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[Music] hi everybody thank you for joining us for this for this webinar this is uh all about Clio and how it can benefit your Law Firm so if you have any questions throughout this presentation you can just use the chat at the bottom of the screen and you'll be able to reach myself so I'm Carrie Roseman with the digital and VP of operations and we have Adam Dennis he is our partner account manager with Clio thank you so much for joining us Adam of course thanks for having me looking forward to uh jumping into it yeah me too so first a little bit about the digital uh so we are full service digital marketing and web design development agency we're headquartered in Raleigh North Carolina we've been in business going on 19 years this year we were founded in 2004 we have the highest Google rating of agencies in our area which we're pretty proud of and we have some professional Partnerships such as Clio HubSpot and we're also a premier Google partner the digital has kind of two sides of the business we have production and then marketing on the production side we offer custom web design custom web development we build e-commerce websites lead generation websites we also provide hosting and ongoing support and maintenance for your website and we offer ADA compliance as well on the marketing side of the house we have we offer search engine optimization paid ads such as Google and Bing social media marketing email marketing marketing automation inbound marketing reputation management and then also marketing Consulting and then why are we here today with Clio so we've partnered with Clio because we do more than just agency work when we work with our clients we try to be their business partner in all things that can help grow their business so um you know we really find Business Solutions and sometimes that's not just web design and just digital marketing um and because of the nature of what we do for clients such as building a website or doing digital marketing we bring in a lot of leads for law firms and you kind of you need to know or you need some you might need some help managing all of those leads so that you can actually convert all of these leads into paying clients so that's where Clio comes in Clio gives you an efficient process for handling all of these leads and then managing the entire client life cycle and Adam is is going to go into all of those benefits shortly um and one more reason why we really like Cleo is it already integrates with many of the tools that we like and recommend to our clients so they have 200 Integrations maybe even more and some of our favorites like WordPress call rail for TR for call tracking podium uh Google workspace and also QuickBooks so we feel confident in recommending this tool and we know that um that it can really help you grow your legal practice so at this point I will let Adam take over and do a deep dive and a demo and show you all the benefits of using Clio awesome thanks so much Carrie appreciate the introduction and thank you everybody for taking the time to learn a bit more about Clio really appreciate it before I dive into the demo itself just want to provide a quick high-level overview in terms of Clio as an organization um so in terms of the Five Points at the bottom I just want to highlight some things that really stand out to me um we're the leading cloud-based practice management software company we work with about 40 000 firms across the globe which equates about 150 000 legal professionals uh the vast majority of which are based in the US despite us being a Canadian company at least we're founded in Vancouver Canada um our primary customer base is certainly in the US and that's spread across Canada um Amia and we're starting to move into Asia as well in terms of our employee count it's just about north of 900 employees we really try and keep everything in-house whether it's product development Marketing sales r d we think that's an important part of the process and has really allowed us to sort of grow with the rate that we have and maintain our position as a leader in the market another fact that I'm quite proud of and I think is very important to the company is our relationships with the bars we have 90 plus um Bar Association relationships and I think it's important to highlight because it's a true Testament to our security as an organization the bars are incredibly thorough and you know they put their stamp of approval on Clio because security is something that you know we really invest in and it's important to us as you know we know it's important to you another important stat that I always like to highlight is our renewal rate which is about 98 so not only does Cleo do a fantastic job of onboarding new firms um but you know 98 of the time when firms on board with Clio they stick with us for the Long Haul and the last stat that I want to highlight is that we recently passed the 100 million ARR threshold which is annual recurring Revenue um that's a you know a significant metric within B2B SAS companies which Cleo is um and again it just sort of highlights our position as a leader in the market we're we're here to be you know 100 year old company um and we intend to sort of maintain our position in the market as a leader and the image that you actually see there is our most recent uh conference the Clio Cloud conference that was held in October in Nashville we had about 3 000 in-person attendees um which you know consisted of legal professionals technology enthusiasts Clio customers and Prospects it's going to be in October next year as well also in Nashville