Podcasts about legal trends report

AI replacing lawyers… undercapitalized marketing budgets… unanswered calls… the horror! Clio's 2024 Legal Trends Report is a scary-good resource for attorneys, and the insights from its massive data set are super helpful from oh-so many angles. The guys unwrap their top fun-size tidbits for discussion and offer tips for applying them in your law firm. They discuss the AI revolution, stats on law firm communications, tactics for higher conversion rates, and more.  Read the full report! It's here, and it's free: Clio's 2024 Legal Trends Report Mentioned in this Episode: BEDLAM - Mockingbird Client Conference Connect: The Bite - Lunch Hour Legal Marketing Newsletter! Leave Us an Apple Review  Lunch Hour Legal Marketing on YouTube  Lunch Hour Legal Marketing on TikTok

AI replacing lawyers… undercapitalized marketing budgets… unanswered calls… the horror! Clio's 2024 Legal Trends Report is a scary-good resource for attorneys, and the insights from its massive data set are super helpful from oh-so many angles. The guys unwrap their top fun-size tidbits for discussion and offer tips for applying them in your law firm. They discuss the AI revolution, stats on law firm communications, tactics for higher conversion rates, and more.  Read the full report! It's here, and it's free: Clio's 2024 Legal Trends Report Mentioned in this Episode: BEDLAM - Mockingbird Client Conference Connect: The Bite - Lunch Hour Legal Marketing Newsletter! Leave Us an Apple Review  Lunch Hour Legal Marketing on YouTube  Lunch Hour Legal Marketing on TikTok

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.  

We've just returned from the Clio Cloud Conference, held this year in Austin, Texas, where, in what has become an annual tradition, LawNext host Bob Ambrogi sat down with Clio founder and CEO Jack Newton for a live interview.  At the conference, Clio launched Clio Duo, the generative AI legal assistant integrated into Clio's flagship product, Clio Manage. In this interview, Newton discusses what Duo does and why he believes generative AI is a game-changer for lawyers, more significant even than lawyers' move to the cloud a decade ago, but with parallels to that transition.  Newton also talks about findings from Clio's just-released Legal Trends Report on lawyers' adoption of AI and the concerns about AI that are still holding some lawyers back. In a broad-ranging conversation, Newton also shares his thoughts on the law practice management landscape, Clio's expansion into the mid-firm market, and the greater integration of fintech applications in legal.    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.

