Learn how law firms use Clio’s industry-leading, cloud-based legal technology to be more productive, efficient, and profitable. Tuesday, January 14, 2020 at 11 a.m. PST Learn how Clio’s suite of legal software solutions can transform your practice. Clio’s industry-leading, cloud-based legal technology can have a tremendous impact on your firm’s success. The Clio Suite—which includes Clio Manage for legal practice management and Clio Grow for client intake and legal client relationship management (CRM)—is the industry’s only end-to-end software solution for lawyers. With Clio’s powerful, easy-to-use legal software products, you can: Streamline your firm’s day-to-day operations Free up attorney and staff time Attract and retain more new clients Generate more positive reviews and referrals Join Michael Chasin, General Manager of Clio Grow, and Joshua Lenon, Clio’s Lawyer in Residence, in this in-depth webinar as they discuss the core features and benefits of the Clio Suite. By watching this webinar, you will learn: How the Clio Suite helps law firms be more productive, efficient, and profitable The core functionalities of Clio Grow, Clio's client intake and legal CRM software The core functionalities of Clio Manage, Clio's legal practice management software What's New in Clio: An update on new features and offerings https://landing.clio.com/why-your-law-firm-needs-Clio.html

1. Why Your Law Firm Needs

2. Joshua Lenon
LAWYER IN RESIDENCE AT CLIO
Attorney admitted in New York
@JoshuaLenon

3. Michael Chasin
General Manager of Clio Grow
MBA & JD from Loyola
@MichaelChasin

4. Agenda
• Why get law practice management right now?
• Moving into Cloud Computing
• Software demonstrations
• Clio Grow
• Clio Manage
• Clio Scheduler
• Why Clio is better
• Questions (5 minutes)

5. Why Law Practice
Management right now?
The beginning of the year is the right time
to add Clio to your law firm.

6. Law firm finances measure annually
0
10000
20000
30000
40000
50000
60000
70000
80000
90000
C-corporations S-corporations Individual
proprietorships
Partnerships Non-profit
Number of Law Firm Establishments
By Legal Form of Organization
Source: Census.gov, November 21, 2019

7. Law Firm Billing by Month
-15.00%
-10.00%
-5.00%
0.00%
5.00%
10.00%
15.00%
20.00%
25.00%
30.00%
35.00%
5.00%
6.00%
7.00%
8.00%
9.00%
10.00%
11.00%
12.00%
Jan Feb March April May June July Aug Sept Oct Nov Dec
% of Annual Revenue Billed Target Revenue %CHANGE

11. Moving into
Cloud Computing
Safer, more capacity, and fiscally sound

12. Clio White Paper: Cloud Benefits
• Increased access to
information
• Better collaboration
• Streamlined workflows that
improve efficiency and
productivity
• More secure, more reliable
office information
infrastructure
• Fewer barriers to access and
maintain

13. ““All my attorneys
have a laptop, and as
long as they’re
connected to the
internet, they can do
whatever they want.”
- Kevin Vela
Vela Wood P.C.

14. In 2018, the 60% of enterprises
that implement appropriate
cloud visibility and control tools
will experience
one-third fewer security failures.
Source: ‘Is the Cloud Secure’, Gartner.com, March 27, 2018

15. Through 2020, public cloud
infrastructure as a service (IaaS)
workloads will suffer at least
60% fewer security incidents
than traditional data centers.
Source: ‘Is the Cloud Secure’, Gartner.com, March 27, 2018

16. More Capacity
Cloud services let
customers handle
explosive data growth,
aggregation, and analysis
with turn-key efficiency.

17. Case Data
Volume
Growing

18. 71% of
enterprise
cloud hit or
exceeded
ROI targets
• Time savings for
employees higher than
anticipated - 32%
• Operational expenses
lower than anticipated -
25%
• Capital expenses lower
than anticipated – 21%

19. Clio Grow
The legal industry’s leading client intake software

21. of consumers ask friends and
family for recommendations
when looking to hire a lawyer
62%

22. 65%
58%
68%
of those who faced a
legal problem in the past
2 years hired a lawyer.
sought a consult witha
lawyer they didn’thire.
communicated with a
lawyer they did not hire.
Consumers who don’t hire a lawyer

23. would not contact
the firm again
25%of law firm inquirers
who left a message
did not receive a
call back in 24 hours
34% felt they would not
be encouraged to
contact the
business again
44%
Source: ‘Lawyers must deliver better service to tech-savvy clients,’
Raconteur, June 29, 2016
The Lawyer is In Out

24. Demo of
Clio Grow

25. Clio Manage
Practice management for your law firm

27. Without Practice Management With Practice Management
Client / Conflict Management
Manually tracked
Solutions used include: email, spreadsheets, and
paper files
Automated
Scheduling Manually by electronic or paper calendars Automated
Time Tracking
• Manually tracked
• Standalone time tracking tool used
Automated
Billing
• Manual data entry of client and time
information
• Standalone billing tool for generation of
invoices
Automated
Account Reconciliation
Manual reconciliation Solutions include:
spreadsheets or dedicated accounting tool
Automated
Matter Management
• Paper files maintained on site
• Paper files maintained by physical storage
provider
• Documents stored on attorney desktops or in
shared folder
Centrally managed within practice management,
integrated with client and billing data
Collaboration By email or paper documents
• Internally within practice management
• Externally via portals managed by practice
management
Remote Access VPN, remote desktop, or remote email client Directly via practice management
Source: Building a Business Case for Law Practice
Management, Blue Hill Research

28. Firms with practice
management software
• 40% fewer support
staff
• 4-8 hour per month
reduction in non-
billable activity
• Up to $11-22K more
revenue per attorney
Source: Building a Business Case for Law Practice
Management, Blue Hill Research

29. Time Savings with Clio
On average, Clio saves lawyers
1-2 hours per day.

30. Time Savings in Clio
• Reduction in time spent generating bills
• Reduction in time spent finding information
(centralized information)
• Increase in our firm’s productivity
• Reduction of outstanding invoices

31. American Bar Association’s 2016
Legal Technology Survey
What core functionality do you require in a practice
and financial management cloud computing solution?
1. Time and billing
2. Centralized case management
3. Scheduling/calendaring
4. Document management
5. Conflict Checking / Contact management

32. Clio Payments

34. Firm Dashboards

36. Clio Launcher

39. Demo of
Clio Manage
Functions

40. Clio Scheduler

43. Clio is better

44. Source: G2 Grid for Best Legal Practice Management

45. Market Leader

46. Bar Partners
Over 68 bar
associations in the
U.S., Canada, & UK
offer Clio as a benefit
to their members.

47. Trained Consultants
Clio-certified
consultants across 10
different countries

48. Education Foundation
Clio is taught
in over 200 law
schools and paralegal
programs.

49. Award Winning Support
Support.Clio.com

50. Groundbreaking Research
Clio.com/LTR

51. Collaborative Culture
ClioCloudConference.com

52. Collaborative Culture
ClioCloudConference.com

53. Collaborative Culture
ClioCloudConference.com

54. Collaborative Culture
ClioCloudConference.com

57. Questions

58. Thank You
Joshua Lenon
joshua@clio.com
@JoshuaLenon
Linkedin.com/in/joshualenon
1-888-858-2546