Clio Practice Management System for Smaller Law Firms Available to New York State Bar Association Members

Albany, NY and Vancouver, BC – September 27, 2011  The New York State Bar Association has entered an Affinity Partnership that allows its members to subscribe to Clio, a web-based practice management system designed especially for solo practitioners and smaller law firms, at discounted rates.

For smaller firms, the costs of purchasing software, upgrading it periodically and hiring technology support staff can be challenging. Clio allows smaller firms to access a highly secure, sophisticated practice management system for an affordable monthly fee. Upgrades to Clio are automatically applied for users when they log in. Product support is included in the subscription cost.

Using bank-grade 256-bit SSL encryption for security, Clio is Internet- or “cloud-based,” making it accessible on PC or Mac computers, smart phones and tablets. As a result, attorneys can easily update their calendars and tasks, manage cases and documents, track trust and operating accounts, record their hours, and prepare customized bills.

“Clio provides our members with a cutting-edge technology to help them manage their law practices. Emerging technology like this can help smaller firms adapt to a changing professional environment,” said State Bar Association President Vincent E. Doyle III of Buffalo (Connors & Vilardo, LLP). “We are pleased to offer such a practical benefit to our members.”

The State Bar’s Report of the Task Force on the Future of the Legal Profession, released in April, recognized that new legal technology offers both challenges and opportunities to solo practitioners and small firms. The report recommended that the State Bar assist smaller firms with technology-related issues. It suggested the State Bar might develop services that benefit practitioners for whom individual investment in technological solutions is not economically feasible.

Jack Newton, president of Clio, said, “We are proud to announce that the New York State Bar Association is participating in the Clio Bar Affinity Program. Bar associations across North America are realizing that cloud-based technology is becoming integral to their members’ success, not only as legal professionals, but as business owners.”

State Bar members are eligible for a 10 percent ongoing discount on Clio, making the system available for $44 a month per attorney and $22 a month for each support staff person. Members can try Clio for free for 30 days.

The New York State Bar Association has Affinity Partnerships with a number of corporations, allowing members to qualify for discounted rates for technology, health insurance, credit cards and research services. For information about Clio and other member benefits, see NYSBA Member Benefits.

The 77,000-member New York State Bar Association is the largest voluntary state bar association in the nation. It was founded in 1876.

About Clio

Clio, a comprehensive web-based practice management Software-as-a-Service (SaaS) product, is specifically designed for solo practitioners and small law firms using PCs and Macs.  It can be accessed from any Internet-enabled computer or mobile device.

Secure and easy-to-use, Clio provides case/matter management, time tracking, billing/reporting, client contact and document management, task scheduling, trust accounting, and performance metrics for independent lawyers to benchmark their business goals.  In addition, Clio includes Clio Connect, a secure portal for document sharing and collaboration with clients, and Clio Express, an offline time capture application.

Clio’s parent company, Themis Solutions Inc., is based in Vancouver, British Columbia.  The company was founded by Jack Newton and Rian Gauvreau.  Visit www.goclio.com, email info@goclio.com, call 1-888-858-CLIO or follow on Twitter @goclio.

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