In today's episode of "AI Lawyer Talking Tech," we explore the latest developments in legal technology and innovation reshaping the industry. From Clio's Legal Trends Report highlighting the adoption of AI and flat-fee billing models to legal departments leveraging tech for operational efficiency, the legal world is experiencing rapid transformation. We'll also delve into emerging challenges in cybersecurity for fund finance, the DOJ's updated AI guidelines for corporate compliance, and how technology is helping firms expand their capacity while embracing new opportunities. Stay tuned for insights that could change the future of your legal practice! Flash Sale – Legal Innovators UK – Nov 6 + 709 Oct 2024Artificial LawyerClio's 2024 Legal Trends Report: How AI, Flat Fees, and Technology Are Transforming Law Firms09 Oct 2024Legal Technology News - Legal IT Professionals | Everything legal technology#0043: Legal Operations: Lessons from ACC Legal Ops Con08 Oct 2024ILTA VoicesBigHand research: 64% of Law Firms Report Efficiency Gains from Technology to Clients08 Oct 2024Legal Technology News - Legal IT Professionals | Everything legal technology5 Ways ALOE Keeps Your Business Afloat During Natural Disasters08 Oct 2024Bigfork TechnologiesCybersecurity & Data Privacy Issues in Fund Finance09 Oct 2024Akin Gump Strauss Hauer & FeldDOJ Adds AI Considerations to Its Evaluation of Corporate Compliance Programs08 Oct 2024BeneschUS AI Industry Reporting for Duty: BIS Rule Would Require Quarterly Filings for ‘Dual-Use' AI Models and Computing Clusters08 Oct 2024SkaddenFirst Circuit Adds Another Notch to the IRS' Belt — Upholds Power To Summons Information from Virtual Currency Exchanges07 Oct 2024Baker HostetlerBaker McKenzie Graduate Programme09 Oct 2024Baker & McKenzieCumulation of design and copyright protection under Italian law: is the Italian Supreme Court's approach in line with the CJEU case law? – Part Two09 Oct 2024Kluwer Copyright BlogSolo and Small Firm Section hosts ‘Digital Dilemmas' virtual ethics and professionalism update09 Oct 2024Florida Bar NewsDraftWise Leverages Cohere, Will Keep Narrow Focus09 Oct 2024Artificial LawyerFlash Sale – Legal Innovators UK – Nov 6 + 709 Oct 2024Artificial LawyerEsquire Lit Group Announces Expansion with New Offices and Growing Client Base09 Oct 2024ChaseNo more no's: With technology, say yes to new legal matters09 Oct 2024Financial Thomson ReutersBrazil lifts ban on X after Elon Musk complies with court orders08 Oct 2024NBC New YorkThe legal battle over AI continues: AI artist files lawsuit seeking copyright protection09 Oct 2024MSN United StatesThe Future of Professionals Report: Law firms and in-house teams08 Oct 2024Financial Thomson ReutersCompliance in the age of technology08 Oct 2024Legal FuturesSoftware maker Relativity's renovated Loop office gives staff juice bar, golf simulator08 Oct 2024Chicago Sun-TimesThe Minnesota Supreme Court Invites Applications to Serve on the Legal Paraprofessional Program Standing Committee08 Oct 2024MnCourts.govACC and Empsight Compensation Reports Provide Industry-Leading, Comprehensive Data for In-house Professionals08 Oct 2024Legal ReaderZooming In on AI - #6: AI under financial regulations in the U.S., EU and U.K.08 Oct 2024JD SupraIn-House Legal Teams Anticipate Less Dependence on External Law Firms Amid Generative AI Advances08 Oct 2024JDJournalNavigating the AI Frontier: Balancing Breakthroughs and Blind Spots08 Oct 2024EDRMDon Rosenberg: Navigating Antitrust in Tech – Insights from a Legal Veteran08 Oct 2024Truth on the MarketGenAI Trends in the Legal Profession in 202408 Oct 2024National Law ReviewLaw Firms FAILING At The Single Most Basic Lawyering Task08 Oct 2024Above The LawSummize Launches AI Redlining Solution that Mirrors True Lawyer Behavior08 Oct 2024Morningstar.com

