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Building Out Your Law Firm Tool Box
Building a Successful Law Firm: Session 10
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
3
Agenda
● Meet the panel
● Considerations for tools
● Tools you need and why
● Clio’s offerings & polls
● Helpful resources
● Additional Q&A
4
Nicole Sproule
Affinity Partnerships Manager, Clio
nicole.sproule@clio.com
Today’s Speakers
Christy Granieri
Founding Partner,
Freeburg & Granieri, APC
christy@fgfirm.law
Kathi Tirelli
Attorney, Kathi Tirelli Law
kt@ktirellilaw.com
Erin Pickar
President & COO, Uptime Legal Systems
erin.pickar@uptimelegal.com
Considerations
Seeing the Forest through the Trees
○ Ask:
■ What you are solving for
■ What are your deal breakers
● Review workflow and deal breakers with (other) key roles
■ Does new tool integrate with existing tools (efficiency) or would there be duplicate
entry
○ Keep security in mind
■ Is MFA (multi-factor authentication) offered
■ How is data backed up
○ How do you want to access the tool: a web browser, in a hosted server environment, hosted
on a server you own and manage
○ Sustainability and support of the tool
○ How can you get your data out if you decide to change tools
Communication
Communication
○ What are we solving | Why you need it
■ Basic day-to-day communication (phone, email, chat) with clients,
colleagues, and other related parties
■ Communicating assignments to staff
○ Considerations
■ Visibility for whole firm into client communication
■ Integration with calendar
■ How to maintain good communication while working remotely
Types of Communication Tools
How do you communicate with clients, with staff, with other third parties?
Tool/App Email Chat/IM Phone Meeting / Video
Outlook ✓
Teams ✓ ✓ ✓ ✓
Slack ✓ ✓ (internally) ✓ (internally)
Ring Central ✓
Zoom ✓
Communication
○ Christyʼs picks
■ Outlook
■ Teams
■ Nextiva
○ Kathiʼs picks
■ Zoom
■ WhatsApp
○ Additional tools:
■ Ruby (external comm)
Workflow
Management
Workflow Management
○ What is it
■ A centralized tool to manage your firmʼs assign, manage and prioritize
tasks and day-to-day workflow
○ What are we solving | Why you need it
■ Managing day-to-day tasks and priorities
■ Assigning work, handing tasks off
○ Considerations
■ Automation
■ Building proper process into the tool (enforces consistency)
■ Efficiency & Time Tracking
Workflow Management
○ Christyʼs picks and why
■ Clio Tasks
○ Kathiʼs picks and why
■ Clio Grow and Manage
○ Additional tools:
■ Asana
■ Trello
Practice
Management
Practice Management
○ What it is
■ Workflow management specifically geared toward law firms
■ Help track and manages client and matter relationships and details,
contacts, calendaring, tasks, time tracking, billing, and more
○ What are we solving | Why you need it
■ Workflow management thatʼs out-of-the box ready for a law firmʼs
workflow
○ Considerations
■ Web-based, hosted software, on-premise
■ All-in-one solution or just contact and task management
Practice Management
○ Christyʼs picks
■ Clio Manage
○ Kathiʼs picks
■ Clio Manage
○ Additional tools:
■ TimeMatters
■ ProLaw
Document
Management
Document Management
○ What it is
■ Document storage with features to track version history,
check-in/check-out features, robust document searching and filtering
○ Why you need it
■ Centralized location for firm documents (versus living in each userʼs
email or desktop)
■ Structure and organization
○ Considerations
■ What features do you need: Document numbering, version history,
document tagging, Email management, OCR, robust searching, client
portal
Document Management
○ Christyʼs picks
■ Sharepoint
■ Dropbox
○ Kathiʼs picks
■ Clio Manage
○ Additional tools:
■ LexWorkplace
Billing & Time
Tracking
Billing & Time Tracking
○ What it is
■ Tool and add-ins (such as Word or Outlook add-in) that assist in capturing time
spent on tasks.
■ These time entries then feed into an invoicing system to bill your clients
○ Why you need it
■ The easier it is to track your time, the more automated it can be, the more time
youʼll be able to capture and bill for. aka More Money
○ Christyʼs picks
■ Clio Manage
■ Clio Payments
○ Kathiʼs picks
■ Clio Manage
■ LawPay
Intake CRM
Intake CRM
○ What it is
■ Process and tools to manage client intake tasks such conflict-check
○ Why you need it
■ Efficiency and consistency
○ Christyʼs picks
■ Clio Grow
■ Dropbox
○ Kathiʼs picks
■ Clio Grow
○ Additional tools:
■ TimeMatters
Security & Data
Security Considerations
Convenience Security
○ Security and convenience are at opposite ends of the spectrum.
