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Archive for March, 2012

March 29, 2012

Clio Selected as Exclusive Cloud-based Practice Management Provider for Illinois State Bar, State Bar of Texas

Over 15 Bar Associations Now Offering Clio as a Member Benefit via the Clio Association Affinity Program

CHICAGO, IL and VANCOUVER, BC — March 29, 2012 — This week at ABA TECHSHOW 2012, Clio announced the Illinois State Bar Association and the State Bar of Texas have selected Clio as the exclusive cloud-based practice management provider for their respective member benefits programs.

Clio is the leading provider of secure, affordable cloud-based practice management, time & billing and client collaboration tools for small- to mid-sized firms. Because Clio is cloud-based, law firms can securely access their data from any Internet-connected device, be it a PC, Mac, smartphone or tablet.

“We are tremendously proud that these leading-edge bar associations have selected Clio as the exclusive cloud-based practice management provider for their member benefits programs,” said Jack Newton, Clio’s CEO and Founder. “Bar associations around North America are recognizing the value cloud-based technology delivers to their membership and we’re thrilled with the uptake the Clio Bar Affinity Program is seeing as a result.”

John G. Locallo, 2011-2012 ISBA president, commented on the importance of practice management software: “Lawyers who aren’t using practice management software to track time and billing, manage documents, avoid conflicts, and meet make-or-break deadlines are making a huge mistake, one that could lead to a malpractice payout or even ARDC-imposed discipline.”

The Illinois State Bar Association and the State Bar of Texas join over 15 bar associations offering Clio as a member benefit, including the Alabama State Bar, Colorado Bar Association, Connecticut Bar Association, Hawaii State Bar Association, Indiana State Bar Association, Maryland State Bar Association, New Jersey State Bar Association, New York State Bar Association, North Carolina Bar Association, South Carolina Bar and State Bar of Michigan.

For more information on the Clio Bar Association Affinity Program, please visit http://www.goclio.com/resources/affinity/.

About Clio
Clio is a comprehensive web-based practice management product specifically designed for solo practitioners and small-to-medium-sized law firms. Clio can be accessed using PCs and Macs as well as mobile devices including iPhone, iPad and other mobile devices.

Secure and easy-to-use, Clio provides case/matter management, time tracking, billing/reporting, client contact and document management, task scheduling, trust accounting, and detailed reporting. In addition, Clio includes Clio Connect, a secure portal for exchanging information and collaborating with clients, and Clio Express, an offline time capture application.

Clio is based in Vancouver, B.C., and was founded by Jack Newton and Rian Gauvreau in 2007. Visit www.goclio.com, email info@goclio.com, call 1-888-858-2546 or follow on Twitter @goclio.

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March 27, 2012

Announcing the Clio Platform

ZenCash, DirectLaw, Chrometa Join as Launch Partners for the Clio Platform

CHICAGO, IL and VANCOUVER, BC — March 27, 2012 —This week at ABA TECHSHOW 2012, Clio, the leader in cloud-based practice management, will unveil the Clio Platform, an Application Programming Interface (API) that allows third-party developers to integrate with and extend Clio’s functionality.

“We’re tremendously excited to announce the Clio Platform, and are thrilled to see the integrations and extensions developers are building using the Clio API,” said Jack Newton, Clio’s founder and CEO. “Clio’s users will benefit through a broad range of integrations and add-ons being built for Clio by a broad range of partners.”

Launch applications for the Clio Platform include:

ZenCash. ZenCash automates your entire receivables management process. From the moment the invoice is sent, to the day you get paid. ZenCash synchronizes directly with Clio via the Clio API, completely automating the receivables & collections process for you. ZenCash can send printed thank you notes, printed invoices, and even make phone calls on your behalf. For more information about ZenCash visit www.zencash.com.

DirectLaw. DirectLaw provides a virtual law firm platform to solos and small law firms that enables these law firms to deliver legal services over the Internet without developing complex software applications on their own. DirectLaw’s integration with Clio allows for matters, documents and clients to be shared between Clio and DirectLaw. For more information about DirectLaw visit DirectLaw.com.

Chrometa (available April, 2012). Chrometa allows you to automatically track and categorize your time. Via its integration with the Clio Platform, Chrometa will automatically synchronize projects and time entries with Clio. For more information about Chrometa, visit chrometa.com

For Third-Party Developers
If you are a third-party developers interested in building on the Clio Platform, visit http://api-docs.goclio.com for information on how to get started.

About Clio
Clio is a comprehensive web-based practice management product specifically designed for solo practitioners and small-to-medium-sized law firms. Clio can be accessed using PCs and Macs as well as mobile devices including iPhone, iPad and other mobile devices.

Secure and easy-to-use, Clio provides case/matter management, time tracking, billing/reporting, client contact and document management, task scheduling, trust accounting, and detailed reporting. In addition, Clio includes Clio Connect, a secure portal for exchanging information and collaborating with clients, and Clio Express, an offline time capture application.

