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 deliver legal services, and around creating a VUCA Prime environment—one of vision, understanding, clarity, and agility—out of a period of extreme uncertainty. To that…
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 to honor our customers and the amazing work they do in the legal community. Before starting his formal keynote, Jack revealed that Clio is delivering…
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 life she wanted around a successful practice, and how other lawyers can do it too. This is also the subject of Crystal’s course, Law Adventure
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. No. 1120 (1969)). This opinion set back solo and small law firm finances for the next 50 years. So, today, do lawyers take credit cards?…
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 created, it’s saved and stored in a document management system. This way, the document is easily accessible, well organized, and secured for future access, edits,…
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 new at Clio this month. Multiple contacts per intake form in Clio Grow Client intake isn’t always the most straightforward process, and sometimes it involves…
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 Kristin at the 2019 Clio Cloud Conference to find out how investing in the client experience has led them to a profitable and successful practice. …
At this time of year, most businesses including law firms are usually starting to plan for the year ahead. The most successful law firms set goals for the upcoming year, draft budgets, and think carefully about how they’ll improve both the client experience and firm efficiency. This year, with the effects of the COVID-19 pandemic ongoing, that process won’t look the same. Still, setting goals and planning to make improvements, even if they’re small ones, will help your firm succeed in our uncertain world. One of my favorite concepts is the idea of the aggregation of marginal gains, most…
Law firm strategic planning may not be your top priority right now—especially with the current global pandemic and recession in mind. With pressing issues at hand, it can be challenging to step back and think about what the future will look like for your law firm. However, whether you’re a solo lawyer or have some partners at your small firm, law firm strategic planning is more critical than ever now. Strategic planning for law firms impacts their growth, which can mean surviving or going under during a recession.  In this blog post, we’ll go over why strategic planning is essential…
Trust accounting is at the heart of the fiduciary responsibility a lawyer has with their client. When done inaccurately, the consequences of bad trust accounting can be severe. But with the right tools, trust accounting can be a less scary responsibility.  In this blog post, I will guide you to do accurate QuickBooks trust accounting with Clio. Why you should use Clio and QuickBooks Online Enjoy exclusive trust accounting features with Clio Although QuickBooks trust accounting makes trust accounting a little easier for legal professionals like yourself, there are several trust accounting features built into Clio that do not exist…
There have long been discussions on how to increase diversity, be more inclusive as a legal profession, and eliminate bias and discrimination. I remember twenty-three years ago when I graduated law school, this was a debatable topic.  As a legal community, we are still mulling over these issues. Now more than ever, it’s important for the legal community to step up as leaders, counsel and advisers and lead innovative conversations in increasing diversity and equity and becoming more inclusive as a profession. According to the latest ABA National Lawyer Population Survey, 86% of lawyers are white, a statistic that…
What do you think of when you hear “solo attorney”? You might picture a small-timer, a disheveled lawyer hustling behind-on-the-bills family law cases and barely making ends meet. Or you might picture a slick general practitioner who takes any case that comes in the door so long as they pay in cash and don’t ask too many questions. The truth is that solo and small firm practices are as varied as the people you met in law school. There are born entrepreneurs tinkering with new practice models. There are bleeding hearts who take on immense caseloads and never cut a…
Things are never easy for a law school graduate. After three years of stressful study and hundreds of thousands in student loans, they now face the next hurdle in their slog to become a lawyer. All graduates must pass the bar exam. This is a test held just twice a year where law graduates must spend days regurgitating legal analysis and taking multiple choice exams. The tests are always held in large gatherings, overseen by lawyer proctors. Ten to twelve weeks later, graduates will be informed if all their work, stress, and debt have paid off. If they pass the…
For many people, access to legal services is out of reach. This can make the difference between having a job and a home, or experiencing homelessness for long stretches of time—sometimes over an issue that’s not even complicated to fix. But lawyers can make a difference. To learn more about how, we spoke to Leslie Ginzel at the 2019 Clio Cloud Conference. Now the Chief of Holistic Services at the Harris County Public Defender’s Office, Leslie was formerly the Program Director for Beacon Law, a civil legal aid program in downtown Houston that supports people who are experiencing…
Deciding to go solo is one thing. But the next step—choosing which legal practice area to focus on—is another challenge entirely. What are the best practice areas for solo attorneys? Should you follow your passion … or follow the money? When you’re building a new solo practice, choosing the best legal areas to focus on can be overwhelming. But with the right planning, research, and tools, you can make more strategic decisions to set yourself up for success. Below, we’ll review important considerations when selecting law practice areas as a solo attorney. We’ll also take a look at some of…
As an unusual summer winds down, we’re ready to see what new ideas and connections the fall will bring—especially because we’re now less than two months away from the virtual Clio Cloud Conference in October.  In the meantime, we’ve got a few updates to Clio Manage to share. From a new way to apply discounts to your clients’ bills, to additional tax options for QuickBooks Online, to a more streamlined account code mapping when you use Xero, you’ll find new ways to make your billing and invoicing easier and more customizable this month. Oh, and circling back to the 2020…