Clio’s co-founder Jack Newton has been touring North America giving CLE on topics including:
- Cloud Computing Ethics & Security
- Practice Management
- Trust accounting
- Using Technology to Make a Law Office Efficient and to Reduce Ethics/Malpractice Complaints
- How to differentiate your firm by delivering surprisingly good service to your clients
Here are some of the venues we’ll be speaking at this Fall – if you’d like to have Jack present at a local event for your Bar, please drop him a line.
September 24, 2010: Denver TechShow
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.
September 30, 2010: Avvo Webinar
How a Cloud-Based Practice Management System Can Help You Run an Effective, Efficient, and Error-free Practice
Attorneys that attend this webinar will learn:
- What is “cloud computing”?
- What is cloud-based practice management?
- How to use a practice management system to streamline your practice
- How a practice management system can reduce the most common ethics- and malpractice-related errors
- Why you under-bill without a practice management system, and why you’ll earn more by properly tracking your timeSign up here.
October 5, 2010 – Solo Practice University
How to Avoid Malpractice-, Ethics- and Trust Account-Related Issues with Practice Management Software
In this seminar Jack Newton will review the most frequent sources of malpractice, ethics and trust account-related issues, and how practice management software can be used to mitigate or eliminate these sources of risk. Aspects of practice management tools specifically designed to eliminate these sources of risk will be discussed, including:
- Tasks
- Calendaring
- Trigger-based docketing
- Electronic trust account management
- Conflict screening
- Case chronologies
October 21, 2010 – 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.
October 28 – 30, 2010 – Wisconsin Solo & Small Firm Conference
What a Law Firm Can Learn From Zappos ( Hint: It isn’t about Selling Shoes.)
Delivering surprisingly great customer service is one of the most effective, cost-efficient, and practical ways to differentiate your law practice. It’s something a law practice of any size can do, and it’s something most of your competitors, even if they’re paying lip service to it, aren’t doing.
November 2, 2010 – ABA Training Tuesday Webinar
Collaborating with Clients Securely
In this webinar we’ll show how Clio’s client collaboration portal, ClioConnect, can be used to securely collaborate with clients. Learn how you can, in a matter of seconds, create a secure client portal through which you can share documents, bills, and even receive online credit card payments payments.
Sign up here.
November 11, 2010 – 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.
December 7th, 2010 – ABA Training Tuesday Webinar
Trust Accounting Simplified
Trust accounting is a much-feared topic among lawyers, but with the right software managing trust accounts can be a snap. In this webinar we will walk through how to set up a trust account, receive a retainer, apply the retainer to a bill, and produce reports that may be needed for demonstrating compliance with your bar association trust accounting rules. We will be able to do all this in under 15 minutes, proving that trust accounting is, truly, nothing to be feared.
Sign up here.
December 9th, 2010 – Law Practice Strategy Webinar
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.
Tomorrow evening we’ll be hosting the first of an ongoing series of city meet-ups for Clio users, fans and partners in Denver, Colorado. Clio’s co-founder and President Jack Newton will be hosting the event. Drinks and appetizers are on Clio!
Whether you’re a solo attorney or a lawyer in a large firm, branding is important to your reputation – even when it comes to the appearance of your bills. As an important component of regular client correspondence, bills must look both professional and attractive, while reflecting the specific image and branding choices of the firm. Vancouver-based Themis Solutions Inc., makers of award-winning cloud-based practice management system 