SlideShare a Scribd company logo
Watch How
Law Firms Use Clio
A special event presentation
Joshua Lenon – Lawyer in Residence
Lawyer in Residence
4
Joshua Lenon
TODAY’S SPEAKER
● Attorney admitted into New York
● Certified Privacy Professional
● @JoshuaLenon
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
Watch How Law Firms Use Clio - June 2022
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
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Connect
with Clients
Connect with Clients
Text Message Reminders
Video Conferencing
Integration
Apps for Your Clients
Online Intake Forms
Client Scheduler
E-signatures
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
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/
Work Smart
Work Smarter
SECURE ACCESS
FROM ANYWHERE
CENTRALIZED
ORGANIZATION
AUTOMATED
EFFICIENCIES
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
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
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.
Watch How Law Firms Use Clio - June 2022
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
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
Increase
Revenues
Increase Revenue
TRACK TIME
EVERYWHERE
CREATE BILLS QUICKLY AUTOMATED
COLLECTIONS
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
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
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
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
Watch How Law Firms Use Clio - June 2022
Watch How Law Firms Use Clio - June 2022
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
Clio’s Unique
Benefits
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
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.
Linkedin.com/in/joshualenon
@JoshuaLenon
joshua.lenon@clio.com
888-858-2546
www.clio.com
100
Joshua Lenon
CONTACT INFORMATION
Lawyer in Residence

More Related Content

What's hot

Reclaim Your Time in 2023 with Clio’s Newest Features
Reclaim Your Time in 2023 with Clio’s Newest FeaturesReclaim Your Time in 2023 with Clio’s Newest Features
Reclaim Your Time in 2023 with Clio’s Newest Features
Clio - Cloud-Based Legal Technology
 
Watch How Law Firms Use Clio
Watch How Law Firms Use ClioWatch How Law Firms Use Clio
Watch How Law Firms Use Clio
Clio - Cloud-Based Legal Technology
 
Clio for Family Law Firms
Clio for Family Law FirmsClio for Family Law Firms
Clio for Family Law Firms
Clio - Cloud-Based Legal Technology
 
Get To Know Clio’s New Payment Platform
Get To Know Clio’s New Payment PlatformGet To Know Clio’s New Payment Platform
Get To Know Clio’s New Payment Platform
Clio - Cloud-Based Legal Technology
 
Leveraging Emails to Engage Existing and New Clients
Leveraging Emails to Engage Existing and New ClientsLeveraging Emails to Engage Existing and New Clients
Leveraging Emails to Engage Existing and New Clients
Clio - Cloud-Based Legal Technology
 
Clio's In Your Court: How Clio Features Help Lawyers Navigate the Court System
Clio's In Your Court: How Clio Features Help Lawyers Navigate the Court SystemClio's In Your Court: How Clio Features Help Lawyers Navigate the Court System
Clio's In Your Court: How Clio Features Help Lawyers Navigate the Court System
Clio - Cloud-Based Legal Technology
 
Legal Tech Roundup: Tools and Services Your Firm Needs in 2023
Legal Tech Roundup: Tools and Services Your Firm Needs in 2023Legal Tech Roundup: Tools and Services Your Firm Needs in 2023
Legal Tech Roundup: Tools and Services Your Firm Needs in 2023
Clio - Cloud-Based Legal Technology
 
Why Your Law Firm Needs Clio
Why Your Law Firm Needs ClioWhy Your Law Firm Needs Clio
Why Your Law Firm Needs Clio
Clio - Cloud-Based Legal Technology
 
Home buyer seminar
Home buyer seminarHome buyer seminar
Home buyer seminar
Butch Leiber
 
Risk Assessment For Internal Auditors
Risk Assessment For Internal AuditorsRisk Assessment For Internal Auditors
Risk Assessment For Internal Auditors
minkhollow
 
Contract Management
Contract ManagementContract Management
Contract Management
Garavi Mehta
 
The role of internal audit department
The role of internal audit departmentThe role of internal audit department
The role of internal audit department
Salih Islam
 
First Time Home Buyer Seminar
First Time Home Buyer SeminarFirst Time Home Buyer Seminar
First Time Home Buyer Seminar
poo1shark8
 
Internal Audit Strategic Framework
Internal Audit Strategic FrameworkInternal Audit Strategic Framework
Internal Audit Strategic Framework
Jeremy Cheng
 
First Time Home-buyer Checklist
First Time Home-buyer ChecklistFirst Time Home-buyer Checklist
First Time Home-buyer Checklist
Johanna Stubblefield
 
AML and Compliance Analytics
AML and Compliance Analytics AML and Compliance Analytics
AML and Compliance Analytics
Naveen Grover
 
