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Reclaim Your Time in 2023 with Clio’s Newest Features

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Reclaim Your Time in 2023 with Clio’s Newest Features

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The latest product releases and updates across Clio Manage, Clio Grow, and Lawyaw.

Clio strives to transform the legal experience for all, including saving you time so that you can have a work-life balance. 2023 is just around the corner so why not gear up for the new year by optimizing your firm to reclaim your time back!

In this session, you’ll learn about the top features and releases across Clio Manage, Clio Grow, and Lawyaw this year. You’ll hear from Clio product experts who will go over how you can reduce the top time wastes modern law firms face.

This webinar will cover the following areas and more:

Clio Manage: Texting messaging, tasks, user permissions, calendars, billing, account reconciliation, court rules and reports
Clio Grow: Pipeline, automated reminders and website builder
Lawyaw: Court forms, reusable templates and e-signatures

The latest product releases and updates across Clio Manage, Clio Grow, and Lawyaw.

Clio strives to transform the legal experience for all, including saving you time so that you can have a work-life balance. 2023 is just around the corner so why not gear up for the new year by optimizing your firm to reclaim your time back!

In this session, you’ll learn about the top features and releases across Clio Manage, Clio Grow, and Lawyaw this year. You’ll hear from Clio product experts who will go over how you can reduce the top time wastes modern law firms face.

This webinar will cover the following areas and more:

Clio Manage: Texting messaging, tasks, user permissions, calendars, billing, account reconciliation, court rules and reports
Clio Grow: Pipeline, automated reminders and website builder
Lawyaw: Court forms, reusable templates and e-signatures

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Reclaim Your Time in 2023 with Clio’s Newest Features

  1. 1. Reclaim Your Time in 2023 with Clio’s Newest Features
  2. 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. 3 Holiday Ice Breaker What’s one gift you’re secretly hoping to receive this year?
  4. 4. 4 Agenda ● Introduce our Speakers ● Feature updates: ○ Clio Grow ○ Clio Manage ○ Lawyaw ● Q/A
  5. 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. 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. 7 Marketing Intake Case Management Communications Billing Accounting Reporting Permissions Product Updates
  8. 8. Clio Grow Websites
  9. 9. 12 Marketing Intake Case Management Communications Billing Accounting Permissions Reporting Product Updates
  10. 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. 11. Clio Grow Intake Improvements
  12. 12. 22 Marketing Intake Case Management Communications Billing Accounting Permissions Reporting Product Updates
  13. 13. Court Rules
  14. 14. Court Rules: Recalculate Events
  15. 15. Court Rules: Prefix Events
  16. 16. Calendar: Bulk update task due dates
  17. 17. Lawyaw’s Document Automation
  18. 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. 19. 32
  20. 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. 21. 34
  22. 22. 35
  23. 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. 24. 37 Form Templates
  25. 25. 38 Duplicate Forms
  26. 26. 39 Manage to Lawyaw … and Back
  27. 27. 40 eSign - Upload Documents
  28. 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. 29. 42 Pronouns
  30. 30. 43 Pronouns
  31. 31. 44 Conditional Logic
  32. 32. 45 Conditional Logic
  33. 33. 46 Conditional Logic
  34. 34. 47 Marketing Intake Case Management Communications Billing Accounting Permissions Reporting Product Updates
  35. 35. Text Messaging
  36. 36. 49 79% of consumers are more likely to hire a lawyer who offers the option to communicate remotely.
  37. 37. 53 Marketing Intake Case Management Communications Billing Accounting Permissions Reporting Product Updates
  38. 38. Firms can collect up to 34% more revenue by optimizing their realization & collection rates.
  39. 39. Email address personalization
  40. 40. Bill sharing improvements
  41. 41. 62 Marketing Intake Case Management Communications Billing Accounting Permissions Reporting Product Updates
  42. 42. Trust reconciliation
  43. 43. Trust reconciliation
  44. 44. 66 Marketing Intake Case Management Communications Billing Accounting Permissions Reporting Product Updates
  45. 45. Activity Hour Visibility
  46. 46. 69 Marketing Intake Case Management Communications Billing Accounting Permissions Reporting Product Updates
  47. 47. Report Presets
  48. 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. 49. Clio Customer Exclusive End-Of-Year Offers
  50. 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. 51. Get 25% off your first 3 months when you sign up by December 31, 2022!
  52. 52. Join us: community.clio.com
  53. 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. 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. 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. 56. 80 Questions
  57. 57. Thank You

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