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#ClioWeb
Clio for
Family Law Firms
Joshua	Lenon	– Clio
Jennifer	Reynolds	- FreshLegal
#ClioWeb
Instructors
Joshua Lenon
• Lawyer in Residence at Clio
• Attorney Admitted in New York
• @JoshuaLenon
Jennifer Reynolds
• Lawyer, Admitted in Ontario
• Founder, FreshLegal
#ClioWeb
Agenda
• Family lawyers’ future
• FreshLegal & Clio
• Customizing Clio for family law
• Clio features for family law
• Complimentary family law tools
#ClioWeb
FAMILY LAWYERS’ FUTURE
#ClioWeb
Lawyers of Personal Plight
#ClioWeb
Personal Plight Law
• HumanElements
– Relatively low proportion of document review, drafting, and legal research
– Correspondingly high proportion of client counselling, advocacy and negotiation
• Local by Design
– Required presence for completion
• PersuadingOtherSide
• Resistantto Decomposition
• Resistantto Commodification
#ClioWeb
Family law attorneys are resourceful
#ClioWeb
Family Law Firms = Velocity Opps
60% of Clio-using
family law firms
are solo attorneys 60%
39.30%
0.32%
#	of	Attorneys
1 2	to	9 10	to	19
#ClioWeb
Family lawyers must be good at
Counseling / Advocacy / Litigation / Finance
#ClioWeb
Time in Court Rooms
98% of family lawyersreport
practicing in a courtroom.
51% of family lawyersreport
practicing in a courtroomone
or more times a week.
#ClioWeb
FRESHLEGAL & CLIO
#ClioWeb
#ClioWeb
DefinedClient Experience
Inform Potential Clients
• Downloadable guides
• Newsletter
• Blog
• Social Media
Accessible to Clients
• Contact information on every
page
• Actions for clients
• Map
#ClioWeb
Creates	on	automated	MailChimp campaign	
Clients EducateThemselves
#ClioWeb
Potential clients inform FreshLegal
of their needs via online data entry.
Information on this form is sent via
email and Google spreadsheet to
the firm automatically.
New contacts are added to
MailChimp and Clio (via Zapier)
Opt-in for a newsletter
#ClioWeb
#ClioWeb
#ClioWeb
#ClioWeb
#ClioWeb
Zapier makes	new	Contact	in	Clio	every	time
Zapier adds	Contact	to	Clio	only	if	“Yes”	to	subscription
#ClioWeb
Client experience leads to organized files.
#ClioWeb
Client Custom Fields
#ClioWeb
Contact Custom Fields
• Information requiredby
Law Society that is not
alreadyin Clio
– Occupation
– Business Address (could
probably use second address
for this)
• Information I want:
– CASL Consent
– Preferred method of
communication and receiving
documents
– Referral source
#ClioWeb
MatterInformation Form
• Name (now and before)
• Email address (caution to use same as
on first form – this lets Zapier/Clio find
the right contact)
• Spouse and kids’ names
• Important dates
• Living in same house
• Income tax returns
• Marriage Certificate
• Support information
• Third parties
• Will/Powers of Attorney
• E-mails me info and sends to Google
sheet – copy row to new sheet if they
become a client, and Zapier makesa
matter
#ClioWeb
MatterCustom Fields
• Frequently needed or used for
automation
• Added to Clio by Zapier
• Family information
• Court File Number
• Family Responsibility Office (FRO)
Information
• Office of the Children's Lawyer (OCL)
Information
• Opposing party/counsel (names and
contact)
• Important dates(birthdays, marriage,
separation)
• Final Order/Agreement information
• Occupations, employers
#ClioWeb
MatterCustom Fields
#ClioWeb
Document Automation
• File labels
• Divorcedocuments
– Application
– Package for service
– Affidavit of Service
– File label
• Court File
– Covers
– Endorsement Sheets
– Table of Contents
• Annualreviewletters
– Create once
– Date field updates every year
#ClioWeb
Billing
• Themes:
– Clients
– Consultations
• Costs submissions
– Export to CSV
– Delete “notes” column
• Flat ratesand hourly
• Clio Connect
– Share with clients via e-mail
(most) or Clio Connect portal
#ClioWeb
Client Survey
• RequiredQuestions:
– Likely to recommend?
– Which lawyer
– Can we use info
• Optional Questions:
– Name
– Questions Answered
– Kept Informed
– Billing
– What could we have done
better?
– General comments, etc.
– Testimonial
#ClioWeb
Other Tools/Websites
• ScanSnap
• DivorceMate
• Xero
• Hubdoc
• Receiptbank
• Checkeeper
• Vonage/gUnify
• Dropbox
• Date Counter
timeanddate.com
• Hootsuite
• CanLII & LexBox
• Twitter, Facebook
• Apple TV/Mirroring
• Whiteboard Walls
#ClioWeb
Other Tools/Websites
• ScanSnap
• DivorceMate
• Xero
• Hubdoc
• Receiptbank
• Checkeeper
• Vonage/gUnify
• Dropbox
• Date Counter
timeanddate.com
• Hootsuite
• CanLII & LexBox
• Twitter, Facebook
• Apple TV/Mirroring
• Whiteboard Walls
#ClioWeb
CUSTOMIZINGCLIO FORFAMILYLAW
#ClioWeb
Customizing Clio
4 areasI recommendcustomizingfor family law firms:
• CustomFields
• Activity Descriptions
• Task Lists
• DocumentAutomation
#ClioWeb
Custom Fields
#ClioWeb
Activity Description
#ClioWeb
Task Lists
#ClioWeb
Document Automation
#ClioWeb
Document Automation
#ClioWeb
Document Automation
#ClioWeb
#ClioWeb
#ClioWeb
CLIO FEATURES FOR FAMILY LAW
#ClioWeb
Client Portals
Client Portals let you communicate securely
with clients & other parties.
#ClioWeb
#ClioWeb
Trust Receipts
Trust Receipts tracks requests for
client deposits into trust accounts.
#ClioWeb
#ClioWeb
#ClioWeb
Powered byLawPay
#ClioWeb
#ClioWeb
#ClioWeb
#ClioWeb
ZapierAccess
#ClioWeb
Zapier
UseZapierto automaticallysyncCliowith:
• Evernote
• Newslettertools
• Timers & billing tools
• Data entry forms
Zapiercan triggeractions,like:
• Text messagereminders
• Followup messages
• Automated document creation
#ClioWeb
MatterBudgets
Matter budgets put you in control
of time & expense tracking
#ClioWeb
MatterBudgets
#ClioWeb
CampaignTracker
Campaign Tracker helps you track
incoming potential clients.
#ClioWeb
Campaigns
#ClioWeb
4 Steps to Campaigns
1. Setcampaigndetails
2. Generate trackable phone numberorwebform
3. Call forwarding
4. DashboardOverviews
#ClioWeb
CampaignDashboard
#ClioWeb
#ClioWeb
COMPLIMENTARYFAMILYLAW TOOLS
#ClioWeb
Communications & CalendaringTools
#ClioWeb
Storage Tools
#ClioWeb
Phones
#ClioWeb
Family Law Forms
#ClioWeb
QUESTIONS?
#ClioWeb
Thank You
Joshua Lenon
joshua@clio.com
@JoshuaLenon
Linkedin.com/in/joshualenon
1-888-858-2546
Colin McMahon
Linkedin.com/in/colinmcmahonclio

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