Improving effectiveness of internal auditing
Improving effectiveness of internal auditingImproving effectiveness of internal auditing
Improving effectiveness of internal auditing
PECB
 
ACFE Presentation on Analytics for Fraud Detection and Mitigation
ACFE Presentation on Analytics for Fraud Detection and MitigationACFE Presentation on Analytics for Fraud Detection and Mitigation
ACFE Presentation on Analytics for Fraud Detection and Mitigation
Scott Mongeau
 
Internal Auditor Roles
Internal Auditor RolesInternal Auditor Roles
First Time Homebuyers
First Time HomebuyersFirst Time Homebuyers
First Time Homebuyers
Nancy Klock Corey
 

What's hot (20)

Reclaim Your Time in 2023 with Clio’s Newest Features
Reclaim Your Time in 2023 with Clio’s Newest FeaturesReclaim Your Time in 2023 with Clio’s Newest Features
Reclaim Your Time in 2023 with Clio’s Newest Features
 
Watch How Law Firms Use Clio
Watch How Law Firms Use ClioWatch How Law Firms Use Clio
Watch How Law Firms Use Clio
 
Clio for Family Law Firms
Clio for Family Law FirmsClio for Family Law Firms
Clio for Family Law Firms
 
Get To Know Clio’s New Payment Platform
Get To Know Clio’s New Payment PlatformGet To Know Clio’s New Payment Platform
Get To Know Clio’s New Payment Platform
 
Leveraging Emails to Engage Existing and New Clients
Leveraging Emails to Engage Existing and New ClientsLeveraging Emails to Engage Existing and New Clients
Leveraging Emails to Engage Existing and New Clients
 
Clio's In Your Court: How Clio Features Help Lawyers Navigate the Court System
Clio's In Your Court: How Clio Features Help Lawyers Navigate the Court SystemClio's In Your Court: How Clio Features Help Lawyers Navigate the Court System
Clio's In Your Court: How Clio Features Help Lawyers Navigate the Court System
 
Legal Tech Roundup: Tools and Services Your Firm Needs in 2023
Legal Tech Roundup: Tools and Services Your Firm Needs in 2023Legal Tech Roundup: Tools and Services Your Firm Needs in 2023
Legal Tech Roundup: Tools and Services Your Firm Needs in 2023
 
Why Your Law Firm Needs Clio
Why Your Law Firm Needs ClioWhy Your Law Firm Needs Clio
Why Your Law Firm Needs Clio
 
Home buyer seminar
Home buyer seminarHome buyer seminar
Home buyer seminar
 
Risk Assessment For Internal Auditors
Risk Assessment For Internal AuditorsRisk Assessment For Internal Auditors
Risk Assessment For Internal Auditors
 
Contract Management
Contract ManagementContract Management
Contract Management
 
The role of internal audit department
The role of internal audit departmentThe role of internal audit department
The role of internal audit department
 
First Time Home Buyer Seminar
First Time Home Buyer SeminarFirst Time Home Buyer Seminar
First Time Home Buyer Seminar
 
Internal Audit Strategic Framework
Internal Audit Strategic FrameworkInternal Audit Strategic Framework
Internal Audit Strategic Framework
 
First Time Home-buyer Checklist
First Time Home-buyer ChecklistFirst Time Home-buyer Checklist
First Time Home-buyer Checklist
 
AML and Compliance Analytics
AML and Compliance Analytics AML and Compliance Analytics
AML and Compliance Analytics
 
Improving effectiveness of internal auditing
Improving effectiveness of internal auditingImproving effectiveness of internal auditing
Improving effectiveness of internal auditing
 
ACFE Presentation on Analytics for Fraud Detection and Mitigation
ACFE Presentation on Analytics for Fraud Detection and MitigationACFE Presentation on Analytics for Fraud Detection and Mitigation
ACFE Presentation on Analytics for Fraud Detection and Mitigation
 
Internal Auditor Roles
Internal Auditor RolesInternal Auditor Roles
Internal Auditor Roles
 
First Time Homebuyers
First Time HomebuyersFirst Time Homebuyers
First Time Homebuyers
 

Similar to Watch How Law Firms Use Clio - June 2022

Watch How Law Firms Use Clio
Watch How Law Firms Use ClioWatch How Law Firms Use Clio
Watch How Law Firms Use Clio
Clio - Cloud-Based Legal Technology
 
Clio App Spotlight: How Clio and Klyant integrate to provide a compliant and ...
Clio App Spotlight: How Clio and Klyant integrate to provide a compliant and ...Clio App Spotlight: How Clio and Klyant integrate to provide a compliant and ...
Clio App Spotlight: How Clio and Klyant integrate to provide a compliant and ...
Clio - Cloud-Based Legal Technology
 
