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#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
Personal Plight Law
• Human Elements– 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
• Persuading Other Side• Resistant to Decomposition • Resistant to Commodification
#ClioWeb
Family Law Firms = Velocity Opps
60% of Clio-using family law firms
are solo attorneys 60%
39.30%
0.32%
#ofAttorneys
1 2to9 10to19
#ClioWeb
Time in Court Rooms
98% of family lawyers report practicing in a courtroom.
51% of family lawyers report practicing in a courtroom one or more times a week.
#ClioWeb
Defined Client Experience
Inform Potential Clients
• Downloadable guides• Newsletter• Blog• Social Media
Accessible to Clients
• Contact information on every page
• Actions for clients• Map
#ClioWeb
Potential clients inform FreshLegalof 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
Contact Custom Fields
• Information required by Law Society that is not already in 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
Matter Information 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 makes a matter
#ClioWeb
Matter Custom 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
Document Automation
• File labels• Divorce documents–Application–Package for service–Affidavit of Service– File label
• Court File –Covers–Endorsement Sheets– Table of Contents
• Annual review letters–Create once–Date field updates every year
#ClioWeb
Billing
• Themes:–Clients–Consultations
• Costs submissions–Export to CSV–Delete “notes” column
• Flat rates and hourly• Clio Connect–Share with clients via e-mail
(most) or Clio Connect portal
#ClioWeb
Client Survey
• Required Questions:– 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 Countertimeanddate.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 Countertimeanddate.com
• Hootsuite• CanLII & LexBox• Twitter, Facebook• Apple TV/Mirroring• Whiteboard Walls
#ClioWeb
Customizing Clio
4 areas I recommend customizing for family law firms:• Custom Fields• Activity Descriptions• Task Lists• Document Automation
#ClioWeb
Zapier
Use Zapier to automatically sync Clio with:• Evernote• Newsletter tools• Timers & billing tools• Data entry forms
Zapier can trigger actions, like:• Text message reminders• Followup messages• Automated document creation
#ClioWeb
4 Steps to Campaigns
1. Set campaign details2. Generate trackable phone number or web form3. Call forwarding4. Dashboard Overviews
#ClioWeb
Thank You
Joshua Lenon
@JoshuaLenon
Linkedin.com/in/joshualenon
1-888-858-2546
Colin McMahon
Linkedin.com/in/colinmcmahonclio