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Archive for November, 2012

November 29, 2012

#ClioTraining Tip: Generating Reports for Types of Calendar Events

From time to time it can be useful to create a report of Calendar events, or a subset of Calendar events, such as “Review Dates” after a Matter is closed. To create such a report, do the following: 

  1. Create the Event. (https://support.goclio.com/entries/20042183-how-do-i-create-a-new-calendar-appointment). 
    Enter the summary title as a title that describes the event as it would apply for other Matters as well. For example, “Review Date for Closed Matter” would work well. An example of a summary which would not yield consistent results would be “Review Johnson Matter” because it is specific to a Matter. In the report, it will specify the Matter Number in the Summary column.**Please note that the terminology needs to be consistent throughout all of the matching Calendar events in order for them to populate in the search results. Also, the person searching for these results needs to be marked as an Attendee in all applicable events.
  2. Create additional Events which match the first in the Summary Field
    In the example described in Step 1a, you will want to label your additional events as “Review Date for Closed Matter” as well for the other Matters you would like to pull from the search.
  3. Search for the Summary title in the Global Search Bar.(https://support.goclio.com/entries/20117382-how-do-i-do-a-conflict-search). 
    Using the above example, you would search for the terms “review date” 
  4. Click on the “Export To File” button underneath the Calendar Search Results. (https://support.goclio.com/entries/21090736-exporting-tasks-and-time-entries-to-pdf-or-csv)
  5. Select “All” for a complete list of all applicable Calendar Events.
  6. Choose either “PDF” or “CSV” as an Output format.
  7. Click on “Download.”

You’ll have a full report of the search results you had showing on your screen. You can also print the report, or download a CSV for further review and analysis in Microsoft Excel. 

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

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November 28, 2012

Small Firm Innovation Honored as One of ABA Journal’s #Blawg100 for 2012

 Vancouver, BC, CA and Chicago, IL, USA – November, 28 2012 – Editors of the ABA Journal announced they have selected Small Firm Innovation as one of the top 100 best  blogs for a legal audience.

In addition, the magazine has introduced the inaugural Blawg 100 Hall of Fame, featuring 10 of the very best law blogs, known for crafting high-quality, engaging posts day in and day out.

Now that the editors have made their picks, the ABA Journal is asking readers to weigh in and vote on their favorites in each of the 6th Annual Blawg 100′s 15 categories. Go to http://www.abajournal.com/blawg100 to register and vote. Voting ends at close of business on Dec. 21, 2012.

Launched in early 2011, Small Firm Innovation focuses on the business aspect of running a law practice, and the nitty gritty of what has made a solo and small firm practice a success. Its Contributors include well known, successful solo and small firm lawyers, first time solo and small firm lawyers, newly-graduated lawyers hanging out their own shingles and a mix of legal technology and marketing experts.

Small Firm Innovation is authored by:

“Each year, our choices become tougher. Blogging has become such a staple of professional communication that keeping up with our own directory of more than 3,500 blogs by lawyers, judges, law professors or even law students is more formidable than it’s ever been,” said ABA Journal Editor and Publisher Allen Pusey. “Some of them have become such permanent, even required, fixtures in our everyday reading that we’re introducing the ABA Journal Blawg 100 Hall of Fame to recognize those blogs and bloggers that have set the standards for this vast, vibrant network for legal news and commentary.”

Small Firm Innovation was created in the wake of the financial crisis that forced many fresh law school graduates and seasoned lawyers to start solo and small law firms. Many found themselves unequipped to run a business.

“It’s exciting to make the cut two years in a row, and a testament to the generosity of our Contributors and the practicality of the information they share,” said Gwynne Monahan, editor of Small Firm Innovation. “We’re honored to be included in the ABA Journal’s Blawg 100.”

About Small Firm Innovation
Small Firm Innovation focuses on two areas: the business aspect of running a law practice, and the nitty gritty of what has made a solo and small firm practice a success. From seasoned and successful lawyers to the newly graduated, Small Firm Innovation emphasizes practical solutions for real-world challenges faced by solo and small firm lawyers, and creates a dynamic exchange of ready-to-implement ideas. Small Firm Innovation was created, and is maintained, by Clio.

About the ABA Journal:
The ABA Journal is the flagship magazine of the American Bar Association, and it is read by half of the nation’s 1.1 million lawyers every month. It covers the trends, people and finances of the legal profession from Wall Street to Main Street to Pennsylvania Avenue.

ABAJournal.com features breaking legal news updated as it happens by staff reporters throughout every business day, a directory of more than 3,500 lawyer blogs, and the full contents of the magazine.

About the ABA:
With nearly 400,000 members, the American Bar Association is the largest voluntary professional membership organization in the world. As the national voice of the legal profession, the ABA works to improve the administration of justice, promotes programs that assist lawyers and judges in their work, accredits law schools, provides continuing legal education, and works to build public understanding around the world of the importance of the rule of law.

