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Archive for March, 2011

March 30, 2011

Jack Newton Speaking: Cloud Risks and Compliance, the BrightTalk Network

The Governance, Risk and Compliance community on the BrightTalk Network is hosting a summit in April, Cloud Risks and Compliance. The summit poses an interesting question: Are legal black holes in the cloud exploited and do regulations make it harder to achieve security in the cloud?

Clio co-founder Jack Newton will address that very question as a panelist for the webinar, Compliance: Avoiding Legal Black Holes in the Cloud.

He will be joined by Martin Tully, Partner, Katten Muchin Rosenmann LLP and Mark Manoukian, Information Services Director, Kegler Brown Hill & Ritter.

The webinar takes place April 6, 2011 at 3pm. Registration is open.

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March 25, 2011

Weekly Roundup from Clio’s Facebook Page 3/24/2011

What a week! Twitter turned five. The New York Times announced its digital subscription plans. Air strikes were launched against Libya. Japan continued to struggle forward. And as if things weren’t rattled enough, AT&T announced its proposed acquisition of T-Mobile USA.

And, in no particular order, here are some interesting news items collected from our Facebook page:

  • ABA Journal: Law Firms Need to Act More Like Businesses and Hire Accordingly, Prof Says. Summary of arguments made by George Washington University business professor James Bailey in the Washington Post Capital Business column. Among other things like using flat and alternative fees, Bailey argues that law firms need to hire “business-savvy nonlawyers,” or those with business and management experience, for leadership roles.
  • New York Times You’re the Boss Blog: How Much Technology is Too Much? Rarely is the day we don’t see something about law firms, lawyers and technology, so we found this piece rather interesting in both its question, and the examples it provided on finding that balance of technology and human interaction. It also serves as a good reminder that technology is not always the best, nor simplest, solution.
  • Law Technology News: Cloud Computing: Ethical Shades of Gray. Cloud computing is an inescapable buzzword. Its ethical considerations, indeed its ethical implications, are not. It’s tempting to turn a deaf ear to the debate now as viewpoints have been expressed often, but Devika Kewalramani doesn’t. Instead, Kewalramani reminds us where the debate started, what remain common concerns and why and what approaches can be taken to maintain, in a word: perspective. And it should be noted that Clio (Themis Solutions) is a founding member of the Legal Cloud Computing Association.
  • New York Times You’re the Boss Blog: Should I Dump My Servers and Embrace the Cloud? While ethical considerations are a focal point in the legal profession, and rightly so, this article reminded us of a more basic question: keep and update existing legacy systems on servers in the office, or migrate to the cloud? It sheds some light on the thought process, and pros and cons of staying the course vs. making a change.
  • The Inspired Solo: 9 Productivity Tips for Lawyers who use Evernote. Leave it to Jay Fleischman to offer up some excellent tips to get the most out of Evernote. Though we use Evernote ourselves, we found the Instant Research (Tip 3), Evidence Locker (Tip 5) and Dictation (Tip 7) tips quite helpful. Give it a read, and if you’re not using Evernote already, you might be inclined to give it a try.
  • PMA Tips: How Do People Find a Lawyer? The ABA Standing Committee on the Delivery of Legal Services commissioned Harris Interactive to conduct some public opinion research in 2010. Specifically, the research examined “aspects of decision-making when people seek services for personal legal matters.” This post provides a nice overview of the findings, with a link to the complete report.
  • Ars Technica: HTTPS is Great: Here’s Why Everyone Needs to use It (So We Can Too). A good read that provides some background on HTTP and HTTPS, and discusses the challenges of “wholesale encryption of all HTTP traffic,” using the Ars Technica site as an example. It provides some useful nuggets for those who tend to surf the Web, or otherwise work from the local coffee shop that offers free Wi-Fi.
  • Slaw.ca: Expanding HTTPS Support Slowly Making the Web More Secure. From Clio co-founder Jack Newton, it also discusses HTTPS. It provides a quick overview of why HTTPS is a good thing for the Web and its users, and points out that you can enable HTTPS on Twitter, in addition to Facebook and Gmail, to keep prying eyes of apps like Firesheep at bay.
  • ATL Small Firms, Big Lawyers column: Why Are You a Small-Firm Lawyer? A good read from Jay Shepherd about applying Simon Sinek’s mantra, “People don’t buy what you do; they buy what you do it,” to the practice of law. Towards the end, Shepherd also talks about his experience with defining the “why” of his practice, and how it shapes his practice.
  • Ignite Law: 2011 Talks. Legal tweeters were all a, well, twitter, this week as final voting took place for Ignite Law 2011, taking place April 10, the day before ABA TechShow. Last year was the first Ignite Law event, and this year looks to have just as interesting a lineup.

