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2 episodes with joshua lenon
2 episodes with joshua lenon
Each week, the leading journalists in legal tech choose their top stories of the week to discuss with our other panelists. This week's topics: 04:50 Clio moves into Big Law space with acquisition of ShareDo, with special guest Joshua Lenon 23:25 AZ Supreme Court hiring AI spokespeople (Selected by Joe Patrice) 37:00 The End of Reality? How to combat deepfakes in our legal system (Selected by Victor Li) 43:55 AffiniPay's 2025 Legal Industry Report Portrays A Profession At A Technological Crossroads (Selected by Bob Ambrogi) 51:06 What I learned from a week at South by Southwest (Selected by Stephen Embry)
One of the industries that is adopting artificial intelligence tools the fastest is the legal field. A recent report from the legal tech company Clio showed almost 80% of legal professionals are using AI in some way in their practice, up from about 30% last year. Joshua Lenon, a lawyer in residence at Clio, told Marketplace’s Meghan McCarty Carino the profession is particularly ripe for tech disruption.
One of the industries that is adopting artificial intelligence tools the fastest is the legal field. A recent report from the legal tech company Clio showed almost 80% of legal professionals are using AI in some way in their practice, up from about 30% last year. Joshua Lenon, a lawyer in residence at Clio, told Marketplace’s Meghan McCarty Carino the profession is particularly ripe for tech disruption.
One of the industries that is adopting artificial intelligence tools the fastest is the legal field. A recent report from the legal tech company Clio showed almost 80% of legal professionals are using AI in some way in their practice, up from about 30% last year. Joshua Lenon, a lawyer in residence at Clio, told Marketplace’s Meghan McCarty Carino the profession is particularly ripe for tech disruption.
Recently, the law practice management company Clio launched Clio Duo, its generative AI legal assistant. On today's LawNext, Jonathan Watson, Clio's chief technology officer, joins the show to discuss Duo's development, capabilities and future direction.He also talks about some of the other products Clio recently launched, including native accounting and custom reporting. Watson and LawNext host Bob Ambrogi recorded this conversation live at the Clio Cloud Conference in Austin, Texas, in October. Watson has twice previously been on this podcast, on Nov. 14, 2023, and on Nov. 3, 2022. He has been with Clio since 2017, and has been its CTO since 2021. He was previously director of engineering at Shopify. Note that this is the fifth and final episode we are posting that we recorded live at the Clio Cloud Conference. Check out the other four episodes: Live from #ClioCon: Clio CEO Jack Newton on Generative AI and the New Duo AI Legal Assistant. Live from #ClioCon: A Clio Power Trio, with COO Ronnie Gurion, CFO Curt Sigfstead, and Board Member Mark Britton. Recorded Live At #ClioCon: A Deep Dive into the 2024 Clio Legal Trends Report, with Joshua Lenon, Clio's Lawyer in Residence. LawNext Podcast: The LegalTech Fund's Zach Posner on Investing in Legal Tech (and His Upcoming Summit). Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
Welcome to today's episode of Clio Con Clips 2024!For today's discussion, we are joined by Joshua Lenon, Clio's very own Lawyer in Residence.Over the course of 10+ years, Joshua has brought legal scholarship to the forefront of Clio, by means of adding it to not only the conversations happening within Clio, but also its clients and customer base.This conversation, as well as Joshua's key role in his sector are talked about in this episode, along with the insights he brings towards the evolution of Clio and legal tech, as a whole.Stay tuned to make the most of the key points from Clio Con's amazing guest speakers and harness your momentum.Clio would also like to announce a new offer for Clio Con 2025, which will be in Boston, Massachusetts. Find out more with the above link!Support the show
Today on AI Lawyer Talking Tech, we spotlight major legal tech developments shaping the industry, from innovative AI-powered contract tools and biometric privacy lawsuits to global expansion through strategic acquisitions. We'll explore Harbor's UK expansion with Ascertus, how Spellbook is enhancing its platform with Thomson Reuters' Practical Law, and the privacy complexities around ChatGPT's alleged biometric data collection. Plus, we look ahead to the Legal Innovators UK event, where top minds in legal tech will gather to discuss the practical applications of AI in legal practice. Join us as we delve into these transformative trends and their implications for the future of law. Legal Innovators UK Is Next Week!30 Oct 2024Artificial LawyerDoes Your AI Chatbot Collect Biometric Data?29 Oct 2024Internet & Social Media Law BlogAI for Contracts: Document Automation Analysis – Revolutionizing Legal Practice29 Oct 2024Bigfork TechnologiesHarbor Acquires UK-Based Legal Technology Services Provider Ascertus29 Oct 2024Legal Technology News - Legal IT Professionals | Everything legal technologySpellbook Taps Thomson Reuters' Practical Law For Contract Data29 Oct 2024Artificial LawyerLaw Firm COO & CFO Forum: Finding answers for the challenging labor economy29 Oct 2024Thomson Reuters InstitutePublicly Traded Life Sciences Companies and Artificial Intelligence: Disclosing Risk Factors30 Oct 2024Hogan LovellsDecoding the EU Data Act: Data types covered by data access and sharing rights30 Oct 2024Hogan LovellsSelecting the Right Legal GenAI Tool for Your Practice29 Oct 2024Norton Rose FulbrightAI-adoption in Australia under the privacy spotlight30 Oct 2024Norton Rose FulbrightIllinois Becomes Second State to Pass Broad Legislation on the Use of AI in Employment Decisions29 Oct 2024Jones DayClarifications of Legal Bases for Cross-Border Data Transfers in Landmark Judgment by the Guangzhou Internet Court in China29 Oct 2024K&L GatesLaw ‘visionary' in the spotlight at Leadership Awards30 Oct 2024TheBusinessDesk.comLife and the law explored in new podcast series30 Oct 2024University of AberdeenRobert Downey Jr warns of legal action over AI replicas: “I intend to sue future executives”30 Oct 2024Bollywood HungamaBeyond SQE: The must-have skills to thrive as a junior lawyer30 Oct 2024Legal CheekThe ‘solopreneur' at the intersection of technology and the law30 Oct 2024Silicon RepublicSilicon RepublicInterview: How The Property (Digital Assets etc) Bill Will Transform Private Client Practice30 Oct 2024Today's Wills & ProbateLegal IT Professionals: KPMG and ContractPodAI Announce Strategic Alliance to Transform Managed Legal Services with AI30 Oct 2024ContractPodAiRevamping Your Cybersecurity Policies and Procedures: Tips and Tricks29 Oct 2024Bond Schoeneck & King3 Questions For A Court Access Crusader (Part II)29 Oct 2024Above The LawUS legal services business Harbor acquires UK legaltech firm Ascertus29 Oct 2024The Global Legal PostInside A Chicago Law Office With Elevated Functionality29 Oct 2024Interior DesignArken Legal Releases New White Paper: Strategically Navigating a Consolidating Estate Planning Market29 Oct 2024Today's Wills & ProbateOptimising law firm efficiency and profitability with AI and automated time recording29 Oct 2024Legal FuturesAttention Legal Tech Startups: Applications Now Open for the 9th Annual Startup Alley and Pitch Competition at ABA TECHSHOW 202529 Oct 2024LawSitesCanon's Sivon Kalminov Talks Getting to Yes at the USPTO with IPWatchdog Unleashed29 Oct 2024IPWatchdog.com | Patents & Intellectual Property LawRecorded Live At #ClioCon: A Deep Dive into the 2024 Clio Legal Trends Report, with Joshua Lenon, Clio's Lawyer in Residence29 Oct 2024LawSitesFrom bias to balance: Proving law firm value with resource management technology29 Oct 2024Legal Futures
At the recent Clio Cloud Conference in Austin, Texas, Clio released its ninth annual Legal Trends Report, a report that uses both survey responses and anonymized data from Clio users to paint a picture of key trends in law practice and legal technology. This year's report has some intriguing findings on lawyers' adoption of AI and the types of tasks within a law office that could be automated using AI.The survey also looks at trends in hourly and flat fee billing, and includes the results of a “secret shopper” study of lawyers' responses (or, more accurately, non-responses) to inquiries from potential clients. To discuss all of this and more, Joshua Lenon, Clio's lawyer in residence and one of the principal authors of the report, sat down live with LawNext host Bob Ambrogi during the conference. Here is their conversation. Note that we have already posted two other LawNExt episodes recorded live at ClioCon, one with Clio's founder and CEO Jack Newton, and another with what we called the “Clio Power Trio” of Clio's COO Ronnie Gurion, CFO Curt Sigfstead, and board member and investor Mark Britton. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
Unsurprisingly, this year's Legal Trends Report significantly showcased AI's ever-developing impacts in the legal world. To examine this and other major findings of the report, Christopher Anderson and Laurence Colletti welcome Clio's Joshua Lenon to unpack and explain new trends. They discuss AI's many uses and current acceptance amongst lawyers and clients, outline new billing trends, and more. Joshua Lenon is an attorney and serves as lawyer-in-residence for Clio, providing legal scholarship and research skills to the cloud-based practice management platform.
