What’s in a name? Turns out, it’s a whole lot—especially when you’re thinking about how to name a law firm. From ABA and state bar rules to website domain availability, choosing a law firm name involves plenty of considerations.  A law firm name gives potential clients a first impression of the business, and it also plays a key role in your law firm’s brand and marketing strategy. In addition, it can play a significant role…

The 2020 Clio Cloud Conference was without a doubt our biggest and most unique event yet. As lawyer, writer, and media consultant Bob Ambrogi wrote, “The 2020 Clio Cloud Conference [moved] to a venue apropos of its name—the cloud.” With 4,500+ attendees from over 45 countries joining remotely, the eighth annual Clio Cloud Conference—and the first virtual one—was as immersive, eye-opening, and thought-provoking as ever. This year’s conference centered around rethinking and redefining how we…

With 4,500+ attendees from over 45 countries joining remotely, the eighth annual Clio Cloud Conference—and the first virtual one—is looking different this year. Acknowledging 2020’s sobering economic, political, and humanitarian challenges, Clio CEO and Co-Founder Jack Newton delivered an inspiring keynote that covered Clio’s vision for the future of legal services, recent additions to Clio’s product offering, and findings from the newly released 2020 Legal Trends Report. The Reisman Awards Every year, we’re proud…

In 1969, when the American Bar Association’s Committee on Ethics and Professional Responsibility first looked at whether a law firm could accept payment via credit cards, they could not have been more disdainful.  The payment of legal fees using credit cards deemed unacceptable. The committee found it was ‘wrong’ to put professional services in the same category as ‘sales of merchandise and sales of nonprofessional services.’ (ABA Committee on Ethics and Prof. Responsibility, informal opn.…

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…