Until next week…

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March 22, 2011

#cliotraining Tuesday Tip: Create a vCard for your Global Inbox

We get all kinds of email communications. Promotions. Listserv messages. Reminder notices. Client communications.

Sometimes those client communications relate to a specific Matter, or you just need them to be accessible from Clio as well, say, while you setup a new Client and new Matter. An easy way to do this is by sending communications to your Clio Global Inbox. Your Global Inbox has a unique email address, a random combination of letters and numbers, that can be difficult to remember.

Ah, but there is a simple solution: create a vCard for your Global Inbox address, which looks something like this:


Important Note: Revealing your Global Inbox email address to others will allow them to attach communications to the account.

Most email programs, like Outlook, Thunderbird and Apple Mail, let you create vCards.

Be sure to name your Clio Global Inbox vCard something you’ll remember, like Global Inbox or Global Drop Box. And if you change email programs, you can export all you vCard information and import it into your new mail program.

To learn more about your Global Inbox, and how you can also attach emails to specific Matters, check out our Communications Support section. And if you’ve got a tip to share, let us know. We’d love to hear them!

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March 21, 2011

Jack Newton Speaking: ABA Security and Ethics of Cloud Computing Webinar

Cloud computing is one of the hottest technologies of 2011. However, despite the ubiquitousness of the term, much confusion remains about what cloud computing really is and what implications it brings for lawyers. To help provide some clarify on the topic, the American Bar Association is hosting webinar about Cloud Computing for Lawyers this Wednesday.

Join Clio co-founder Jack Newton and Montes & McCarron, PLLC partner John R. McCarron Jr. as they walk through the benefits of cloud computing as well as security- and privacy-related “best practices” you need to know before entrusting confidential client data to “the cloud.”

Specifically, the webinar will address the following:

  • What is cloud computing / Software-as-a-Service (Saas)?
  • What does cloud computing mean for lawyers?
  • What are some of the benefits (and some of the disadvantages) of “the cloud?”
  • What are the ethical implications of using SaaS? Is it OK with my Bar?
  • What questions about security and privacy should you be asking a prospective SaaS provider?
  • How should you evaluate the costs of SaaS versus traditional desktop software?
  • How can you protect yourself against worst-case scenarios?

The webinar tis this Wednesday, March 23, at 1pm EDT. Registration is still open and CLE credit is available.

This webinar is sponsored by The American Bar Association General Practice, Solo & Small Firm DivisionSection of Environment, Energy and Resources and the ABA Center for Continuing Legal Education.

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March 16, 2011

Round up from Clio’s Facebook Page

You may follow us on Twitter, you may “like” our Facebook Page, you may simply read this blog or perhaps some combination of all three. And though our Facebook postings also post to Twitter, we know it can be easy to miss things, or forget to favorite or flag something for future reference. So, we thought we’d start something new: a round up of our recent Facebook postings.

In no particular order, here are some pieces worth reading:

Until next week…

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    March 8, 2011

    #cliotraining Tuesday Tip: 3 click sharing with Clio Connect

    In a previous #cliotraining Tuesday Tip, we reviewed how to quickly create a new matter for a new client. Today we want to show you how to share documents and bills with clients using Clio Connect, signified  by the circled icon:

    Clio Connect creates a secure client portal so you can share documents with clients without exchanging numerous emails, and you can send bills and receive payments through PayPal, credit cards or other online payment systems.

