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Derek Bolen
Teresa Matich
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Latest from Clio

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…
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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…
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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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When it comes to enabling your law firm and staff with technology, it’s best to get a device policy in place sooner than later. Without one, it becomes an arduous task managing whose device has access to what firm information, and what to do if one gets lost. There are a number of options when it comes to device policies, but by far, the two most viable options for law firms are Bring Your Own…
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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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For law firms looking to drum up business, search engine optimization (SEO) is often one of the first things that comes to mind. And for good reason—according to the 2017 Legal Trends Report, 37% of legal consumers looked for a lawyer via online search. Perhaps you’ve recently heard a friend or colleague talk about the power of SEO, and you’re considering the impact it could have on your law firm. SEO can seem difficult…
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These days, it seems like everyone’s on a mission to declutter and spark some simplicity (aka joy) in their hectic days. At Clio, we’re simplifying life for lawyers, too. This month, we’re bringing you plenty of new ways to tackle your day-to-day tasks faster, easier, and smarter. Read below to learn about improved productivity in the upcoming release of our new mobile app, how enhanced expenses helps you cut down on data entry, and how…