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Archive for December, 2011

December 29, 2011

#cliotraining Tips Roundup

There’s no #cliotraining this week, but since we did a review of #cliotraining tips way back in August, we thought it’d be a good idea to do another. We’ve rolled out some new features since then, and some of you sent us some fabulous tips.

So, as 2011 comes to a close, here are the latest #cliotraining Tips:

Getting Started Tips

Feature Specific Tips

Time Savers

User Tips

And, if you’ve got a tip to share, let us know. We’d love to hear them!

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December 28, 2011

2011 Clio Blog in Review

The last week of December, a time to reflect on the year past before looking to the year ahead.

Just like 2010, education was a staple in 2011. Our CEO and co-founder, Jack Newton, spoke on the security and ethics of cloud computing at conferences and webinars throughout the year. We celebrated our third year anniversary by announcing integration with Dropbox, Box.net and a referral program. And we also released a number of new features, like two-factor authentication, a new look and calendar improvements, like Statute of Limitations reminders.

A new thing we started this year was the #GoneClio blog and podcast series. The series features a Clio user who is a solo or small firm lawyer, and the discussion covers anything and everything from technology in the solo or small law firm to starting and running a law firm. It’s been an exciting series, and we’ve discovered that, while there are features every user likes, each user has also uniquely adapted Clio to his or her practice. Some of those adaptations made their way into our #cliotraining Tip series.

Speaking of our #cliotraining Tip series. What started as a one-off idea, a way to highlight features, new and old, became a weekly fixture this year. And you, our users, obliged and submitted some rather useful tips! User tips this year included adding tasks on the gousing QR codes for quick client file access, a creative method of tracking scanned documents and user productivity reports to help your bottom line. We’re rather excited to see what tips you’ll submit in 2012!

And let’s not forget our second annual Apple in Law Firms Survey! The results showed Apple made significant in roads into law offices in 2011, and as did Android and cloud computing applications. And no worries. We’ll dig deeper into the survey results at the start of the new year, much like we did last year.

There were some posts, too, that took an in depth look at current issues in the legal industry as it continues to shake, rattle and roll with the economic climate. 2011 saw a shift in focus from the plight of the laid off big law firm and the newly solo, and struggling lawyer to that of the law student, and legal education. We took a look at the changing legal education landscape, and if the continued discussion is any induction, 2012 may see more changes to legal education, too.

This year also saw a shift to the mobile platform, raising the question of whether or not the tablet spells the end of the desktop. The subject brought up another: native v. mobile apps. It will  be interesting to see what direction the debate takes in 2012.

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December 26, 2011

State Bar #CloudComputing Ethics Opinion Roundup

2011 saw cloud computing take center stage in the legal ethics arena.

The ABA Commission on Ethics 20/20 published its recommendations on amending ethics rules related to Client Confidentiality Issues Raised by New Technologies, and state bar associations came out with ethics opinions in favor of lawyers use of cloud computing.

The state bars of Pennsylvania, Iowa, North Carolina and, most recently, Oregon, joined the state bars of Arizona, New Jersey, Main and New York in issuing ethics opinions on lawyers use of cloud computing services. Bob Ambrogi put it best in his Catalyst post, “Two New Legal Ethics Opinions Suggest Clear Skies Ahead for Cloud Computing:”

it is ethical for lawyers to store client documents in the cloud and use cloud-based applications, provided the lawyers take reasonable safeguards to ensure the safety and security of the data.

In other words, lawyers need to perform due diligence for client confidentiality and security of data as with anything else. And instead of presenting a list of restrictions, bar associations, so far, have opted to offer guidance on what to look for in a cloud computing provider. From data backup to retrieval, security audits to notification of unauthorized access and areas in between. One can see that bar associations are making an effort no to outright restrict their members use of new technologies that help them continue to be zealous advocates for their clients.

In addition to Ambrogi’s post, Beverly Mitchell has a nice write up of Oregon’s recent ethics opinion on cloud computing, and Internet for Lawyers has a nice summary complete with links to current bar association opinions on cloud computing.

It will be interesting to see the Ethics 20/20 Commission’s final proposals in 2012, and other bar association ethics opinions related to cloud computing, and technology, too.

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December 22, 2011

#cliotraining Tip: Put your Top 10 Activities at the Top of the List

This week’s tip comes from Clio Customer Support Specialist Steve McCauley.