Budgeting Essentials to Set Your Firm Up for Success
Budgeting Essentials to Set Your Firm Up for SuccessBudgeting Essentials to Set Your Firm Up for Success
Budgeting Essentials to Set Your Firm Up for Success
Clio - Cloud-Based Legal Technology
 
Erudite Finlop & Lawton
Erudite Finlop & Lawton Erudite Finlop & Lawton
Erudite Finlop & Lawton
shasadear48
 
Metrics and the Modern Law Firm
Metrics and the Modern Law FirmMetrics and the Modern Law Firm
Metrics and the Modern Law Firm
Clio - Cloud-Based Legal Technology
 
What’s New and Improved In Clio - July 2020
What’s New and Improved In Clio - July 2020What’s New and Improved In Clio - July 2020
What’s New and Improved In Clio - July 2020
Clio - Cloud-Based Legal Technology
 
Factoring Solutions
Factoring SolutionsFactoring Solutions
Factoring Solutions
jeffkohoutek
 
3. Empower Informed Decisions: Data-Driven NBFC Software for Smarter Lending
3.	Empower Informed Decisions: Data-Driven NBFC Software for Smarter Lending3.	Empower Informed Decisions: Data-Driven NBFC Software for Smarter Lending
3. Empower Informed Decisions: Data-Driven NBFC Software for Smarter Lending
finstasoftware123
 
3. Empower Informed Decisions: Data-Driven NBFC Software for Smarter Lending
3.	Empower Informed Decisions: Data-Driven NBFC Software for Smarter Lending3.	Empower Informed Decisions: Data-Driven NBFC Software for Smarter Lending
3. Empower Informed Decisions: Data-Driven NBFC Software for Smarter Lending
finstasoftware123
 
Who Is Liquid Capital
Who Is Liquid Capital Who Is Liquid Capital
Who Is Liquid Capital
Scott Kaufman
 
Small business 2015 outlook
Small business 2015 outlookSmall business 2015 outlook
Small business 2015 outlook
Biz2Credit
 
2022 in Review: What's Working for Your Firm and What Isn't
2022 in Review: What's Working for Your Firm and What Isn't2022 in Review: What's Working for Your Firm and What Isn't
2022 in Review: What's Working for Your Firm and What Isn't
Clio - Cloud-Based Legal Technology
 
Tools to improve billing & payment workflows
Tools to improve billing & payment workflowsTools to improve billing & payment workflows
Tools to improve billing & payment workflows
Clio - Cloud-Based Legal Technology
 
The Creditsafe Commercial Credit Managment Suite
The Creditsafe Commercial Credit Managment Suite The Creditsafe Commercial Credit Managment Suite
The Creditsafe Commercial Credit Managment Suite
CreditsafeUK
 
The Creditsafe Commercial Credit Management Suite
The Creditsafe Commercial Credit Management SuiteThe Creditsafe Commercial Credit Management Suite
The Creditsafe Commercial Credit Management Suite
Chloe-Dee Thomas
 
Commercial Credit Managment Suite
Commercial Credit Managment SuiteCommercial Credit Managment Suite
Commercial Credit Managment Suite
Angela Sandhi
 
Discover a New Funding Option - Revenue Based Financing
Discover a New Funding Option - Revenue Based Financing Discover a New Funding Option - Revenue Based Financing
Discover a New Funding Option - Revenue Based Financing
Lighter Capital
 
Revenue Based Financing: Why it Works for Growing Technology Companies
Revenue Based Financing: Why it Works for Growing Technology Companies Revenue Based Financing: Why it Works for Growing Technology Companies
Revenue Based Financing: Why it Works for Growing Technology Companies
Lighter Capital
 
Guaranteed Rate 2015
Guaranteed Rate 2015Guaranteed Rate 2015
Guaranteed Rate 2015
Rebecca Domke
 
Company Overview
Company OverviewCompany Overview
Company Overview
Jim Lavan
 

Similar to Watch How Law Firms Use Clio - June 2022 (20)

Watch How Law Firms Use Clio
Watch How Law Firms Use ClioWatch How Law Firms Use Clio
Watch How Law Firms Use Clio
 
Clio App Spotlight: How Clio and Klyant integrate to provide a compliant and ...
Clio App Spotlight: How Clio and Klyant integrate to provide a compliant and ...Clio App Spotlight: How Clio and Klyant integrate to provide a compliant and ...
Clio App Spotlight: How Clio and Klyant integrate to provide a compliant and ...
 
