Since 2012, Twenty-one states have adopted rules that require technical competency among lawyers. What does this mean? Lawyers are required to not only keep up with changes to the law and its practice but also the wide range of technology that can be used in the delivery of their services. This means staying abreast of the potential risks—and benefits—associated with any technology they use. While the ethical opinions of many states focus on increasingly complex computing processes—like metadata analysis and e-discovery—lawyers should also consider the untapped gains offered by the technology they already use. Word processing software, email services, and practice management tools all offer features that most lawyers have yet to adopt. In this one-hour presentation, join Joshua Lenon and D. Casey Flaherty as they explore how to achieve simple technological competency and how you and your clients will benefit. Learn to leverage your firm’s technology to: Evaluate your current technology knowledge Explore key features in the software you already own Create continuous technology training at your law firm

1. #ClioWeb
Tech Competency
for
Lawyers
Joshua Lenon – Clio
D. Casey Flaherty - Procertas

2. #ClioWeb
Instructor
Joshua Lenon
• Lawyer in Residence at Clio
• Attorney Admitted in New York
• @JoshuaLenon

3. #ClioWeb
Agenda
• Evaluate your current technology knowledge
–15 Minutes
• Explore key features in the software you already own
–15 minutes
• Create continuous technology trainingat your law firm
– 15 minutes
• Getting the most from Clio
– 10 minutes
• Questions
– 5 minutes

19. The Myth of the
Digital Native

29. Any sufficiently
advanced
technology is
indistinguishable
from magic
- Clarke’s Third Law

36. To E-File
• Headings
• Table of Contents
• Table of Authorities
• Paragraph formatting
• Font formatting
• Margins
• Orientation
• Footers
• Page numbering
• Proper browser
• Convert to PDF
• Combine files
• Split files
• Reduce file size
• Redaction
• Bookmark
• Internal/External Hyperlinks
• OCR/Remove OCR

53. Work expands so as to fill the
time available for its completion.
Parkinson’s Law

54. Time expands so as to accommodate
the work pending for completion.
Nosnikrap’s Law

58. Availability ≠ Learning

62. Learning Takes Time

64. Aggregate Impact of Marginal Gains Over Time
status quo

66. Time ≠ Learning

72. Try
Feedback
Success
Next

73. Try
Feedback
Training
TryFeedback
Success
Next

74. casey@procertas.com
@DCaseyF

80. Source: 2012 Survey, National Conference of Bar Examiners

82. casey@procertas.com
@DCaseyF

114. #ClioWeb
GETTING THE MOST FROM CLIO

115. #ClioWeb
Power User Featuresin Clio
1. Filters& Exports
2. Text Snippets
3. Credit CardProcessing&
Trust Receipts
4. Multiple Calendars
5. Client Portal
6. Gmail Plugin
7. Select CustomFields
8. Matter Budgets

116. #ClioWeb
Filterslet you find
and saveinformation
throughout Clio.
Export lets you saveClio data
in new formats

117. #ClioWeb

118. #ClioWeb

119. #ClioWeb

120. #ClioWeb

121. #ClioWeb
Text Snippets lets you type in
short hand codesthat Clio
expandsinto full entries on
notes and time tracking.

122. #ClioWeb
Credit Card Processing & Trust Receipts

123. #ClioWeb
Multiple Calendarshelps
Clio firms track and sort
important dates.

124. #ClioWeb
Client Portals let you communicate securely
with clients & other parties.

125. #ClioWeb

126. #ClioWeb
Clio for Gmail Extension
lets firms track time, tasks,
& file emails to case files
directlyfrom Gmail

127. #ClioWeb
Contact Select &
Matter Select custom fields
let you createlinks to
important files in Clio

128. #ClioWeb
Matter Budgets

129. #ClioWeb
QUESTIONS?

130. #ClioWeb
Thank You
Joshua Lenon
joshua@clio.com
@JoshuaLenon
Linkedin.com/in/joshualenon
1-888-858-2546
Colin McMahon
Linkedin.com/in/colinmcmahonclio