When it comes to the practice of law, we often think about legal experience. But even the most winning legal argument will ultimately fall flat without solid legal research. Legal research—that is, identifying, finding, and cite-checking the information and applicable laws needed to support your legal decision-making—empowers your arguments and gives substance to your legal work.  While learning how to do legal research effectively may not be the most glamorous part of being a lawyer,…
Last week, we wrapped up our first virtual Clio Cloud Conference, the largest virtual legal conference to date, and by all accounts, the best one. And while this year was different from conferences of years past in so many ways, I still came away feeling energized, invigorated, and determined as ever to transform the practice of law, for good. Coming together virtually with 4,500 of the most innovative legal professionals in the industry, from every…
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…
Is it really always possible to follow your dreams, even if those dreams involve taking on huge legal cases while traveling the country in an RV? For Crystal McDonough, owner of McDonough Law, the answer to that question is “yes.” McDonough Law is based in Colorado, but they service clients in Colorado, Wyoming, and Nebraska—and that’s just for now. We spoke with Crystal at the 2019 Clio Cloud Conference about how she designed the…
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…
What does it take to create a great client experience? For legal clients, as in any industry, this means providing clients with exactly what they’re looking for, and delivering their legal experience in the most seamless, effortless way possible. Lori Beight and Kristin Gaston understand this well. They’re the owners of Cascade Legal Planning in Portland, Oregon, and the winners of the 2019 Reisman Award for Excellence in Client Service. We spoke to Lori and…