Budgeting Essentials to Set Your Firm Up for Success
Budgeting Essentials to Set Your Firm Up for SuccessBudgeting Essentials to Set Your Firm Up for Success
Budgeting Essentials to Set Your Firm Up for Success
 
Erudite Finlop & Lawton
Erudite Finlop & Lawton Erudite Finlop & Lawton
Erudite Finlop & Lawton
 
Metrics and the Modern Law Firm
Metrics and the Modern Law FirmMetrics and the Modern Law Firm
Metrics and the Modern Law Firm
 
What’s New and Improved In Clio - July 2020
What’s New and Improved In Clio - July 2020What’s New and Improved In Clio - July 2020
What’s New and Improved In Clio - July 2020
 
Factoring Solutions
Factoring SolutionsFactoring Solutions
Factoring Solutions
 
3. Empower Informed Decisions: Data-Driven NBFC Software for Smarter Lending
3.	Empower Informed Decisions: Data-Driven NBFC Software for Smarter Lending3.	Empower Informed Decisions: Data-Driven NBFC Software for Smarter Lending
3. Empower Informed Decisions: Data-Driven NBFC Software for Smarter Lending
 
3. Empower Informed Decisions: Data-Driven NBFC Software for Smarter Lending
3.	Empower Informed Decisions: Data-Driven NBFC Software for Smarter Lending3.	Empower Informed Decisions: Data-Driven NBFC Software for Smarter Lending
3. Empower Informed Decisions: Data-Driven NBFC Software for Smarter Lending
 
Who Is Liquid Capital
Who Is Liquid Capital Who Is Liquid Capital
Who Is Liquid Capital
 
Small business 2015 outlook
Small business 2015 outlookSmall business 2015 outlook
Small business 2015 outlook
 
2022 in Review: What's Working for Your Firm and What Isn't
2022 in Review: What's Working for Your Firm and What Isn't2022 in Review: What's Working for Your Firm and What Isn't
2022 in Review: What's Working for Your Firm and What Isn't
 
Tools to improve billing & payment workflows
Tools to improve billing & payment workflowsTools to improve billing & payment workflows
Tools to improve billing & payment workflows
 
The Creditsafe Commercial Credit Managment Suite
The Creditsafe Commercial Credit Managment Suite The Creditsafe Commercial Credit Managment Suite
The Creditsafe Commercial Credit Managment Suite
 
The Creditsafe Commercial Credit Management Suite
The Creditsafe Commercial Credit Management SuiteThe Creditsafe Commercial Credit Management Suite
The Creditsafe Commercial Credit Management Suite
 
Commercial Credit Managment Suite
Commercial Credit Managment SuiteCommercial Credit Managment Suite
Commercial Credit Managment Suite
 
Discover a New Funding Option - Revenue Based Financing
Discover a New Funding Option - Revenue Based Financing Discover a New Funding Option - Revenue Based Financing
Discover a New Funding Option - Revenue Based Financing
 
Revenue Based Financing: Why it Works for Growing Technology Companies
Revenue Based Financing: Why it Works for Growing Technology Companies Revenue Based Financing: Why it Works for Growing Technology Companies
Revenue Based Financing: Why it Works for Growing Technology Companies
 
Guaranteed Rate 2015
Guaranteed Rate 2015Guaranteed Rate 2015
Guaranteed Rate 2015
 
Company Overview
Company OverviewCompany Overview
Company Overview
 

More from Clio - Cloud-Based Legal Technology

Webinar Slide Deck_ How To Use Google’s Local Services Ads_ The Most Cost-Eff...
Webinar Slide Deck_ How To Use Google’s Local Services Ads_ The Most Cost-Eff...Webinar Slide Deck_ How To Use Google’s Local Services Ads_ The Most Cost-Eff...
Webinar Slide Deck_ How To Use Google’s Local Services Ads_ The Most Cost-Eff...
Clio - Cloud-Based Legal Technology
 
How Automating Client Intake Increases Client Confidence
How Automating Client Intake Increases Client ConfidenceHow Automating Client Intake Increases Client Confidence
How Automating Client Intake Increases Client Confidence
Clio - Cloud-Based Legal Technology
 
2023 Legal Trends for Solo Law Firms
2023 Legal Trends for Solo Law Firms2023 Legal Trends for Solo Law Firms
2023 Legal Trends for Solo Law Firms
Clio - Cloud-Based Legal Technology
 
Increase Your Profits While Reducing Burnout
Increase Your Profits While Reducing BurnoutIncrease Your Profits While Reducing Burnout
Increase Your Profits While Reducing Burnout
Clio - Cloud-Based Legal Technology
 
90-Day Goal Setting for Legal Professionals
90-Day Goal Setting for Legal Professionals90-Day Goal Setting for Legal Professionals
90-Day Goal Setting for Legal Professionals
Clio - Cloud-Based Legal Technology
 
