Clio Blog

Subscribe
Visit Blog
By: Clio

Blog Authors

Derek Bolen
Teresa Matich
Jack Newton
Willie Peacock
Bryce Tarling
Clio Team

Latest from Clio Blog

3 Things to Know About the Client Experience in Prison How would you like to forever be defined by the worst thing you’ve ever done? That’s the reality for many who’ve been in the US prison system. But Shaka Senghor believes it doesn’t have to be that way. Shaka is the President and Creative Director of Shaka Senghor, Inc. His memoir, Writing My Wrongs: Life, Death and Redemption in an American Prison, debuted on The…
dff8acfd-4c78-4504-b8b2-71b888261932_1920-1024x683.jpeg
Highlights from the 2019 Clio Cloud Conference The 2019 Clio Cloud Conference was without a doubt our biggest and best event yet. As a conference with a reputation for “consistently [being] one of the best for legal professionals interested in learning how to better manage their practices and use technology,” according to Bob Ambrogi, there’s a high bar—and the Clio team does an exceptional job of meeting (and exceeding) that expectation every year. This…
6b2b15d7-968f-44c0-a50a-2abe9a2f1010_1920-1024x683.jpeg
Clio Cloud Conference 2019: Highlights From Jack Newton’s Keynote At the 7th annual Clio Cloud Conference, Clio CEO and Co-founder Jack Newton opened the day with a rousing keynote, covering this year’s $250 million investment in Clio from TCV and JMI Equity, Clio’s vision for the future, recent additions to Clio’s product offering, and findings from the 2019 Legal Trends Report. And, Jack announced that his first book, The Client-Centered Law Firm, is now…
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…
Screen-Shot-2019-09-18-at-4.22.04-PM-1024x558.png
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…
Catamaran-Blog-Img-02-02-300x151.png
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…
Non-Billable-Time-Time-Entry-1024x722.png
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…
Screen-Shot-2019-08-02-at-10.21.19-AM.png
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…