See how Clio’s cloud-based legal software helps family lawyers like you streamline work so you can focus on what matters the most—being there for your clients.
2. Housekeeping
● Session length: 30 minute demo + 15 mins Q&A
● Recorded and available on-demand
● Use to engage with fellow webinar attendees
and select “Everyone” in the dropdown
● Use to ask questions directly to me
5. 5
Who uses Clio?
150,000 law firms, legal
departments and legal
professionals in 90 countries
around the world use Clio.
Why? Clio understands the
unique workflow needs of
the legal industry.
Canada
USA
EMEA
6. Would you like to speak to an expert
to learn more about Clio?
A. Yes
B. I use Clio Manage, but would like to learn about Clio Grow
C. Iʼd like to learn more during this webinar first
7. What are you most interested in
learning about today?
A. Bringing on new clients
B. Serving clients
C. Billing and payments
8. Overview
Iʼll show you how the Clio Suite (Grow + Manage) is used by law firms to connect with clients,
work smarter, & increase revenues.
After that Iʼll show you the unique benefits that come from working with Clio.
Bring On
New Clients
Clio Manage
Clio Grow
Serve
Clients
Get
Paid
9. Bring on
New Clients
Clio Grow
How Clio’s Intake / CRM
software is used to:
● Utilize online intake forms to maximize
prospective clients
● Organize information for prospective
clients
● Schedule meetings and send reminders
● See how your firm is performing with
powerful reporting tools
10. The Importance of Intake / CRM Software
57% 79% 42%
of consumers
contact more than
one lawyer
of consumers
expect a response
within 24 hours
of consumers wouldnʼt speak
with more lawyers if they liked
the first one they spoke with
A faster, easier and more organized process leads to more clients.
Source: 2019 Legal Trends Report
12. How Clio’s Practice
Management
software is used to:
● Centralize your firm so information can
easily be stored, found and shared
● Manage communication with clients and
colleagues
● Work on the go with mobile apps for
clients and your staff
Serve
Clients
Clio Manage
13. The average firm with legal practice
management software saves 4-8 hours
of non-billable activity per month.
We find the average Clio user
saves 1-2 hours per day!
13
Why this is
important?
15. How Clio’s Practice
Management Software
is used to:
● Generate and send invoices
● Collect payments and record them
● Automatically follow up with clients
for non-payment
Billing and
Payments
Clio Manage
16. The Importance of
Legal Practice
Management Software
Firms with the wrong billing and payment system
waste time and lose revenue.
● 70% bill once a month
● 27% still mail physical bills
● 57% have overdue bills
Source: 2019 Legal Trends Report / Covid Impact Briefing
19. The Importance
of Having the
Right Software
Firms using client intake / CRM software, client
portals, and electronic payments collected up to
$52,507 more!
Source: 2020 Legal Trends Report
20. Why Over 150,000
Lawyers Use Clio
The law firms that are using Clio can:
● Spend time on what matters
● Increase their cash flow
● Decrease their risk
● Meet the evolving needs of clients
● Securely work from anywhere
They are positioning their firm for success.
21. Clio’s Unique Benefits
Most 5 Star
Reviews
Award Winning
Support
Clio Law
Community
70+ Bar
Partners
#1 App
Directory
$110m
Investment
200+ Academic
Programs
Industry
Partner
In addition to cutting edge legal software, lawyers choose Clio
for benefits including:
22. Would you like to speak to an expert to
learn more about Clio?
A. Yes
B. I use Clio Manage, but would like to learn about Clio Grow
C. No, not at this time
23. 23
Q&A
Still Have Questions?
Contact us or visit our website today.
1-888-858-2546
sales@clio.com
www.clio.com
To see our calendar of upcoming virtual
events, please visit clio.com/events.