Clio, the longtime, long-trusted software tech provider for lawyers, has plunged into the accounting game. Time and case management, billing, payments, and simply keeping track of your bottom line all take up time when you could be doing something else, like, you know, serving your clients' needs. Now Clio has baked that accounting service directly into its practice management software package. Frankly, attorneys – especially new solo practitioners – may have been taught very little about running a business. Being a good lawyer is only part of the game. Lawyers also need to know how to manage money and accounting. That's where software and money management programs can help, including tax prep, accounting for ongoing work in anticipation of payment, capital distributions, and handling funds your clients have entrusted you with. Hear why legal-specific accounting is so important (hint, legal accounting is not like any other accounting, and mistakes can truly hurt your practice). Plus, the top five features that must be part of any legal accounting platform. Questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com Topics: Law schools and legal training may overlook the importance of accounting for a new law firm. It's not intuitive. Hear how legal practice management firm Clio is incorporating legal-specific accounting functions into its platform Practicing law is what you signed up for, but managing money is what will keep your firm running. Never forget, your firm is a business that depends on accounting. Tax management, income statements, balance sheets, and cash flow management are not only crucial, but very weirdly specific in the world of legal accounting. Mentioned in This Episode: Clio Clio Accounting and Demo 2024 Legal Trends for Solo and Small Law Firms New Solo, “Oh, The Messes We See” New Solo, “Money Management 101 for Solo and Small Firm Professionals” New Solo, “Winning The Battle: When It's Time To ‘Modernize' But There's One Holdout” cpnLEGAL Affinity Consulting Joshua's Previous Appearances on Legal Talk Network: New Solo, “HIPAA Happens, But Compliance Software Can Help” On Balance: “Insights on Clio's 2023 Legal Trends Report with Joshua Lenon”
Clio, the longtime, long-trusted software tech provider for lawyers, has plunged into the accounting game. Time and case management, billing, payments, and simply keeping track of your bottom line all take up time when you could be doing something else, like, you know, serving your clients' needs. Now Clio has baked that accounting service directly into its practice management software package. Frankly, attorneys – especially new solo practitioners – may have been taught very little about running a business. Being a good lawyer is only part of the game. Lawyers also need to know how to manage money and accounting. That's where software and money management programs can help, including tax prep, accounting for ongoing work in anticipation of payment, capital distributions, and handling funds your clients have entrusted you with. Hear why legal-specific accounting is so important (hint, legal accounting is not like any other accounting, and mistakes can truly hurt your practice). Plus, the top five features that must be part of any legal accounting platform. Questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com Topics: Law schools and legal training may overlook the importance of accounting for a new law firm. It's not intuitive. Hear how legal practice management firm Clio is incorporating legal-specific accounting functions into its platform Practicing law is what you signed up for, but managing money is what will keep your firm running. Never forget, your firm is a business that depends on accounting. Tax management, income statements, balance sheets, and cash flow management are not only crucial, but very weirdly specific in the world of legal accounting. Mentioned in This Episode: Clio Clio Accounting and Demo 2024 Legal Trends for Solo and Small Law Firms New Solo, “Oh, The Messes We See” New Solo, “Money Management 101 for Solo and Small Firm Professionals” New Solo, “Winning The Battle: When It's Time To ‘Modernize' But There's One Holdout” cpnLEGAL Affinity Consulting Joshua's Previous Appearances on Legal Talk Network: New Solo, “HIPAA Happens, But Compliance Software Can Help” On Balance: “Insights on Clio's 2023 Legal Trends Report with Joshua Lenon”
In the latest episode of "The Geek in Review" podcast, co-hosts Greg Lambert and Marlene Gebauer continue their series of interviews from this year's LegalWeek conference by engaging with Joshua Lenon from Clio. As Clio's Lawyer in Residence, Lenon delves into the insights derived from the company's Legal Trends Report, emphasizing the data-driven analysis of law firm practices and trends. The report, which leverages aggregated anonymous usage data from tens of thousands of law firms using Clio, offers a unique perspective on the productivity, billing, and technological adoption within the legal industry, particularly among mid-sized law firms. Lenon shares intriguing findings from the report, highlighting a significant increase in productivity, billable hours, and revenue across the industry over the past eight years. However, a closer examination of mid-sized law firms (defined as those with 20 to 200 lawyers) reveals disparities in matter handling and productivity gains compared to smaller firms. Lenon explains how mid-sized firms maintain a consistent workload per lawyer by adjusting the ratio of lawyers to non-lawyer timekeepers based on demand. This adaptability showcases the strategic management of resources within mid-sized firms to optimize efficiency and service delivery. The discussion further explores the impact of financial technology (FinTech) on law firms' operational efficiency. Lenon illustrates how adopting new payment methods and technologies significantly improves firms' collection rates and client payment experiences. Specifically, mid-sized firms that embrace FinTech and client-centered approaches see notable improvements in their financial health, underscoring the importance of innovation in enhancing legal services delivery. Lenon also introduces Clio Duo, an in-house AI tool designed to enhance law firms' access to and interaction with their own data. By providing a chat-based interface for exploring firm data, Clio Duo aims to streamline tasks and improve efficiency, allowing lawyers to focus on high-value work rather than administrative tasks. This development represents Clio's commitment to leveraging technology to address the evolving needs of the legal profession. Lenon predicts some of the challenges and opportunities facing the legal profession, particularly in relation to artificial intelligence (AI) and document creation tools. He speculates on the limitations imposed by traditional word processing applications like Microsoft Word and suggests that the future will likely see a paradigm shift towards more interactive and multi-dimensional tools for legal work. This shift, Lenon argues, could dramatically enhance productivity by integrating AI more seamlessly into the legal drafting process, moving beyond the static, page-focused approach of current software. Throughout the conversation, Lenon's insights underscore the dynamic interplay between technology and legal practice. As legal technology evolves, so too does the potential for law firms of all sizes to improve efficiency, client satisfaction, and ultimately, profitability. The episode illuminates the importance of data-driven decision-making and technological adaptation in the legal industry's future. By embracing these tools and insights, law firms can better navigate the challenges of the modern legal landscape, ensuring they remain competitive and responsive to their clients' needs. Listen on mobile platforms: Apple Podcasts | Spotify | YouTube Contact Us: Twitter: @gebauerm, or @glambertThreads: @glambertpod or @gebauerm66Email: geekinreviewpodcast@gmail.comMusic: Jerry David DeCicca
Clio recently published its report showing specific trends for mid-sized law firms. Karolina Sikorska welcomes Joshua Lenon to get an overview of the findings of this latest report as outlined in his Legalweek session. Joshua explains challenges for mid-size firms and tips for overcoming them, including revenue lockup, billing and payments, technology adoption, AI, and more. Links: clio.com/enterprise clio.com/ltr Karolina Sikorska is a sales manager at InfoTrack. Joshua Lenon is Clio's Lawyer in Residence, and has worked on the front lines of legal technology innovation for more than a decade, helping to educate legal professionals on how they can better use technology to run their firms more efficiently and effectively.
Clio recently published its report showing specific trends for mid-sized law firms. Karolina Sikorska welcomes Joshua Lenon to get an overview of the findings of this latest report as outlined in his Legalweek session. Joshua explains challenges for mid-size firms and tips for overcoming them, including revenue lockup, billing and payments, technology adoption, AI, and more. Links: clio.com/enterprise clio.com/ltr Karolina Sikorska is a sales manager at InfoTrack. Joshua Lenon is Clio's Lawyer in Residence, and has worked on the front lines of legal technology innovation for more than a decade, helping to educate legal professionals on how they can better use technology to run their firms more efficiently and effectively.
Clio's Legal Trends Report has given us a whole new perspective on many aspects of the profession since its inception in 2016, and the latest report has new insights in store. JoAnn Hathaway and Molly Ranns talk with Joshua Lenon about the 2023 findings and what they tell us about the current state of legal business and technology. They discuss rates and billing across different areas, tech features that improve legal businesses, notable findings in access to justice, AI tools in legal practice, and more. Peruse the report here: 2023 Legal Trends Report - Clio Joshua Lenon is Clio's Lawyer in Residence, and has worked on the front lines of legal technology innovation for more than a decade.
Clio's Legal Trends Report has given us a whole new perspective on many aspects of the profession since its inception in 2016, and the latest report has new insights in store. JoAnn Hathaway and Molly Ranns talk with Joshua Lenon about the 2023 findings and what they tell us about the current state of legal business and technology. They discuss rates and billing across different areas, tech features that improve legal businesses, notable findings in access to justice, AI tools in legal practice, and more. Peruse the report here: 2023 Legal Trends Report - Clio Joshua Lenon is Clio's Lawyer in Residence, and has worked on the front lines of legal technology innovation for more than a decade.
Welcome to today's episode of "AI Lawyer Talking Tech," your daily review of the latest legal technology news. In today's podcast, we'll explore the transformative power of AI in the legal industry, covering topics such as contract drafting and reviewing automation, remote deposition software, the growth of alternative legal service providers, and the use of AI in legal research. Stay tuned to discover how AI is revolutionizing the legal landscape, improving efficiency, and driving value for law firms and legal professionals. Robin AI Plugs AI Contract Copilot Directly into Microsoft Word31 Oct 2023MarTech SeriesThe Inaugural Running Legal Like a Business Conference30 Oct 2023LawVisionSteno's Web Deposition Software Now Available As A Zoom App For Easy Exhibit Marking And Sharing31 Oct 2023Above The LawOn LawNext: Unpacking the 2023 Clio Legal Trends Report, with Joshua Lenon, Clio's Lawyer in Residence31 Oct 2023LawSitesThe Alternative Legal Service Provider Revolution: Adapting To The Changing Legal Landscape31 Oct 2023Forbes.comPatrick Racz: British entrepreneur sues US Patent Office in legal battle with Apple31 Oct 2023Yahoo! Finance UK and IrelandNuvalaw secures US$3M for platform growth and US launch31 Oct 2023Fintech Finance NewsJoin Me at Ark Libraries Conference November 13th-14th at the Harvard Club in New York City31 Oct 2023Dewey B StrategicvLex's Damien Riehl on Examining vLex's New Vincent AI (TGIR Ep. 227)30 Oct 20233 Geeks and a Law BlogElevating Law Firm Marketing: How to Use Infographics as a Strategic Tool30 Oct 2023LexBlogInnovative Strategies to Leverage Chambers Submission Matters in Your Marketing Efforts30 Oct 2023LexBlogAllen & Overy to Spin Off aosphere in Deal with Inflexion and Endicott Capital30 Oct 2023JDJournalIncuBaker and BakerHostetler shortlisted again for Digital Innovation Awards30 Oct 2023Baker HostetlerThe Most Significant Updates In The Case Management Sphere30 Oct 2023Above The LawA Spooky Saga: Protect Human Rights Or Face Gunna's Revenge30 Oct 2023Above The LawAI safety summit must spur more guidance for businesses now, say legal experts30 Oct 2023Pinsent MasonsRedefining Art & Commerce in the Digital Era: From MoMA's Digital Acquisitions to Web3 Innovations30 Oct 2023Medium.comWhat Impact Will President Biden's AI Executive Order Have in the Workplace?31 Oct 2023GenAI-LexologyAs Generative AI Tools Proliferate, Terms and Conditions Are Becoming a Key Differentiator31 Oct 2023New Media and Technology Law BlogPresident Biden Signs Executive Order Setting Forth Broad Directives for Artificial Intelligence Regulation and Enforcement31 Oct 2023GenAI-LexologyUK Online Safety Act Becomes Law31 Oct 2023Global IP & Technology Law BlogPrivacy Concerns at the Intersection of Generative AI and Healthcare27 Oct 2023GenAI-LexologyUK Financial Regulators Publish Response to AI Consultation – Seven Takeaways31 Oct 2023Debevoise Data BlogNavigating Out of the AI Pilot Purgatory: A Roadmap to Success31 Oct 2023Hanzo BlogDraft Principles on Advanced Artificial Intelligence Signal Increased Efforts Toward Global Cooperation30 Oct 2023GenAI-LexologyWhen It Comes to Legal Innovation Everything is Connected31 Oct 2023Artificial LawyerCourt offers first glimpse into whether AI machine learning is copyright infringement or fair use30 Oct 2023GenAI-LexologyOpen AI Launches Safety-Featured DALL·E 3 in Chat GPT30 Oct 2023GenAI-LexologyAI in the News: New Open AI Product, Competition Concerns and Legal Battles Over Privacy and Copyright30 Oct 2023GenAI-LexologyNew Lawsuit Challenges AI Scraping of Song Lyrics30 Oct 2023Internet & Social Media Law Blog
On Oct. 9, during the Clio Cloud Conference in Nashville, the law practice management company Clio released the 2023 edition of its annual Legal Trends Report. Since it was first published in 2016, the report has established itself as a benchmark of the state of law practice and technology adoption among smaller law firms. Among the findings in this year's report were two pieces of particularly good news: Law firms have seen a remarkable increase in productivity in the years since that first report came out in 2016, and legal professionals are actively embracing technology to boost their efficiency and performance. This year's report also introduces a new metric for measuring a law firm's financial health: Lockup. With much to unpack from this year's Legal Trends Report, LawNext host Bob Ambrogi sat down with Joshua Lenon, lawyer in residence at Clio and one of the principal members of the team that develops the report, to get all the details. They spoke in a live interview recorded during the Clio conference. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Trial Pad: Organize, annotate, highlight, and callout documents; then dynamically present at trial or mediation Caret, the award winning practice management platform work or document and workflow automation. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
Clio's cloud-based software created the industry's first-ever opportunity to collect anonymized data on legal practice as it is happening day to day. This real-time data has given huge insights on the state of the profession and what attorneys can do to increase efficiency and profitability in their law firms. Laurence Colletti talks with Joshua Lenon about Clio's 2023 Legal Trends Report to get an overview of this year's findings. Joshua Lenon is Clio's Lawyer in Residence, with experience working on the front lines of legal technology innovation for more than a decade.
