After extensive research into cloud-based practice management products for the legal space, Kodner, who has been a trusted legal technology advisor for more than 25 years, has decided to recommend Clio to his clients based on the quality and leadership of the product, and the steps the makers of Clio have taken to address concerns around cloud computing.

According to Kodner,

After extensive consideration, we have chosen to recommend the Clio web-based practice management system from Themis Solutions, when appropriate. We have confidence in the principals of the company, their proven commitment to the legal market, their pattern of extensive integration of new features, wide-ranging customer satisfaction, and sensitivity to the ethical and security issues lawyers face when considering off-site storage of confidential client data. Clio’s simple, elegant and clean interface is well-suited especially to more virtualized smaller practices, bridging physical location issues and strongly satisfying the needs of mobile lawyers and even Mac-using attorneys. We would do our current and prospective clients a significant disservice if we did not offer the Clio option and seriously consider its suitability for any given client. We are excited about this new relationship and look forward to adding Clio as a practical, viable choice for our clients, now and in the future.

Clio’s Certified Consultant Program will allow consultants to offer Clio as a cloud-based alternative to traditional client-server practice management systems. Clio Certified Consultants will be trained on all aspects of Clio’s functionality, and will be able to leverage this knowledge to help streamline and improve the practices of their clients. Clio Certified Consultants will also have priority access to Clio’s technical and development teams, and will be trained on methods of integrating Clio with other desktop- and cloud-based products.

Clio carefully selected its consultants based on their proven track records and customer service acumen. In addition to MicroLaw, other notable Clio Certified Consultants include AlliancePCG, Law Office Technology, LawTech Partners, The Legal Centre, LLC, and Stasmayer Incorporated.

Clio President and Co-founder Jack Newton said,

Clio recognizes that consultants will continue to play a key role in the cloud computing era of legal technology. Migrations from traditional practice management systems, such as Time Matters and Amicus Attorney, demand the expertise of a consultant, as do integrations between Clio and other products. Consultants can now focus on optimizing workflow and creating efficiencies rather than worrying about the low-level, low-value problems inherent with traditional software systems. We’re extremely excited to be launching the Program with such a talented and accomplished group of partners.

Apply for the Clio Certified Consultant Program at www.goclio.com/consultants.

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 ClientConnect, a secure portal for document sharing and collaboration with clients, and Clio Express, an offline time capture application.

At LegalTech in February 2010, Clio accepted a Law Technology News LTN Award for excellence in practice management software, a prestigious honor determined by the votes of LTN’s subscribers.  Clio was also selected by TechnoLawyer as “Best in Show” at the ABA TECHSHOW 2010 and ABA TECHSHOW 2009. In addition, more than 95 percent of Clio’s users said they would recommend the software to others according to the company’s latest Customer Satisfaction Survey.

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 at http://twitter.com/goclio.

In its proposed Formal Ethics Opinion, the North Carolina State Bar deemed that SaaS is indeed ethical if “reasonable care is taken effectively to minimize the risks to the confidentiality and to the security of client information and client files.”  Additionally, the NC State Bar outlined a list of 23 questions for its members to consider and ask of SaaS providers before choosing one.

Jack Newton, president and co-founder of Clio, said, “We are thrilled to see such a well-informed, balanced and insightful proposed Ethics Opinion from the North Carolina Bar.  Many North Carolina lawyers use Clio and other cloud-based systems, and we hope that this opinion will convince more lawyers that a properly secured cloud computing provider can be one of the safest ways to store client data.”

Asheville, NC Attorney Sara Hanley, partner at Place & Hanley, noted in her recent North Carolina Lawyers Weekly article published on April 12, 2010, “Cloud computing offers a way of storing and accessing case and client information in a secure manner that is convenient and valuable for lawyers and their clients. Given the appropriate level of due diligence, cloud-computing providers that adhere to a reasonable standard of care should be afforded the same trust as the wealth of other service providers and third parties we all depend upon on a day-to-day basis.”

The Proposed Ethics Opinion will be published for comment in the next issue of the North Carolina Bar Journal, and published as a final opinion once comments have been received and addressed.  The opinion can also be accessed on the Clio blog via http://www.goclio.com/blog/2010/04/nc-proposed-ethics-opinion-on-cloud-computing/.

About Clio and Themis Solutions
Clio, a comprehensive web-based practice management 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 ClientConnect, a secure portal for document sharing and collaboration with clients, and Clio Express, an offline time capture application.

At LegalTech in February 2010, Clio accepted a Law Technology News LTN Award for excellence in practice management software, a prestigious honor determined by the votes of LTN’s subscribers.

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 to info@goclio.com or call 1-888-858-CLIO.

Vancouver-based Themis Solutions Inc., provider of web-based legal practice management offering Clio, today announced the introduction of its newest product, the ClioPad.

ClioPad’s high-quality paper stock, made from 100% recycled and biodegradable paper, is college ruled and spiral bound. At a mere 3 ounces and a sleek 0.25 inches thin, the ClioPad is easy to carry and use anywhere.  Featuring an infinite battery life, you won’t be hunting around for an outlet to plug into anytime soon.  ClioPad gives you the ability to jot down ideas whenever and wherever they occur, whether there’s an internet connection or not!  It is the perfect offline companion to Clio, the best way to manage your law practice online.

