The document discusses features of the legal practice management software Clio and how it can be customized for family law firms. It outlines how Clio can be integrated with other tools like FreshLegal and Zapier to create automated workflows for client intake and document generation. Key Clio features that help family law firms include client portals, matter budgets, campaign tracking, and tools to help with communications, calendaring, storage, and phones. Customization options involve custom fields, activity descriptions, task lists, and document automation templates.
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Instructors
Joshua Lenon
• Lawyer in Residence at Clio
• Attorney Admitted in New York
• @JoshuaLenon
Jennifer Reynolds
• Lawyer, Admitted in Ontario
• Founder, FreshLegal
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Agenda
• Family lawyers’ future
• FreshLegal & Clio
• Customizing Clio for family law
• Clio features for family law
• Complimentary family law tools
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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
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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.
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DefinedClient Experience
Inform Potential Clients
• Downloadable guides
• Newsletter
• Blog
• Social Media
Accessible to Clients
• Contact information on every
page
• Actions for clients
• Map
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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
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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
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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
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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
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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
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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
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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