Insights from the 2022 Legal Trends Report - Slides.pdf
Insights from the 2022 Legal Trends Report - Slides.pdfInsights from the 2022 Legal Trends Report - Slides.pdf
Insights from the 2022 Legal Trends Report - Slides.pdf
Clio - Cloud-Based Legal Technology
 
How to Refine Your Law Firm Business Model
How to Refine Your Law Firm Business ModelHow to Refine Your Law Firm Business Model
How to Refine Your Law Firm Business Model
Clio - Cloud-Based Legal Technology
 
How to Grow a Law Firm_ From Startup to Success
How to Grow a Law Firm_ From Startup to SuccessHow to Grow a Law Firm_ From Startup to Success
How to Grow a Law Firm_ From Startup to Success
Clio - Cloud-Based Legal Technology
 
Customer Research: How to Gauge Client Satisfaction
Customer Research: How to Gauge Client SatisfactionCustomer Research: How to Gauge Client Satisfaction
Customer Research: How to Gauge Client Satisfaction
Clio - Cloud-Based Legal Technology
 
Cloud Software: The Key to Staff Success and Satisfaction
Cloud Software: The Key to Staff Success and SatisfactionCloud Software: The Key to Staff Success and Satisfaction
Cloud Software: The Key to Staff Success and Satisfaction
Clio - Cloud-Based Legal Technology
 
How to Generate New Business With Client Reviews
How to Generate New Business With Client ReviewsHow to Generate New Business With Client Reviews
How to Generate New Business With Client Reviews
Clio - Cloud-Based Legal Technology
 
Key Insights from the 2022 Legal Trends Report
Key Insights from the 2022 Legal Trends ReportKey Insights from the 2022 Legal Trends Report
Key Insights from the 2022 Legal Trends Report
Clio - Cloud-Based Legal Technology
 
Billing Week Stress to Collections Success Webinar.pdf
Billing Week Stress to Collections Success Webinar.pdfBilling Week Stress to Collections Success Webinar.pdf
Billing Week Stress to Collections Success Webinar.pdf
Clio - Cloud-Based Legal Technology
 
Work Less and Make More by Standardizing Intake Processes With Clio Grow
Work Less and Make More by Standardizing Intake Processes With Clio GrowWork Less and Make More by Standardizing Intake Processes With Clio Grow
Work Less and Make More by Standardizing Intake Processes With Clio Grow
Clio - Cloud-Based Legal Technology
 
Personal Productivity Tips for Actual Results
Personal Productivity Tips for Actual ResultsPersonal Productivity Tips for Actual Results
Personal Productivity Tips for Actual Results
Clio - Cloud-Based Legal Technology
 
Utilizing Technology to Design Efficient Law Firm Processes
Utilizing Technology to Design Efficient Law Firm ProcessesUtilizing Technology to Design Efficient Law Firm Processes
Utilizing Technology to Design Efficient Law Firm Processes
Clio - Cloud-Based Legal Technology
 
Expanding Your Reach through Paid Advertising
Expanding Your Reach through Paid AdvertisingExpanding Your Reach through Paid Advertising
Expanding Your Reach through Paid Advertising
Clio - Cloud-Based Legal Technology
 
Law Firm Security: How to Protect Your Client Data and Stay Compliant
Law Firm Security: How to Protect Your Client Data and Stay CompliantLaw Firm Security: How to Protect Your Client Data and Stay Compliant
Law Firm Security: How to Protect Your Client Data and Stay Compliant
Clio - Cloud-Based Legal Technology
 
How to Stand Out on TikTok, Facebook, and Instagram
How to Stand Out on TikTok, Facebook, and InstagramHow to Stand Out on TikTok, Facebook, and Instagram
How to Stand Out on TikTok, Facebook, and Instagram
Clio - Cloud-Based Legal Technology
 
How to Stand Out on LinkedIn and Twitter
How to Stand Out on LinkedIn and TwitterHow to Stand Out on LinkedIn and Twitter
How to Stand Out on LinkedIn and Twitter
Clio - Cloud-Based Legal Technology
 

More from Clio - Cloud-Based Legal Technology (20)

Webinar Slide Deck_ How To Use Google’s Local Services Ads_ The Most Cost-Eff...
Webinar Slide Deck_ How To Use Google’s Local Services Ads_ The Most Cost-Eff...Webinar Slide Deck_ How To Use Google’s Local Services Ads_ The Most Cost-Eff...
Webinar Slide Deck_ How To Use Google’s Local Services Ads_ The Most Cost-Eff...
 