By default, the drop down Activity Descriptions menu under Time Entries are sorted alphabetically. While this is fine for a handful of Activity Descriptions when you first open your law practice, there will come a point where the list is long, causing you to spend more than a few seconds looking for the handful you use all the time.

To make finding those most-used Activity Descriptions easier, and save yourself some time, put your Top 10, or most used, Activity Descriptions at the top. To do that, simply add a space in front of the Description box when you first create it. Or edit existing Activity Descriptions and add a space in front.

So instead of getting an alphabetized list, it might look something like this:

Activity Descriptions are now in an order of what is most often used instead of the typical alphabetical order. When enetering time on Wednesdays, for example, Writing Wednesday will appear in the drop down menu as the second option instead of the last.

Go ahead and experiment with your Activity Descriptions, and get the ones you use the most at the top of the list.

To learn more about Activities in Clio, check out the Activities section of our Support site.

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

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December 20, 2011

New #goneclio Podcast: Attorney Jason Kohlmeyer

In partnership with the Legal Talk Network, we’re pleased to bring you this month’s installment of the #goneclio Podcast. Last month, we interviewed Jason Kohlmeyer of Rosengren Kohlmeyer Law Office, a small law firm based in the region hub of Mankato, Minnesota.

Listen as Clio CEO and co-founder Jack Newton and Jason discuss Jason’s transition from working at a Minnesota-large law firm to his own small law practice, and how #cloudcomputing apps, like Dropbox and Evernote, help make his firm efficient.

Listen to the podcast:

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December 16, 2011

#cliotraining Tip: Create Other Calendars to Better Manage your Schedule

In one of our #goneclio interviews, Andrew Kawel of Kawl PLLC said:

The Calendar tab is great, however, people who use Google Calendars share them often, so to protect client confidentiality I have a separate Google Calendar for firm-related things. I don’t want others to have access to that, to see that I’m meeting with a particular client…It’d be nice to be able to see work-related events and personal events on the same screen to detect overlaps.

Our new Calendar features released this week can help you keep track of personal and professional obligations, so let’s review how to setup other Clio Calendars to better manage your schedule:

  1. Under the “Calendar” tab, click “New Calendar.”
  2. Fill in “Calendar Name.”

Now, you can opt to share the new Calendar:

Or you can just click “Create New Calendar” and, as your firm grows, change the Calendar settings under the “Sharing” tab.

Now, when you go back to your Calendar tab, you’ll see the newly created Calendar listed in the Calendar sidebar. Each time you create a new Event, the Calendar will appear in the “Calendar” drop down menu. And, if you look under the “Feeds” tab and the “Sharing” tab, you’ll also see the new Calendar.

Next kid’s soccer game, birthday party or wedding anniversary, you can put it in Clio and know if there will be work-related overlaps.

Remember to check out the Calendar section of our Support Site to learn more.

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

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December 15, 2011

2011 Apple in Law Firms Survey Shows Clear Momentum for Apple iPad and iPhone as well as “the Cloud”

Vancouver, BC – December 15, 2011 – The 2011 Clio Apple in Law Firms Survey results have been tabulated and 763 people participated, 80% of which were practicing lawyers and 20% of which were law students or non-lawyers.  76% of respondents were lawyers at firms with 10 attorneys or less. Many of the survey respondents were relative Mac newcomers: 25.3% of respondents had switched to Mac within the past year.

Co-sponsored by MILOfest, this year’s results show that Apple products are going strong and gaining ground with small firm lawyers at the expense of previously dominant legal technology players, such as Research in Motion.

Widely-used products in the survey included iPhones, used by 60.9% of respondents; Dropbox, used by 25% of respondents; iCloud, seeing high adoption at 15%; and Android phones with usage at 13%.  Evernote, a note-taking app not included in last year’s survey, debuted at 14% usage.  OpenOffice had gained 2 percentage points since last year, showing that open source technology is appealing to solo and small law firms.  Clio showed a 22% adoption rate, more than double the 2010 adoption rate.

Why are lawyers continuing to “go Mac”?  46.5% of respondents said they chose Apple hardware over PC options because the technology was more reliable and secure.  Usability was next on at 33.8%.  Familiarity due to home use of Apple/Mac products was 9.8%, and surprisingly aesthetics and design came in fourth at only 3%.

76.5% of law students said that when they graduate, they plan on choosing a Mac platform for their office.  This statistic shows that Mac has a bright future in legal, since the new generation graduating is heavily Apple-oriented.