Clio is based in Vancouver, B.C., and was founded by Jack Newton and Rian Gauvreau in 2007. Visit www.goclio.com, email info@goclio.com, call 1-888-858-2546 or follow on Twitter @goclio.

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March 26, 2012

#ABATECHSHOW: There’s an App for That

ABA TECHSHOW is this week.

We speculated on conference apps in a previous post, wondering if conference apps would one day lead to paperless conferences. ABA TECHSHOW is taking a step in that direction with the addition of its conference app this year, created by CrowdCompass, which also created the app for the 2011 State Bar of Texas Annual meeting.

The ABA TECHSHOW app is available on the typical mobile platforms: Android, iOS and even BlackBerry. If you registered for the conference already, then you also received an email with your own registration code.

Entering that into the app opens up new possibilities, like customizing your own schedule. The app also includes a complete listing of all Exhibitors, broken down by name as well as category. Given that the list is quite extensive, “bookmarking” creates a list of your favorite exhibitors, which is handy for remembering the exhibitors you want to visit.

The Twitter feed for #ABATECHSHOW is visible, and it has its own icon in case you want to see the Twitter feed in full instead of just at the bottom. There are icons for Maps, the ABA TECHSHOW Blog, Messages, which is where you’ll get notifications from ABA TECHSHOW, like a thank you for downloading the app and fun things to do while in Chicago.

The Contacts icon provides a complete list of all Attendees, and you have the option of sharing your information. Those who share their information with you appear in the “Your Contacts” list. If they provided an email, its a live link that will open your email application so you can send a message. On Android, a new email in Gmail opens up, making it easy to send a quick hello or “hey, let’s meet here” message.

While this may seem standard, or perhaps expected, the real interaction comes as you drill down into the Schedule and Sessions. Not only can you rate, bookmark and tweet about the Session, learn more about the speakers and see the handouts, but you can also create your own notes by downloading an app called Catch.

Catch is similar to Evernote. It’s free (with limits, like Evernote), syncs across devices and is platform agnostic. The difference here is that Catch integrates with the ABA TECHSHOW app so whatever notes you take are also captured in Catch, and easily retrievable later. Catch also lets you sign in with a Google account or Facebook account, eliminating the need to create yet another new account for yet another application.

The addition of the ABA TECHSHOW app this year, and its integration with Catch to simplify note-taking, seems to be laying the ground work towards a more paperless conference.

Have you downloaded the ABA TECHSHOW conference app?

Post your thoughts in the comments.

 

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March 22, 2012

#cliotraining Tip: Combine Multiple Matters for One Client into a Single Bill

We’ve reviewed ways to use Clio Connect to go paperless (here and here), and it occurred to us that, sometimes, you may have worked on more than one Matter for a Client but would prefer to only send one Bill instead of, say, three or four.

In Clio, you can combine Matters for the same Client into one Bill, and by default, have them display as one line item. Or you can customize so that each Matter displays as a separate line item. This is controlled through Bill Themes, so here’s how to change the default in your Bill Themes:

  1. Click into the Bill Theme you wish to change.
  2. In the Menus, select Matter, then in the next Menu that pops up, select Line Items
  3. Check the box beside Show Individual Matter Payment

Now, when you go to generate a Bill, check the box that says “Combine multiple matters for a given client into a single bill” and the Bills for that particular Client will merge into one::

And now you can share just one Bill with your Client instead of three or four. And opting to display Individual Matter Payments eliminates confusion of what has been billed and what has not.

See the Combined Bills section of our Support website to learn about what combining Bills can do for you.

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

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March 20, 2012

Clio and Lawtopia Team Up to Deliver Cloud-Based Practice Management Software to Legal Market

Las Vegas, Nevada and Vancouver, British Columbia — March 20, 2012 — Lawtopia, a team of Attorneys, CPAs and IT experts providing technology services to the legal industry, has joined the Clio Certified Consultant program.

Clio is a cloud-based practice management system geared toward solo and small firm lawyers. As Clio Certified Consultants, Lawtopia now offers a cloud-based alternative to traditional client-server practice management systems. This also gives Lawtopia priority access to Clio’s technical, development and migration teams and exclusive training on integrating Clio with other desktop and cloud-based systems.

Clio President and Co-founder Jack Newton comments, “Legal and IT consultants continue to play an integral role in helping their clients shift from traditional desktop-based software to cloud-based applications. The fact that Lawtopia has joined our Clio Certified Consultant Program program demonstrates that legal IT consultants recognize the validity and increasing popularity of cloud-based systems like Clio and the instrumental role they can play in helping their clients transition to the cloud.”

About Lawtopia, LLC

Lawtopia is a nation-wide team of Attorneys, CPAs and IT experts focused on driving law firm efficiency and profitability. Lawtopia supports a range of industry leading legal technology products and services including practice management, billing and accounting, document management, document automation, cloud solutions, and more. With 10 offices throughout the U.S., Lawtopia serves law offices, of counsel, legal departments and government organizations across the nation. Visit www.lawtopia.net, email solutions@lawtopia.net, call 1-866-306-9007 or follow on Twitter @lawtopiallc.