Clio's cloud-based software created the industry's first-ever opportunity to collect anonymized data on legal practice as it is happening day to day. This real-time data has given huge insights on the state of the profession and what attorneys can do to increase efficiency and profitability in their law firms. Laurence Colletti talks with Joshua Lenon about Clio's 2023 Legal Trends Report to get an overview of this year's findings. Joshua Lenon is Clio's Lawyer in Residence, with experience working on the front lines of legal technology innovation for more than a decade.
Jared Correia talked to experts in the space about law practice management software + its value to law firms. Episode Highlights 06:09 Impressions of AI in the legal tech field right now 08:09 Thoughts on AI's impacts on legal technology 10:35 The ability of taking a look at the wider picture when dealing with cases 14:21 Importance of secure, safe, and private use of AI and the potential of AI in document automation 17:03 How case management software has been impacted by the shift to virtual or hybrid practices 19:56 Benefits of centralized case management and the role of legal software in facilitating remote work and collaboration 22:45 How artificial intelligence can increase efficiency and the consideration of its role in determining legal fees 23:55 The significant role of lawyers despite advanced AI 26:51 The part that Clio's legal trends report on modern payment solutions plays in their case management software Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Joshua Lenon and Christopher Lafferty joshua.lenon@clio.com clafferty@getcaret.com https://www.clio.com/ https://getcaret.com/
In the third season finale of Off the Tracks, we are joined by Joshua Lenon, the Lawyer in Residence at Clio, an intuitive cloud-based legal practice management solution. This episode dives deep into the intersections of law, technology, and innovation! Joshua shares about launching his own immigration law firm – while commuting weekly between Canada and the USA and working his day job – early in his career. This experience introduced him to Clio, a cloud based legal software company, which allowed him to be in 2 places at once. Years later, Joshua is a member of the Clio team, and he breaks down what working as Clio's Lawyer in Residence entails. We also chat about Joshua's sand volleyball hobby and a wild fact about Saskatchewan's trust accounting rules! Follow Joshua on Twitter Read Clio's 2023 Legal Trends Report here Learn more about the Clio Cloud Conference here Curious about starting your own law firm? Get Clio's free guide here Follow us on Instagram @offthetrackspodcast, check out our website offthetrackspodcast.com, or connect with us by emailing podcast.offthetracks@gmail.com. Thanks for taking some time to step off the tracks with us! – Erin & Piper – Did you know there are free and confidential mental health supports available to law students, paralegals, and lawyers in every province and territory? Click here to learn more and access services.
Contracts are part of the whole customer experience, and getting them wrong can undermine relationships your business has fostered for years. In a special interview, three contract experts and gaming enthusiasts tell us how Wizards of the Coast dropped the ball when they rewrote their Open Gaming License. In this episode, we discuss The history of the original Open Gaming License (find our original interview with Bob Tarantino here), Wizards of the Coast's original attempts at revising the license (read the news here and here), and How contract language that's misaligned with a company's stated mission can undermine the business. (UPDATE 2/3/23: Wizards of the Coast was so moved by this dust-up that they moved the Dungeons and Dragons content to a Creative Commons license. Learn more here.) THE GUESTS: Bob Tarantino is entertainment lawyer and Open Gaming License enthusiast. While working on his PhD research, he studied the OGL and its place in gaming culture. Bob can be found at https://www.linkedin.com/in/bobtarantino/. Nancy Sims is the Copyright & Scholarly Communications Director at the University of Minnesota Libraries. She helps law library patrons and researchers across the world understand their intellectual property rights. Find out more about her work at copyrightlibrarian.com. Joshua Lenon is Lawyer in Residence and Data Protection Officer at Clio. He helps lawyers understand the rules that apply to them, as well as the companies (specifically, Clio) who serve them. Connect with Joshua at https://www.linkedin.com/in/joshualenon/. THE HOST: Mike Whelan is the author of Lawyer Forward: Finding Your Place in the Future of Law and host of the Lawyer Forward community. Learn more about his work for attorneys at www.lawyerforward.com.
Each week, the leading journalists in legal tech choose their top stories of the week to discuss with our other panelists. This week we're joined by special guest, Joshua Lenon. This week's topics: 00:00 - Introductions 01:55 - SCOTUS leak investigation (Selected by Joe Patrice) 06:45 - Legaltech News UK predictions (Selected by Joshua Lenon) 13:36 - Everlaw CFO "discretionary" vs. "critical" (Selected by Joe Patrice) 18:26 - More on "flash drive O'Brien" he filed suit against Proskauer and lost his new gig at Paul Hastings (Selected by Jean O'Grady) 32:30 - Major E-Discovery News, As Exterro, Eyeing IPO, Acquires Zapproved for Undisclosed Amount (Selected by Bob Ambrogi) 39:42 - Latest in Madison Square Garden's facial recognition nonsense (Selected by Joe Patrice and Jean O'Grady) 46:50 - More on ChatGPT 50:50 - Internal Google presentation suggsts Google 's ai can't compete with chatGDP in curbing hate-speech. Urgent need to compete resetting priorities in the company (Selected by Jean O'Grady)
In today's episode I speak with Joshua Lenon who is the Lawyer in Residence and Data Protection Officer at major legal software company Clio. Joshua has served in this role at Clio for the past decade and before that he worked at Thomson-Reuters. I interviewed Josh just a few days before I attended ClioCon—a major legal technology convention where I interviewed legal tech luminaries (more interviews from ClioCon to come soon). In our conversation we discussed his unique role as in-house lawyer at a legal technology company as well as the findings in Clio's 2022 Legal Trends Report (available here). In a profession where technology now plays an increasingly important role this is not an episode that you'll want to miss! This episode is sponsored, edited, and engineered by LawPods, a professional podcast production company for busy attorneys. *** Want to Support the Podcast in 2 minutes or less? Leave a Review (this helps the algorithm connect me to new listeners) Subscribe on iTunes or Spotify Purchase How I Lawyer Merchandise Share on LinkedIn or Twitter
At the 2022 Clio Cloud Conference held recently in Nashville, LawNext host Bob Ambrogi sat down for a series of in-person interviews with Clio executives. In this episode, he speaks with Joshua Lenon, lawyer in residence at Clio, about the recently released 2022 Legal Trends Report. An attorney admitted to the New York Bar, Lenon brings legal scholarship to the conversations happening both within Clio and with its customers. Lenon has worked extensively to educate lawyers on technology's capability to enhance their practice, while also teaching tech companies about the unique needs of the legal system.
Data contributed by tens of thousands of legal professionals has given us new insights into the workings of today's law firms. Laurence Colletti talks with Joshua Lenon and Rio Peterson of Clio to learn more about the findings of the 2022 Legal Trends Report. They discuss how trends have changed between their pre- and post- pandemic data and examine how current events (i.e. a potential recession, changing work styles, hiring trends, etc.) are affecting law firm operations across all areas of the profession. Joshua Lenon is Lawyer in Residence & Data Protection Officer at Clio. Rio Peterson is Senior Affinity Partnerships Manager at Clio.
Data contributed by tens of thousands of legal professionals has given us new insights into the workings of today's law firms. Laurence Colletti talks with Joshua Lenon and Rio Peterson of Clio to learn more about the findings of the 2022 Legal Trends Report. They discuss how trends have changed between their pre- and post- pandemic data and examine how current events (i.e. a potential recession, changing work styles, hiring trends, etc.) are affecting law firm operations across all areas of the profession. Joshua Lenon is Lawyer in Residence & Data Protection Officer at Clio. Rio Peterson is Senior Affinity Partnerships Manager at Clio.
Five Star Counsel is live from Clio Cloud Con 2022 in Nashville, TN! We'll be talking with experts and execs in the legal community about what's next and how it will shape the future of client service. We'll start the week by welcoming Joshua Lenon, Lawyer in Residence at Clio, to discuss the 2022 Legal Trends Report. We'll get a deep dive into the survey and Clio usage data collected around work/life balance, and stats on flexible, expanded work hours and workdays. Firms leaning into a self-managed workday will likely be the most successful in hiring and retaining great staff. Office use has dropped dramatically, never having returned to 2019 levels. Law firms are becoming a state of mind, less a physical place. They also found higher level of satisfaction from firms using cloud-based legal management software, Clio or otherwise. Lawyers delegating more and less time being business managers. Lastly we discuss how clients and lawyers prefer to handle payments in today's market, and how a preference for flat fees, clear budgets, and subscription models may present opportunities for your firm.
