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April 15, 2013

Rhode Island Bar Association Joins Clio’s Bar Association Affinity Program

Rhode Island is the Most Recent State Bar Associations to Offer Clio as a Member Benefit via the Clio Bar Association Affinity Program

Themis Solutions Inc. welcomes the Rhode Island Bar Association to the Clio Bar Association Affinity Program. This partnership program allows the Bar’s members to subscribe to Clio at a discounted rate.

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

“We are excited to be working with the Rhode Island Bar Association.” said Clio Founder and CEO Jack Newton. “Part of the Bar’s mission is to advance the science of jurisprudence. Partnering with Clio gives the attorneys of Rhode Island access to cutting edge technology that grows with their practice.”

The Rhode Island Bar Association has been helping their lawyer-members since 1898. The Bar promotes the administration of justice by conducting continuing legal education for the lawyers of Rhode Island, and by arranging access to tools that aid legal practice, like Clio.

Rhode Island joins over 30 bar associations offering Clio as a member benefit, including the Alabama State Bar, Colorado Bar Association, Connecticut Bar Association, Hawaii State Bar Association, Illinois State Bar Association, Indiana State Bar Association, Iowa State Bar Association, Louisiana State Bar Association, Maryland State Bar Association, Missouri Bar, New Jersey State Bar Association, New York State Bar Association, North Carolina Bar Association, Ohio State Bar Association, Pennsylvania Bar Association, South Carolina Bar, State Bar of Arizona, State Bar of California – Law Practice Management & Technology Section, State Bar of Michigan, State Bar of Nevada, State Bar of Texas, State Bar of Wisconsin, and the Vermont Bar Association.

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

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April 12, 2013

Small Firm Innovation: Redesigned

Clio is pleased to announce a newly designed Small Firm Innovation, its award-winning blog written by and for lawyers.

“We’re proud that Small Firm Innovation has become an important, award-winning resource for solos and small firms in the short time since it launched in June of 2011. Together with the team at Stem Legal, we’re thrilled to launch a new visual design for Small Firm Innovation that helps the amazing content on the site stand out,” said Clio CEO and co-founder Jack Newton.

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. With over 40 Contributors, ranging from the well known, successful solo and small firm lawyers to first time solo and small firm lawyers and newly-graduated lawyers, Small Firm Innovation offers lawyers insight into starting and running a successful law practice.

Small Firm Innovation Contributors include:

Small Firm Innovation is always looking for new contributors. If you’d like to contribute to Small Firm Innovation, share ideas and otherwise engage, drop us a line, or join our Google+ Community.

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April 4, 2013

Clio and NetDocuments Announce Integration

Clio and NetDocuments Partner to Offer Secure Cloud-based Document Management and Collaboration for Small and Mid-Sized Law Firms

Clio, the most widely used cloud-based legal practice management platform, today announced an integration with NetDocuments, streamlining the management and sharing of documents among staff, co-counsel and clients.

Small and mid-sized law firms get the benefits of practice management through Clio, managing their practices from intake to invoicing, and the power of NetDocuments for storing, organizing and searching documents.

Law firms can take full advantage of NetDocuments directly with Clio to:

Upload documents to NetDocuments and associate them with Matters in Clio;
Use their favorite programs to create, open and save documents directly to NetDocuments / Clio from within Word, Excel, PowerPoint and Outlook;
Powerful full-text searching of documents;
Optional on-premise document backup with NetDocument’s Local Document Service

“Clio and NetDocuments are the respective leaders in cloud-based practice management and document management, and this tight integration delivers a best-of-breed solution to our shared customers,” Clio co-founder and CEO Jack Newton said.

“The integration is creating a new level of productivity for the firm,” Leonard Johnson, VP of Marketing at NetDocuments stated. “Having the best cloud-based practice and document management tools working seamlessly together will certainly create value for the law firm, and is also extremely appealing to our many legal technology consultants and channel partners, as they are now able to offer a tightly wrapped solution to their client firms.”

NetDocuments’ integration with Clio will undergo beta testing prior to an official launch in May 2013; Clio users can request access to the beta.

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April 4, 2013

Clio Announces Accounting Integration With Xero

Clio adds full banking and accounting functionality to its practice management platform through syncing with cloud-based accounting leader Xero.

Themis Solutions Inc., creator of Clio, the most widely used cloud-based legal practice management platform, announces a deep integration with Xero, a pioneer and leader in cloud-based accounting.

Xero provides a sophisticated accounting platform that is suitable for both small- and mid-sized law firms, including real-time financial reporting, payroll, bank reconciliation, invoicing, expense claim management, and accounts payable.

