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Last week we were invited to speak at the Nevada Bar’s Ethics and Practice Management Institute. Our presentation described how a practice management system can help lawyers operate an ethical and competent practice. Many of the tools incorporated in most practice management systems, such as calendaring, to-dos, trust account management, and conflict screening, can help you maintain an ethically compliant practice and deliver competent, professional services to your clients. Feel free to view the presentation, and drop us a line with any feedback or questions!

Law.com has just published a review of Clio written by a happy Clio user: Catherine Merino Reisman of Reisman Carolla LLP. Catherine was one of our early beta users, and helped us shape our early iterations into what Clio is today. From the review:

I truly feel that Clio is the perfect solution for me. It allows me to keep all my information in one place, and to access it from any Internet-ready computer, wherever I go. Themis provides fast technical support — I feel like I’m getting an outsourced IT department plus the functionality and accessibility that I need for one monthly subscription cost.

Overall, Clio allows me to wear all of my hats more easily, so I can spend more time on substantive work and operate my busy practice from home or the road as needed. I would recommend Clio to any solo practitioner or small firm attorney looking to be better organized, more efficient and more effective at running a legal practice. Solos, small firms and Mac users, having long been underserved by the legal technology market, now have Clio as a viable alternative to consider.

Thanks for the terrific review Catherine! We encourage you to read the entire review here.

Gerry Blackwell’s recent piece entitiled “Small Firms Need to Shape Up”, published in the November/December issue of Canadian Lawyer, sends a strong message advocating the use of electronic practice management tools: “listen up small firms and sole practitioners: if you don’t already use a computer-based practice management system, start now”.

In his article, Gerry reviews Clio as one of the potential computer-based practice management tools that can help streamline a solo or small firm’s practice:

Clio aims for simplicity and ease of use – and succeeds admirably. Plus it offers the advantages of software as a service: security, reduced capital and IT management costs, operating system agnosticism (it works on Macs and Linux machines too), and universal accessibility.

Unfortunately Canadian Lawyer does not offer a free electronic edition of their publication, but we encourage you to pick up a print copy and read Gerry’s thought-provoking article in its entirety.