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Archive for April, 2011

April 29, 2011

Introducing #cliotraining Thursdays!

We started with #cliotraining Tuesdays, and with new features we’ve rolled out and ones yet to come, there just aren’t enough Tuesdays.

Starting next week, we will have #cliotraining Thursdays!

Just like our Tuesday webinars, Thursdays will be live sessions where users can ask questions at the end on the specialized topic. Training Thursday webinars will start at 12pm ET/9am PT and last under an hour.

Check out our May Training Thursdays:

  • May 5: Documents & Communications: Getting the Most Out of Clio’s Correspondence Tracking Features.
  • May 12: Training Time: Effective Time Tracking in Clio.
  • May 19: Going Google: Synchronizing your Clio practice with Google.
  • May 26: Billing: Beyond the Basics.

Check out our Training Tuesday & Thursday Webinar page for a complete schedule.

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April 26, 2011

#cliotraining Tip: 10-Step Clio Setup

We’ve covered some nitty-gritty details in previous #cliotraining tips,  so we thought it would be a good idea to take a step back and point you to the 10-Step Clio Setup. We recommend all users complete these steps to help save time and avoid confusion down the road as your practice grows.

The 10-Step Clio Setup:

  1. Determine what browser you’re using, and make sure it is up-to-date.
  2. Set up any additional users and their  permission levels (Account Administrators Only).
  3. Set up your Trust and Operating accounts.
  4. Add your firm logo so you can brand your invoices.
  5. Explore the Settings in Clio.
  6. Set up Activity Descriptions so you can track your time.
  7. Share your Calendar with others in your firm.
  8. Create and customize your Bill Theme.
  9. Set up your contacts/clients.
  10. Set up your client matters.

And that’s it! Be sure to check out our Clio 10 First Steps video, too.

Got a tip to share? Let us know. We’d love to hear them!

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April 21, 2011

Cloud Computing Rises at #abatechshow 2011

Whew! ABA TECHSHOW is always a whirlwind event, and we’re always amazed at the amount of information that gets crammed into two-and-a-half days. This year was no exception.

We were pleased to see Ignite Law return the night before the official start of TECHSHOW. It was held in a much larger room this year, and the talks featured a mix of Ignite Law “veterans” and rookies. While providing excellent client (we hesitate to say customer) service was a common theme, each presentation offered something unique. InsideLegal has an excellent summary post, with choice quotes from each of the presenters.

TECHSHOW itself was full of relevant, interesting sessions this year. Two things immediately struck us: there are more cloud computing vendors, and the cloud computing track returned.

Last year, three new cloud computing providers made there presence known: FastcaseDialawg and Contract Express. This year, there seemed to be an explosion of cloud computing providers across the board. Practice management, document management, document generation, eDiscovery, litigation, just to name a few. Cloud computing-related vendors, other than Clio, Fastcase and Dialawg, included:

  • HotDocs
  • HoudiniESQ
  • MyCase, Inc
  • NextPoint
  • PBWorks
  • RocketLawyer
  • Rocket Matter
  • Total Attorneys
  • TrialPad

The explosion in cloud computing vendors seems to indicate that cloud computing is here to stay, and that was further justified by the cloud computing track. We made note of the cloud computing track last year, and how it had grown from one or two sessions to its own track. While last year nibbled around the edges, this year just jumped right in and tackled sticky ethical issues and considerations in just about every presentation. Erik Mazzone and Catherine Sanders Reach gave a good primer, which was followed by a review of cloud apps by Stephanie Kimbro and Tom Mighell. Document storing. Document sharing. Practice management. Remote access. There is less and less cloud computing can’t do.