The integration allows Clio’s customers to automatically synchronize key client and financial data between Clio and Xero. Bills generated within Clio, along with payments to those bills, will be automatically synchronized with Xero. Duplicate data entry is eliminated thanks to seamless two-way communication between between Clio and Xero.

Xero and Clio share a passion in delivering easy-to-use, beautiful software, which makes Xero a natural partner for Clio

“We’re thrilled to introduce a comprehensive practice management and accounting solution to our mutual customers by way of this integration. Xero and Clio share a passion in delivering easy-to-use, beautiful software, which makes Xero a natural partner for Clio,” Clio co-founder and CEO Jack Newton said.

“We are delighted to be partnering with Clio to provide our customers an integrated legal practice management and accounting solution that allows law firms to run their business securely in the cloud.” commented Jamie Sutherland, Xero President of US Operations.

The Xero integration is being released initially as a beta, with a general availability release anticipated in May 2013. Users interested in being a part of the beta test are welcome to signup.

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February 14, 2013

Louisiana State Bar Association Joins Clio’s Bar Association Affinity Program

“Clio’s service is secure, easy to use and affordable,” said Loretta Larsen, Executive Director of the Louisiana State Bar Association.

Louisiana is the Latest State Bar Associations Now Offering Clio as a Member Benefit via the Clio Bar Association Affinity Program

Vancouver, BC and New Orleans, LA — February 14, 2013 — Themis Solutions Inc. welcomes the Louisiana State Bar Association to the Clio Bar Association Affinity Program. This partnership allows the Bar’s members to subscribe to Clio at a discounted rate.

“It is a great pleasure to work with the Louisiana State Bar Association.” said Clio Founder and CEO Jack Newton. “Louisiana’s lawyers are fortunate to be part of a forward-thinking organization, and we’re proud Clio has been selected as member benefit for the LSBA’s members.”

The Louisiana State Bar Association ensures that Louisiana lawyers meet and maintain the highest standards of competency, technical skill, and ethical conduct. The Bar has a history of obtaining beneficial technical services for its member. In June 2005, Louisiana was the first state bar association to offer Fastcase as a benefit for all of its members.

“The LSBA is excited to announce a new member benefit. An agreement has been reached with Clio, a leading provider of cloud-based practice management software, which is now offering a discount to all Louisiana State Bar Association members. Clio’s service is secure, easy to use and affordable, and will support our members in practicing efficiently and effectively without large investments in software and hardware,” said Loretta Larsen, Executive Director of the Louisiana State Bar Association.

Louisiana joins over 25 bar associations offering Clio as a member benefit, including the Alabama State Bar, Colorado Bar Association, Connecticut Bar Association, Hawaii State Bar Association, Illinois State Bar Association, Indiana State Bar Association, Iowa State Bar Association, Maryland State Bar Association, Missouri Bar, New Jersey State Bar Association, New York State Bar Association, North Carolina Bar Association, Ohio State Bar Association, Pennsylvania Bar Association, South Carolina Bar, State Bar of Arizona, State Bar of California – Law Practice Management & Technology Section, State Bar of Michigan, State Bar of Nevada, State Bar of Texas, State Bar of Wisconsin, and the Vermont Bar Association.

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

Member of the Louisiana State Bar Association? Sign up now for lifetime discount. Be sure to mention your membership to your sales representative.

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December 18, 2012

The Missouri Bar Joins Clio’s Bar Association Affinity Program

Missouri Joins Over 20 Bar Associations Now Offering Clio as a Member Benefit via the Clio Bar Association Affinity Program

Vancouver, BC and Jefferson City, MO — December 18, 2012 — Themis Solutions Inc. is pleased to announce that the Missouri Bar has joined the Clio Bar Association Affinity Program. This partnership allows the Missouri Bar’s members to subscribe to Clio at a discounted rate.

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

“The Missouri Bar is delighted to announce a new member benefit. An agreement has been reached with Clio, a leading provider of cloud-based practice management software, offering a discount to Missouri Bar members. In this day and age when attorneys are watching their bottom lines very closely and practicing more efficiently is a must, this agreement offers an effective practice management system at an affordable rate.” said Linda Oligschlaeger, Membership Services Director of the Missouri Bar.

“This agreement offers an effective practice management system at an affordable rate.”

The Missouri Bar, created in 1944 by order of the Supreme Court of Missouri, is overseen by the bar’s Board of Governors, a 45-member group of elected lawyers who represent the members in their districts. Its mission is to improve the legal profession, the administration of justice and law for the citizens of Missouri.

