The facts behind United States v. Heppner
The defendant, Heppner, was under federal indictment for wire fraud, securities fraud, and conspiracy to commit securities fraud. When investigators executed a search warrant on his home, they seized 31 documents among other materials.
His counsel flagged those documents as protected, either under attorney-client privilege or as work…

The operational bottleneck limiting law firm growth
Running a law firm today means managing far more than legal work. Beyond substantive matter work, your team juggles new client intake, appointment scheduling, payment follow-ups, status updates, and the steady stream of questions that clients expect answered.
Each of these tasks is manageable on its…

With artificial intelligence, legal professionals are getting much more done in a day. But for law firms that bill primarily by the hour, this may not bode well. As lawyers complete their work faster for clients, they log fewer billable hours, which means less revenue for the firm.
Due to this conflict between efficiency and…

Top AI use cases in law across the legal workflow
Here’s how AI supports lawyers in both the practice of law and the business of running a firm.…

Why lawyers should consider starting a podcast
As legal marketing becomes more competitive, law firms need channels that build trust, not just visibility. As successful lawyers have shared through law firm marketing tips, thought leadership, education, and meaningful client engagement all play a key role in reaching potential legal clients effectively. 
Clients want clear,…

Why document comparison matters in legal practice
Document comparison matters a great deal in legal work, particularly given the wide range of serious risks associated with the accuracy and consistency of legal documentation. For one, amendments to a contract that are missed during the review process can significantly alter an agreement and result in the…

2025 Partner Impact Award winners
Each winner exemplifies what it means to be a top-producing partner and trusted advisor within the Clio partner ecosystem. Awards are organized by region, North America and International, to reflect the global reach of the Clio partner ecosystem and the unique ways partners support firms in different markets.
CPN Legal…

What legal write-downs are and why they happen
A write-down is a decision to cut the amount of billable time that appears on a client invoice before it is sent. In other words, write-downs occur after legal work is performed, when some of the recorded time is intentionally removed or reduced during billing.
Write-downs are…

What is shadow IT?
Shadow IT is software that’s used without any knowledge, approval, or oversight from a law firm’s IT experts. Broadly speaking, shadow IT includes software that is downloaded and installed on local hardware, as well as cloud-based tools that can be accessed by logging into a web browser. 
For example, individuals may…

What SB 574 requires: four considerations for lawyers using AI
The bill doesn’t ban AI use in legal practice. Instead, it clarifies that existing professional obligations (confidentiality, competence, accuracy, and fairness) still apply when using AI tools.
The bill defines generative artificial intelligence as an “artificial intelligence system that can generate derived synthetic content, including…

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Research into how AI can help lawyers
One of the more exciting aspects of witnessing a breakthrough technology like AI emerge seemingly overnight is to observe how it manifests in our daily life. In addition to us finding new ways to apply AI every day, the technology itself is also fast evolving. 
To keep up…

What is matter-aware AI?
Matter-aware AI is legal artificial intelligence that connects directly to your practice management system and automatically understands your entire case file (—your documents, timeline, work product, and matter details) —before you even ask a question.
Most AI tools work differently: You type a question, they search a database, and return an…