Reclaim Your Time in 2023 with Clio’s Newest Features

Reclaim Your Time in 2023 with Clio’s Newest Features

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  Reclaim Your Time in2023 with Clio’s Newest Features
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  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
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  3 Holiday Ice BreakerWhat’s one gift you’re secretly hoping to receive this year?
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  4 Agenda ● Introduce ourSpeakers ● Feature updates: ○ Clio Grow ○ Clio Manage ○ Lawyaw ● Q/A
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  5 AWARENESS CONSIDERATION DECISIONCASE WORK RETENTION ADVOCACY Intake Lead conversion Case begins Case resolution Billing Reviews & NPS ENGAGEMENT LETTER INVOICE PAYMENT Referral Marketing
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  6 Today’s Speakers Claire Simpson Senior ProductMarketing Manager Liz Hudson Senior Customer Marketing Manager Joe Kaczrowski Manager, Legal Content Meghan Archibald Product Marketing Manager Nisha Krithivasan Product Marketing Manager
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  7 Marketing Intake Case Management Communications Billing Accounting Reporting Permissions Product Updates
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  Clio Grow Websites
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  12 Marketing Intake Case Management Communications Billing Accounting Permissions Reporting Product Updates
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  13 If they don’thear 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
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  Clio Grow Intake Improvements
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  22 Marketing Intake Case Management Communications Billing Accounting Permissions Reporting Product Updates
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  Court Rules
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  Court Rules: RecalculateEvents
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  Court Rules: PrefixEvents
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  Calendar: Bulk updatetask due dates
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  Lawyaw’s Document Automation
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  31 Cut your routinelegal drafting by 80% with auto-filling court forms and converting your Microsoft Word-based documents into easy-to-populate online templates. Lawyaw
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  33 Lawyaw saves mefrom 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
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  36 ● Save timeand 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)
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  37 Form Templates
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  38 Duplicate Forms
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  39 Manage to Lawyaw… and Back
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  40 eSign - UploadDocuments
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  41 ● vs CourtForms ○ 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
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  42 Pronouns
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  43 Pronouns
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  44 Conditional Logic
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  45 Conditional Logic
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  46 Conditional Logic
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  47 Marketing Intake Case Management Communications Billing Accounting Permissions Reporting Product Updates
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  Text Messaging
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  49 79% of consumers aremore likely to hire a lawyer who offers the option to communicate remotely.
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  53 Marketing Intake Case Management Communications Billing Accounting Permissions Reporting Product Updates
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  Firms can collectup to 34% more revenue by optimizing their realization & collection rates.
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  Email address personalization
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  Bill sharing improvements
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  62 Marketing Intake Case Management Communications Billing Accounting Permissions Reporting Product Updates
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  Trust reconciliation
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  Trust reconciliation
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  66 Marketing Intake Case Management Communications Billing Accounting Permissions Reporting Product Updates
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  Activity Hour Visibility
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  69 Marketing Intake Case Management Communications Billing Accounting Permissions Reporting Product Updates
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  Report Presets
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  Clio Grow Organize yourclient 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
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  Clio Customer Exclusive End-Of-YearOffers
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  Get set upfor $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
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  Get 25% offyour first 3 months when you sign up by December 31, 2022!
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  Join us: community.clio.com
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  77 Poll Question Would youlike 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
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  What kind of webinarswould 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!
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  Additional Resources 79 ● CLE-eligiblewebinar: How to Refine Your Law Firm Business Model ● CLE-eligible webinar: Legal Tech Roundup: Tools and Services Your Firm Needs in 2023
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  80 Questions
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  Thank You