It became evident that “cloud computing” wasn’t a passing interest, but a tool many lawyers use to help make their practices more efficient and better serve their clients. As with many tools used by lawyers, from phones to fax machines to marketing avenues, there are ethical considerations that need to be addressed. This year, there was a session, Safe Flying in the Clouds, devoted to the topic. Brett Burney, Sharon Nelson and Dan Siegel walked attendees through recent state ethics opinions, comments on the ABA Ethics 20/20 Commission paper (PDF) as well as benefits to cloud computing and what to look for, and consider, when selecting a provider.  The NetDocuments blog does a good job of summing up important points, like Service Level Agreements and Terms of Service.

Aside from a cloud computing track, we also noticed that cloud computing came up in other sessions, in other tracks. Expanding Your Practice with an Online Office, for example, and How Do You Manage Your Practice on a Mac reviewed cloud-based applications, in addition to Mac-specific and custom-built applications. There was a cloud computing session, Taking Your Practice into the Cloud, the day before the cloud computing track. And there was also another Google Apps session called Google Tools and Apps for Lawyers, which explored various tools lawyers can use, for free.

Tools were a theme throughout TECHSHOW. Glancing at the bullet points from Oregon Law Practice Management’s post hammers the theme home. Microsoft OneNote, Google Tools and Apps for Lawyers, Developing Documents Using Collaboration Tools, 60 iPhone Apps in 60 Minutes. And let’s not forget the Google-Powered Law Office, the Open Source Powered Law Firm and a session on Effective Case Management Tools. All tools lawyers can use to make their practices more efficient, and better serve their clients.

Suffice to say, the 25th anniversary of TEHCSHOW demonstrated that cloud computing is here to stay, and that it is being viewed more as a useful, practical tool for legal professionals.

Congratulations to TECHSHOW 2011 chair Paul Unger and the planning board, the ABA Law Practice Management section, presenters, vendors and all who had a hand in making the 25th Anniversary a success!

Needless to say, we’re quite excited, and curious, about what TECHSHOW 2012 will bring.

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April 21, 2011

#cliotraining Tip: See All Items Being Shared via Clio Connect

Sharing. We do it every day, whether over coffee with a friend or co-worker, via email or posting to Facebook, Twitter or other online avenues. Sharing, too, is a large part of lawyering. You share documents and information with clients, co-counsel and support staff, to name a few. It can be helpful to see what you have shared with whom, and Clio Connect has just such a feature.

To see what you have shared with whom via Clio Connect, simply do the following:

  1. Go to your Settings.
  2. Under “Clio Connect,” click the “Shared Resources” icon, which looks like two hands shaking each other.

You’ll see something like this:


It shows every item you have shared, and with whom. It also shows the Matter to which information is related, what it is, what day it was shared and by whom. If you’re looking for something specific, you can filter the results by clicking the “More” button.

Check out our Support site to learn more about viewing all items shared via Clio Connect, and what else you can do with Clio Connect. And if you’ve got a tip to share, let us know. We’d love to hear them!

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April 19, 2011

Native v. Web Mobile Apps: What’s the Difference?

One of our #cliotraining Tuesday Tips earlier this year was about adding our mobile site to the Home screen of your mobile device. While many have found it useful, we’ve noticed requests for a Clio iPhone/Android/BlackBerry app. The question raises an interesting terminology conundrum since “app” seems to be an all-encompassing word.

If you use Google’s nifty “define” feature for “app,” you get a number of definitions, from the familiar computer definition (short for application) to a baseball reference to medical-related definitions having to do with a protein in the brain. There are two other definitions, though, that usually get missed: Native and Web.

A Native app is what we most often associate with Apple’s i-devices, like the iPhone and iPad. It is an application purchased through an online store, like iTunes, that downloads to your device. Examples include TrialPad and Angry Birds. Native applications can also come pre-installed, like a text messaging application or calendar application. In many ways, Native applications are akin to software you install on your desktop or laptop, like Microsoft Word, FireFox or TweetDeck.