it was a lot of fun um so if anyone's curious on that feel free to put in the chat um we'd be happy to sort of follow up with more information on the conference itself foreign so in terms of the product um there's sort of Three core modules to Clio Clio grow Clio manage and then Clio payments I like to think of Clio as an n10 solution that can support clients all the way from client intake all the way to invoice as you see on the left hand side Clio grow really focuses on the marketing intake and Lead conversion aspect of the funnel whereas Clio manage is where the case management itself begins once the client's been retained and you're doing everything from billing calendaring document management processing payments via CLIA payments um so on and so forth you know the overall goal in using something like Clio is to consolidate all the different Technologies across the firm so rather than having you know an intake solution a billing solution something for documents the idea is to have everything Consolidated into one cloud-based tool so you can manage your practice on the go foreign so before I jump into the live demo itself I just want to give everybody the lay of the land in terms of Clio here so what you're looking at right now is Clio grow as I said before Clio grow is our intake tool and on the left hand side we have our firm wide tabs right so we have our matter pipeline firm agenda contacts matters forms documents and reports and we're looking at right now is the matter pipeline which is broken down into intake hired and did not hire and the general idea with this is to map out the different stages that a firm would use to intake a new client and I'm going to walk through this in a bit more detail as we dive deeper into grow but just I just want to give everybody their bearings um before jumping into the full-fledged demo once the client or the lead has actually been retained as a client as I said before the casework and that firm would be managing it in manage itself in the same way as grow we have our firm wide tabs along the left so everything from the calendar tasks matters contacts activities billing payments documents so on and so forth up at the top we have a global search bar you can search a word or a phrase it'll search the entire platform a recent tab for any recently viewed matters built-in timer for any hourly work and then this helpful create new drop down menu which I like to refer to as our you know Swiss army knife of Clio in that you can perform any task or function within the realm of the program from this menu okay great now that everybody has the lay of the land I'm gonna focus on four core values to demonstrate Clio rather than doing sort of traditional left to right demo I think it's best to sort of drill down on four benefits that an end user would experience in using Clio which is a really strong user experience enhanced workflow automation increased billable hours and improvements to the firm's cash flow and then a really strong customer experience which in turn generates more referrals for the firm I'm going to go value by value speak to a high level and then jump into Clio and demonstrate a couple of examples so in terms of user experience you know we often joke internally at Clio that as much as we're a practice management software company or just as if not more a change management software company right with with that understanding everything in Clio was designed with the user experience top of mind we recognize that our attorneys are incredibly busy and the thought of learning a new system can be daunting at times so our product team put a lot of emphasis into the overall user experience so that attorneys would have an easier time adopting the system and not have a huge learning curve but rather allowing you to focus on your billable work and servicing your client which is obviously the priority so I'm going to jump into Clio here and show a couple different examples of how our team's really invested into the user experience and it really starts on the matter dashboard so you'll have one of these matter views for every single one of your cases in Clio right right now we're looking at the last been divorce with children and in the same way that we have our firm wide tabs on the left we have our matter specific tabs all along the top so activities calendar events Communications documents bills all of which that apply to this specific matter that we're looking at on the right we have a timeline that shows any changes that have ever been made to the file the contacts associated with the matter related contacts details on the case and then in the middle all the finance financials so our work in progress outstanding balances and then you can also manage what's in Trust the benefit to this at least from a user experience standpoint is that everything's Consolidated right when so prior to working with our partners my role is on the sales side of things and some things to hear from attorneys all the time is that they would just waste so much time looking for information right when they were working on a Case they'd go looking their case documents they go to a separate uh you know billing folder have to go through their Gmail or Outlook and search for client emails you know the value with this is that when you're working on the last been divorce for example everything's right here you know there's there's little reason for why you'd have to leave this view page whether it's activities documents so on and so forth and that's a huge benefit everything's under one Sun thank you in addition to that you know everything in Clio is cloud-based