Each week, the leading journalists in legal tech choose their top stories of the week to discuss with our other panelists. This week's topics: 00:00 - Introductions 07:26 - What even is a Lawyer-in-Residence? 10:42 - A competence-based lawyer licensing system in British Columbia (Selected by Joshua Lenon) 21:00 - Comprehensive Study of Regulatory Reform Finds It Is Driving ‘Substantial Innovation' In Legal Services Delivery with No Harm to Consumers (Selected by Bob Ambrogi) 25:28 - Book Review: ‘The Lawyer's Guide To Collaboration Tools And Technologies' (Selected by Niki Black) 27:21 - Working remotely is now a top priority, says new ABA report highlighting lasting shifts in practice of law (Selected by Niki Black) 30:08 - Do young lawyers have an entitlement problem? Lets make the ingrates get back to the office! (Selected by Stephen Embry) 45:40 - TikTok can keep operating in US under deal being worked out with Biden (Selected by Victor Li)
This week on the Legally Speaking Podcast, our host Robert Hanna welcomes Joshua Lenon. Joshua is the lawyer in residence at Clio. An attorney admitted to the New York Bar, Joshua brings legal scholarship to the conversations happening both within Clio and with its customers. Joshua has worked extensively to educate lawyers on technology's capability to enhance their practice, while also teaching tech companies about the unique needs of the legal system. Joshua has a keen understanding of the challenges facing the legal space in the UK, particularly in relation to legal aid. In this episode, we discuss the following:The responsibilities of being a lawyer in residenceWhat is the Legal Trends Report and what are the key findings of the reportThe recently launched matter management and billing feature for legal aid firms by ClioThe differences and similarities of how has lawyers across the globe adapted to technology Connect with Joshua via LinkedInSponsored by Clio: Clio is a legal case management software that work in partnership with the Law Society of England and Wales and is an approved supplier of the Law Society of Scotland.Support the show (https://www.patreon.com/legallyspeakingpodcast)
What's a Law Practice Management System? What's the purpose of using it? How does it help a firm or a lawyer in their day-to-day workflows and business operations? These are just a few of the questions that Jared, along with his guests, Joshua Lenon of Clio, Dr. Cain Elliot of Filevine, Matt Spiegel of Lawmatics, Tomas Suros of AbacusNext, and Karrtik Rao of Moxtra answered. Together, they discuss the most compelling feature-based argument for a law firm to adopt a case management software as well as how a law practice management system can help in integrating lead management and utilizing data. Highlights The guests for today's show: Who are they? - 1:15 Sharing their New Year's Resolutions: Should you do it or are they cliche? - 2:52 The most compelling feature-based argument for a law firm to adopt a case management software or move to a different one. - 8:09 The stats or KPIs that law firms should look for now. - 15:27 How does law practice management software effectively connect lawyers and staff to the law firm data that they can utilize? - 19:38 Why is having their own payment tools advantageous for lawyers and law firms? - 21:56 Can a law practice management system do a better job of integrating lead management and how? - 27:31 Law practice management software supporting the client interaction workflows. - 30:46 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Joshua Lenon, Cain Elliot, Matt Spiegel, Tomas Suros and Karrtik Rao https://www.abacusnext.com/ https://moxtra.com/ https://www.clio.com/ https://www.filevine.com/ https://www.lawmatics.com/
Joshua Lenon knows a lot about enhancing law practices with technology. That's because he's the Lawyer in Residence over at Clio, and he spends his days finding ways to get lawyers and tech companies working better together. You'd be hard pressed to find anyone out there more knowledgeable on the subject than this guy! But, while Joshua always has incredible insights to share with us, the coolest part about today's episode is that he came to us armed with super-fresh, real-world data from Clio's 2021 Legal Trends Report. If you're not familiar with Clio's annual Legal Trends Report, you're definitely in for a treat. This is incredible stuff—the kind of knowledge that you can really use to improve your life and your business in measurable ways! Watch this episode of the World of Marketing now to learn more about: 0:00 Intro 1:08 Growth Overnight 3:21 Joshua's Background 8:13 Legal Trends Report 10:08 Law Firm Variability Bell Curve 15:12 Things Lawyers Have In Their Favor 19:12 Take Advantage of Conveniences 23:48 Proper Time Management is Key 26:58 Discounts Are Habit Forming 31:01 Proper Outsourcing is The Way To Go 36:33 Times Are Changing -- Get Excited 36:55 Clio & DSS Integration 38:40 Clio Software Can Change Your Life
Jared interviews Ruchie Chada, Rohit Parekh, Nikhita Iyar, Claude Simpson, and Joshua Lenon about the Law Practice Management Software being used by several law firms today. Each guest shares not only about the latest trend in law practice management but also what they think about the future trends in law practice management software. Highlights Introducing the guests of today's show. - 1:20 The main focus of today's topic. - 2:03 Icebreaker: How's your vacation? - 3:12 The latest trend in law practice management. - 10:31 Moving towards automation by using a case management system. - 15:34 What are the future trends in law practice management? - 18:29 Technology leads law practice management to be predictive, rather than reactive. - 23:58 The hidden gems: What are the most overlooked features of case management software? - 27:55 Episode Resources 7 Habits of Highly Effective People by Stephen Covey Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with the Guests https://www.smokeball.com/ https://matter365.com/ https://moxtra.com/ https://smartadvocate.com/ https://clio.com/
Is your practice going to be replaced by robots? Should we run screaming away from the impending tech overlords? This week, we're talking with Joshua Lenon, the Lawyer-in-Residence at Clio. Earlier this year, Joshua reviewed dozens of new legal technology options across various categories, looking for the best of what's coming next. When we recorded, he hadn't published those reviews yet, so we didn't get into specifics in our interview, but he sheds light on the general trends of new legal tools, including integrated suites that create a seamless ecosystem that you'll be using in the near future. But if you're listening to this, you know it's not just the technology that clients come for - we are more than the middleman that knows how to use a particular piece of tech. We'll discuss the human element of applying legal tech and how we should should pick tools that enable us top better serve our clients, both the average clients and the exceptional ones. Finally, we'll examine how to approach integrating new tech into your practice, and how to evaluate whether a product is a good fit or even necessary. Follow Joshua on LinkedIn: https://www.linkedin.com/in/joshualenon/ Check out Josh's 31 Days of Legal Technology here: https://www.youtube.com/watch?v=Z6oxyfLv-RI&list=PLuYxGiM4s431n2qNRgeVKZbZJmaj0NDgG FiveStarCounsel.com Get our FREE client service whitepaper! Join the Five Star Counsellors FB Group: https://www.facebook.com/groups/1575616019297055 Here's a link for you to get 20% off your first year of using Text Expander! - https://fivestarcounsel.com/textexpander
Jared interviewed three vendors on the features of law practice management software. They explain the software and why it's important. Highlights Technology conversations direct to lawyers - 0:40 Law practice management software - 2:21 Rohit's insights about law practice management software - 3:43 Collaboration is essential - 4:41 Joshua's insights about becoming “centralized” - 5:58 Migration and onboarding are two different things - 7:34 Learning the tool and how to maximize the tool - 8:40 A point of inflection for legal - 11:11 Clients do not want to go back to the “old way” - 14:15 Using a cloud-based software - 15:32 What happens when you have everything in the cloud - 17:51 About VPN - 18:38 How to contact Cain, Joshua or Rohit - 20:05 The best productivity hack - 20:44 Zapier as an excellent integration software - 23:22 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Cain Elliott, Joshua Lenon, and Rohit Parekh Cain Elliott cain@filevine.com Joshua Lenon joshua@clio.com Rohit Parekh rohit@matter365.com
Joshua Lenon, Clio’s Lawyer in Residence, has worked on the front lines of legal technology innovation for more than a decade, helping to educate legal professionals on how they can better use technology to run their firms more efficiently and effectively. In this episode, Joshua talks with Jack Newton about the rapidly-changing world of professional responsibility in the legal industry, and how Continuing Legal Education (CLE) is evolving.
Joshua Lenon, Lawyer in Residence at CLIO, works in a cloud-based environment where the idea is to operate consistently, regardless of physical location. And that's exactly what they have done over the past three-plus months. For others in the legal field to follow this lead, he says that we need to invest more in technology for our staff, as well as shift more operations away from the physical office and more toward cloud systems. Having successful operations like that makes it a lot easier to continue remaining safe and productive remotely until it is safer for all of us to return to an office. Remember, we may all be In Seclusion, but we're in this together. Host: Greg Lambert (@glambert) Producer: Janice Anderson Artwork: Dean Lambert Music: Jerry David DeCicca Twitter: @InSeclusionPod --- Send in a voice message: https://anchor.fm/inseclusion/message
AKA. The Greatest Song | Joshua Lenon by
Her Voice Cries Out | Joshua Lenon by
On this special Valentine's Day episode of ALPS In Brief, Mark sits down with Joshua Lenon, lawyer in residence and data protection officer for Clio, to hear firsthand how cloud products can make your law practice more secure and efficient. Fall in love with new features of law practice management and growth software that will keep your data safe and sound. Transcript: MARK: Hello, this Mark Bassingthwaighte the risk manager with ALPS and welcome to another podcast, ALPS In Brief, the podcast that comes to you from the historic Florence Building in beautiful downtown Missoula, Montana. And I'm so pleased to have as our guest today Joshua Lenon, who is a lawyer in residence with Clio. And Joshua has done a podcast earlier with us in terms of one of our early initial podcasts, and I just wanted to invite Joshua back to discuss some developments in Clio. But Joshua, before we jump in can you just share a little bit about yourself for those that may not have heard the first podcast? JOSHUA: Sure. Thanks, Mark. It's really nice to be here. So, I'm Joshua Lennon, I'm Clio's lawyer in residence, and that means I am attorney admitted to New York, but I help Clio out of Vancouver, Canada with legal research into the intersection of technology in the practice of law. I also serve as Clio's data protection officer, helping us with compliance issues and research into the special privacy and confidentiality needs of legal technology and how we can really increase the security and protection of both law firms and their clients through the use of technology. I've been doing this for about six years now, I've been really lucky to be a part of the explosive growth of Clio and I quite frankly have one of the best jobs in law, I think. MARK: I would agree. What has happened with Clio is really exciting. One of the reasons I wanted to visit with you is Clio has recently celebrated their 10th anniversary, as I understand it, and I've also heard that your 2018 Clio Cloud Conference, which occurred last fall in New Orleans was quite an event. And I thought we'd just start out by having you share sort of what's going on. What are the exciting things that ... What made 2018 a big year for Clio? JOSHUA: So, there are a couple things that made 2018 a really big year for Clio. One of the words that leaps to mind is “growth.” We've grown both externally in terms of the number of law firms that we work with. We now currently work with 170,000 legal professionals in 90 countries around the world. We also have continued to grow our relationships with organizations like Bar Associations and law societies, whereas we're now offered as a member benefit by 66 different Bar Associations and law societies around the world. Excitingly, one of the oldest law societies in the world, the Law Society of England and Wales is now offering Clio as its exclusive cloud based member benefit, which is kind of cool. So, we get to go over to England and visit amazing historic locations that have influenced the common law around the world. So, that's been really cool. MARK: That is cool now. It just underscores you do have a very cool job. Please continue, what other exciting things are going on? JOSHUA: We're growing like a weed internally at Clio as well. So, we actually just topped 350 employees, so that's 350 experts in their field, either building the backend of Clio or providing award-winning customer support to our customers. And one of the things that kind of leapt our head count forward is we acquired our integration partner Lexicata. What's interesting is because we're cloud-based, we actually integrate with a lot of different pieces of software out there, so not just things like the email that a law firm uses, but also highly specialized tools that target the legal industry. And we have approximately 160 integration partners right now, and one of our oldest and most popular is a company called Lexicata. They designed a client intake application that enables firms to really walk a potential client