A Web app, on the other hand, is accessible through a browser. Smart phones, be it an iPhone, Motorola Droid or a BlackBerry, have browsers. To access a Web app, you open the mobile browser and type in the URL just as you do from the browser on your laptop. The Web app URL usually converts itself to: http://m.uRLhere.com, with the “m” signifying “mobile” so the site renders properly on your small smart phone screen. You can also type it directly, like http://m.goclio.com.

So what, then, is the big deal about a Native app v. a Web app? In a word: platforms.

Native apps only run on specific platforms, like Apple’s iOS. To run on another platform, say Android, requires building a new app. That’s why you often find an app on just one platform, which may eventually makes it way to others if the app, and platform, are popular. UberSocial (formerly UberTwitter), is one example. It was a BlackBerry-only Twitter application that is now also available on the iPhone. And it is important to point out that there are advantages to having a Native app, such as being able to take advantage of built-in features like the camera and GPS capabilities. An example of a useful Native app is Yelp as it takes advantage of features like GPS.

Most Web apps, however, can run on any mobile browser that uses Webkit, which is an open source browser engine. It is used by Apple in its Safari browser, and for many smart phone browsers, including Palm Pre and more recent BlackBerry devices. While Web apps do not have the ability to access built-in features like GPS, they do eliminate the need to use a device for which there is a Native app. In other words, you can choose the device that feels most comfortable to you rather than the device that has the Native app.

Clio’s mobile interface is a Web app, accessible from any Internet-connected device with a browser. It doesn’t matter, then, if you use an Apple device, an Android device or a BlackBerry. In other words, you can choose your device without having to worry if you’ll still be able to access all your case files via Clio’s mobile interface.

If you haven’t yet, give Clio’s mobile Web app a try: http://m.goclio.com.

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April 12, 2011

Introducing Small Firm Innovation: First-person accounts of small-firm success #abatechshow

ABA TECHSHOW, CHICAGO – APRIL 12, 2011. At the ABA TECHSHOW in Chicago this week, Vancouver-based Themis Solutions, Inc., provider of Clio, announced the launch of a new website focused on the pragmatic, real needs and concerns of solo and small firms: Small Firm Innovation (Twitter: @sfinnovation). Small Firm Innovation is an anecdotal resource site written by successful lawyers who have found interesting, innovative, and pragmatic methods to make their practices successful.

Small Firm Innovation will feature a series of first person accounts and will be shaped by a monthly, thematic editorial calendar. Check out Small Firm Innovation in its “first” debut as its contributors write on the theme of “firsts”–first clients, first wins, first offices, first lessons learned. Small Firm Innovation has assembled an interesting, experienced mix of contributors, from the seasoned and successful to the newly-graduated looking to hang their own shingles. The site aims to create an atmosphere for the dynamic exchange of ideas.

As thought leaders in the arena of cloud-based practice management for solo and small firms and front–runners in educational outreach to law students, Clio’s founders proudly sponsor Small Firm Innovation as a marketplace of ideas for solo and small firms. The site will provide insight into the business side of running a law practice as well as the nuts-and-bolts of what it takes from the people who know these answers best: the lawyers themselves.

Jack Newton, President of Themis Solutions, Inc., remarked, “The needs of solo and small firm practitioners are often underserved in the greater marketplace. We think solos and small firms can learn a lot from others’ successes and missteps, and what pitfalls to avoid while simultaneously encouraging other solos and small firms to experiment with new ideas. We’re proud to foster this dynamic online community of thought and believe it will meet its purpose to support the growing solo/small firm sector.”

About Clio and Themis Solutions
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, e-mail info@goclio.com, call 1-888-858-CLIO or follow on Twitter @goclio.

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April 11, 2011

Clio Announces Enhanced Collaboration Tools for Clio Connect

ABA TECHSHOW, CHICAGO – APRIL 11, 2011. At the ABA TECHSHOW in Chicago this week, Vancouver-based Themis Solutions, Inc., provider of cloud-based legal practice management offering Clio, announced a set of new collaboration features for its client portal, Clio Connect. Clio will be demonstrating the Clio Connect enhancements at TECHSHOW booth# 509.