um we also have a mobile app I've worked with firms who pretty much do everything within Clio from their phone whether it's an iPhone or an Android um you know you can manage your calendar you can review bills share documents um on the go so that's another huge Advantage from user experience standpoint that you're not sort of limited by your server or your on-premise solution Carrie alluded to this earlier but another huge advantage to using Clio from a user experience standpoint is our app directory so we have over 200 plus different integration Partners some of the notable ones are Gmail QuickBooks you know Outlook Microsoft teams Zoom net documents and the benefit with this is that when you adopt something like Clio you can integrate it with whatever technology you're currently using as opposed to having to rewrite the ship um you know as I said before we recognize that attorneys and firms are incredibly busy and the thought of learning something new and sort of adopting an entirely new tech stack can be daunting and counter-intuitive to what we're trying to accomplish it which is saving you more time so by allowing Clio to integrate with what you're already currently using minimize that learning curve and enhances your user experience okay and the last piece I'm going to highlight as it relates to user experience is our fantastic support team so in the event that you know you you experience a roadblock and you have questions for our team they can be reached 24 hours a day five days a week um by phone by email or by chat right here within your Clio account in addition to that our support team is made up of a hundred people um they've won you know several Awards um for for their work and I think it's important to note that you know when you reach out to our support team you're not going to get sort of like an automated can response with a support article you're going to be able to connect with a real live person oftentimes a friendly Canadian who'll be happy to sort of walk you through whatever challenges you're experiencing and those are the examples I'm going to highlight for user experience that leads me in to the next benefit which is enhanced workflow automation so I think it's important to note that regardless of what section of Clio the end user is in the goal is really to automate as much of the administrative work as possible and create efficiencies where we can so I'm going to jump into Clio and show a couple of different examples of that workflow automation I think the best example of that is within Clio bro as I said before Cleo grow is meant to streamline a firm's intake process ensure that no business is falling through the cracks um and that you're really optimizing that experience from that first point of contact from the lead until they're actually retained so in terms of automating workflows what's really nice about Clio grow is that you can have a fully automated intake process you can actually send out the intake form to your client or to the lead or put on your website and when they fill out the information they'll populate as a lead in the lead inbox at which point someone from The Firm can either accept or decline that lead and if they accept that lead they'll move into the newly added section here of course if someone from The Firm wants to manually intake a new lead you can hit quick intake and record all their information right like personal details with the lead source so where that leads coming from if you want to track that as well as any tags to sort of filter your leads and then you can give a description for the matter who's assigned to all that basic information but in terms of automating workflows you can defer all that manual work to the lead by allowing them to fill out the information and have it populated to Cleo yeah another example of workflow automation is with the search bar as I said before you can type in a word or a phrase and it will search throughout the entire system to pull that information so it's going to search your matters contacts calendar events notes tasks activities it even has the ability to search within the content of your documents so if you upload your documents to Clio not only will it search for the name of the document but within the body of that document as well this is a huge Time Saver and as I said before the attorneys just tell me all the time they would just waste so much a time in their day just searching for documents and I know you guys have thousands and thousands of documents that you're constantly referencing whether it's you know case precedent or active files and this is a really helpful tool to sort of streamline that process foreign automation relates to keeping track of your email Communications so we integrate with Gmail and Outlook I have my Gmail open here so I'll stick with this example but let's say you have a really important email that you want to keep track of and Associate to the client matter you can actually click the email and then when you select the Clio plugin whether it's for Gmail or Outlook you can type in the matter that you want to save that email to so I'm going to stick with the lossman divorce here and once I select the matter I actually can hit view in Clio and add a time entry for the time in which it took me to move that email to Cleo so that way when I go back to the last minute divorce and I go to my communications folder all my email correspondence is there and it's not going to remove it from your inbox or rather make a copy and save it to the matter within Clio and this goes back to my earlier point on the user experience front right when you're