○ Know your compliance obligations - based on your insurance carrier, your client
agreements, FNRA , HIPAA, and more
○ Security is a combination of ongoing awareness and training, and tools to backup
your data and protect your computers
○ Terms to know
■ Ransomware
■ Phishing
■ Antivirus
■ Malware / malware protection
■ MFA / TFA (two-factor or multi-factor authentication)
Security Considerations
○ Christyʼs picks
■ LastPass
○ Other options:
■ Uptime Practice Next
■ Remember - itʼs less about additional tools and more about ensuring the
tools you are using are focused on security
More Key Tech for
Running a Firm
Our picks
○ Kathiʼs picks
■ Adobe Acrobat Pro DC
○ Christyʼs picks
■ Lawyaw
■ LegalMation
■ Adobe Pro DC
■ Westlaw
■ Quickbooks Online
An all-in-one solution for
legal practice management
and accounting
Eliminate manual work
and focus on your clients.
● Automatically sync transactions and stay on top of your firmʼs
financials.
● Make trust accounting easier and less intimidating with journal
entries and reports compliant with your bar association.
● Get more work done outside of the office with two cloud-based
tools. Work on the go and keep your records up to date.
Clio is a QuickBooks
Solution Provider
Get a 30% monthly discount off your QBO
subscription for your first 12 months.
Learn more about the QuickBooks Online
integration at Clio.com/Quickbooks
More tools
○ The basics (ex. Internet, laptop, monitor, headphones, webcam, portable printer/scanner, e-filing, VPN, company
website w/ contact form)
○ Email (ex. Gmail, Office 365)
○ Internal communication software (ex. Email, Slack, Microsoft Teams)
○ Video conferencing software (ex. Zoom, GoToMeeting, Google Hangouts)
○ VoIP phone provider (ex. Vonage, Corvum, Nextiva, Jive)
○ Virtual receptionist services (ex. Ruby Receptionist, Smith.ai, Answer1, and others)
○ Document management & E-Signatures, cloud-based (ex. Lawyaw Netdocs, WealthCounsel, DropBox, Docusign,
HelloSign)
○ Case management software, cloud-based (ex. Clio Manage)
○ CRM & client Intake software, cloud-based (ex. Clio Grow)
○ Secure client portal (ex. Clio Connect in Clio Manage)
○ Online payment services (ex. Clio Payments)
○ Accounting software (ex. Quickbooks, Xero)
○ Legal research software (ex. Fastcase, Practical Law, Westlaw)
○ Marketing (JurisPage)
31
Clio’s Offerings &
Additional Resources
Clio EasyStart
Track your time and get paid
Everything you need to track your time, bill your clients, and get paid—plus some extras!
Clio Essentials
Optimize firm operations
Includes critical law practice management tools that allow you to work smarter, customize
how your firm gets organized, and communicate with clients and co-counsel.
Clio Advance
Scale your impact
Introduces unlimited access to new productivity tools and more business and financial
oversight. Priority on-call support ensures you get the most out of Clio.
Clio Complete
Grow your business
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
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.
Visit clio.com/pricing to learn more.
Clio’s Offerings
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.
Clio Drive
Securely create, access, edit, store, and collaborate on
documents without ever leaving your desktop.
Clio for Clients
Clio for Clients, Clioʼs new secure client portal allows you to
streamline communication with your clients.
Text Notifications and Reminders
Use text notifications and reminders to avoid the costly
no-shows and unnecessary administrative overhead that comes
with organizing client meetings.
Visit clio.com/features/whats-new to learn more.
What’s New In Clio
Polls for Non-Clio and Clio Customers
Poll 1: For Non-Clio Users
Would you like to learn more about Clio?