In today's episode of AI Lawyer Talking Tech, we dive into the cutting-edge advancements shaping the future of legal practice. From the rapid adoption of AI tools for streamlining tasks and enhancing productivity, to the ethical and regulatory challenges surrounding artificial intelligence, we explore how technology is revolutionizing the legal industry. We'll discuss insights from law firms investing in AI-driven strategies, the surge of legal tech innovation, and new developments that are influencing everything from corporate compliance to e-discovery. Stay tuned for an in-depth look at how AI is transforming the legal landscape, both now and in the years to come. The Future of the Legal Function in 2025: 10 Key Predictions08 Oct 2024MatterSuite By CaseFoxDentons' Rowena Rix On The Firm's AI Strategy08 Oct 2024Artificial LawyerLegalpioneer Donates 13,000+ Legal Technology Companies Dataset to GitHub05 Oct 2024WardblawGLegal AI sees wide adoption but most teams unprepared for talent impact: survey07 Oct 2024Legal Dive - Latest NewsAmerican Legal Technology Awards Winners Announced07 Oct 2024Artificial LawyerInside MinterEllison: A Case Study in Copilot Adoption with Amber O'Meara and Tim Andrews07 Oct 2024The Geek In ReviewAI Issues + Training Data 10108 Oct 2024CooleyDOJ Announces Changes to Corporate Compliance Guidance Focused on Artificial Intelligence, Access to Data, and Whistleblowing Practices07 Oct 2024WilmerHaleBridging Communication Gaps in the eDiscovery Pipeline: Are we all speaking the same language?07 Oct 2024Baker HostetlerWhite & Case Appoints New Chief Marketing and Chief Innovation Officers07 Oct 2024White & CasePTAB/USPTO Update - October 202407 Oct 2024WilmerHaleAG Proves LLMs Can Do Well On Due Diligence08 Oct 2024Artificial LawyerAI-driven e-commerce fraud is surging, but you can fight back with more AI08 Oct 2024TheRegister.comReed Smith goes all in with College of Legal Practice for the SQE08 Oct 2024Legal CheekGoogle must open Android to other app stores and billing options, judge rules08 Oct 2024Hawaii Tribune-HeraldColumbus City Council approves millions for cyberattack fallout as investigation continues08 Oct 2024Yahoo! NewsX Paid The Wrong Account For The Brazil Case08 Oct 2024TechRound.co.ukSIAC Symposium 2024 Part 2: Shaping the Future of Arbitration08 Oct 2024Kluwer Arbitration Blog58% of Inhousers ‘Expect Reduced Reliance' On Law Firms08 Oct 2024Artificial LawyerArtificial Intelligence: Germany08 Oct 2024The Global Legal PostLinklaters teams up with KCL to deliver AI training for lawyers08 Oct 2024Legal CheekUnderstanding Connecticut's Legal Landscape for the Tech Industry08 Oct 2024OurCommunityNow.comNavigating AI's impact on construction and liability07 Oct 2024Crane and Transport BriefingClioCon 2024: Legal Trends Report plus all the latest news and interviews07 Oct 2024Legal IT InsiderThe month in 5 bytes08 Oct 2024Hogan LovellsAI in the Workplace: Using Artificial Intelligence Intelligently08 Oct 2024Berwin Leighton PaisnerWolters Kluwer study finds law firm rate increases remain elevated08 Oct 2024Morningstar.comClioCon 2024: Legal Trends Report plus all the latest news and interviews07 Oct 2024Legal IT InsiderIs Safe Harbor Still Safe?07 Oct 2024GreenBookContractPodAi Advances Its Legal GenAI Tech Stack, Introduces Leah Intelligence07 Oct 2024Legal ReaderAI for Legal Professionals: Top Use Cases07 Oct 2024JD SupraAI Adoption By Legal Professionals Jumps from 19% to 79% In One Year, Clio Study Finds07 Oct 2024LawSitesThe Ethical Ambiguity of AI in Legal Practice07 Oct 2024Attorney at Law MagazineCaseway Launches AI Tool For Quick Court Decision Analysis07 Oct 2024Markets Business InsiderClio Releases Clio Duo, Generative AI Built Directly Into Its Law Practice Management Platform07 Oct 2024LawSites

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'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.

Get ready for a truly special treat in this last special episode of Unlocking Justice. We're diving headfirst into the world of law, advocacy, and community at Clio Con. It's been an amazing journey, and we're excited to bring you the grand finale of our Clio Con series.Clio Con is not your average legal conference. It's a dynamic platform that unites legal professionals, advocates, and game-changers from around the globe who are all on a mission to transform the world of justice. We've had a blast taking you on this Clio Con adventure.In this grand finale, we're joined by the incredible Shaka Senghor, a champion for criminal justice reform. Shaka's journey from incarceration to becoming a leading advocate is a story of hope, resilience, and transformation.Oh, and here's the scoop—this is the last special Clio Con episode. We've had a blast on this Clio Con ride, and we're so grateful to have shared it with you. But before we wrap things up, we've got a little gift for you. An exclusive link to the Legal Trends Report, offering invaluable insights into the ever-evolving legal landscape. Access them here. Come join us at Clio Con 2024 in Austin, Texas, and let's continue shaping the future of law together. It's an event you won't want to miss!Learn more about Shaka Senghar via LinkedIn.Support the show

Welcome to another special Clio Con episode! Ever wondered what Clio Con is all about? Well, it's the brainchild of Clio, the legal tech wizards. This yearly event is where legal minds, tech enthusiasts, and innovative thinkers come together to share, learn, and shape the future of law.We've got some special guests with us today – the dynamic legal duo, Lisa and Mitch Jackson. They've been riding the technology wave in the legal world for quite some time, and they've got some amazing insights to share from their experiences at Clio Con.Oh, and there's a little bonus – we're throwing in some highlights from the Legal Trends Report. This report is your treasure trove of what's hot in the legal industry right now. You won't want to miss that! Find the report here. But here's the kicker – we're gearing up for Clio Con 2024 in Austin, Texas, and you're invited! It's not just another event; it's an adventure. Get ready to connect, learn, and embrace the tech-driven legal universe.Learn more about Lisa and Mitch Jackson.Support the show

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.