“Clio is extremely proud to be recognized as the Missouri Bar’s newest member benefit,” said Clio CEO and Founder Jack Newton. “The Missouri Bar is widely regarded as one of the leading supporters of solos and small firms, and we’re excited to see Clio become a more accessible part of this ecosystem for Missouri attorneys.”

Missouri joins over 20 bar associations are offering Clio as a member benefit, including the Alabama State Bar, Colorado Bar Association, Connecticut Bar Association, Hawaii State Bar Association, Illinois State Bar Association, Indiana State Bar Association, Iowa State Bar Association, Maryland State Bar Association, New Jersey State Bar Association, New York State Bar Association, North Carolina Bar Association, Ohio State Bar Association, Pennsylvania Bar Association, South Carolina Bar, State Bar of California – Law Practice Management & Technology Section, State Bar of Michigan, State Bar of Nevada, State Bar of Texas, State Bar of Wisconsin, and the Vermont Bar Association.

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

Missouri Bar members, please visit http://gocl.io/mobar to get your discount and free trial started.

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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 Innovati on 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 7, 2012

State Bar of Wisconsin Joins Clio’s Bar Association Affinity Program

Wisconsin Joins Over 20 Bar Associations Now Offering Clio as a Member Benefit via the Clio Association Affinity Program

Vancouver, BC and Madison, WI — November 7, 2012 — Themis Solutions Inc. is pleased to announce its new affinity partnership with the State Bar of Wisconsin. This partnership allows its members to subscribe to Clio, a cloud-based practice management system designed especially for solo practitioners and small law firms, at discounted rates.

Clio is the leading provider of secure, affordable cloud-based practice management, time & billing and client collaboration tools for small and mid-sized law 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.

“Clio is secure, easy to use, and constantly adding new features. Lawyers don’t need to make large investments in software and hardware to get a great practice management system. I believe that practice management systems, like Clio, allow lawyers to improve their efficiency through better workflow. This means lawyers can focus on building their practice rather than worry about technology. We’re happy to add Clio to as an Affinity Program Provider for our members,” says State Bar of Wisconsin Practice Management Advisor Nerino Petro.

The State Bar of Wisconsin, organized on Jan. 9, 1878, is considered to be one of the most innovative, productive and service-oriented bars in the country by the American Bar Association.

“We’re thrilled to announce our new affinity partnership with the Wisconsin State Bar Association.” said Clio Channel Development Manager George Psiharis. “Wisconsin joins a large and growing group of state Bars in making Clio more accessible to their members than ever before.”

Over 20 bar associations are offering Clio as a member benefit, including the Alabama State Bar, Colorado Bar Association, Connecticut Bar Association, Hawaii State Bar Association, Illinois State Bar Association, Indiana State Bar Association, Iowa State Bar Association, Maryland State Bar Association, New Jersey State Bar Association, New York State Bar Association, North Carolina Bar Association, Ohio State Bar Association, Pennsylvania Bar Association, South Carolina Bar, State Bar of Michigan, and the State Bar of Texas.

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

ABOUT CLIO

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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October 24, 2012

Clio Announces Third Annual Apple in Law Offices Survey #MILOfest

Enter to win one of three iPad Minis!

Vancouver, BC – October 24, 2012 – Today Clio announced the launch of the 2012 Apple in Law Offices Survey; when complete, the survey will provide insight into the technology choices law offices are making with respect to Apple devices, including the iPhone, iPad, Mac and the cloud-based services these devices leverage.

Available online at http://macsurvey.questionpro.com, the Apple in Law Offices Survey will remain open through Wednesday, November 7th at 5pm EST, and the tabulated results will be presented by Clio CEO Jack Newton at MILOfest on Thursday, November 8th. Clio will also be giving away three iPad minis to randomly selected survey respondents.

The Clio Apple in Law Offices Survey will gather data regarding the extent of lawyers’ current or intended migration to Macs or Apple products by focusing on the following areas:

Operating System Choice: Mac vs. Windows OS
Mobile device preferences: iPhone vs. Blackberry vs. Android and others
Plans to purchase iPads and other Apple/Mac hardware and software in 2013
Cloud-based vs. desktop application usage in the law office

Clio CEO and Founder Jack Newton explains, “From our vantage point, we’ve seen the use of Macs, iPhone and iPads in law firms increase dramatically over the past year. Lawyers are using iPads and their accompanying legal apps more and more, so we’re excited to collect data that will help us chart and gain insight on the ‘Apple in Law Offices’ trend.”

ABOUT CLIO

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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