a. Yes, I would like to learn more
about Clioʼs products
b. Clio Cloud Conference
c. No, Iʼm not interested
d. No, Iʼm already a Clio Customer
34
Poll 2: For Clio Users
Would you like to learn more about:
a. Adding Clio Grow to streamline
client intake
b. Adding Clio Payments
c. Clio Cloud Conference
d. No, Iʼm not interested or I already
use Clio Grow/Payments
Additional Resources
35
● Guide: Top Tech Tools for Lawyers in 2022
● CLE-eligible webinar: Cultural Competence for Law Firms, June 7
● Meetup Series: The Legal Marketing Masterclass Series, June - August
● LexWorkplace: Document & Email Management with Clio integration
● Clio Cloud Conference October 10-11, 2022: Get your pass
36
Additional
Questions
37
Thank You

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Building Out Your Law Firm Tool Box

  • 1. Building Out Your Law Firm Tool Box Building a Successful Law Firm: Session 10
  • 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
  • 3. 3 Agenda ● Meet the panel ● Considerations for tools ● Tools you need and why ● Clio’s offerings & polls ● Helpful resources ● Additional Q&A
  • 4. 4 Nicole Sproule Affinity Partnerships Manager, Clio nicole.sproule@clio.com Today’s Speakers Christy Granieri Founding Partner, Freeburg & Granieri, APC christy@fgfirm.law Kathi Tirelli Attorney, Kathi Tirelli Law kt@ktirellilaw.com Erin Pickar President & COO, Uptime Legal Systems erin.pickar@uptimelegal.com
  • 6. Seeing the Forest through the Trees ○ Ask: ■ What you are solving for ■ What are your deal breakers ● Review workflow and deal breakers with (other) key roles ■ Does new tool integrate with existing tools (efficiency) or would there be duplicate entry ○ Keep security in mind ■ Is MFA (multi-factor authentication) offered ■ How is data backed up ○ How do you want to access the tool: a web browser, in a hosted server environment, hosted on a server you own and manage ○ Sustainability and support of the tool ○ How can you get your data out if you decide to change tools
  • 8. Communication ○ What are we solving | Why you need it ■ Basic day-to-day communication (phone, email, chat) with clients, colleagues, and other related parties ■ Communicating assignments to staff ○ Considerations ■ Visibility for whole firm into client communication ■ Integration with calendar ■ How to maintain good communication while working remotely
  • 9. Types of Communication Tools How do you communicate with clients, with staff, with other third parties? Tool/App Email Chat/IM Phone Meeting / Video Outlook ✓ Teams ✓ ✓ ✓ ✓ Slack ✓ ✓ (internally) ✓ (internally) Ring Central ✓ Zoom ✓
  • 10. Communication ○ Christyʼs picks ■ Outlook ■ Teams ■ Nextiva ○ Kathiʼs picks ■ Zoom ■ WhatsApp ○ Additional tools: ■ Ruby (external comm)
  • 12. Workflow Management ○ What is it ■ A centralized tool to manage your firmʼs assign, manage and prioritize tasks and day-to-day workflow ○ What are we solving | Why you need it ■ Managing day-to-day tasks and priorities ■ Assigning work, handing tasks off ○ Considerations ■ Automation ■ Building proper process into the tool (enforces consistency) ■ Efficiency & Time Tracking
  • 13. Workflow Management ○ Christyʼs picks and why ■ Clio Tasks ○ Kathiʼs picks and why ■ Clio Grow and Manage ○ Additional tools: ■ Asana ■ Trello
  • 15. Practice Management ○ What it is ■ Workflow management specifically geared toward law firms ■ Help track and manages client and matter relationships and details, contacts, calendaring, tasks, time tracking, billing, and more ○ What are we solving | Why you need it ■ Workflow management thatʼs out-of-the box ready for a law firmʼs workflow ○ Considerations ■ Web-based, hosted software, on-premise ■ All-in-one solution or just contact and task management
  • 16. Practice Management ○ Christyʼs picks ■ Clio Manage ○ Kathiʼs picks ■ Clio Manage ○ Additional tools: ■ TimeMatters ■ ProLaw
  • 18. Document Management ○ What it is ■ Document storage with features to track version history, check-in/check-out features, robust document searching and filtering ○ Why you need it ■ Centralized location for firm documents (versus living in each userʼs email or desktop) ■ Structure and organization ○ Considerations ■ What features do you need: Document numbering, version history, document tagging, Email management, OCR, robust searching, client portal
  • 19. Document Management ○ Christyʼs picks ■ Sharepoint ■ Dropbox ○ Kathiʼs picks ■ Clio Manage ○ Additional tools: ■ LexWorkplace
  • 21. Billing & Time Tracking ○ What it is ■ Tool and add-ins (such as Word or Outlook add-in) that assist in capturing time spent on tasks. ■ These time entries then feed into an invoicing system to bill your clients ○ Why you need it ■ The easier it is to track your time, the more automated it can be, the more time youʼll be able to capture and bill for. aka More Money ○ Christyʼs picks ■ Clio Manage ■ Clio Payments ○ Kathiʼs picks ■ Clio Manage ■ LawPay