How Automating Client Intake Increases Client Confidence
How Automating Client Intake Increases Client ConfidenceHow Automating Client Intake Increases Client Confidence
How Automating Client Intake Increases Client Confidence
 
2023 Legal Trends for Solo Law Firms
2023 Legal Trends for Solo Law Firms2023 Legal Trends for Solo Law Firms
2023 Legal Trends for Solo Law Firms
 
Increase Your Profits While Reducing Burnout
Increase Your Profits While Reducing BurnoutIncrease Your Profits While Reducing Burnout
Increase Your Profits While Reducing Burnout
 
90-Day Goal Setting for Legal Professionals
90-Day Goal Setting for Legal Professionals90-Day Goal Setting for Legal Professionals
90-Day Goal Setting for Legal Professionals
 
Insights from the 2022 Legal Trends Report - Slides.pdf
Insights from the 2022 Legal Trends Report - Slides.pdfInsights from the 2022 Legal Trends Report - Slides.pdf
Insights from the 2022 Legal Trends Report - Slides.pdf
 
How to Refine Your Law Firm Business Model
How to Refine Your Law Firm Business ModelHow to Refine Your Law Firm Business Model
How to Refine Your Law Firm Business Model
 
How to Grow a Law Firm_ From Startup to Success
How to Grow a Law Firm_ From Startup to SuccessHow to Grow a Law Firm_ From Startup to Success
How to Grow a Law Firm_ From Startup to Success
 
Customer Research: How to Gauge Client Satisfaction
Customer Research: How to Gauge Client SatisfactionCustomer Research: How to Gauge Client Satisfaction
Customer Research: How to Gauge Client Satisfaction
 
Cloud Software: The Key to Staff Success and Satisfaction
Cloud Software: The Key to Staff Success and SatisfactionCloud Software: The Key to Staff Success and Satisfaction
Cloud Software: The Key to Staff Success and Satisfaction
 
How to Generate New Business With Client Reviews
How to Generate New Business With Client ReviewsHow to Generate New Business With Client Reviews
How to Generate New Business With Client Reviews
 
Key Insights from the 2022 Legal Trends Report
Key Insights from the 2022 Legal Trends ReportKey Insights from the 2022 Legal Trends Report
Key Insights from the 2022 Legal Trends Report
 
Billing Week Stress to Collections Success Webinar.pdf
Billing Week Stress to Collections Success Webinar.pdfBilling Week Stress to Collections Success Webinar.pdf
Billing Week Stress to Collections Success Webinar.pdf
 
Work Less and Make More by Standardizing Intake Processes With Clio Grow
Work Less and Make More by Standardizing Intake Processes With Clio GrowWork Less and Make More by Standardizing Intake Processes With Clio Grow
Work Less and Make More by Standardizing Intake Processes With Clio Grow
 
Personal Productivity Tips for Actual Results
Personal Productivity Tips for Actual ResultsPersonal Productivity Tips for Actual Results
Personal Productivity Tips for Actual Results
 
Utilizing Technology to Design Efficient Law Firm Processes
Utilizing Technology to Design Efficient Law Firm ProcessesUtilizing Technology to Design Efficient Law Firm Processes
Utilizing Technology to Design Efficient Law Firm Processes
 
Expanding Your Reach through Paid Advertising
Expanding Your Reach through Paid AdvertisingExpanding Your Reach through Paid Advertising
Expanding Your Reach through Paid Advertising
 
Law Firm Security: How to Protect Your Client Data and Stay Compliant
Law Firm Security: How to Protect Your Client Data and Stay CompliantLaw Firm Security: How to Protect Your Client Data and Stay Compliant
Law Firm Security: How to Protect Your Client Data and Stay Compliant
 
How to Stand Out on TikTok, Facebook, and Instagram
How to Stand Out on TikTok, Facebook, and InstagramHow to Stand Out on TikTok, Facebook, and Instagram
How to Stand Out on TikTok, Facebook, and Instagram
 
How to Stand Out on LinkedIn and Twitter
How to Stand Out on LinkedIn and TwitterHow to Stand Out on LinkedIn and Twitter
How to Stand Out on LinkedIn and Twitter
 

Recently uploaded

RERA Execution Panchkula Authority Powers
RERA Execution Panchkula Authority PowersRERA Execution Panchkula Authority Powers
RERA Execution Panchkula Authority Powers
Satish Mishra LegalSeva
 
RERA Panchkula Registration Late Fee Info
RERA Panchkula Registration Late Fee InfoRERA Panchkula Registration Late Fee Info
RERA Panchkula Registration Late Fee Info
Satish Mishra LegalSeva
 
Administrative Law BA-LLB Dadabhoy Institute of higher education Pakistan .pptx
Administrative Law BA-LLB Dadabhoy Institute of higher education Pakistan .pptxAdministrative Law BA-LLB Dadabhoy Institute of higher education Pakistan .pptx
Administrative Law BA-LLB Dadabhoy Institute of higher education Pakistan .pptx
HasnainKhokhar5
 
