If you’re wondering what Clio can do for your law firm, now is your chance. Join Joshua Lenon, our Lawyer in Residence, for this live walk-through of Clio to see how you can: Deliver an exceptional client experience with simple tools for intake, messaging, and collaboration Work smarter by centralizing matter information and automating your workflows Track time with ease and get paid faster with powerful billing and payment features

1. Watch How
Law Firms Use Clio
A special event presentation
Joshua Lenon – Lawyer in Residence

2. Lawyer in Residence
4
Joshua Lenon
TODAY’S SPEAKER
● Attorney admitted into New York
● Certified Privacy Professional
● @JoshuaLenon

3. 5
Who uses Clio?
180,000 law firms, legal
departments and legal
professionals in 90 countries
around the world use Clio.
Why? Clio understands the
unique workflow needs of of the
legal industry.
USA
Canada
EMEA

5. 7
Overview
I’ll show you how the Clio Suite
(Grow + Manage) is used by law
firms to connect with clients, work
smarter, & increase revenues.
After that I’ll show you the
unique benefits that come from
working with Clio.
Connect
With Clients
Clio Manage
Clio Grow
Work
Smarter
Increase
Revenue

26. Connect
with Clients

27. Connect with Clients
Text Message Reminders
Video Conferencing
Integration
Apps for Your Clients
Online Intake Forms
Client Scheduler
E-signatures

44. 51
“We’re probably down to less
than a 5% no-show rate. So
we’re looking at a major
reduction, and most of our
appointments show up on
time, which is really nice.”
— Michael Boreale, Boreale Law
https://www.clio.com/customers/boreale-law/

45. Work Smart

46. Work Smarter
SECURE ACCESS
FROM ANYWHERE
CENTRALIZED
ORGANIZATION
AUTOMATED
EFFICIENCIES

47. Work Smarter
SECURE ACCESS
FROM ANYWHERE
CENTRALIZED
ORGANIZATION
AUTOMATED
EFFICIENCIES
• Leading security
technology and
support
• Access Clio from
anywhere on any
device
• Matter-centric
• Sync’d files with Clio
Drive
• Universal Search
• Integrated to your
tools
• Document automation
• Automated accuracy

60. 67
Document Automation
80% of information workers’ time is spent
working with documents.
Having an automated system that
generates and routes documents for approvals or
signing, tracks status, and files signed/approved
documents would free 30% of their time for
higher-value activities.

62. 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!
69
Why this is important

63. 70
“On a weekly average, Clio
Complete has saved us
anywhere between 12 to 15
hours of administrative work,
which we’ve been able to take
and reapply focus on client
matters.”
— Kristen Schneck, Founder, Abdullah &
Schneck Immigration Law Group LLC
https://www.clio.com/the-reismans/winners/
2022 Reisman Award Winner
2022 Reisman Award Winner

64. Increase
Revenues

65. Increase Revenue
TRACK TIME
EVERYWHERE
CREATE BILLS QUICKLY AUTOMATED
COLLECTIONS

66. Increase Revenue
TRACK TIME
EVERYWHERE
CREATE BILLS QUICKLY AUTOMATED
COLLECTIONS
• Time Tracking
• Mobile Time Entry
• Covert Actions to
Time Entries
• Quick Bill
• Bill Sharing
• Bulk Apply Trust
• Payment Plans
• Automated Reminders
• Web Links
• Trust Deposits

83. 90
● Built-in for and by Clio
● Remain compliant with
IOLTA/Trust Accounting rules
without any effort
● PCI compliant payments and
customer data collection
● Support from Clio’s 24/5 team
Payment processing with
Clio

84. Simple, transparent pricing with no hidden fees
● One rate for all cards: 2.8%
● eCheck flat fee: $2.00/transaction
● No card network fees
● Already included in your subscription

87. 94
“My accounts receivable is the
lowest it has ever been in my 27
years of practice, and I haven’t had
to institute collections actions
against any clients this year.”
— Jodi Ann Donato, Founder, Donato Law
https://www.clio.com/the-reismans/winners/
2020 Reisman Award Winner

88. Clio’s Unique
Benefits

89. Clio’s
Unique
Benefits
In addition to
cutting edge legal
software, lawyers
choose Clio for
benefits
including:
Most 5 Star
Reviews
Award Winning
Support
Clio Law
Community
66+ Bar
Partners
#1 App
Directory
$110m
Investment
200+ Academic
Programs
Industry
Partner

90. 99
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.

91. Linkedin.com/in/joshualenon
@JoshuaLenon
joshua.lenon@clio.com
888-858-2546
www.clio.com
100
Joshua Lenon
CONTACT INFORMATION
Lawyer in Residence