  • 23. Intake CRM ○ What it is ■ Process and tools to manage client intake tasks such conflict-check ○ Why you need it ■ Efficiency and consistency ○ Christyʼs picks ■ Clio Grow ■ Dropbox ○ Kathiʼs picks ■ Clio Grow ○ Additional tools: ■ TimeMatters
  • 25. Security Considerations Convenience Security ○ Security and convenience are at opposite ends of the spectrum. ○ Know your compliance obligations - based on your insurance carrier, your client agreements, FNRA , HIPAA, and more ○ Security is a combination of ongoing awareness and training, and tools to backup your data and protect your computers ○ Terms to know ■ Ransomware ■ Phishing ■ Antivirus ■ Malware / malware protection ■ MFA / TFA (two-factor or multi-factor authentication)
  • 26. Security Considerations ○ Christyʼs picks ■ LastPass ○ Other options: ■ Uptime Practice Next ■ Remember - itʼs less about additional tools and more about ensuring the tools you are using are focused on security
  • 27. More Key Tech for Running a Firm
  • 28. Our picks ○ Kathiʼs picks ■ Adobe Acrobat Pro DC ○ Christyʼs picks ■ Lawyaw ■ LegalMation ■ Adobe Pro DC ■ Westlaw ■ Quickbooks Online
  • 29. An all-in-one solution for legal practice management and accounting Eliminate manual work and focus on your clients. ● Automatically sync transactions and stay on top of your firmʼs financials. ● Make trust accounting easier and less intimidating with journal entries and reports compliant with your bar association. ● Get more work done outside of the office with two cloud-based tools. Work on the go and keep your records up to date. Clio is a QuickBooks Solution Provider Get a 30% monthly discount off your QBO subscription for your first 12 months. Learn more about the QuickBooks Online integration at Clio.com/Quickbooks
  • 30. More tools ○ The basics (ex. Internet, laptop, monitor, headphones, webcam, portable printer/scanner, e-filing, VPN, company website w/ contact form) ○ Email (ex. Gmail, Office 365) ○ Internal communication software (ex. Email, Slack, Microsoft Teams) ○ Video conferencing software (ex. Zoom, GoToMeeting, Google Hangouts) ○ VoIP phone provider (ex. Vonage, Corvum, Nextiva, Jive) ○ Virtual receptionist services (ex. Ruby Receptionist, Smith.ai, Answer1, and others) ○ Document management & E-Signatures, cloud-based (ex. Lawyaw Netdocs, WealthCounsel, DropBox, Docusign, HelloSign) ○ Case management software, cloud-based (ex. Clio Manage) ○ CRM & client Intake software, cloud-based (ex. Clio Grow) ○ Secure client portal (ex. Clio Connect in Clio Manage) ○ Online payment services (ex. Clio Payments) ○ Accounting software (ex. Quickbooks, Xero) ○ Legal research software (ex. Fastcase, Practical Law, Westlaw) ○ Marketing (JurisPage)
  • 32. Clio EasyStart Track your time and get paid Everything you need to track your time, bill your clients, and get paid—plus some extras! Clio Essentials Optimize firm operations Includes critical law practice management tools that allow you to work smarter, customize how your firm gets organized, and communicate with clients and co-counsel. Clio Advance Scale your impact Introduces unlimited access to new productivity tools and more business and financial oversight. Priority on-call support ensures you get the most out of Clio. Clio Complete Grow your business 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 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. Visit clio.com/pricing to learn more. Clio’s Offerings
  • 33. 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. Clio Drive Securely create, access, edit, store, and collaborate on documents without ever leaving your desktop. Clio for Clients Clio for Clients, Clioʼs new secure client portal allows you to streamline communication with your clients. Text Notifications and Reminders Use text notifications and reminders to avoid the costly no-shows and unnecessary administrative overhead that comes with organizing client meetings. Visit clio.com/features/whats-new to learn more. What’s New In Clio
  • 34. Polls for Non-Clio and Clio Customers Poll 1: For Non-Clio Users Would you like to learn more about Clio? a. Yes, I would like to learn more about Clioʼs products b. Clio Cloud Conference c. No, Iʼm not interested d. No, Iʼm already a Clio Customer 34 Poll 2: For Clio Users Would you like to learn more about: a. Adding Clio Grow to streamline client intake b. Adding Clio Payments c. Clio Cloud Conference d. No, Iʼm not interested or I already use Clio Grow/Payments
  • 35. Additional Resources 35 ● Guide: Top Tech Tools for Lawyers in 2022 ● CLE-eligible webinar: Cultural Competence for Law Firms, June 7 ● Meetup Series: The Legal Marketing Masterclass Series, June - August ● LexWorkplace: Document & Email Management with Clio integration ● Clio Cloud Conference October 10-11, 2022: Get your pass