Deposition Summary Sample - Deposition Transcripts.pdf
Deposition Summary Sample - Deposition Transcripts.pdfDeposition Summary Sample - Deposition Transcripts.pdf
Deposition Summary Sample - Deposition Transcripts.pdf
Medico Legal Request LLC
 
Brief of Appellant.pdf
Brief of Appellant.pdfBrief of Appellant.pdf
Brief of Appellant.pdf
almondtree2525
 
DIRECT POWER PURCHASE AGREEMENTS - THE NEW DECREE IS IN EFFECT - WHAT YOU MUS...
DIRECT POWER PURCHASE AGREEMENTS - THE NEW DECREE IS IN EFFECT - WHAT YOU MUS...DIRECT POWER PURCHASE AGREEMENTS - THE NEW DECREE IS IN EFFECT - WHAT YOU MUS...
DIRECT POWER PURCHASE AGREEMENTS - THE NEW DECREE IS IN EFFECT - WHAT YOU MUS...
Dr. Oliver Massmann
 
LEGAL ALERT ON THE NEW DECREE REGULATING MINIMUM SALARY
LEGAL ALERT ON THE NEW DECREE REGULATING MINIMUM SALARYLEGAL ALERT ON THE NEW DECREE REGULATING MINIMUM SALARY
LEGAL ALERT ON THE NEW DECREE REGULATING MINIMUM SALARY
Dr. Oliver Massmann
 
contract law . indian contract act yes its is
contract law . indian contract act yes its iscontract law . indian contract act yes its is
contract law . indian contract act yes its is
pankteelaptop
 
Dallas Criminal Attorney | Frisco Criminal Attorney- Reggie London
Dallas Criminal Attorney | Frisco Criminal Attorney- Reggie LondonDallas Criminal Attorney | Frisco Criminal Attorney- Reggie London
Dallas Criminal Attorney | Frisco Criminal Attorney- Reggie London
ReggieLondon Lawyer
 
Occupational Safety and Health Act (Amendment) 2022
Occupational Safety and Health Act (Amendment) 2022Occupational Safety and Health Act (Amendment) 2022
Occupational Safety and Health Act (Amendment) 2022
NguokYingNgu1
 
Today Legal History and Tradition Lecture ppt
Today Legal History and Tradition Lecture pptToday Legal History and Tradition Lecture ppt
Today Legal History and Tradition Lecture ppt
getabelete
 
Petition for Writ of Certiorari.pdf
Petition for Writ of Certiorari.pdfPetition for Writ of Certiorari.pdf
Petition for Writ of Certiorari.pdf
almondtree2525
 
The Lockdown on Minimum Wage: Everything you need to know:
The Lockdown on Minimum Wage: Everything you need to know:The Lockdown on Minimum Wage: Everything you need to know:
The Lockdown on Minimum Wage: Everything you need to know:
tanisha333186
 
Law-Commission-Report-267-on-Hate-Speech.pdf
Law-Commission-Report-267-on-Hate-Speech.pdfLaw-Commission-Report-267-on-Hate-Speech.pdf
Law-Commission-Report-267-on-Hate-Speech.pdf
bhavenpr
 
Buckingham degree offer diploma Transcript
Buckingham degree offer diploma TranscriptBuckingham degree offer diploma Transcript
Buckingham degree offer diploma Transcript
geesuk
 
UofT biyezheng degree offer diploma Transcript
UofT biyezheng degree offer diploma TranscriptUofT biyezheng degree offer diploma Transcript
UofT biyezheng degree offer diploma Transcript
qpeqmso
 
Proforma B in Panchkula RERA Complaint Authority
Proforma B in Panchkula RERA Complaint AuthorityProforma B in Panchkula RERA Complaint Authority
Proforma B in Panchkula RERA Complaint Authority
Satish Mishra LegalSeva
 
Petition for Allowance of Appeal.pdf
Petition for Allowance of Appeal.pdfPetition for Allowance of Appeal.pdf
Petition for Allowance of Appeal.pdf
almondtree2525
 
Monash University degree offer diploma Transcript
Monash University degree offer diploma TranscriptMonash University degree offer diploma Transcript
Monash University degree offer diploma Transcript
qgoomz
 
The Canadian Atlantic Immigration Program (AIP)
The Canadian Atlantic Immigration Program (AIP)The Canadian Atlantic Immigration Program (AIP)
The Canadian Atlantic Immigration Program (AIP)
BridgeWest.eu
 

Recently uploaded (20)

RERA Execution Panchkula Authority Powers
RERA Execution Panchkula Authority PowersRERA Execution Panchkula Authority Powers
RERA Execution Panchkula Authority Powers
 