through the discovery phase, the consultation phase, and finally the retention phase of becoming a client with the law firm. And we realized that this was an area of legal technology that we could be performing better at, and so we took a look like any organization does. Do we go out and buy a piece of software that does that, or we build it ourselves? And we had such a great fit, both organically and technically with Lexicata that it just made sense to merge. And so it's our first acquisition ever as a company. We brought on 30 new employees in office in L.A. and a whole new software suite, which means that we now help law firms not only manage their practice but manage the onboarding of clients into their practice. And that's been an incredible accomplishment in 2018. MARK: Yeah, that's a really big deal and kudos to you guys. That's exciting news, that really is. One of the things that I took note of from the cloud conference ... I didn't attend but I have been on the site and just looking at all the different speakers and it looked like it was a fantastic conference. But I was very interested too in the Legal Trends Report. And you had given a presentation not too long ago, I believe, sort of talking a bit about the legal trends report, and I was interested in ... You talked a bit about lawyer missteps, and I think Lexicata plays into this. Can you kind of explore a little bit what you learned out of Legal Trends and how Clio is helping lawyers? JOSHUA: Absolutely. Yep. So, in case your listeners aren't familiar with the Legal Trends Report, it is an annual report that we've put out for the past three years. We always release it around the Clio Cloud Conference, which tends to be in the autumn, and it focuses on two different types of data. So, the first is data contributed by our customers through the use Clio as software. And I use the word contributed because it's something that you can opt out of, but while we don't look at any confidential information, I want to be very clear about that, we can look at certain meta-data around the way lawyers use Clio. So, for example, lawyers need us to keep track of how long a bill has been open, and is it past due? While we can't see the clients or the amount, we can see that an anonymized aggregate state, so again, very, very at arm's length we can see that certain percentages of bills stay open for a certain percentage of time. And so, that's the type of data that we bring into the Legal Trends Report, but on top of that we also use really extensive outside research on a variety of different topics, both with lawyers, and in 2018 we started talking to clients and how they are interacting with lawyers. What was interesting is, in the client research that we did in 2018, we found that clients are really signaling that they want to work in particular ways with law firms, and when we asked the exact same question to lawyers we found there was mismatch. So, one example is scheduling appointments. It turns out that clients really want a very seamless, single touchpoint method for contacting a law firm and scheduling an appointment. They don't want to do a back and forth in email, they want to be able to pick up the phone or go to a website and just have an appointment made quickly and easily. And we found that lawyers were the opposite. They wanted back and forth, usually because they may not have access to their schedule, or that they may be interrupting other important billable activities. So, there's this mismatch or misstep as you said, between how the clients are expecting to interact with the lawyers and how lawyers are interacting with their clients. We went on in the report to identify eight different areas of mismatch between client expectation and lawyer service and how that can create frustration between the two parties, and may be an issue when it comes time for clients to refer new business to a law firm. MARK: Interesting. Interesting. Just as an aside, is this report available to the general public, or attorneys if they have any interest in taking a look? JOSHUA: Absolutely. So, it's available for free. You can get to it by going to Clio.com/LTR. So, that's C-L-I-O.com/LTR, which is short for the Legal Trends Report. That'll actually take you to a website where you can download all three versions of the Legal Trends Report, that's 2016 through 2018, each with a little bit of unique research in each year. We've also provided some tools on that website based off of the research as well. So, for example, you can actually take a look at the billable rates per practice area, per state for both lawyers and non-lawyers and compare your own rates to them to see if you're charging maybe a premium for a high value product, or if maybe you're thinking about being a volume-based law firm, and are your rates then competitive with the law firms around you? MARK: It sounds like a lot of great information there. JOSHUA: Mm-hmm (affirmative). MARK: Any news on new features being released? JOSHUA: Absolutely. So, in addition to acquiring Lexicata, we've actually been rewriting it and we're launching it in January of 2019 as a completely new system that we're calling Clio Grow. And so it takes all the great features of client intake that Lexicata had already built, puts a little bit of Clio research and design on top of them and makes it more deeply integrative with the Clio Practice Management Solution. So, if you're looking to bring on a client intake tool, it's going to be a seamless experience between the two. In addition to that, within Clio's Practice Management we've actually added a ton of new features. One of the things that has been most well received is we've built in payment plans into Clio right now. In 2017 we added built-in credit card processing because our research found that if a law firm had the ability to accept credit cards, they actually get paid about 33 percent faster. MARK: Yeah, doesn't surprise me at all. JOSHUA: Yeah, and so if we can help our customers have a better accounts receivable, we figured we should. So, we negotiated a very sweetheart exclusive deal with LawPay and LawPay is now built in to Clio and can help you accept credit card payments. If you turn on LawPay in Clio and it's provided at no additional charge, then you can also turn on payment plans and it allows you to take an invoice, structure a series of payments including how often it gets paid, and we'll just run that automatically in the background for you. It's been incredibly well received with people helping individuals in particular, so family law lawyers for example, or traffic and DUI/DWI lawyers are finding it to be a really helpful tool for bringing clients in, helping them afford legal services, and helping the law firm's bottom line. So, that's been an incredibly well received one. One that I think is really neat on top of that is a feature we're calling Clio Launcher, and it is a downloadable plugin that you put on your computer, and any time you see a document in Clio, if you click on it it will just open that document in whatever appropriate piece of software is on your computer. So, if you've got a Word document stored in Clio, for example, you click on it, it'll open in Word and then when you click Save, it will save it directly back up to Clio's servers. So, there's a really seamless now work flow between having Clio as both your billing engine and your document management engine behind your law firm, whereas before we found that people just needed a little bit more of a sync between the two, and they were choosing to integrate tools like Dropbox or Google Drive, which are still there, but now you can get the free unlimited storage that comes included with Clio and not change your workflow at all but have ready access to your documents. MARK: Yeah, yeah. That sounds awesome. JOSHUA: Yeah, I like that one a lot. MARK: Am I correct that Clio is moving into the mobile space as well? JOSHUA: Absolutely. So, we've had a mobile app for years, available on iPhone and Android as well as an iOS tablet app. And what's really interesting is there's been kind of change in mobile architecture. MARK: Okay, alright. JOSHUA: And so this is probably highly technical for your audience but before when you were building apps, you would have to have really highly specialized language depending on the phone you were building it for. And a little while back, app developers realized this was kind of ridiculous. If I have to write the exact same thing in two different languages for an iPhone and an Android phone, that's a huge amount of overhead, and it actually diminishes the ability to improve an app, update it quickly, add new features, because we have to write the exact same thing twice but it different languages. So, there's been a shift and this is mostly led by some of the bigger tech companies out there towards developing single source languages that allow you to develop really quickly. So, Clio's onboard with this. We're converting our mobile apps to this single language which is called React, and we're actually using it to release a variety of different apps, so not just a Clio app now, we actually just put together a free timekeeping app that's available on the iTunes store. So if you are a solo lawyer and you don't really need a full practice management solution, maybe you're just starting out, maybe you're working part time but you still want to keep track of your time, we've got an app for you. And we build feedback cycles into our apps, so if you download it and it's not the right fit there will always be a feedback link, tell us what we can improve. And we're going to keep doing things like that, adding new apps and third party services using rapid development techniques, so that way we can find the best fit for law firms and lawyers out there. MARK: And what is on the horizon for 2019? Any exciting things that- JOSHUA: Oh, so yes, absolutely. One of the things that I'm really excited about is ... We talked a little bit about the Clio Cloud Conference and it was another area of explosive growth for Clio in 2018, and so we had 1,500 lawyers from around the world come and meet with us in New Orleans. And we had, as you said, just absolutely phenomenal speakers. So, we try to pick the best speakers both inside legal as well outside legal, so that way we're learning what works for everybody. So, for example we actually had a great speaker come and talk about stress and how stress is not necessarily a bad thing. It's how you react to stress that needs to be your focus of your attention, right? Not the removal of it. You know? MARK: Right. Right. JOSHUA: We had people from Stanford who came and talked about designing your life, and how we often times think of our professional life as separate from the rest of our life and really it's all just one big continuum. MARK: Yeah. JOSHUA: So, how are you including the idea of your practice as a part of your life? And this is I think really important for lawyers because we consider ourselves professionals. It's an identity as well as a career, and if we're not thinking of that identity as both a part of our personal lives and our professional lives, we feel a lot of stress, for lack of a better word, between the two. So, if we approach it with a clear vision, while we may not be able to eliminate that stress we can definitely control how we react to it and our understanding of how other people are reacting to it as well. I found that to be very eye-opening. MARK: Yeah. JOSHUA: So, 1,500 lawyers, phenomenal speakers, a really great party on top of that, but we ended up outgrowing the conference center that we were at, so there's no way we're going to fit next year, so we decided to move. And in 2019 we're going to be in San Diego, California. MARK: Oh, now there's a nice spot. JOSHUA: Yeah. And we're expecting to add another 500 attendees. MARK: Oh my gosh. JOSHUA: And we're already half sold out, which is amazing. MARK: That really is. Wow. Wow. JOSHUA: Yeah. So, I'm sorry, I sound like I'm really hyping Clio a lot but it's just been a great year. MARK: It has. And you know, why I like to visit with you from time to time ... My role is Risk Manager, but I'm not, again, a traditional Risk Manager in the sense that I manage the risk of the ALPS corporation, I am hired to be a Risk Manager for all of our insureds, and for many attorneys you don't have to be an insured to work with me. Call and ask questions. And I, from a risk perspective for so many reasons just believe strongly in the value of a product like Clio, in terms of ... I could sit here and talk for probably 20 minutes on why I think moving to the cloud is a good idea and doing all of the things that you folks are doing in terms of the tools that you bring to the table for lawyers. I see that as essential. But let me ask in closing here, give you a chance to comment on one thing. What I'm starting to hear a little bit, there is, in light of some of these major breaches that we have seen and crypto jacking and ransomware attacks just being rampant with everybody, but you couple that in terms of the risks of cyber breaches of some sort with what has been a really bad tough year in terms of 2018 with Facebook. I would just like to have you share some thoughts on the value, how would you counter this, "I don't want to move to the cloud because look at Facebook. I don't want to move to the cloud because these guys are next on a major ransomware attack." Do you have some thoughts? JOSHUA: Yeah, I do. I actually think there's never going to be a complete elimination of risk, and I think any technology vendor who tells you that they're 100 percent secure is pulling the wool over your eyes. MARK: That's right. Absolutely. Yeah. JOSHUA: Yeah. MARK: Yeah. JOSHUA: But I do believe that there are vendors out there who are transparent in their security protocols, who are committed to the specific needs of the legal industry and they're definitely very specific, but also are keeping in line with the security requirements of clients and I think this