Legal technology and eDiscovery expert Brett Burney of Burney Consultants was amazed at the innovativeness of the ClioPad.  He reveled,

The ClioPad helped me re-discover the pencil. Who knew you could create text without typing?  The ClioPad is so intuitive and user-friendly that even my 3-year old picked it right up … although she preferred to use a crayon.  Surfing the Internet is still a little primitive – I tried visiting www.cliopad.com but I had to draw my own 404 error. Also, the ClioPad is so versatile when compared to other products – just try making a paper airplane out of your laptop!

Clio President and Co-Founder Jack Newton said, “We think the ClioPad is the ultimate offline companion to Clio. It will work anywhere, with or without internet, with or without power. With its built-in handwriting compatibility, we think we’re really on to something.”

Features of ClioPad:

• Offline functionality
• Infinite battery life
• Biodegradable, PVC-free
• Handwriting-enabled
• Copy notes from one ClioPad to another

For more information about ClioPad visit www.cliopad.com.  Happy April 1^st!

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 ClientConnect, a secure portal for document sharing and collaboration with clients, and Clio Express, an offline time capture application.

At LegalTech in February 2010, Clio accepted a Law Technology News LTN Award for excellence in practice management software, a prestigious honor determined by the votes of LTN’s subscribers.

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 to info@goclio.com or call 1-888-858-CLIO.

Jack Newton, President of Clio, remarked, “Having information at your fingertips has always been a need for lawyers. The recent advances in the mobile space, coupled with innovative applications, are helping make ‘anytime, anywhere’ access a reality. The iPhone, Palm Pre, and Android-based phones such as the Google Nexus One are helping to revolutionize the mobile market, and we’re happy to provide lawyers anytime, anywhere access to their practice management software via our Clio mobile application.”

Clio’s mobile application for the iPhone was recently highlighted in the iPhone J.D. blog by attorney Jeff Richardson: http://www.iphonejd.com/iphone_jd/2009/11/clio.html.

Customer feedback for Clio’s mobile application has been extremely favorable. Attorney and Clio user Brian Pedigo of the Pedigo Law Corporation (www.pedigolaw.com) comments, “The Clio iPhone application enables me to retrieve key practice data, whether it’s a contact’s address, my calendar, or information regarding a specific matter, in real-time. This gives me the power of accessing information wherever I happen to be, whether I’m on the road or at lunch with a client, whenever I need it. Having access to my practice data on my mobile in real-time is invaluable.”

About Clio
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 ClientConnect, a secure portal for document sharing and collaboration with clients, and Clio Express, an offline time capture application.

In 2009, Clio won a Law Technology News LTN Award for excellence in practice management software, a prestigious honor determined by the votes of LTN’s subscribers.

About Themis Solutions
Themis Solutions Inc. is based in Vancouver, British Columbia. Its flagship product, Clio, is the leading web-based SaaS (Software-as-a-Service) practice management system for solo and small firm attorneys. The company was founded by Jack Newton and Rian Gauvreau. Visit www.goclio.com, e-mail to info@goclio.com or call 1-888-858-CLIO.

Pedigo sought a new case management product when he needed a streamlined approach to managing all of his information.  After an extensive search, Pedigo chose Clio to manage his practice because of the software’s centralized management approach and mobile accessibility.

Pedigo said, “Clio’s greatest asset is that it keeps all my information centralized and all my matters connected.  Part of that centralization lies in the software’s ability to keep me mobile and agile.  Clio’s iPhone support keeps me organized when I’m on the go.  For example, a few weeks ago I was meeting a client for the first time at court.  I needed to contact him but I didn’t have his phone number stored on my iPhone.  I was able to log into Clio and immediately found the number I needed.”

“Using Clio saves me time, but most importantly it gives me peace of mind.  I never have to worry about forgetting something.  Web-based, Clio provides a central place for all of my information that is accessible from anywhere,” Pedigo added.

About Clio
Clio, a comprehensive web-based practice management Software-as-a-Service (SaaS) offering, 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 ClientConnect, a secure portal for document sharing and collaboration with clients, and Clio Express, an offline time capture application.

Specifications and Pricing
Clio is operating system-independent and can run on PC, Macintosh and Linux computers.  Both systems support Internet Explorer, Mozilla Firefox, Safari and Google Chrome.   Clio pricing is $49/month for lawyers and $25/month per support staff member which includes all technical support, maintenance and upgrades.

About Themis Solutions
Themis Solutions Inc. is based in Vancouver, British Columbia.  Its flagship product, Clio, is the leading web-based SaaS (Software-as-a-Service) practice management system for solo and small firm attorneys.  The company was founded by Jack Newton and Rian Gauvreau.  Visit www.goclio.com, e-mail to info@goclio.com or call 1-888-858-CLIO.

About The Brian Pedigo Law Corporation
The Brian Pedigo Law Corporation is a general civil law practice serving Orange, Riverside, and San Bernardino Counties in California.  For more information, visit www.pedigolaw.com.