Clio

Conflict Checking: The Basics of a Good System Conflicts of interest are a really big deal. We know this because we learn as much in law school—the ethics courses and Multistate Professional Responsibility Exam (MPRE) beat the concept to death. Now, we have to sit through CLEs on it every few years. Basically, conflict of interest rules state that you can’t represent a client whose interests are adverse to your own or to a former…
How to Set Up a Matter Numbering System At Your Law Firm Is there a less exciting topic then how to number your matter folders? You might be thinking “no, there isn’t,” but while this is an incredibly boring topic, getting it right is important. A good matter (or file) numbering system will reduce time wasted on administrative tasks, and this will be especially true if you are supervising multiple attorneys and staff members, all…
As the sun sets on another productive summer, it’s time to pull on a sweater and get excited for what’s in store for fall. This month—because it’s true that what’s good can always get better—the focus is on enriching the features that you told us are most important to you. From simplifying your billing (while also improving your client experience) with Outstanding Balances, to time-saving document-upload notifications in Clio Connect, we’ve got key improvements…
Over the last ten years, we’ve spent a lot of time and energy understanding the needs of lawyers and the direction of the legal industry. And over that time, one thing has become clear: the legal industry is at a crossroads. 84% of legal professionals told us that increasing revenue was important to firm success, yet 77% of legal problems don’t receive legal assistance, according to the World Justice Project. So what’s the disconnect? Clients…
August is here, the sun is high, and we’ve got a bunch of new updates to keep your firm as productive as possible as we roll into the end of the summer. This month, we’ve rolled out non-billable time tracking in Clio Manage, making it easier to track all the work that goes into a matter while keeping control over what shows up on the final invoice. Additionally, this month brings Tasks to the…
Free legal research tools used to be a dream. High-quality legal research is a necessity for all law firms—after all, finding the right precedent or statute could give you the edge to win your case—but does it have to be expensive? In the past, paid research platforms were the only choice, so we accepted legal research tools as a costly-but-necessary expense for law firms. Today, however, the landscape of the industry has changed dramatically, with…
Few things strike fear into the hearts and minds of otherwise-intrepid attorneys quite like the words, “law firm accounting”—and for good reason. While you’ve spent years honing your skills to become a great lawyer, you didn’t learn about accounting at law school—which might make the thought of law firm accounting pretty intimidating for even seasoned attorneys. Still, if you’re the owner of a small law firm, you need to know the essentials of legal accounting…
We’re officially more than halfway through 2019 (Where did the time go?), which means it’s the perfect time to find new ways to help your firm perform its best straight through the end of the year—and Clio is here to help. This month, we’re bringing you ideas for how to streamline, modernize, and make things easier for your firm. From even more functionality for the Documents feature in the Clio mobile app beta, to a…
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…
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…