is a really important point that most lawyers don't think about. There's a lot of privacy and security law that is being imposed upon clients right now and those clients are in turn turning to their law firms and saying, "How are you living up to this standard with my files?" And so, you need a tech vendor who recognizes not only your ethical duty of confidentiality, but your client's regulatory duty of privacy, and combines technology in a transparent way to facilitate both. And even that won't eliminate the risk 100 percent. MARK: Oh, right. You're never going to. That's impossible. I hope our listeners understand that. Am I hearing, understanding correctly that what I think differentiates companies like Clio is that when you approach the build, the software and hardware build in terms of how ... Am I hearing that the design from the bottom up is really looking at what are the obligations lawyers have, what are the regulatory issues clients face, and where security is thought through from the beginning as opposed to, "Hey, let's build this cool thing and call it Alexa." I'm not picking on Amazon here, but ... JOSHUA: It's been a bad day for them today, so yeah. MARK: Do you appreciate where I'm going? It sounds like, and I just want to confirm that I'm hearing this correctly, that design in terms of preserving confidences and security are very much part of the design process from the very beginning, as opposed to a last minute, "Oh we should think about that"? JOSHUA: Yeah. Actually there's an industry approach that's called privacy by design and in some instances it's required, legally speaking. So the general data protection regulation out of Europe is really trying to push privacy by design on a whole host of different businesses, but yeah, it absolutely needs to be a part of any consideration when it comes to building technology that handles sensitive data, which I think we're beginning to discover is all technology handles sensitive data at this point. MARK: Yeah. JOSHUA: So, how we do it at Clio is as per our terms of service, we actually take on some of the responsibility of that risk, where we commit ourselves to industry best practices and we are very transparent in whom we use as part of our backend. It's called sub-processors and privacy law under GDPR, so we're required to disclose those sub-processors. We're required to vet those sub-processors. We're required to see that they meet the same contractual obligations to us that we commit to you. And so, there's a shared risk that comes with using a good transparent vendor, but it is a risk and I don't think we can ignore that. I do think that dollar per dollar, cloud computing gives you the best security for your money right now when you pick a transparent reputable vendor and the economies of scale that could be affected with cloud computing outweigh anything a small law firm can put together on their own. And the one other counter point I would give to that is I think a lot of lawyers believe that because they're small that they're also obscure, and that nobody's targeting them. And what we've seen is unfortunately, things like Malware that people may not be targeting them specifically but they're still being caught in these giant dragnets of security risk. MARK: You bet. JOSHUA: And so if you're trying to go it alone, what you're really doing is you're just setting yourself up to be caught in one of these dragnets. MARK: Yeah. I couldn't agree more. I hope our listeners ... That's one to note. Well, listen Joshua, I have taken more time than I think I should. I know you're a busy man here. I really appreciate your taking the time to visit with us, and to all of you listening I hope you found something of value here. My desire with this podcast really is just to try to have you hear firsthand the value of what cloud products can bring to the table in terms of enhancing your practice from a security side, to just creating all kinds of efficiencies. So, if you have been hesitant to look at these kinds of things up till now, I hope you will rethink it. You've got at least one Risk Manager here at ALPS saying hey, this is a really good idea. And from an insurance industry perspective I certainly think now's the time to make a move. So, Joshua, again thank you very much. I appreciate your time. To all of you listening out there, if you have another topic you'd like to hear discussed at some point in the future or a guest you'd like to have join us, please don't hesitate to reach out. You can reach me at mbass@alpsnet.com. Thanks for listening. Joshua, have a good one. JOSHUA: You too, Mark. Thank you. MARK: You bet. _ JOSHUA LENON is an attorney admitted to the New York Bar. He studied law at St. Louis University School of Law, obtaining a Juris Doctorate and a Certificate in International and Comparative Law. Joshua has since helped legal practitioners improve their services, working for Thomson Reuters' publishing departments in both the United States and Canada. Joshua currently serves as Lawyer-in-Residence for Clio, providing legal scholarship and research skills to the leading cloud-based practice management platform from Vancouver, Canada. He's been a guest lecturer for movements like legal hacking and legal technology at schools like MIT, Suffolk Law, and Vanderbilt, as well as before organizations like ReinventLaw and the ABA Law Practice Futures Initiative.
What’s going on with blockchain and why is artificial intelligence (AI) use growing in the legal industry? In this On the Road report from the Clio Cloud Conference 2018, host Jared Correia joins Joshua Lenon and Jake Heller to talk about how blockchain and AI play a role in their companies, what they are seeing with AI today, and how to spot a product that is not worth using. They also talk about how big law firms use AI differently than smaller firms. Joshua Lenon is the lawyer in residence at Clio, an intuitive cloud-based legal practice management solution. Jake Heller is the CEO and co-founder of Casetext, a legal research company that employs AI to help lawyers find cases and other authorities that are better and faster than traditional means. Sign up to attend the Clio Cloud Conference next year!
Elie and Joe chat with Joshua Lenon, Clio Lawyer-in-Residence, about global cybersecurity threats and what lawyers can do about them -- for both themselves and their clients. We also discuss potty training philosophies, so if you're looking for guidance on that, Elie has you covered.
Joshua Lenon is the Lawyer in Residence at https://www.clio.com/ (Clio), a cloud-based practice management platform (and the most widely used by solo practitioners and small firms). In this episode, we speak broadly about how practice management software benefits attorneys, how you can leverage these platforms to achieve greater efficiency and productivity, the unique factors sets Clio apart, and the promising future of project management. Resources: Learn more at https://www.clio.com/ (Clio.com) Connect with Joshua: Twitter | LinkedIn Check out Clio's 2017 Legal Trends Report Register for Clio Cloud Conference 2018 (October 4-5 in New Orleans) If you've enjoyed the podcast, please head to iTunes and leave a rating & review for the show! It only takes a moment, and really helps me to reach new listeners. You can also head to the website at TheLawEntrepreneur.com for more information on the podcast and my legal services. -- Thank you to our sponsors! Daylite by Marketcircle – business productivity apps specifically for Apple products, with cloud syncing between your Macs, iPhones, & iPads Spotlight Branding – Web presence and branding for law firms - Get a FREE web assessment at spotlightbranding.com/tle The Law Entrepreneur is produced by Podcast Masters
If you are not already aware, ALPS proudly partners with Clio, the easy-to-use cloud-based law practice management software company with over 150,000 subscribing lawyers. ALPS policyholders enjoy a 10% lifetime discount on their Clio subscription. We are also lucky to work with Clio to better understand where legal tech is heading and how we can leverage these advancements as they relate to risk management. ALPS Risk Manager Mark Bassingthwaighte connected with Clio's Content Strategist Teresa Matich and Lawyer-in-Residence Joshua Lenon to elaborate on Teresa's recent blog, 10 Predictions for the Next 10 Years of Legal Tech. The predictions were gathered via Clio Advocates, an online community of legal professionals, legal tech visionaries, and Clio team members. The discussion unearthed some of their most interesting findings. Joshua also weighed in on why lawyers should innovate their practices to avoid risk rather than maintaining the status quo out of fear of the unknown. Joshua also discussed how Clio is helping the legal community innovate intelligently through its million dollar development fund. ALPS In Brief, The ALPS Risk Management Podcast, is hosted by ALPS Risk Manager, Mark Bassingthwaighte. Transcript: MARK: Welcome to another episode of ALPS in Brief, the ALPS risk management podcast. We're coming to you from the ALPS home office in the historic Florence building in beautiful downtown Missoula, Montana. I'm Mark Bassingthwaighte, the ALPS risk manager, and I have the pleasure of sitting down today with Teresa Matich and Joshua Lenon, both with Clio, a company that delivers cloud-based practice management technologies to lawyers worldwide. Teresa, Joshua, welcome. It's a pleasure. Before we jump into the conversation we're about to have, can you just take a few brief moments and tell our listeners a little bit about yourselves? TERESA: Sure. I'm Teresa Matich. I'm a content strategist at Clio, and I manage the Clio blog, where we write about legal technology and the business of law for law firms of all types. JOSHUA: I'm Joshua Lenon. I'm the lawyer in residence at Clio. I provide legal scholarship and subject matter expertise to our teams throughout Clio, including Teresa's great blog. MARK: That is a good blog, I'll give you that. I enjoy it, and that's really what sort of prompted this podcast idea. It's been a little while, a week or so here, but you came up with the top ten legal predictions for the next 10 years, and that was just one of your blog posts. I thought that was very, very interesting. Normally when you see these predictions for what's going to happen, it's some lawyer sitting down or some tech person sitting down, but this really came out of the advocate community, as I understand it. Can you tell us a little bit about the Clio advocates community, talk about how the predictions were collected, and just tell us a little bit about the process? TERESA: Sure. We wanted to look at predictions for legal tech over the next 10 years, because it's actually Clio's 10th anniversary this year. 10 years ago, Jack and Ryan set out to build Clio and today Clio is the most powerful and popular cloud-based practice management platform available with 150,000 users in 90 countries. A big part of Clio's success has been the people who use Clio, so we thought it would be fitting to ask them what their predictions are for the next 10 years. As you mentioned, the post came out of a discussion in Clio's advocates community, which is the official Clio community where customers can go to discuss legal topics, share their expertise, get advice, and just engage with each other and build that community. Anyone who wants to join can learn more. You can join at advocates.com/join/advocates. There was discussion going on. We asked what their predictions were for the next 10 years, and we picked some of the most popular ones for this blog post. MARK: Nice. When you look at this, in terms of popular ... What surprised you the most about what you found? TERESA: There were a few things. The one thing that surprised me in the discussion was how many people predicted that paperless law firms were going to be a big thing in the next 10 years. MARK: Mm-hmm (affirmative). TERESA: Paperless is a big thing for a lot of law firms now, and I guess I was surprised to see so many law firms seeing that trend continuing and seeing law firms not just be mostly paperless but entirely paperless in the next 10 years. The second thing, along similar lines, is one person's prediction that traditional offices would disappear entirely, and that jurisdictional issues would go away, and lawyers would work across state lines with lawyers in other jurisdictions. Whether you got a mobile practice or you're working from home or you're using a shared workspace, that trend is only going to continue, which does make a little bit of sense. MARK: Yeah. TERESA: Office overhead is expensive, and then the third thing was Jordan Couch's prediction that lawyers will practice more like doctors, which was a really interesting way to frame it. In his view, artificial intelligence and automation will not threaten the jobs of lawyers by passing off more routine tasks to apps and services and other legal professionals. Lawyers, like surgeons, are going to be able to focus more on their craft and more on practicing law, which is what most of them want to do in the first place. If you've got a platform like Clio where you can log time with just a few clicks, communicate with your clients securely, and look at reports and data to see how your firm can improve, you're going to much better off than if you're trying to do those things all on your own without the right tool. MARK: It's interesting, and I agree with some of these predictions, just in terms of our own experience, and I do a lot of consulting over the years with apps and just in terms of visiting with firms around the country, but we are seeing more and more, in terms of just supporting what the advocates are saying, lawyers are moving into the, if you will, virtual space or virtual practice space. I see more telecommuting. I do see an increased pace of movement to the cloud, in terms of dropping off the paper, kind of, side here with all of that. It's been fun. It's interesting. I'm the risk guy, as you're