November 12, 2010
Tonight we’ll be hosting a Clio Meetup at the Laguna Bar at the Coronado Springs Resort.
We’d like to invite all MILOfest attendees as well as any nearby Clio users, fans, and partners to join us for a few drinks on our tab.
When
Friday, November 12th, 5:00PM
Where
Laguna Bar
Coronado Springs Resort
1000 West Buena Vista Dr.
Lake Buena Vista, FL 32830
October 27, 2010
In a new white paper, internationally respected legal technology expert Brett Burney offers five reasons lawyers should be in “the cloud.” He also demonstrates how cloud computing, or Software-as-a-Service (Saas), offers benefits to lawyers without disregarding their ethical responsibilities.
Key points of being in “the cloud” include:
Burney lays out a strong case that cloud computing meets standards for client confidentiality, professional conduct and ethics found, as echoed by the Proposed North Carolina Ethics Opinion and the Arizona Ethics Opinion on offsite back services.
Still uneasy, or curious? Go ahead and read the full white paper (PDF), and let us know what you think.
October 26, 2010
Previous User Review Spotlights have come from practicing attorneys using Clio, like Aaron Hall, Jason Molder, Brian Powers, and Brian Pedigo. Today we’re pleased to showcase a user review from a paralegal.
Ana Pierro is a senior paralegal with over 15 years of experience in a number of areas, including: insurance defense, plaintiff’s personal injury and product liability, asbestos litigation, securities litigation, compliance, regulatory work and more recently government affairs. She also has a blog, The Paralegal, and she recently posted a review of Clio.
She writes that Clio
did not require me to download anything onto my computer, which can take up a lot of memory.
Being that Clio is a web-based application the only thing you need in order to access this practice management system is an Internet connection. As a paralegal that is always on the “go” this is an important aspect of any practice management I choose. I like to know that no matter where I am, as long as I have an Internet connection I am able to access my calendar, my billing, my to do lists and any documents I need on the go.
One of the more interesting uses she has found for Clio is as a “diary” for phone conversations she has with clients. She explains:
There is a communications tab that allows you to record phone call notes. The way I used it was more like a “diary.” If a client called wanting to know what was going on in his/her particular case, all I had to do was open up communication under a particular client I had a “history” of the case in front of me and was better able to discuss it with the client without having to dig up the actual folder on my computer or even have to look up the actual paper file (which I still keep. Trying to get out of that habit).
Not only can paralegals like Ana access information from anywhere using Clio, but they can keep records of phone conversations at the ready which can help enhance customer service.
You can read her complete review here: Clio: Practice Management at your Fingertips. And if you’re a Clio user and would like to write a review, we’d be happy to highlight your review on this blog – just let us know about your review by e-mail at info@goclio.com or via Twitter at @goclio.
October 22, 2010
Cloud computing continues to be a topic of discussion throughout the legal industry, so we’ve decided to introduce a new resource to our website: White Papers.
White papers, generally speaking, are another way to help educate and inform people about the practical issues, implications and uses of any number of areas. Finance. Medicine. Technology. Even marketing.
Our aim is to continue to educate and inform the legal community on practical issues related to cloud computing. You may be more comfortable in the cloud with your personal tasks, be it uploading photos to Walgreens to pick up with a gallon of milk on the way home, or responding to a reunion invitation or conference registration online.
By understanding the benefits, and risks, associated with cloud computing in the practice of law, you can experience that same level of comfort, and keep your focus on being a zealous advocate for your clients.
October 14, 2010
Today Clio’s co-founder and President Jack Newton will be giving talk entitled “The Security and Ethics of Cloud Computing” at the North Carolina Bar Association. Topics covered in the talk include:
If you’re interested in having Jack speak at your local bar on cloud computing, practice management, or any of the other topics in the “Cloud CLE” series, please feel free to drop us a line.
October 12, 2010
Today we’re pleased to announce with Google a deep integration between Clio and Google Apps. Tighter integration with Google Apps has been something our users have been asking for an on increasingly frequent basis, and we’re happy to address that demand with today’s announcement.
The integration has three major components:
Let’s take more in-depth tour of what the integration means for users. First of all, Clio now offers bidirectional sync for both contacts and calendars with Google Apps. This means that changes or updates you make to your contacts or calendars in Clio will automatically be synced to Google and vice-versa. You can see a screenshot of the calendar sync functioning below:
Clio’s recently-released e-mail integration also works seamlessly with Google Apps’ Gmail for Business. E-mails can be easily linked to matters or contacts via Clio’s “e-mail dropbox” functionality.
Clio has also become the first legal application to join the Google Apps Marketplace. The Google Apps Marketplace makes it easy for Google Apps administrators to install new applications into their domains. We’ve also streamlined signing onto Google Apps and Clio with what’s called ”Single Sign-On”. Single Sign-On means you only need to sign in once to access both Google Apps and Clio. Additionally, Clio has been incorporated into the Google Apps universal navigation bar, meaning Clio is only a click away any time you’re using Google Apps:
We’re extremely excited to announce this deep integration with Google Apps. To add Clio to your Google Apps domain, simply visit Clio’s Google Apps Marketplace listing.
October 11, 2010
We’ll be holding our second Clio Meetup this Wednesday, October 13th in “the Triangle”. We invite all Clio users, fans and partners to join us for drinks and appetizers at the 6 Plates wine bar. Clio’s co-founder and President Jack Newton will be hosting the event. Drinks and appetizers are on Clio!
Where
Six Plates Wine Bar
2812 Erwin Rd
Durham, NC 27705
When
Wednesday, October 13th
7:00pm – 9:00pm
Who
Clio’s users, fans and partners are welcome. Bring a friend!
