Clio Team

Connect: https://www.lexblog.com/author/clio-team/feed/
Firm/Organization: Clio
Blogs: Clio Blog

Latest Articles

As a lawyer, you’re an expert on the practice of law—but are you taking the time to track what’s important when it comes to guiding the success of your firm? Do you know which attorney or which client is contributing to or reducing your profits? Do you know which marketing expenses lead to the most valuable clients? Are your clients happy? Monitoring the performance of pivotal aspects of your firm can make a major impact…
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Summer is here, and we’ve got plenty of updates at Clio to help you manage your law firm more efficiently so that you can spend a tiny bit more time in the sun. This month, we’ve introduced a new Custom Fields tab, relaunched our integration with cash flow helper and Fundbox, and added the ability to view documents to the new mobile app beta for Clio Manage. Finally, there’s an exciting new addition to the…
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Data security should be a top priority for any law firm, and here’s why. It’s a fact: Clients trust you with their most confidential information. It’s also true, unfortunately, that—since clients entrust lawyers with so much of their sensitive data—law firms make prime targets for cybercrime. According to the 2017 ABA Legal Technology Survey, 22% of law firms faced a cyberattack or data breach—and you don’t want your firm to become part of…
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10 Things You Need to Know About Clio Grow In legal, valuable business is built on relationships—not spreadsheets. We’re excited to introduce Clio Grow, legal client relationship management (CRM) and client intake software that transforms the way you engage with potential and existing clients.…
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Your Guide to Law Firm Business Development Business development means pursuing strategic opportunities for your law firm through building relationships and identifying new revenue streams, such as cross-selling existing clients or adding new practice areas to your firm.…
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Written by Clio Team, posted on January 3, 2019 · Technology Each year, legal tech changes faster and faster. From new apps and services, to shifting client expectations, to new regulations covering tech and what it means for the practice of law, there’s plenty for lawyers and legal professionals to stay on top of. For the competitive, tech-savvy lawyer, here are seven law firm technology trends to watch in the new year. 1. The age…
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Written by Clio Team, posted on December 27, 2018 2018 is nearly over, and, at Clio, that means we’re wrapping up another year of advancing legal tech and working with legal professionals like you on transforming the practice of law, for good. It’s a privilege to serve a group of professionals who make such a big difference for so many in our society. Here’s a look at just some of what you’ve accomplished this year:…
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Written by Clio Team, posted on December 6, 2018 Need a gift for the lawyer in your life this holiday season? If you’re looking for something special for your coworker, friend, or family member in the legal sector, we’ve got you covered. We’ve put together a list of the best gifts for lawyers, and we’ve updated it with some fresh ideas for 2018. These gifts will help lawyers manage their busy lifestyles, improve their…
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Written by Clio Team, posted on December 4, 2018 · Accounting Ah, December: A month for holidays, hot chocolate, and year-end law firm accounting. If that last point made you jump, don’t despair—there’s no time like the present to review your records, close on outstanding receivables, and budget for the year ahead. Beyond that, there’s some information that you’ll need to gather at year-end to make things easier on yourself come tax time. To make…