About Clio

Clio is a comprehensive web-based practice management product specifically designed for solo practitioners and small-to-medium-sized law firms. Clio can be accessed using PCs and Macs as well as mobile devices including iPhone, iPad and other mobile devices.

Secure and easy-to-use, Clio provides case/matter management, time tracking, billing/reporting, client contact and document management, task scheduling, trust accounting, and detailed reporting. In addition, Clio includes Clio Connect, a secure portal for exchanging information and collaborating with clients, and Clio Express, an offline time capture application.

Clio is based in Vancouver, B.C., and was founded by Jack Newton and Rian Gauvreau in 2007. Visit www.goclio.com, e-mail info@goclio.com, call 1-888-858-CLIO or follow on Twitter @goclio.

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March 19, 2012

New #GoneClio Podcast: Kawel PLLC

The latest #GoneClio podcast on the LegalTalk Network has Clio co-founder Jack Newton and Andrew Kawel, founder of Kawel PLLC, talking about switching to Mac to minimize time and frustration doing certain non-billable and labor intensive tasks, Dropbox, Google Voice, Google Apps and the cloud.

Listen:

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March 15, 2012

#cliotraining Tip: How to Quickly Sort and Find Tasks

Tasks are a helpful way to keep track of what needs to be done and when. In Clio, you can create stand-alone Tasks, or link them to specific Matters. And like many other types of lists, or to-dos, they can get a bit long and unruly. That can make it hard to find a certain Task.

Clio’s search function offers a few different methods to quickly sort and find Tasks, so let’s review:

The “More” button displays search options:

  • Assigned By
  • Status
  • Matter
  • Search

The “Search” field lets you type in words, which is helpful if you want to see all Tasks related to “File Motion,” for example.  The Task list narrows itself to those Tasks with “File Motion,” making it easier for you to scan and find the right one.

You can also sort Tasks by clicking the different menu headings:

  • Description
  • Due
  • Assigned By
  • Reference

So if “File Motion” returns a long list, you can sort them to help narrow and scan the list a little quicker.

Or perhaps you want to see all the Tasks that are Overdue. While there’s the visual cue of Overdue Tasks in a pink hue, a quick way to see all of the Overdue Tasks is to simply click the “Overdue” Display link:

Doing so filters out any upcoming Tasks, so you’ll just see anything that is Overdue. You can also sort them, or select a different Display to see what is due today, tomorrow or next week.

Check out the Tasks section on our Support site to learn more about what Tasks can do for you.

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

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March 12, 2012

#ABATECHSHOW: Discounted Tickets & #ClioMeetup!

ABA TECHSHOW 2012 (March 29-31) is coming up quick! The conference is always full of energetic technology-loving lawyers, informative sessions and it’s one of our favorite conferences to attend. If you’ve never been, we strongly encourage you to give it a try.

#ClioMeetup #ABATECHSHOW
Need another reason to attend ABA TECHSHOW? We’re hosting another epic #ClioMeetup #ABATECHSHOW at Sushi Samba on Thursday evening. Tickets are limited and always sell out – so sign up for your free ticket today.

As usual, we’ll be announcing exciting new features at ABATECHSHOW – we hope to see you there!

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March 8, 2012

#cliotraining Tip: Creating a Time Entry or Calendar Event Outside Matter-Specific Tab? Use your Numbering Scheme to Quickly Find the Matter

This week’s tip comes from Steve McCauley, our Engagement Manager.

When creating a Time entry or a Calendar event, and you are doing so not from the Matter-specific tabs, you still need to link it to a Matter.

Sometimes, the easiest way to find the appropriate Matter is by your numbering scheme. So, if you want the popup list to show a sequential list of your Matters, just type the first couple of digits of your numbering scheme. As an example, Clio’s default sequence starts with 00. So instead of typing in letters to pull up a long list of Matters, type 0 or 00:

The Matters show in sequential order, making it easy to skim and find the appropriate Matter.

So, to avoid typing letters and getting a lengthy list of Matters, use your numbering scheme. It will help quickly narrow down the list to the specific Matter you need to create a Time entry or Calendar event.

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

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March 6, 2012

Clio and Dropbox: A Co-Hosted Webinar, Thursday, March 8, 2012

Mark you calendars! This Thursday, March 8, we’re hosting a joint webinar with some folks from Dropbox to go over what Dropbox does, how it integrates with Clio and how to setup the integration to start using Dropbox in your everyday work flow.

If you’re already a Clio user but have been pondering using Dropbox, or have been wondering how to use Dropbox and Clio together, this is the perfect opportunity to learn!

So sign up today and find out what Dropbox does, how it integrates with Clio and, if still on the fence, be better informed on whether Dropbox is the right document management system for you.

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