Clio

Cloud computing is certainly one of the hottest topics in the legal technology space, and there is a lot of education to be done on the security, privacy, ethical and practical aspects of cloud computing.

We’re honored to be speaking at a range of CLE events over the next few months, and wanted to take the opportunity to point out where we’ll be in case you’d like to catch a session:

June 10th, 2010 – Missouri 2010 Solo Small Firm Conference

How a Practice Management System Can Help You Practice Ethically and Competently
In this talk Rian Gauvreau will describe how a case management system can be used to reduce incidences of *qualifies malpractice and ethical misconduct. We outline the key elements of functionality typically for 1.2 provided by a case management system, including: calendaring, to‐dos/diarizing, conflict MCLE screening, document management, time tracking and billing, and trust accounting. When hours leveraged properly, the above‐mentioned case management functions can greatly reduce the risk of malpractice and ethical misconduct.

June 24th, 2010 – Oklahoma Bar Association 2010 Solo and Small Firm Conference

Cloud Computing for Lawyers
Cloud Computing refers to a company having its data and applications hosted by a third party. Employees log in via their web browser. Clio President Jack Newton will be speaking about cloud computing applications for lawyers. Clio is a cloud-based practice management solution for lawyers. Mr. Newton will be followed up by OBA Ethics Counsel Travis Pickens, who will discuss the benefits and risks of a cloud-based law practice as well as legal ethics implications. Even if you are “sure” you’d never put your practice information into the cloud, you can be sure that some of your small business clients are already doing this and more will be considering it. So learning the basics of this concept is good for several reasons.

July 9th, 2010 - Oregon Bar Association

Half-day CLE Event on Cloud Computing delivered by Jack Newton.

This half-day session will cover three major topics:

Session 1: The Ethics and Security of Cloud Computing
Cloud computing is one of the hottest trends in legal technology. Rather than installing and running software on your local computer, your software and data is hosted by a third party and made available over the Internet. While this new approach to cloud computing offers many benefits, lawyers in particular need to be aware of security- and privacy-related “best practices” prior to entrusting confidential client data to “the cloud”. In this talk we will also review recent ethics opinions related to cloud computing.

Session 2: How a (Cloud-based) Practice Management System can help you Practice Efficiently and Competently
A practice management system is a key component of any well-run law office, regardless of firm size. In this talk we will detail how a practice management system can help a law office not only become more efficient, productive, and profitable, but also reduce its risk of malpractice. This talk will review the leading desktop- and cloud-based practice management systems, and will provide a practical “hands-on” demonstration of practice management systems in action.

Session 3: Putting Your Practice in the Cloud
Although there is growing excitement about cloud computing for lawyers, there is ever-growing confusion about which specific cloud-based tools can help a law office run efficiently. In this talk we will walk through the benefits and specific implementation details of several cloud-based applications that can benefit a law office, including Google Apps, Dropbox, Evernote, and Clio. Attendees will leave with an understanding of how these tools low-cost/free cloud-based tools can benefit their practice and how they can be easily implemented in firms of almost any size.

October 21 – Illinois State Bar Solo and Small Firm Conference

How a (Cloud-based) Practice Management System can help you Practice Efficiently and Competently
A practice management system is a key component of any well-run law office, regardless of firm size. In this talk we will detail how a practice management system can help a law office not only become more efficient, productive, and profitable, but also reduce its risk of malpractice. This talk will review the leading desktop- and cloud-based practice management systems, and will provide a practical “hands-on” demonstration of practice management systems in action.

November 11 – MILOFest 2010

Launching Your Practice into the Cloud
Macs, iPhones, iPads and “the cloud” make a perfect combination. In this 60-minute session we’ll do a hands-on walkthrough of how to put your practice in the cloud, covering topics including:

What is “the cloud”?

Security and ethics considerations

How to register your domain name

Setting up a Google Apps account for e-mail, calendaring, website

Setting up Dropbox for file-sharing

Overview of cloud-based practice management tools

Sharing cloud-based data between your Mac, iPhone and iPad

You’ll walk out of this session with a clear understanding of how to set up key cloud-based applications, an understanding of the value they deliver, and how to best integrate cloud-based applications with your Mac, iPhone and iPad.

Watch this blog for more news on where you can learn more about the “cloud” at our speaking engagements.

As part of our ongoing effort to help our customer be successful with Clio, we’re happy to announce the launch of Training Tuesdays.

Unlike our regular weekly webinars which provide a broad overview of Clio’s functionality, our Training Tuesday webinars will provide more of a “deep dive” into specific areas of Clio’s functionality. Our launch lineup for the webinars will cover the following topics:

Intake to Invoicing: Using Clio in everyday practice

In under an hour, we’ll demonstrate how to record a client, generate a matter, record critical information, track time & expenses, generate and modify an invoice, and reconcile payment. This session is designed to provide participants with the practical experience necessary to leverage the features in Clio for everyday practice.

Next Session Date: Tuesday June 15th, 2010 (12pm Eastern/9am Pacific). Click here to register!

Managing Client Funds in Clio

In under an hour, we’ll review how to manage client balances in the form of Trust funds, retainers or pre-payments. From initial deposit to final disbursement, this session aims to demonstrate the ease with which client funds can be accurately tracked using Clio.

Next Session Date: Tuesday June 22nd, 2010 (12pm Eastern/9am Pacific). Click here to register!

Collaborating with Clients using ClientConnect

In under an hour, we’ll demonstrate how leverage Clio’s client extranet portal, ClientConnect, to effectively and securely collaborate and communicate files, correspondence and bills. From the basics of sharing a resource, to more advanced features such as enabling online bill payment, this session is designed to review all aspects of ClientConnect from both the attorney and client perspectives.

Next Session Date: Tuesday June 29th, 2010 (12pm Eastern/9am Pacific). Click here to register!

Extras and Extensions: Using Clio with Other Applications

In under an hour, we’ll demonstrate how to use the many features and tools available to all Clio users to connect to 3rd party applications such as Microsoft Outlook, Apple iCal, and Google Apps. Learn how to use Clio’s desktop time tracking widget Clio Express, the Clio Sync tool, iCalendar feeds, Quickbooks exports, and the many downloadable CSV-based files to receive and manipulate your Clio information outside of the core application.

Next Session Date: Tuesday July 6th, 2010 (12pm Eastern/9am Pacific). Click here to register!

Billing: Beyond the Basics

In under an hour, we’ll dive into the details of invoice generation, bill modification and customization, invoice reconciliation, A/R management and reporting, as well as setup and receipt of online payment. Whether new to Clio, or a seasoned user, this session is designed to provide an in-depth overview of the entire Clio billing module, including steps for performing virtually any function or customization available.

Next Session Date: Tuesday July 13th, 2010 (12pm Eastern/9am Pacific). Click here to register!

If you have suggestions for specific areas of Clio’s functionality you’d like to see covered in a Training Tuesday session, please drop us a line with your suggestion.