1. Utilizing Technology to Design
Efficient Law Firm Processes
Host: Andreas Becker

2. Housekeeping
● Session length: 60 minutes
● Recording & slides emailed tomorrow (*CLE is only available for the live webinar/ the
recording is NOT eligible for CLE)
● Use to engage with fellow webinar attendees
and select “Everyone” in the dropdown
● Use to ask questions directly to panellists
● Please fill out the survey at the end of the session

3. CLE / CPD Information
To qualify for credit, you must:
1. Be logged in on your own device under the email/name you registered with
(cannot share logins).
2. Attend the entire live webinar.
3. Participate in the polls during the live session.
*If you have met the participation requirements, you will receive a personalized
CLE/CPD affidavit from mcle-clio@americanbar.org for the webinar you attended
to completion. Please check your spam or junk folders as these emails often end up
there. Please note you have to fill out an affidavit for each individual webinar. Once
you complete the affidavit, you will be able to download your certificate(s) of
attendance and they will be emailed to you as well from
mcle-clio@americanbar.org.

4. Introductions

5. Director of Sales, Lawyaw
5
Andreas Becker
TODAY’S HOST
● Graduate of University of San Francisco School of Law, 2011
● Real Estate and Personal Injury Attorney (2011-2015)
● First sales hire at Lawyaw (Acquired by Clio 2021)
Email: andreas.becker@clio.com

6. Founder, Streamlined.legal
● Practicing Attorney (2002-2018)
● Law Firm Owner (2006-2018)
● Clio User (since 2009)
● Clio Certified Consultant (since 2011)
● Awarded Clioʼs Partner Led Excellence Award in
2019, 2020 & 2021
Email: melanie@streamlined.legal
6
Melanie Leonard
TODAY’S PANELIST

7. Managing Partner, Roseman Law, APC
● Celebrating 26 years practicing real estate,
and business law
● Well-seasoned trial lawyer
● Pays a key role in California legislation
7
Steven A. Roseman
TODAY’S PANELISTS
Chief Operations Officer, Roseman Law, APC
● Proud part of Team Roseman since 2009
● Responsible for the daily operations of the firm
● Enjoys team building and developing and
nurturing the culture of the firm
Teresa M. Agnew

8. 8
Agenda
● Spotting inefficiencies
● Common processes & tech to implement
● Frameworks & adoption at Roseman Law
● Themes in the industry
● CLE / CPD Info
● Q&A

9. a. 0-5
b. 5-10
c. 10-20
d. 20+
e. Not sure
How many tools
does your firm use?
Does your tech work
together as a cohesive
system?
a. Yes, everything is in sync
b. Somewhat
c. No, everything is separate
d. Not sure

10. Common
Inefficiencies

11. Examples of
Inefficiencies
at Roseman Law

12. Brainstorm Operational Pain Points - With Your Team!
● Talk to your team about where your production gets backlogged
○ Are we not getting the info. that we need from our clients?
○ Is the attorney to busy with other things to review completed documents?
● Document what your client & team complain about
○ Start with a 2 week period
○ Are there common themes?
● Review your teamʼs time tracked
○ Start with the last 2 months
○ What did they spend the most time on?
○ Are there any red flags?

13. Example Evaluation Blueprint
Current State: Whatʼs your process? Which tools are you using to assist
with this process? Is there firm-wide compliance with this process?
Ideas for Improvement: How does this process impact your firm? Are
there inefficiencies or bottlenecks? Is there room for automation?
Sustainability Analysis: What happens to this process if the
unexpected strikes? What if someone leaves or you terminate a service
provider contract?

14. Example: Billing & Collections
Current State: Using cloud based practice management tools, and
running payments through stripe. Doing trust accounting in QBO.
Collections are hovering around 65%.
Ideas for Improvement: Start using integrated payment processing,
and set up payment plans for delinquent accounts. Use integrations to
avoid double entry.
Sustainability Analysis: Have a backup payment method available if
the first fails. Make sure all staff (or a backup staff member) is trained on
billing and collections procedures.

15. Processes & Tech
to Implement

16. Processes Tech Tools
● Billing
● Intake (Sales)
● Workflows for Legal Production
○ Prepare an Estate Plan
○ File a Complaint
○ Form a Corporation
○ Conduct Expert Discovery
● Clio Manage integrated with:
WiseTime, Milestone Time, TIme
Sparrow
● Clio Manage integrated with: Clio
Grow, Lawmatics
● Legal Boards, Dendri
● Document Automation: Lawyaw,
Knackly
● Research: Fastcase, Casetext
● Reporting: MyFirmData, LawKPIs