well aware, and work with the malpractice insurance carrier. This is our world. Thinking about the advocate community, the kinds of things you're seeing and learning, what do you think we should be educating our policyholders about? Do you have any thoughts on that one? JOSHUA: I do think risk always is a factor when it comes to running any type of business, not just a law firm, but lawyers actually have a phenomenal resource that they're under-utilizing when it comes to managing, measuring, and preparing for risk, and that is their professional liability insurers. Too many lawyers don't innovate because they think their liability insurer will say no, when in fact, what liability insurers in my experience look for is a bit of collaboration, a little two-way communication, such that they can prepare alongside the law firms for these upcoming changes. Lawyers who want to innovate should, but they should be reaching out to their liability insurers and making sure that everybody's on the same page moving forward. In fact, they can probably get some great advice from their insurers on what's worked for other firms, and better approaches towards managing that risk if there is a factor in their expense. MARK: Again, I agree. I'm getting more and more these calls and emails coming in, talking about, "Is it safe to be in the cloud? I'd kind of like to go here, but we're afraid that you as our insurer will say, 'Oh, no. That's too risky.'" My response is, I don't think you guys can get to the cloud fast enough. Part of my challenge is, in trying to educate, say, when you think about moving to the cloud, we need to ... It's not the cloud, if you will, it's how we interact with the cloud, and so there's an opportunity for me to do some training and educating in terms of how to use it more responsibly. As I've looked at your site and we have a partnership here in terms of Clio and ALPS, and our insurance, do get some discounts in working with you folks, and so we're well aware of what you do. I've been very interested in your million dollar Clio development fund. Can you tell our listeners a bit more about what this fund is about? How do you envision this helping current and future Clio subscribers, and maybe tell us a little bit about what's already being funded? JOSHUA: Thanks, Mark. The developer fund is an experiment, but one that we're very excited about. We know that there's no one way to practice law. In fact, our advocates community, the feedback loops that we have via our support team, all tell us of lawyers having, sometimes, very highly specialized needs when it comes to their technology. While Clio is a great platform and highly customizable, it doesn't have, necessarily, every tool for every niche practice out there. We've been very fortunate to leverage cloud technology to create a platform where law firms can pick their favorite tools to meet their needs and specifications, and plug them into Clio, such that information syncs back and forth, it reduces transcription error, it increases responsiveness, and generally prevents a lot of the different types of complaints that we see coming towards lawyers when it comes to juggling a whole bunch of different data silos separately. When it comes to the developer fund, we know that it's very difficult for tools that target niche practices or niche functions within those practices, to really get up and running fast enough to be sustainable, so our developer fund is one way of us taking our success and investing in these third party tools, such that they're creating these highly specialized components that law firms can plug in. For example, if you are an immigration firm and really need a strong workflow for soliciting family information or business information and populating those government forms quickly on behalf of your clients, we have several tools that now plug into Clio and just do that for you. Clio will handle your time and billing, your secure communications with those clients, but this plugin tool will handle the forms for you, and between the two, you have an entire immigration practice basically in the palm of your hand on your mobile phone. If you are an IP attorney, you can plug in a tool like Alt Legal and that will handle your patent documenting for you, which is, again, a highly specialized workflow that Clio would love to build, but it only represents a portion of the 150,000 lawyers that we service, so we have to pick and choose, but we can devote things like our developer fund to get massive scale and massive functionality for lawyers around the world with a cooperative environment. MARK: What I hear, and what I really like about this, is, again, talking with our insureds over the past five to eight years as they look at this possibility of moving into the cloud. There've been all kinds of roadblocks that I hear, and what you're saying is, we're now in front of this. We are removing the roadblocks so that we can make the transition for this, particularly what I ... In terms of a lot of our insureds, the solo, small firm lawyers, make this transition to the cloud very smooth and make them far more productive. I just think this is a fantastic approach. Very exciting things happening. That's just fantastic. We're about running out of time, here. To wrap up, can I have each of you just share a final thought in terms of encouraging, why is it important for legal professionals to at least understand, if not move forward and embrace technology at the level of the like of which Clio offers, that kind of thing? What are your thoughts, final closing thought? TERESA: Sure. First, I would say that knowing the benefits and risks of technology is fast-becoming a necessity, not a nice-to-have. 31 states have already adopted comment eight on the ABA's model rule for professional conduct, rule 1.1, and that states that law firms must stay abreast of changes in the law and its practice, including the benefits and risks associated with technology. If you're not using technology to serve your clients better or if you're not aware of the risks that come with technology, it's really important to get educated. The Clio blog covers these topics regularly and you can subscribe to that at clio.com/blog. We put out a regular digest with articles. The second thing I would say is that technology can do a lot to help you practice more efficiently and help your clients better and focus more on the practice of the law. As Jordan said, lawyers who leverage technology are going to have more of an opportunity to focus on what they got into law to do in the first place. JOSHUA: I think that it's only going to get better from here. That's one of the exciting things about legal technology, is I think we're at an inflection point, where better and better tools will come into the hands of lawyers, giving better and better service to their clients, and getting in on the ground floor of that is a market opportunity for the law firms out there. MARK: Yeah, yeah. You know, may I just throw one other question at you, based on a conversation I had actually a little bit earlier this morning with another one of our insureds. I would just be curious in terms of the thoughts of either of you on this one. I'm going to restate it, but, this comes up quite a bit in my world. Mark, I'm thinking about looking at a cloud product, whether it's just file storage to a full practice management solution, such as Clio, but my concern is, if I start to let go of my data, I'm concerned about the security of all of that. I am now out of control. What would your response be to someone that says, "I'm just having a little trouble letting go." Can you speak to just data security overall in a solution like Clio versus just keeping everything local? JOSHUA: You got it. First of all, dollar per dollar, you get more security moving to a reputable cloud provider than you can ever provide inside of your office, things like 24/7 supervision of the technology are things that Clio provides that a lawyer just can't do in a smaller boutique firm. There's, unfortunately, just not enough dollars to cover that type of security coverage, so moving to the cloud is a great way to get more for your money, but you do have to pick a reputable provider. One way to find out if somebody's a reputable provider, is to look at their transparency when it comes to their security preparations, their willingness to answer your questions, and, quite frankly, their reputation amongst a lot of your peers. Clio, for example, has a public report on our status for how long we've been up, for the last ... I think it goes back an entire year now, the current report, and for the last three months, for example, I can tell you that Clio has been down a total of three minutes over those three months. That's the type of transparency we provide. We also provide third party security audits that are done on either and hourly or daily basis, depending on which of the three reports you look at. Those are available to the public as well, so you can always see how we're doing and whether or not we're leading the market in security, or lagging behind. Our goal is to always be leading. MARK: Yeah, yeah. JOSHUA: Yeah, and because of that, then you can take a look and see, not only are we being transparent, but then, what's our reputational effect? Our partnership with ALPS, for example, is one metric that a firm could look at to see that, not only are we being transparent, but we're also being vetted by people who are knowledgeable in the business, and that deem us to be a good bet. MARK: I appreciate you sharing that, Joshua. I do think it's important for our listeners to hear directly, if you will, from the horse's mouth, the answer to the question, so thank you for taking the time for that, and boy, I couldn't agree more with you. It's the same message I try to preach, but again, sometimes hearing it from the provider themselves, for themselves, is an important thing. That's about all the time we have today. Teresa, Joshua, thank you very much. It's been a pleasure, and for our listeners, I hope you found something of value and interest today out of this conversation. If, in future, you have any ideas for topics or questions or concerns you'd like to see addressed in one of these podcasts, please don't hesitate to reach out to me at mbass@alpsnet.com. Thanks again, thanks for listening. Have a good one, folks. Bye bye. Joshua Lenon is an attorney admitted to the New York Bar. He studied law at St. Louis University School of Law, obtaining a Juris Doctorate and a Certificate in International and Comparative Law. Joshua has since helped legal practitioners improve their services, working for Thomson Reuters' publishing departments in both the United States and Canada. Joshua currently serves as Lawyer-in-Residence for Clio, providing legal scholarship and research skills to the leading cloud-based practice management platform from Vancouver, Canada. He's been a guest lecturer for movements like legal hacking and legal technology at schools like MIT, Suffolk Law, and Vanderbilt, as well as before organizations like ReinventLaw and the ABA Law Practice Futures Initiative. Teresa Matich manages the Clio Blog, where she writes about legal technology and the business of law for legal professionals at firms of all sizes. She has previously worked as a reporter in the financial sector, and prior to that, she worked as an office clerk at a Vancouver real estate law firm.
There are a lot of opinions about access to justice and Twitter happens to be the perfect place for these opinions to come to light. Recently, a discussion about access to justice solutions cropped up among lawyers on the platform and our executive producer, Laurence Colletti, decided it was worth recreating the conversation in podcast form. In this special edition report from On The Road, host Laurence Colletti gathers together some of the most vocal #A2J ranters on Twitter so they can share their ideas in real life. The ranters include Billie Tarascio, Catherine Sanders Reach, Dan Lear, Chad Burton, Chas Rampenthal, Mary Juetten, Joshua Lenon, Patrick Palace, and Janet Welch, who talk about regulation, data, LLLTs, and the other aspects that make up the complex problem of access to justice. Billie Tarascio is the founder of Access Legal and owner of the Modern Law. Catherine Sanders Reach is the director of law practice management technology for the Chicago Bar Association. Dan Lear is currently the director of industry relations for Avvo. He is a technology lawyer, facilitator, and blogger. Chad Burton is the CEO of Curolegal and is a former litigator who developed one of the nation’s first “new model” law firms. Chas Rampenthal has served as general counsel for LegalZoom since 2003 and as corporate secretary since 2007. Mary Juetten is the founder and CEO of Traklight and the co-conspirator behind Evolve Law. Joshua Lenon is an attorney who serves as lawyer-in-residence for Clio. Patrick Palace is a plaintiff’s trial lawyer with an emphasis on workers’ compensation, personal injury, civil rights, and social security matters. Janet Welch is the executive director of the State Bar of Michigan.
Currently, there are at least 900 different kinds of cryptocurrencies being traded on the internet. As they have grown in popularity, it has become clear that cryptocurrencies and blockchain technology will inevitably impact the way law is practiced. In this episode of The Un-Billable Hour, host Christopher Anderson talks to Joshua Lenon about blockchain, cryptocurrencies, and why it is essential for lawyers to know what these technologies are and how they work. They discuss how blockchain can perfect the authentication of digital files and how lawyers can start to accept Bitcoin and other cryptocurrencies as payment. Joshua Lenon is an attorney who currently serves as lawyer-in-residence for Clio, providing legal scholarship and research skills to the cloud-based practice management platform. Special thanks to our sponsors, Answer1, Solo Practice University, and Scorpion.
