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.

Website: https://www.clio.com/
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Derek Bolen
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Latest from Clio

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There’s a debate amongst legal professionals around whether lawyer work-life balance is achievable, or what that even means. The Cambridge Dictionary defines work-life balance as “the amount of time you spend doing your job compared with the amount of time you spend with your family and doing things you enjoy.” Based on that definition, we can see the cause for debate.  Lawyers are notorious for their long hours and demanding workload. Our 2018 Legal Trends …
As the legal world continues to go through massive change, how is your law firm responding? Change management can be a challenge in the best of circumstances. But, if done right, you can bring innovation to your firm that helps you thrive. You’ll provide better service, and be more profitable. We spoke with Matt Homann at the 2019 Clio Cloud Conference about design thinking and how lawyers can better approach change management at their firms.…
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There are many reasons for closing a law practice. Maybe you are a solo lawyer joining a larger firm as a new partner, maybe you have accepted an in-house position, or maybe you are retiring. No matter the case, closing a law firm may seem simple. Turn out the lights and lock the door on your last day. Right? However, closing a law firm is not a simple process. Clients and regulators will continue to…
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With law firms being service-based, revenue earned in this profession is still mostly based on hours billed for work on behalf of their clients. Unfortunately, non-billable hours are a fact of life for any law firm and can take up a significant amount of time per day. This includes administrative work that is separate from client work, client intake, billing and collections, and practice management tasks. And this is where law office automation can help.…
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Law firm succession planning is fundamental to the success of your legal practice—regardless of which stage of your law career you’re at. Yet a 2018 Thomson Reuters survey showed that only 37% of law firms had (or was creating) an official succession plan. It can be uncomfortable to think about the situations where a law firm exit strategy or succession plan would be necessary. However, the unexpected can happen at any time. A succession plan…
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In today’s world, law firm innovation is no longer a nice-to-have. If you want to be competitive and grow your business, especially through digital channels, innovation is a necessity. Like other business sectors, law firms have to be agile and adapt to continuously changing consumer trends, especially during times of unpredictability. With the likes of Amazon, Apple, and Google constantly providing better products and experiences, clients are demanding more innovation and increased ability to get…
Amidst our rapidly changing legal landscape, effective law firm management is an evolving challenge. To manage a law firm successfully, lawyers must cultivate a growth mindset and be willing to break free of tradition—but sometimes, that’s easier said than done. After hearing from dozens of successful solo attorneys, firm owners, and managing partners, I’ve learned a fair bit about law firm management. Building on themes that arose from those conversations, this guide covers everything you…
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As we roll into an unusual summer, one thing is clear: Everyone’s eager to connect and collaborate. S0 we’ve found a few ways to help make it easier to work remotely. From integrations with Zoom and Microsoft Teams, to a better way to re-send bills, to an announcement about everyone’s favorite conference, this month it’s all about working together from wherever you are.  Clio Manage +  Zoom Video conferencing is now a big part of…
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Lead generation for lawyers can be a challenging concept and process. Lead generation may even seem like a foreign concept that’s just for “people in sales.”  But it’s absolutely critical for your law firm to create a reliable lead generation pipeline, as lead generation is essential to your law firm’s business development strategy, and contributes to its cash flow, financial health, and business growth. Thankfully, with the right strategy and tactics, lead generation…
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Good law firm websites give your clients a place to connect with you online. And great law firm are easy to navigate with services clearly laid out. But the best law firm websites provide an effortless, client-centered experience while projecting a strong, clear brand for your practice. Below, we’ve looked at a number of law firm websites and compiled some of the best ones. We hope this helps you can get inspired with useful tactics…