Clio

Clio is the undisputed leader in cloud-based legal technology offering practice management, CRM and client intake software. Clio enables lawyers to be more client-centered and has earned the most 5 star reviews, the approval of over 65 bar associations and law societies around the world, and a global customers base of 150,000.

Legal professionals know that lawyering often involves tedious paperwork. That’s when document automation (also known as document assembly) and management come in. Document automation allows lawyers like you to save time—in particular, time spent on creating documents—by using information already collected about your client’s case to populate letters and forms. This can include information such as the name and address of your client, details about the opposing party, and key dates. Once a document is…
Summer’s over, and the changing of seasons means an opportunity to refocus and recharge. This month at Clio we’ve been busy with plenty of updates to help your firm stay productive, secure, and organized as you get down to business this fall. There are new ways to streamline your intake forms, updates and enhancements to your Clio account security, resources to help you learn more about client-centered lawyering, and much more. Read on for what’s…
What does it take to create a great client experience? For legal clients, as in any industry, this means providing clients with exactly what they’re looking for, and delivering their legal experience in the most seamless, effortless way possible. Lori Beight and Kristin Gaston understand this well. They’re the owners of Cascade Legal Planning in Portland, Oregon, and the winners of the 2019 Reisman Award for Excellence in Client Service. We spoke to Lori and…
At this time of year, most businesses including law firms are usually starting to plan for the year ahead. The most successful law firms set goals for the upcoming year, draft budgets, and think carefully about how they’ll improve both the client experience and firm efficiency. This year, with the effects of the COVID-19 pandemic ongoing, that process won’t look the same. Still, setting goals and planning to make improvements, even if they’re small ones,…
Law firm strategic planning may not be your top priority right now—especially with the current global pandemic and recession in mind. With pressing issues at hand, it can be challenging to step back and think about what the future will look like for your law firm. However, whether you’re a solo lawyer or have some partners at your small firm, law firm strategic planning is more critical than ever now. Strategic planning for law firms…
Trust accounting is at the heart of the fiduciary responsibility a lawyer has with their client. When done inaccurately, the consequences of bad trust accounting can be severe. But with the right tools, trust accounting can be a less scary responsibility.  In this blog post, I will guide you to do accurate QuickBooks trust accounting with Clio. Why you should use Clio and QuickBooks Online Enjoy exclusive trust accounting features with Clio Although QuickBooks trust…
There have long been discussions on how to increase diversity, be more inclusive as a legal profession, and eliminate bias and discrimination. I remember twenty-three years ago when I graduated law school, this was a debatable topic.  As a legal community, we are still mulling over these issues. Now more than ever, it’s important for the legal community to step up as leaders, counsel and advisers and lead innovative conversations in increasing diversity and equity…
What do you think of when you hear “solo attorney”? You might picture a small-timer, a disheveled lawyer hustling behind-on-the-bills family law cases and barely making ends meet. Or you might picture a slick general practitioner who takes any case that comes in the door so long as they pay in cash and don’t ask too many questions. The truth is that solo and small firm practices are as varied as the people you met…
Things are never easy for a law school graduate. After three years of stressful study and hundreds of thousands in student loans, they now face the next hurdle in their slog to become a lawyer. All graduates must pass the bar exam. This is a test held just twice a year where law graduates must spend days regurgitating legal analysis and taking multiple choice exams. The tests are always held in large gatherings, overseen by…
For many people, access to legal services is out of reach. This can make the difference between having a job and a home, or experiencing homelessness for long stretches of time—sometimes over an issue that’s not even complicated to fix. But lawyers can make a difference. To learn more about how, we spoke to Leslie Ginzel at the 2019 Clio Cloud Conference. Now the Chief of Holistic Services at the Harris County Public Defender’s…