“This is the second year Clio has conducted this Apple in Law Firms survey to benchmark the degree of adoption of Apple products and other emerging technology in the legal industry,” said Clio CEO and Co-Founder Jack Newton.  “Apple hardware and devices – especially the iPad and iPhone – continue to capture the attention and dollars of lawyers, cloud-based applications have won attorneys’ confidence and gained more traction.  With the majority of law students planning to use Mac apps in their law practices upon graduation, we can reasonably predict a longstanding trend toward continued expansion of Apple products within the legal industry.”

All legal professionals and law students were invited to participate in the survey, regardless of size and location. The survey aimed to determine to what extent lawyers and law students are now using Apple products, and whether there is clear evidence of an increasing trend of the legal industry “going Mac” in the future.For more information on the 2011 Clio Apple in Law Firms Survey or to receive the complete survey results, e-mail info@goclio.com.

About Clio and Themis Solutions
Clio, a comprehensive cloud-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, e-mail 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 app.

Clio’s parent company, Themis Solutions Inc., is based in Vancouver, British Columbia and was founded by Jack Newton and Rian Gauvreau.  Visit www.goclio.com, e-mail info@goclio.com, call 1-888-858-CLIO.  Twitter @goclio.

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December 13, 2011

ABA Commission On Ethics 20/20 Notice of Public Hearing 2/2/12

The ABA Commission on Ethics 20/20 is holding a public hearing during the 2012 ABA Midyear Meeting in New Orleans, Louisiana. According to the Notice of Public Hearing (PDF), the mail focus will be on the proposals the Commission plans to submit to the House of Delegates for its consideration in August 2012.

The proposals include:

The public hearing is scheduled for:

Thursday, February 2, 2012
9:00 a.m. to 12:00 p.m.
Sheraton New Orleans Hotel
500 Canal Street
Gallery Room, Lobby Level

The public notice also states that:

Appearances are limited to five minute presentations followed by a five minute question and answer period. The Commission will work to accommodate all appearance requests. Individuals or organizational representatives interested in testifying should contact Natalia Vera at natalia.vera@americanbar.org or 312/988-5328, no later than January 14, 2012. To assist the Commission in preparing for the hearing and to facilitate discussion, please provide to Ms. Vera, by January 14, 2012, via email or hard copy, a written submission outlining your anticipated testimony and providing citations to relevant resources.

You can email submissions to Ms. Vera, or send them vial snail mail to her attention:

ABA Center for Professional Responsibility
17th Floor
321 N. Clark Street
Chicago, IL 60654

If you can’t make it, no worries. Written comments sent to Ms. Vera will be given to the Commission. And the notice states that written submissions may be posted to the Commission’s web site.

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December 9, 2011

Clio included as Major Cloud Player in Bessemer Cloudscape

Last week, Bessemer Venture Partners published a chart of what it sees as major cloud players. Clio is included under the Vertical segment. Needless to say we’re pretty excited to be included, and in such excellent company. One thing that struck us though, looking over the complete chart, is the growth of the entire cloud computing landscape, not just Software-as-a-Service.

In “Bessemer Cloudscape: A map of the major cloud players,” recently published on GigaOM, Byron Deeter of Bessemer Venture Partners says:

Cloud computing is no longer at the leading edge of the software world, but rather from the perspective of a growth investor, entrepreneur, or technology buyer, cloud computing IS the modern software industry. This multi-billion dollar, high-growth segment of technology now encompasses hundreds of exciting companies, covering every major segment of the software ecosystem.

While the majority of cloud computing companies, including Clio, are Software-as-a-Service and cater to the end user, the areas of Platform-as-a-Service and Infrastructure-as-a-Service, are also growing. Cloud computing is maturing, and that looks like it’ll continue into 2012.

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December 8, 2011

#cliotraining Tip: Find Deleted Bills using Firm Feed

This week’s tip comes from Clio Customer Support Specialist Steve McCauley.

Every now and then, something you need accidently gets deleted, like a Bill. One way to find deleted items is through Firm Feed.

If you want to use the Firm Feed to search for a Bill that was deleted, and see who deleted it, do the following:

  1. Go to the practice Tab.
  2. Scroll down to the Firm Feed.
  3. Click the “More” button.
  4. From the “Type” drop down menu, select “MatterBill.”

Firm Feed automatically adjusts to filter out everything but “MatterBill.” Clio refers to the act of deleting a bill as “removing,” so look for the entries that say “removed.” You will also see who removed the bill, when and the ID number of the Bill.

Remember to check out the Firm Feed section of our Support Site to learn more.

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

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