Learn how cloud software increases employee satisfaction and reduces turnover at firms.

1. Cloud Software: The Key to Staff
Success and Satisfaction
Applying Learnings From the Legal Trends Report at Your Firm

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
● Slides & recording will be emailed tomorrow

3. 3
Agenda
● Meet the Panelists
● Audience polls
● Key Insights from the Legal Trends Report
● Panelist Discussion
● Additional resources & offerings
● Q&A

4. 4
Andrew Cardy
Research Writer
Clio
andrew.cardy@clio.com
Alay Yajnik
Business Coach
Law Firm Success Group
alay@yajnikgroup.com
Today’s Speakers
Angela Lennon
Partner
Koenig|Dunne
angelal@koenigdunne.com
Michaela Seidl
Certified Paralegal
Koenig|Dunne
michaelas@koenigdunne.com

5. 5
How many hours per
week do you work on
average?
Has incorporating cloud
technology helped
create more a better
work life balance?
Working hours:
a. 30-40
b. 40-50
c. 50-60
d. 60+
Changes in work life balance:
a. Yes
b. No
c. My firm hasn’t introduced new
tech recently

6. Legal Trends
Findings

7. Key findings from the 2022 Legal Trends Report
- Lawyers are looking for better work-life balance when they change jobs
- We found a strong correlation between the use of cloud-based LPM software and better work-life balance
- Clients are open to working remotely with lawyers
- Flexible tools like cloud-based LPMS allow lawyers to choose how they work and collaborate most effectively with
colleagues and clients

8. 8
Clio’s Offerings &
Additional Resources

9. Clio Manage
Legal practice management software
Our most popular product—the industryʼs leading solution
to help manage clients, organize cases, and automate tedious
tasks like getting paid 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.
Lawyaw
Advanced document automation
New software for solo, small- and mid-sized legal practices that
streamline information gathering and document assembly with
programmable templates, built-in e-sign and other features.
Clio’s Offerings

10. Polls: Participate to win a $25 Starbucks card ☕
Poll 1: For Non-Clio Users
Would you like to learn more about:
a. Clio’s offerings
b. No, I’m not interested or already
use Clio
10
Poll 2: For Clio users
Would you like to learn more about:
a. Adding Clio Grow for client intake
b. Adding Clio Payments
c. No, I’m not interested or already
use Grow/Payments

11. Additional Resources
11
● Report: 2022 Legal Trends Report
● Clio User Webinar: Reclaim Your Time in 2023
with Clioʼs Newest Features
● CLE-Eligible Webinar: 2022 in Review:
What's Working for Your Firm and What Isn't
● CLE-Eligible Webinar: Legal Tech Roundup:
Tools and Services Your Firm Needs in 2023

12. 12
Final
Questions

13. 13
Thank You