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November 27, 2012

2012 Apple in Law Firms Survey Results Show iPad and iPhone Still Dominate, as well as “the Cloud”

Android Gains Significant Ground over 2011 Results


Vancouver, BC – November 27, 2012 –
The 2012 Clio Apple in Law Firms Survey results have been tabulated.  1212 people participated, 79% 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: 60% of respondents have been using Macs in their law offices for two years or less.

This year’s results show that Apple products continue to gain ground with small firm lawyers, but there is also competition from Android devices.

Widely-used products in the survey included iPhones, used by 62% of respondents; Dropbox, used by 25% of respondents; iCloud, seeing higher adoption at 16%; and Android phones with a  significant usage increase, from 16% last year to 24% this year. Evernote, a note-taking app inched up to 15% usage compared to last year. 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 25% adoption rate for 2012.

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 31%.  Familiarity due to home use of Apple/Mac products was 10%, and surprisingly aesthetics and design dropped to 1.98% from 3%.  

“This is the third 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.”

Legal professionals and law students were invited to participate in the survey, regardless of firm size and location. The annual survey aims 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 2012 Clio Apple in Law Firms Survey or to receive the complete survey results, e-mail info@goclio.com.

ABOUT CLIO 

Clio is a comprehensive cloud-based practice management, time & billing and client collaboration platform specifically designed for small and mid-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 http://www.goclio.com, email info@goclio.com,, call 1-888-858-2546 or follow on Twitter @goclio.

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November 23, 2012

A Solo Practitioner Shares Her #Sandy Story

A solo practitioner from New Jersey, who has been at firms from mega international to mid size 25 attorneys before branching off on her own and to do primarily dispute resolution through litigation and alternative means, sent in the following account of how Clio helped her law firm not miss a beat during Hurricane Sandy.

I wish to write briefly about my experience using the Clio Cloud during Hurricane Sandy. 

When I first started using Clio about a year ago, I was thinking more along the lines of what would happen if my computer crashed.  Little did I know the services would be invaluable in the face of an unnatural natural disaster.  

I live in Hoboken (yes that Hoboken, the one on national television) and I work in the New Jersey suburbs of Morris County.  Both places had no power, no Internet, etc.  Yet, once I was able to relocate to an abode with power and Internet, I was up and running without missing a beat.  I had all my files at the tips of my fingers, along with my calendar, billing, etc. I didn’t even have to worry about gas lines to get to my office.  

 

If you’ve been impacted by Hurricane Sandy, Clio is here to help. E-mail hurricane.sandy.assistance@goclio.com for more information.

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November 19, 2012

Jack Speaking at LSBA CLE in NYC: Security and Ethics of Cloud Computing

Today Jack Newton, Clio’s CEO and co-founder, will be speaking on the Security and Ethics of Cloud Computing at the Louisiana State Bar Association’s New York, New York CLE Seminar. Jack will be co-presenting with Tony LaVerde, Director of Information Technology at Louisiana State Bar Association

Cloud computing remains one of the hottest trends in legal technology, since many lawyers are realizing the cost-savings and other benefits of having your software and data hosted by a third party and made available over the Internet. However, lawyers need to be aware of security – and privacy-related “best practices” prior to entrusting conidential client data to “the cloud.” In this talk, Jack and Tony will describe the key principles behind cloud computing to an audience of lawyers and judges.

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November 14, 2012

Webinar: #CloudComputing & Disaster Preparedness

Natural disasters, be it hurricanes, tornadoes, floods or earthquakes, can happen with and without warning. The ethical duty to be aware of changes in technology and practice create a duty to have disaster preparation and mitigation plans.

On Monday, November 19, Clio is hosting a short webinar using cloud computing services to help protect your practice data from natural disasters like Hurricane Sandy. The webinar will also discuss:

  • A lawyer’s professional and ethical obligations are not suspended in emergencies
  • Clients have increased needs for speedy and accurate representation during crises

Details:

When: Monday, November 19, 2012
Time: 9am-10am Pacific 
Register: Cloud Computing & Disaster Preparedness

 

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November 14, 2012

Clio Offers Relief to Law Firms Impacted by #Sandy

During a recent trip to Manhattan for the New York City Bar Association Solo and Small Firm Symposium, I had the opportunity to connect with a variety of legal practitioners, IT providers and residents of the New York-New Jersey-Connecticut tristate area. The devastation to businesses of all types and sizes was readily apparent – transit outages, massive lineups at gas station, and pictures of coastal devastation on just about every smartphone pointed my way.

Most chilling of all was my entry to Manhattan through the Lincoln Tunnel – having had my connecting flight cancelled due to the Nor’ Easter, I drove into town quite late, only to find myself alone in the tunnel save for one other vehicle. It suddenly became quite clear that things weren’t business as usual. 

Clio is reaching out to help hurricane victims.

If you’ve been impacted by Hurricane Sandy, Clio is here to help. For both new and existing users, we are offering 60 days of free service to help deal with hurricane recovery, and have a special startup offer for users moving their practices to Clio and “the Cloud” as a result of the hurricane. E-mail hurricane.sandy.assistance@goclio.com for more information.