A number of big-name companies, like Microsoft and Starbucks, are now accepting cryptocurrencies as a form of payment. In Russia, you can even buy a burger at Burger King using Whopper Tokens, but is this a technology lawyers should implement? In this On the Road report from the 2017 Clio Cloud conference, hosts Christine Bilbrey and Jonathon Israel talk to Joshua Lenon about cryptocurrencies including what it is and how to implement them into your own law practice. They also discuss other advantages to using blockchain technology, like creating an unalterable record and authenticating documents. Joshua Lenon is an attorney who currently serves as lawyer-in-residence for Clio, providing legal scholarship and research skills to the cloud-based practice management platform.
Clio fans rejoice! The company has spent over 600 hours interviewing customers in order to implement around 220 feature improvements, dubbing this epic redesign New Clio or project Apollo. In this On the Road report from the 2017 Clio Cloud conference, host Joshua Lenon discusses New Clio with Eric and Ernie Bin. They talk about the steps they have taken to ensure changes customers want to see are implemented and what has driven them to make certain design decisions. Eric Bin is the director of product management at Clio. He and his team are responsible for setting the product strategy and building the roadmap that keeps a 60+ person engineering organization humming and a 230+ person company growing. Ernie Bin is the director of product design at Clio. He has spent over 15 years working with leading companies like Nike, Starbucks, EA, Microsoft, Lululemon, The North Face, along with provincial governments and crown corporations.
Welcome to the 80th episode of the Evolve Law Podcast! Today our host, Mary Juetten has a member spotlight with the lawyer in residence of Clio: Joshua Lenon. They talk about some exciting updates to one of the most popular cloud based practice management platforms. For the latest topics, trends and tech in the legal industry, subscribe to Evolve Law Podcast: A Catalyst for Legal Innovation. Listen as legal experts and leaders share insights about the legal industry. For more information, questions, or suggestions about our podcast feel free to email us at info@evolvelawnow.com Show Notes: 00:00 Intro 00:26 Joshua Lenon of Clio 00:45 What is Clio? 01:01 150,000 professionals use Clio 01:28 Annual user conference 03:13 Sneak preview 04:20 Anything going on with Clio from a tech perspective? 06:18 It’s going to shock you to know how lawyers spend their time. 07:44 Delegate things that you’re not an expert on. 08:15 Anything else you want to share today? 09:50 clio.com/blog 09:04 Clio’s conference: Tech world meets legal. 09:31 EvolveLawNow.com for info on the conference.
The 2017 Clio Cloud Conference is fast approaching, taking place September 25 and 26 in New Orleans. In this episode of Law Technology Now, host Monica Bay talks to Joshua Lenon, lawyer-in-residence for Clio, about the conference including who will be speaking and special announcements like the Legal Trends Report. He also shares what makes his position at Clio unique and what makes Clio stand out as a law practice management software company. Joshua Lenon is an attorney who currently serves as lawyer-in-residence for Clio, providing legal scholarship and research skills to the cloud-based practice management platform.
So there’s an ice cream shop. This ice cream shop is used to serving quality ice cream to its customers, but recently their vendor has cheated them out of their usual delicious product. But since this is a small business, they can’t cover the cost of litigation even though they have a solid case. What do they do? In this episode of The Un-Billable Hour, recorded at ABA TECHSHOW 2017, host Christopher Anderson talks to Joshua Lenon and Eva Shang about Legalist, a form of litigation finance underwriting for commercial cases based on algorithms and data. Together they discuss why Legalist was created, how it works, and its integration with Clio. Joshua Lenon is an attorney who currently serves as lawyer-in-residence for Clio, providing legal scholarship and research skills to the leading cloud-based practice management platform. Eva Shang is the co-founder of Legalist, a service dedicated to finance underwriting for litigation. Special thanks to our sponsor, Answer1 and Solo Practice University.
Legal tech companies like LegalZoom have gotten mixed reactions from lawyers. In this report from On The Road, host Joshua Lenon has a conversation with John Suh, CEO of LegalZoom, about the mission of the company and how it functions. They talk about how LegalZoom aims to democratize law, what this means, and how the company interacts with and affects lawyers. John Suh has served as LegalZoom’s CEO since February 2007 and as a member of their board of directors since February 2005.
Summary: With so many new changes on the horizon in the legal industry there are tons of interesting problems to solve and interesting things to learn with a future we can barely imagine. Host Jules Miller talks with Joshua Lenon who is the Lawyer in Residence at Clio where they discuss innovations in legal tech and future opportunities. For the latest topics, trends and tech in the legal industry, subscribe to Evolve Law Podcast: A Catalyst for Legal Innovation. Listen as legal experts and leaders share insights about the legal industry. For more information, questions, or suggestions about our podcast feel free to email us at info@evolvelawnow.com Show Notes: 00:00 Introduction 00:31 Joshua’s background in the legal industry 01:21 What makes you a legal tech expert? 02:12 Why do you care about legal tech? 03:30 Why Joshua is involved with Evolve Law 05:02 Where do you think the biggest opportunity in legal technology is today and what should practicing attorney’s be buying and using right now? 06:54 Biggest opportunities in legal tech in 3-5 years 09:36 What advice would you give to lawyers who want to use technologies or new models in their practice? 11:09 What tips can you share to help innovators and entrepreneurs overcome the challenges and increase adoption? 12:08 What other advice would you give to legal tech entrepreneurs who are starting and growing a business right now? 12:59 Joshua’s thoughts on the future of the legal tech industry 13:32 Outro
Immigration applications are complicated and the process of completing the forms can be long and tedious. In this report from On The Road, host Joshua Lenon speaks with Prima Facie founders James Betzold, Jacob Betzold, and Michael Betzold about creating their software as a family, immigration law, and how that software integrates into Clio.
The Clio Cloud Conference is a large event that brings legal, business, and technology thought leaders and practitioners together from all around the world. In this report from On The Road, host Joshua Lenon talks with Clio Partnerships Coordinator Andrea Stevenson, Director of Sales Ryan Sydor, Director of Product Design Ernie Bin, and Customer support Manager David Perry about their presentations and how “Clions” prepare for the annual event.
Many young lawyers have aspirations of both practicing the law and traveling abroad upon graduating from law school. What is it like working as a foreign-trained lawyer and how can that affect your legal practice? In this report from On The Road, host Joshua Lenon speaks with Kimberley Motley, the first and only foreign litigator working in Afghanistan, about her law firm and how culture influences the practice of the law.
In this episode of the ABA Law Student Podcast, host Sandy Gallant-Jones talks with Above the Law Editor Joe Patrice, CuroLegal CEO Chad Burton, LegalZoom General Counsel Chas Rampenthal, Clio Lawyer in Residence Joshua Lenon, and Legal Talk Network Executive Producer Laurence Colletti about alternative careers in law. Joe opens the interview by advising law students to experiment if they are unsure as to what they should do with their practices. Chad reminds young lawyers that they can create their own career alternatives, there are many different ways of getting into existing fields outside of the law, and that graduates don’t have to be lawyers. Chas cautions law students to remember that their peers are going to be the captains of industry and that it is beneficial to treat everyone respectfully, use this time to make connections, and understand that the law is evolving and that you must evolve with it. Josh shares that most lawyers in their first jobs leave outside of five years and that young attorneys should be okay with moving on if their interests change or if they are unhappy with where they are occupationally. Laurence talks about a few of his struggles during law school and encourages students to find ways to be successful in their studies that works well for them. The group discusses their thoughts on how technology and the law will commingle in the future, how law schools can better accommodate and prepare students for emergent technology, and closes the interview with thoughts on how we can make law school a better learning experience for students. Joe Patrice is an editor at Above the Law. For over a decade, he practiced as a litigator at both Cleary, Gottlieb, Steen & Hamilton and Lankler Siffert & Wohl, representing a variety of individuals, institutions, and foreign sovereigns in criminal and civil matters. Then Joe left private practice to concentrate on making snide remarks about other lawyers which is at least as fulfilling as motion practice. Chad Burton is the founder of Burton Law, one of the leading virtual law firm structures. Formerly in a big law firm, he now represents technology-oriented companies from startups to multinational corporations. Additionally, he started CuroLegal, an outsourced practice management company for lawyers. Chas Rampenthal has served as general counsel for LegalZoom since 2003 and as corporate secretary since 2007. Before joining LegalZoom, Chas was a partner at Belanger and Rampenthal, LLC and an associate at Testa, Hurwitz & Thibeault, LLP and Thelen Reid & Priest LLP. He also served as an officer and aviator in the United States Navy. Chas received his B.S. in economics and math studies from Southern Illinois University at Edwardsville and a J.D. from the University of Southern California. Joshua Lenon is the lawyer in residence at Clio, an intuitive cloud-based legal practice management solution. He can be reached at joshua@goclio.com. An attorney admitted to the New York Bar, Joshua brings legal scholarship to the conversations happening both within Clio and with its customers. Laurence Colletti serves as the executive producer at Legal Talk Network where he combines his passion for web-based media with his experience as a lawyer. Previously, he was a solo practitioner and consultant in general business and commercial real estate.
On this week's podcast, Sam talks with Joshua Lenon, lawyer in residence at Clio, about how to assess legal technology through four lenses: price, user base, the interactivity of the company with the legal field, and responsiveness. Sam also talks about how to properly contextualize news about software security problems when that news is often poorly reported.
The only thing more expensive than hiring a lawyer is advertising as one. For example, a recent study of online advertising found that 78 of the top 100 most expensive Google advertising terms are fought over by lawyers looking for clients. It can cost a lot of money to market a law firm. Worse, most law firms cannot track whether their expensive advertising is actually producing clients. In this session, learn from Joshua Lenon, Lawyer in Residence at Clio, about the numbers you should be tracking when it comes to legal marketing. Learn about: How much marketing costs your firm should carry; Calculating Return on Investment (ROI) for each method of advertising you use in your firm; and Tools to measure revenue from cases against your advertising costs. Joshua Lenon is an attorney who currently serves as lawyer-in-residence for Clio, providing legal scholarship and research skills to the leading cloud-based practice management platform.
During Above the Law’s Academy for Private Practice, Legal Talk Network hosts Elie Mystal and Jared Correia interview Heather John from LawGo, Susan Cartier Liebel from Solo Practice University, and Joshua Lenon from Clio, about using branded networks and technology in general as a solo or small firm lawyer.
Joshua Lenon, lawyer and resident to Clio, interviews Professor Richard Susskind after his keynote address at the 2014 Clio Cloud Conference. Susskind discusses how technology and collaboration benefit small law firms and businesses adopting a multidisciplinary approach to problem solving. Richard Susskind is an author, speaker, and advisor to various firms, governments, and in-house legal departments around the world.
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