakers
Claire Simpson
Senior Product Marketing
Manager
Liz Hudson
Senior Customer Marketing
Manager
Joe Kaczrowski
Manager, Legal Content
Meghan Archibald
Product Marketing Manager
Nisha Krithivasan
Product Marketing Manager

7.
7
Marketing
Intake
Case Management
Communications
Billing
Accounting
Reporting
Permissions
Product
Updates

8.
Clio Grow
Websites

9.
12
Marketing
Intake
Case Management
Communications
Billing
Accounting
Permissions
Reporting
Product
Updates

10.
13
If they don’t hear back
from you within 5 to 10
minutes, they’ll call
the next attorney.
Time is really of the
essence.
— Vernon Brownlee | Law Office of Vernon
Brownlee

11.
Clio Grow Intake
Improvements

12.
22
Marketing
Intake
Case Management
Communications
Billing
Accounting
Permissions
Reporting
Product
Updates

13.
Court Rules

14.
Court Rules: Recalculate Events

15.
Court Rules: Prefix Events

16.
Calendar: Bulk update task due dates

17.
Lawyaw’s
Document
Automation

18.
31
Cut your routine legal drafting by 80% with auto-filling
court forms and converting your Microsoft Word-based
documents into easy-to-populate online templates.
Lawyaw

19.
32

20.
33
Lawyaw saves me from having
to hire staff. On a weekly basis
I’m probably saving 4-5 hours
(of attorney time) so we are not
searching around trying to find
the right form. It saves us 16-20
hours a month.”
— Christy Granieri | Founding Partner, Freeburg & Granieri APC
With Lawyaw, we can input the
basic data in 10-15 minutes and
then focus on fine-tuning the
legal arguments.”
— Cleve Hill | Hill & Watchko, Alpharetta

21.
34

22.
35

23.
36
● Save time and avoid errors
● Access up-to-date libraries of thousands
of official forms
● Re-use client and matter information
○ Enter information once
○ Save regularly used form sets
○ Combine with Word Templates
Court Forms
(Available in all 50 States)

24.
37
Form Templates

25.
38
Duplicate Forms

26.
39
Manage to Lawyaw …
and Back

27.
40
eSign - Upload Documents

28.
41
● vs Court Forms
○ Content is not editable
○ No formatting or styles
○ Limited iterations of roles
○ No conditional logic
● vs Clio Manage templates
○ No conditional logic
○ No sets
○ No ability to edit or add data
○ Limited formatting of fields
MS Word Templates

29.
42
Pronouns

30.
43
Pronouns

31.
44
Conditional Logic

32.
45
Conditional Logic

33.
46
Conditional Logic

34.
47
Marketing
Intake
Case Management
Communications
Billing
Accounting
Permissions
Reporting
Product
Updates

35.
Text Messaging

36.
49
79%
of consumers are more likely to hire a lawyer who
offers the option to communicate remotely.

37.
53
Marketing
Intake
Case Management
Communications
Billing
Accounting
Permissions
Reporting
Product
Updates

38.
Firms can collect up to 34% more revenue by
optimizing their realization & collection rates.

39.
Email address
personalization

40.
Bill sharing
improvements

41.
62
Marketing
Intake
Case Management
Communications
Billing
Accounting
Permissions
Reporting
Product
Updates

42.
Trust reconciliation

43.
Trust reconciliation

44.
66
Marketing
Intake
Case Management
Communications
Billing
Accounting
Permissions
Reporting
Product
Updates

45.
Activity Hour Visibility

46.
69
Marketing
Intake
Case Management
Communications
Billing
Accounting
Permissions
Reporting
Product
Updates

47.
Report Presets

48.
Clio Grow
Organize your client intake
Scale your business by adding Clio Grow to improve and automate your client intake
with online forms, online appointment bookings, automated emails follow-ups, and
more.
Lawyaw
Advanced document automation
New software for solo, small- and mid-sized legal practices that can help streamline
information gathering and document assembly, along with built-in e-sign and other
features.
Clio Payments
Clio Manageʼs new online payments platform makes it easy for your clients to pay online
using a credit card, debit card, or eCheck—without the need for a third-party payment
processor.
Visit clio.com/grow
or clio.com/lawyaw to learn more.
Clio’s Offerings

49.
Clio Customer Exclusive
End-Of-Year Offers

50.
Get set up for $1 (Regular $399).*
Clio Product experts will:
● Strategize the best way to set up your client
intake process
● Give you and your firm 1:1 coaching
● Build your online intake forms and document
templates to get you up and running fast
Offer expires December 31, 2022.
*Terms and conditions apply

51.
Get 25% off your
first 3 months when you
sign up by December 31, 2022!

52.
Join us: community.clio.com

53.
77
Poll Question
Would you like to learn more
about:
a. Adding Clio Grow to streamline client
intake
b. Adding Lawyaw for cloud-based
document collaboration and generation
c. Adding Clio Payments
d. No, Iʼm not interested or I already use
Clio Grow/Clio Payments/Lawyaw

54.
What kind of
webinars would you
like to see in 2023?
a. How other customers use Clioʼs
products
b. Product updates and feature
releases
c. Customer networking meetups
d. Other - share in the chat!

55.
Additional Resources
79
● CLE-eligible webinar: How to Refine Your Law Firm Business Model
● CLE-eligible webinar: Legal Tech Roundup: Tools and Services Your
Firm Needs in 2023

56.
80
Questions

57.
Thank You