Clio Connect provides a secure portal through which lawyers can share documents, including invoices, with clients. Lawyers can also setup online payments through Clio Connect. To further enhance collaboration, Clio Connect now includes:

  • FirmFeed: real-time activity stream of internal- and collaboration-related events
  • Easily track when a client has viewed a document, accessed a bill, or submitted a secure message
  • Messaging between law firm and client
  • Intra-office messaging
  • Scheduling

Jack Newton, President of Clio, notes, “Clio’s users have embraced Clio Connect as an easy-to-use, secure method to collaborate with their clients. These latest enhancements are the product of the thoughtful customer feedback we’ve received on how we can improve Clio Connect, and we’re confident they will change how our Clio users interface with their clients and colleagues.”

Access to Clio Connect and its new features is included in Clio’s monthly subscription fee ($49 per attorney, $25 per support staff).

For more information about Clio Connect and secure collaboration tools, check out the Clio Tour.

About Clio and Themis Solutions

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, e-mailinfo@goclio.com, call 1-888-858-CLIO, or follow on Twitter @goclio.

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April 7, 2011

#cliotraining Tip: Two-Factor Authentication

In light of the Epsilon data breach, we thought we’d devote this week’s #cliotraining Tip to security, and our Two-Factor Authentication option.

Our Two-Factor Authentication option lets you require that passwords be used along with a secure PIN delivered to a mobile device, or other secondary authentication mechanism. Its purpose is to prevent access if a password is compromised. So if someone steals or correctly guesses your password, without the PIN, access is denied.

There are two ways to setup Two-Factor Authentication:

  1. Every login
  2. New IP address

Every login is exactly as it sounds: each time you, or someone in your firm, logs into Clio, a PIN is required in addition to the password. New IP address, on the other hand, only prompts for a PIN if a different IP is detected. So, for example, if  you logged in at work but then later logged in at home, you’d be prompted to enter a PIN because your home IP isn’t recognized, and thus considered a new IP address.

When Two-Factor Authentication is activated, you’ll get this message when you login:

There are also two ways to setup authentication delivery:

  1. Email
  2. Notifo

Email is just like it sounds. Enter an email address, preferably one to which only you have access, to receive the notice. Notifo is a free mobile app that pushes notifications, like login codes, to your phone. It’s free to download, and free to create an account.

For more information, check out our quick overview and for full setup instructions, see our Two-Factor Authentication page.

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April 7, 2011

Jack Speaking: Security and Ethics of Cloud Computing at Chicago Bar Association

Just in time for ABA TechShow.

Tomorrow, Clio co-founder Jack Newton will be giving his Security and Ethics of Cloud Computing presentation to the Chicago Bar Association’s Law Practice Management & Technology section. As you’ve no doubt heard, with cloud computing, instead of 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.”

The presentation will address the following questions:

  • What is cloud computing / Software-as-a-Service?
  • 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 Software-as-a-Service? 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?

Not a CBA member but still want to talk cloud computing? Or did you think of some other questions after the presentation? Not a problem. We’re in town for ABA TechShow and are hosting a meetup at SushiaSamba rio. You’re invited, so we hope to see you there!

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April 5, 2011

Clio Meetup Chicago / TECHSHOW #cliomeetup

If you are in the Chicago area or attending ABA TECHSHOW, please join us for a Clio Meetup at Sushi Samba!

Drop by and enjoy complimentary sushi, drinks and fantastic conversations with the Clio crew and other Clio users and fans. Clio’s co-founders, Jack Newton and Rian Gauvreau, will be hosting the event. If you plan on attending please RSVP now, space is limited!

When
Monday, April 11, 8:00-11:00PM

Where
Sushi Samba rio
504 North Wells Street
Chicago, IL 60654


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