working the last minute divorce all your correspondence is there all your billing's there there's no reason for why you should have to leave this screen and the last example of automation I'm going to highlight relates to the drafting of documents so I know that attorneys often have to draft retainer agreements or engagement letters documents that they make small changes to but for the most part about 90 of the content's the same so what you can do is actually upload templates with merge Fields um so rather than having you know say a retained agreement it'll say instead of saying January 24th Adam Dennis the name of your firm so on and so forth we put merge Fields over the over the content so it's say like today's date clients first name firm name so on and so forth and then when you hit create new document from template you can choose which template you want to automate and then the matter will populate and then when you click create it's going to replace the merge Fields with all the information that's unique to the matter so nobody from The Firm has to manually draft these documents over and over again and those are just a few examples of the workflow automation I'm really keeping it high level here and not going so you know into the thick of things we have tons of bells and whistles and more examples of all these but for the sake of time I'm just going to stick to those foreign and that leads me into our next value which is how Cleo will help firms capture more billable hours and improve their cash flow position this is probably the main reason why firms come to Clio it's something that Cleo does really well it was sort of our you know staple product when Clio first launched um and yeah I'll jump into Clio and show a couple different examples of why firms love using Clio for this purpose I think the most obvious example is that we have timers throughout Clio so we have a built-in timer right here in the top right you can have multiple timers going at once you can start one time or stop the other and when you stop the timer this time entry sheet will populate where you can put in an activity category a description of the matter what matters associated with the firm user who's assigns that matter and then that user's default billing rate so in that way you know we're trying to incent the behavior of recording your time um to ultimately ensure that firms are capturing all their billable hours in a given day in addition to that we have a built-in timer on the mobile app I've worked with firms to sort of have their iPhone handy they have their timer going on their phone they're doing their work on their computer and in that way and it's a really nice one-two punch where you can still do your work and ensure that the time is being captured and recorded you can also track and capture time on the matter itself just by simply hitting add time same thing you can either you know use a timer input your time manually or use a flat fee category and another example of how Clio helps firms drive more billable hours and improve their cash position is by going to the firm dashboard so what's nice about the firm dashboard is that it displays three key metrics for the firm the firm's utilization realization and collection rate and these are three very important metrics that every firm should be keeping tabs on but what's nice about using it through Clio is that it's going to automate automatically produce this data no one's coming in here and manually creating it just by inputting data from your from your cases it's going to populate over time so in terms of the utilization rate that refers to you know out of the hours in the day what percentage of time is actually being billed for so how many hours of the Working Day are being accounted for and being billed for then realization of the of those billable hours what percentage are actually being captured on an invoice and then collection how effectively is the firm collecting on that bill on those billable hours so what's nice about this is that you can set targets and track how you're doing compared to those targets and again it's going to sort of incent the behavior of continuously trying to get better at capturing more time and improving the firm's cash position the next thing I'm going to highlight are automated build reminders so you can go into the firm wine billing Tab and go to the outstanding balances section and this is going to show every single overdue invoice across the firm so what you can do which is really cool is that you can actually select all so I've selected 11 invoices here and you can hit send and it's basically going to re-share these outstanding invoices with the respective clients to improve your collection now what's neat about this is you can actually toggle on these automated Bill reminders So in theory no one from the firm has to even come in here Clio can regularly re-share these overdue invoices uh with those clients who still haven't made payment at whatever Cadence you indicate and then the last feature that I'm going to highlight are there are payment plans so you can put in a contact's name where you want the funds deposited to whether it's operating or trust account the installment amount the frequency in which you want to want that client to be charged and then you can actually input their credit card directly into Clio or set up an E-Check and then Clio is going to regularly charge that client the installments amount at whatever Cadence you indicate again to ensure that the firm is um you know improving its collection and keeping cash in the business okay great again you know just scrape the