RERA Panchkula Registration Late Fee Info
RERA Panchkula Registration Late Fee InfoRERA Panchkula Registration Late Fee Info
RERA Panchkula Registration Late Fee Info
 
Administrative Law BA-LLB Dadabhoy Institute of higher education Pakistan .pptx
Administrative Law BA-LLB Dadabhoy Institute of higher education Pakistan .pptxAdministrative Law BA-LLB Dadabhoy Institute of higher education Pakistan .pptx
Administrative Law BA-LLB Dadabhoy Institute of higher education Pakistan .pptx
 
Deposition Summary Sample - Deposition Transcripts.pdf
Deposition Summary Sample - Deposition Transcripts.pdfDeposition Summary Sample - Deposition Transcripts.pdf
Deposition Summary Sample - Deposition Transcripts.pdf
 
Brief of Appellant.pdf
Brief of Appellant.pdfBrief of Appellant.pdf
Brief of Appellant.pdf
 
DIRECT POWER PURCHASE AGREEMENTS - THE NEW DECREE IS IN EFFECT - WHAT YOU MUS...
DIRECT POWER PURCHASE AGREEMENTS - THE NEW DECREE IS IN EFFECT - WHAT YOU MUS...DIRECT POWER PURCHASE AGREEMENTS - THE NEW DECREE IS IN EFFECT - WHAT YOU MUS...
DIRECT POWER PURCHASE AGREEMENTS - THE NEW DECREE IS IN EFFECT - WHAT YOU MUS...
 
LEGAL ALERT ON THE NEW DECREE REGULATING MINIMUM SALARY
LEGAL ALERT ON THE NEW DECREE REGULATING MINIMUM SALARYLEGAL ALERT ON THE NEW DECREE REGULATING MINIMUM SALARY
LEGAL ALERT ON THE NEW DECREE REGULATING MINIMUM SALARY
 
contract law . indian contract act yes its is
contract law . indian contract act yes its iscontract law . indian contract act yes its is
contract law . indian contract act yes its is
 
Dallas Criminal Attorney | Frisco Criminal Attorney- Reggie London
Dallas Criminal Attorney | Frisco Criminal Attorney- Reggie LondonDallas Criminal Attorney | Frisco Criminal Attorney- Reggie London
Dallas Criminal Attorney | Frisco Criminal Attorney- Reggie London
 
Occupational Safety and Health Act (Amendment) 2022
Occupational Safety and Health Act (Amendment) 2022Occupational Safety and Health Act (Amendment) 2022
Occupational Safety and Health Act (Amendment) 2022
 
Today Legal History and Tradition Lecture ppt
Today Legal History and Tradition Lecture pptToday Legal History and Tradition Lecture ppt
Today Legal History and Tradition Lecture ppt
 
Petition for Writ of Certiorari.pdf
Petition for Writ of Certiorari.pdfPetition for Writ of Certiorari.pdf
Petition for Writ of Certiorari.pdf
 
The Lockdown on Minimum Wage: Everything you need to know:
The Lockdown on Minimum Wage: Everything you need to know:The Lockdown on Minimum Wage: Everything you need to know:
The Lockdown on Minimum Wage: Everything you need to know:
 
Law-Commission-Report-267-on-Hate-Speech.pdf
Law-Commission-Report-267-on-Hate-Speech.pdfLaw-Commission-Report-267-on-Hate-Speech.pdf
Law-Commission-Report-267-on-Hate-Speech.pdf
 
Buckingham degree offer diploma Transcript
Buckingham degree offer diploma TranscriptBuckingham degree offer diploma Transcript
Buckingham degree offer diploma Transcript
 
UofT biyezheng degree offer diploma Transcript
UofT biyezheng degree offer diploma TranscriptUofT biyezheng degree offer diploma Transcript
UofT biyezheng degree offer diploma Transcript
 
Proforma B in Panchkula RERA Complaint Authority
Proforma B in Panchkula RERA Complaint AuthorityProforma B in Panchkula RERA Complaint Authority
Proforma B in Panchkula RERA Complaint Authority
 
Petition for Allowance of Appeal.pdf
Petition for Allowance of Appeal.pdfPetition for Allowance of Appeal.pdf
Petition for Allowance of Appeal.pdf
 
Monash University degree offer diploma Transcript
Monash University degree offer diploma TranscriptMonash University degree offer diploma Transcript
Monash University degree offer diploma Transcript
 
The Canadian Atlantic Immigration Program (AIP)
The Canadian Atlantic Immigration Program (AIP)The Canadian Atlantic Immigration Program (AIP)
The Canadian Atlantic Immigration Program (AIP)
 

Watch How Law Firms Use Clio - June 2022

  • 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
  • 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/
  • 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
  • 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
  • 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.