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

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