surface in terms of that value but those are a couple Prime examples of how Clio helps firms capture more of their time and improve their cash position and that leads me into the last user benefit which I'm going to highlight which is how Clio creates a really strong customer experience and how that ultimately generates more referrals for the law firm so every year Cleo puts out a legal Trends report where we basically consolidate all the data we find across the legal industry into a helpful digestible report um and one of the most compelling findings from a previous report was that about 80 percent of new business for law firms comes from client referrals so in the same way that you know Cleo's invested heavily into the attorney experience we so too really care about the end client experience and that how they perceive Clio can potentially drive or inhibit future business for that firm so I'm going to show a couple different examples of how we've really invested in your end client experience and that we know it's so important in terms of future referrals so in the same way that we have a mobile app for attorneys we also have an app for the end client it's called Clio for clients and it's basically a client portal on their phone they can instant message with the firm they can share documents with the firm they can pretty much get a quick Glimpse in terms of what's going on with their case from their phone um of course in the same way that we have a mobile app we have a web-based portal um with that you know we're just trying to make it as easy as possible for the clock for your clients to interact with the firm whether it's to do it over the phone or to do it in the web foreign so just continuing with that point you can do everything that I just showed in the app in the web as well whether it's sharing documents sharing bills calendar appointments you know I think the the main point we're trying to drive across here is that we want to allow clients to interact with the firm in whatever way is most convenient to them in addition to that on the growth front what's neat about it is that you can actually assign specific tags right so right now we're looking at the Michael ambar matter here we can put in you know maybe he's you know a high net worth lead or a hot lead maybe you want to put in the fact that you know he's a he's a Yankees fan or whatever it may be or maybe that he his birthday's in February and what's cool about that using these tags is that you can actually segment your clients down and filter them out and then import them to MailChimp and send out curated marketing messages based on those tags to these leads and clients and in doing this you know you're creating more personalized experience for for the clients and making them feel like you know they're not one of many but rather you know one of one for the firm okay great and those are just a couple of the examples of the customer experience and how that creates more referrals for the firm if anyone has any more questions in terms of what I've covered or what I didn't um feel free to you know just put in the chat or follow up after the fact but there's certainly much more to be seen within within Clio but just to summarize you know from a high level standpoint there's sort of three aspects to Clio manage which is the case management aspect of the platform once the client's been retained grow which is the intake and CRM aspects of the tool and then Clio complete which is both manage and grow bundled together foreign as I said if anyone wants to learn more feel free to let me or Carrie know I'd be happy to jump on a call connect with a member of our sales team um who can provide a more personalized demo and at this point we welcome any questions thank you so much Adam for all that information that was great to see it see it live absolutely my pleasure I have a question on the um you you said there's like a plug-in for like your emails of of you know logging emails is there an uh way of automating that so once it's connected it just um is smart enough to assign the email to that specific contact or is it something you do have to manually keep on top of yeah it's good questions you can actually have a mail drop ID um whereby you like assign a unique code to contacts in Clio and then once you associate that mail drop ID with that contact the emails will just flow um so essentially there's one manual step and then once that steps get completed it'll automate it okay all right thank you and Leslie uh posted a question what does the new client onboarding process look like yeah it's a great question uh it's something that our team has invested heavily in um it's included within the cost per user per month um so you know once the firm decides to sign up they'll meet with our onboarding team where they'll map out the data migration piece in the training piece in terms of migration same thing with support we have about 100 folks dedicated to migrating data from Legacy tools whether it's you know PC law Abacus you know practice Panther my case um they'll scope it out they'll dedup it to make sure the data is clean and they'll import to Clio on your behalf and then from there you'll be connected with one of our onboarding agents for like a live q a um to get a sense of like what the firm's priorities are and what your workflows are and they'll sort of go over it to ensure that you can hit the ground running foreign all right well thank you again everybody for your time and for spending your lunch break with us and if you have any other questions you know please reach out to myself or Adam and um have a great day [Music]