The event is listed on our Facebook page.
October 1, 2010
Today Clio celebrates its second anniversary. In two short years Clio has grown from a handful of early-adopters to a thriving community of happy customers numbering in the thousands. These firms are collectively managing millions of contacts, matters, tasks, documents and bills with Clio’s easy-to-use cloud-based software. This number has significantly expanded due to Clio’s recently released e-mail integration, which is now indexing over 100,000 e-mail messages and communications, and growing by thousands of messages per day.
The past year has been one of exceptional growth and recognition for Clio. At LegalTech New York, Clio was the first and only cloud-based practice management system to bring home a Law Technology News LTN Award in the practice management category. Clio was also named to the ABA TECHSHOW’s “Best in Show” list for the second year in a row. In addition, more than 95% of Clio’s users said they would recommend the software to others according to the company’s latest Customer Satisfaction Survey.
In May 2010, Clio was the first SaaS case management product to launch a partner program, namely the Clio Certified Consultant Partner Program, which now has a total of 80 companies among its ranks including legal technology luminaries like Ross Kodner of Microlaw, Adriana Linares of LawTech Partners, Nerino Petro of the Wisconsin Bar and John Heckman of Heckman Consulting.
New features and additions to Clio in the past year include:
According to Clio President and co-founder Jack Newton, “I’m tremendously proud of what we’ve been able to accomplish over the last two years. The explosive growth we’ve seen is yet more evidence that cloud computing is entering the mainstream, and that our efforts to innovate rapidly and deliver top-tier customer support are paying off. We’re grateful to our customers, partners and friends that have contributed to the strength of Clio and look forward to an exciting 2011.”
September 24, 2010
Clio’s co-founder Jack Newton has been touring North America giving CLE on topics including:
Here are some of the venues we’ll be speaking at this Fall – if you’d like to have Jack present at a local event for your Bar, please drop him a line.
September 24, 2010: Denver TechShow
The Ethics and Security of Cloud Computing
Cloud computing is one of the hottest trends in legal technology. Rather than installing and running software on your local computer, your software and data is hosted by a third party and made available over the Internet. While this new approach to cloud computing offers many benefits, lawyers in particular need to be aware of security- and privacy-related “best practices” prior to entrusting confidential client data to “the cloud”. In this talk we will also review recent ethics opinions related to cloud computing.
September 30, 2010: Avvo Webinar
How a Cloud-Based Practice Management System Can Help You Run an Effective, Efficient, and Error-free Practice
Attorneys that attend this webinar will learn:
October 5, 2010 – Solo Practice University
How to Avoid Malpractice-, Ethics- and Trust Account-Related Issues with Practice Management Software
In this seminar Jack Newton will review the most frequent sources of malpractice, ethics and trust account-related issues, and how practice management software can be used to mitigate or eliminate these sources of risk. Aspects of practice management tools specifically designed to eliminate these sources of risk will be discussed, including:
October 21, 2010 – Illinois State Bar Solo and Small Firm Conference
How a (Cloud-based) Practice Management System can help you Practice Efficiently and Competently
A practice management system is a key component of any well-run law office, regardless of firm size. In this talk we will detail how a practice management system can help a law office not only become more efficient, productive, and profitable, but also reduce its risk of malpractice. This talk will review the leading desktop- and cloud-based practice management systems, and will provide a practical “hands-on” demonstration of practice management systems in action.
October 28 – 30, 2010 – Wisconsin Solo & Small Firm Conference
What a Law Firm Can Learn From Zappos ( Hint: It isn’t about Selling Shoes.)
Delivering surprisingly great customer service is one of the most effective, cost-efficient, and practical ways to differentiate your law practice. It’s something a law practice of any size can do, and it’s something most of your competitors, even if they’re paying lip service to it, aren’t doing.
November 2, 2010 – ABA Training Tuesday Webinar
Collaborating with Clients Securely
In this webinar we’ll show how Clio’s client collaboration portal, ClioConnect, can be used to securely collaborate with clients. Learn how you can, in a matter of seconds, create a secure client portal through which you can share documents, bills, and even receive online credit card payments payments.
Sign up here.
November 11, 2010 – MILOFest 2010
Launching Your Practice into the Cloud
Macs, iPhones, iPads and “the cloud” make a perfect combination. In this 60-minute session we’ll do a hands-on walkthrough of how to put your practice in the cloud, covering topics including:
You’ll walk out of this session with a clear understanding of how to set up key cloud-based applications, an understanding of the value they deliver, and how to best integrate cloud-based applications with your Mac, iPhone and iPad.
December 7th, 2010 – ABA Training Tuesday Webinar
Trust Accounting Simplified
Trust accounting is a much-feared topic among lawyers, but with the right software managing trust accounts can be a snap. In this webinar we will walk through how to set up a trust account, receive a retainer, apply the retainer to a bill, and produce reports that may be needed for demonstrating compliance with your bar association trust accounting rules. We will be able to do all this in under 15 minutes, proving that trust accounting is, truly, nothing to be feared.
Sign up here.
December 9th, 2010 – Law Practice Strategy Webinar
September 22, 2010
Tomorrow evening we’ll be hosting the first of an ongoing series of city meet-ups for Clio users, fans and partners in Denver, Colorado. Clio’s co-founder and President Jack Newton will be hosting the event. Drinks and appetizers are on Clio!
Where
Cool River Cafe
8000 E Belleview Ave # C10
Greenwood Vlg, CO 80111-2643
When
Thursday, September 23rd
7:30pm – 9:00pm
Who
Clio’s users, fans and partners are welcome. Bring a friend!
The event is listed on our Facebook page.