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November 13, 2012

Here we Mo’ Again! #Movember

 

 

During November each year, Movember is responsible for the sprouting of moustaches on thousands of men’s faces, in Canada and around the world. With their “Mo’s,” these men raise vital funds and awareness for men’s health, specifically prostate cancer and male mental health initiatives.

The men of Clio are proudly participating for the second time, and have almost matched the total raised last year! Over 21 Clions from sales, support and development have put away the razors for the month and have never looked back. Our end goal to reach $2000 is well in sight, and our mustaches are well in bloom.

Stay tuned for a before and after group shot in upcoming blog posts. 

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November 12, 2012

Halloween 2012 @goclio

 

Clio celebrated Halloween this year in style. Many of the staff dressed in costume, and the office was decorated in a suitably ghostly fashion. Our CEO Jack dressed as an executioner, complete with a giant mock-sword. We all tried not to read anything sinister into that….

We all voted for best costumes, and Zandre won for his take on the Mad Hatter, with Angus coming second as one of the characters from Spy vs Spy. We had a pumpkin carving contest, and there were entries both from Burnaby staff as well as 2 of our remote offices.

The remote office staff won first and second places in the contest, with an owl themed carving taking first. We had a pot-luck luncheon, and fine food and treats were brought and enjoyed by everyone. 

There was a bonus contest, with a Survivor-esque twist: a Halloween Idol was hidden somewhere in the office. Zach found it and received a prize.

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November 9, 2012

Four Things I Learned from Hurricane #Sandy

Cross post from Small Firm InnovationDrawing on his personal and professional experience, Joe Bahgat advises clients in matters relating to intellectual property licensing and contract negotiation, drafting, and litigation; trademark and copyright protection; and Internet and privacy law.

As I type these words into Evernote, using my iPad, the late night news is on the TV. It’s been 10 days since Hurricane Sandy graced the Jersey Shore with her unladylike presence, and yet there are still hundreds of thousands of New Jersians and New Yorkers without power. In my neighborhood we got lucky; the power was back on by the third day. Even better yet, when the power came back on, our Internet/phone/cable came on as well. That was a bonus—after Hurricane Irene in 2011, we were without all three for weeks, even though we only lost power for less than a day.

Irene came around about a year after I’d taken my law practice paperless. Although I had been vigilant about backing up our data, that didn’t help me with accessing the data at my office—which I couldn’t drive to because of flooded roadways—so that I could work from home. After that, I realized how important it was that I have local copies of all my files, so I could access the files regardless of whether I had an Internet connection, and regardless of whether the network at my office is online.

Fast forward about 14 months. Everybody’s running around New Jersey, frantically, preparing for this supposed hurricane that was headed straight for the Atlantic City casinos. I made sure we had plenty of bottled water, batteries, and an assortment of flashlights. And I checked all my backups, rotated the offsite drives, and shut everything down in advance of the severe weather. I thought I was prepared. I probably was prepared. Just not prepared for #Sandy.

Over the next few days I learned a lot.

  1. Preparation is necessary, but often times it’s not sufficient. In other words, although you do have to be prepared, you can’t allow yourself to be naïve. As cliché as it sounds, you have to prepare for the unexpected. For example, we all rely on our smartphones, and one of the reasons we’ve learned to do so is that they’re usually unaffected by things like storms. Even if the Wi-Fi goes down, we can still read and send email on our iPhones, right? Wrong. If you’re an AT&T subscriber, you wouldn’t have been able to make or receive a phone call, send an email, or even get a text message for about four days after #Sandy hit. Not to check on your kids, not to tell your client that the deposition is canceled, not to assure your mother that everybody’s okay, despite what she saw on the news.
  2. Many, if not most people don’t know basic traffic laws. It may sound trivial, or even silly, but when you approach an intersection with a traffic light that isn’t working, you treat it as though it’s a four-way stop (at least that’s the way it is in any state where I’ve lived). Since New Jersey drivers apparently forgot that rule after drivers’ ed. was over, the local police thought they could solve the problem by putting orange cones across all the intersections, to give the impression that you couldn’t drive through, or make a left turn. What a brilliant idea—make everybody drive around aimlessly—trying to find their destinations using only right turns—while there’s also a gasoline shortage. Needless to say, the are quite a few smashed orange cones in the town where I live…
  3. Read and be familiar with your homeowners policy before an emergency arises. Knowing exactly what’s covered and what isn’t can help guide you when it comes time to choose among the items/property that you want to keep.  It’s also extremely helpful if you know the ins and outs of your policy coverages before you have a conversation with any adjusters. Enough said.
  4. Chris Christie will be the next President of the United States. I’m not making an endorsement; I’m not even intending this as a political statement per se. It’s just an observation, a gut feeling I got while listening to him speak, and then seeing the way he bonded with Barack. He demonstrated courageous leadership and empathy. For a second I forgot that I didn’t vote for him.

 

 

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