    To use Clio Connect, first make sure you have the correct email address for the client with whom you want to share information. You do this by checking the client’s contact card.

    Now, share a document in three clicks with Clio Connect:

    1. Click the Clio Connect icon
    2. Type the person’s name
    3. Send the invitation

    That’s it! The client receives an email invitation with a link, and once the client sets up his and her security credentials, the sharing can  begin!

    Check out our Support page to learn more about sharing using Clio Connect. Got a tip you want to share? Let us know. We’d love to hear them!

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    March 7, 2011

    Clio’s new website design

    Surprise! We redesigned our website.

    We’re extremely proud to launch a completely redesigned www.goclio.com. The new design is bold, beautiful, and clean – an embodiment of what we try to achieve with Clio every day.

    We’ve launched a new Resources section featuring White PapersClio Certified Consultant resources and more. We’ve also redesigned the Clio Tour to give you an easier-to-understand high-level overview of what Clio does and how it can help your firm be more efficient.

    The new website also features an ever-expanding list of customer case studies in the new Our Customers section. Our first addition to the case studies is Ernie “The Attorney” Svenson, an avid Clio user and all-round technology guru. We’re lining up our next case studies now, so if you’d like to be featured as a Clio customer please drop us a line and let us know why you’d be a good fit.

    And, last but not least: we’ve made it even easier to give Clio a test drive: our free 30-day trial no longer requires a credit card. The vast majority of lawyers that give Clio a test drive love it and decide to stay on beyond the 30-day trial, and we decided we should remove as many barriers as possible.

    Check out the redesign and let us know what you think.

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    March 2, 2011

    Thank you NOLA! #2011solo #cliomeetup

    A big thanks to all of Clio’s users, consultants and friends who joined us last Thursday at our meet up in New Orleans.

    It’s always a pleasure for us to meet our community in person, and we are looking forward to organizing these meet-ups quite often during our Legal Conference Tour: North America.

    We also want to thank the staff at Capdeville, who provided an excellent venue with a great atmosphere, and excellent food and drink. If you have never been to New Orleans, Capdeville is a trendy bar located in the Launchpad – a fantastic co-working and startup space for tech companies and consultants. Kudos to Craig Bayer, a Clio Certified Consultant based in Baton Rouge, for recommending a fantastic venue.

    During the meet up, we revealed the winner of our booth prize drawing. Congratulations to the winner: Andrea Augustus of Daniel Williams Law! She won a free one-year subscription to Clio.

    We were in town as part of the Louisiana State Bar Association’s 4th Annual Solo and Small Firm Conference, where we were excited to be able to exhibit and have our co-founder, Jack Newton, speak on the benefits of using legal practice management tools like Clio.

    We look forward to returning to the LSBA Solo and Small Firm Conference next year; our next event will be the Florida Bar’s GP Solo and Small Firm Conference taking place in Weston, Florida, on April 1st and 2nd, 2011.

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    March 1, 2011

    Jack Newton on CBABC Cloud Computing Webinar Panel Today

    Clio’s co-founder Jack Newton will be on a panel today for a sold-out webinar on cloud computing for lawyers, hosted by The Canadian Bar Association British Columbia Branch.

    The panel will discuss cloud computing basics, current issues and trends and challenges, including:

    • Privacy
    • Confidentiality
    • Ethics
    • Risk management
    • Security
    • Legal practice management

    The panel also includes:

    • Chilwin Cheng, Founder & Chief Counsel, Legal Process Solutions
    • Doug Jasinski, Founder & Principal, Skunkworks Creative Group Inc.
    • Stuart Rennie, Legislation and Law Reform Officer, CBABC

    Cloud computing continues to be a hot topic, even as lawyers and legal professionals become more educated on its uses and pitfalls. Chances are this will not be the last webinar on cloud computing for lawyers.

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