17. Polls: Participate to win a $25 Starbucks card ☕
Poll 1: For Non-Clio Users
Would you like to learn more about:
a. Clio’s offerings
b. Clio Cloud Conference
c. No, I’m not interested or already
use Clio
17
Poll 2: For Clio Users
Would you like to learn more about:
a. Adding Clio Grow for client intake
b. Adding Clio Payments
c. Lawyaw
d. Clio Cloud Conference
e. No, I’m not interested or already
use Grow/Payments/Lawyaw

19. Key Ethical and
Compliance
Considerations
with Technology

20. Duty of Technology Competence

21. Rule 1.1: Competence
[8] To maintain the requisite knowledge and skill, a
lawyer should keep abreast of changes in the law
and its practice, including the benefits and risks
associated with relevant technology, engage in
continuing study and education and comply with all
continuing legal education requirements to which
the lawyer is subject

22. Lack of technological
competency leaves law firms
vulnerable to inadvertent
disclosures.

23. In the New for Literally all of the Wrong Reasons

24. Rule: 1.6 Confidentiality
ABA Model Rule 1.6
(a) A lawyer shall not reveal information relating to the representation of a
client unless the client gives informed consent, the disclosure is impliedly
authorized in order to carry out the representation…
(c) A lawyer shall make reasonable efforts to prevent the inadvertent or
unauthorized disclosure of, or unauthorized access to, information relating to the
representation of a client.
[Comment 18] …inadvertent or unauthorized disclosure of information relating
to the representation of a client does not constitute a violation if the lawyer has
made reasonable efforts to prevent the access or disclosure.

25. Rule 1.4(a): Communication
ABA Model Rule 1.4 (a) A lawyer shall:
1. promptly inform the client of any decision or circumstance with respect
to which the clientʼs informed consent...;
2. reasonably consult with the client about the means by which the clientʼs
objectives are to be accomplished;
3. keep the client reasonably informed about the status of a matter;
4. promptly comply with reasonable requests for information; and
5. consult with the client about any relevant limitation on the lawyerʼs
conduct when the lawyer knows that the client expects assistance not
permitted by the Rules of Professional conduct and other law.

26. Frameworks &
Adoption Plans
at Roseman Law

27. Adoption
Plans

28. Make a tech adoption plan
● What will the transition/migration period look like?
● Have you shown firm staff the value of the software?
● Have you communicated who will be responsible for what?

29. Example template for implementing tech
● Process to refine/move online: Which process will you tackle?
● Problem: Why is this a pain point for your firm?
● Solution: What will a new process/technology to do help? Identify the product
or process here.
● Automation: What will this process/product allow you to automate or refine?
● Budget: How many hours and dollars will you designate for this project?
● Sustainability Plan: How will you get the firm to adopt this change and keep
iterating on this?

30. Ex. How to Move your Billing and Collection Process
Online
● Process to refine/move online: Billing workflow
● Problem: Billing and payment cycles take more than a month, logging payments in
ledgers requires multiple entries
● Solution: Use cloud-based case management to consolidate steps and make payments
easier for clients
● Automation: Log time entries as they happen, generate bills in bulk, send secure
payment link with bill, integrate with accounting software
● Budget: 2 hours of training, communication with all clients on workflow, one billing cycle
to work out kinks.
● Sustainability Plan: Set a billing cut-off date, regularly share collections rate, AAR

31. Industry
themes

32. Supercharge your firmʼs
productivity by creating
workflows for the
substantive legal work,
not just the administrative
work.
Not everyone wants to
come back to the office,
even when they can. As a
result, tech tools will
continue to play an
important role in helping
dispersed teams provide
legal services.
Industry Themes
Not everyone wants to
come back to the office,
even when they can. As a
result, tech tools will
continue to play an
important role in helping
dispersed teams provide
legal services.

33. 33
Additional Resources
& Questions

34. Additional Resources
34
● Meetup: Personal Productivity Tips for Actual Results, tomorrow
● CLE-eligible webinar: Streamline Your Court Interactions With Technology,
October 4
● Blog: A 3-Step Guide for Assessing New Law Firm Technology
● eBook: How to Implement Process Optimization at Law Firms
● Clio Cloud Conference October 10-11, 2022: Get your pass

35. 35
Questions

36. CLE / CPD Information
To qualify for credit, you must:
1. Be logged in on your own device under the email/name you registered with
(cannot share logins).
2. Attend the entire live webinar.
3. Participate in the polls during the live session.
*If you have met the participation requirements, you will receive a personalized
CLE/CPD affidavit from mcle-clio@americanbar.org for the webinar you attended
to completion. Please check your spam or junk folders as these emails often end up
there. Please note you have to fill out an affidavit for each individual webinar. Once
you complete the affidavit, you will be able to download your certificate(s) of
attendance and they will be emailed to you as well from
mcle-clio@americanbar.org.