In this episode, we delve into the world of legal technology and get an exclusive peek into the upcoming legal tech event, Clio Con 2024 in Austin, Texas. I am joined by the brilliant Deborah Mignola, Founder and CEO of Divorce 123, a leading company in the legal tech space.We kick things off by unravelling what Clio Con is all about and why it's a must-attend event for legal professionals. Clio, known as a pioneer in legal practice management software, hosts Clio Con—an annual gathering that brings together legal tech enthusiasts, industry experts, and innovative solutions.Our special guest, Debra Mignola, shares insights into the Legal Trends Report, providing a sneak peek into the latest industry trends and innovations. She also highlights the transformative impact of artificial intelligence (AI) in the legal tech world and how it's reshaping the industry. You can find the report here.  We want to invite all legal professionals, tech enthusiasts, and anyone curious about the future of law to join us at Clio Con 2024 in Austin, Texas.Learn more about Debra Mignola via LinkedInSupport the show

In this episode, we dive into the world of legal technology and the transformative power of the Clio Cloud Conference. Discover what Clio Con is all about and why it's become a must-attend event for legal professionals worldwide.Clio, a mission-driven company, is at the forefront of impacting the legal profession and providing access to justice. Their commitment to innovation and making a difference in the industry is nothing short of inspiring.Our guest, Alex Shipillo, the VP of Growth and Marketing at Clio, shares his journey, motivations, and insights into the legal tech landscape. He highlights the pivotal role of AI in shaping the legal profession and shares his vision for the future.Want to explore the latest trends and developments in legal technology? Don't miss this episode, and be sure to check out Clio's Legal Trends Report here.Plus, we've got exciting news! Clio Con 2024 is just around the corner in Austin, Texas. You won't want to miss this exceptional event that combines education, inspiration, and a whole lot of fun. Early bird passes are available now at ClioCloudConference.com. Join us and be part of the legal tech revolution!Learn more about Alex Shipillo via LinkedIn.Support the show

In this episode, we dive into the world of legal technology and the transformative power of the Clio Cloud Conference. Discover what Clio Con is all about and why it's become a must-attend event for legal professionals worldwide.Clio, a mission-driven company, is at the forefront of impacting the legal profession and providing access to justice. Their commitment to innovation and making a difference in the industry is nothing short of inspiring.Our guest, Alex Shipillo, the VP of Growth and Marketing at Clio, shares his journey, motivations, and insights into the legal tech landscape. He highlights the pivotal role of AI in shaping the legal profession and shares his vision for the future.Want to explore the latest trends and developments in legal technology? Don't miss this episode, and be sure to check out Clio's Legal Trends Report at this link.  Plus, we've got exciting news! Clio Con 2024 is just around the corner in Austin, Texas. You won't want to miss this exceptional event that combines education, inspiration, and a whole lot of fun. Early bird passes are available now at ClioCloudConference.com. Join us and be part of the legal tech revolution!Learn more about Alex Shipillo via LinkedIn.Support the show

This marks our 10th special Clio Con episodes! In this episode, we continue to dive into the dynamic world of legal technology and its impact on modern law firms. Join us as we explore the exciting insights and discussions from the recent Clio Con event.Clio Con is the ultimate gathering for legal professionals, a place where innovation and excellence converge. Clio, the driving force behind this groundbreaking event, has been at the forefront of legal tech, providing tools and solutions that empower law firms to thrive in today's digital landscape.Our guest for this episode is none other than the remarkable Timothy Parlatore, a legal expert who's been on a journey of incredible growth. Timothy shares his experiences, highlighting the significance of events like Clio Con in transforming law firms. He elaborates on the role of technology, streamlining processes, and making the legal profession more efficient and effective.As we delve into the discussion, we'll also touch on the Legal Trends Report, a valuable resource for legal professionals seeking data-driven insights into the industry's landscape. Visit this link.We're excited to extend a warm invitation to all legal professionals to join us at Clio Con 2024, set to take place in the vibrant city of Austin, Texas. Don't miss out this opportunity!Learn more about Timothy Parlatore via LinkedIn.Support the show

In this episode, we dive into the dynamic world of legal marketing and artificial intelligence with an industry expert who's been making waves in the legal profession.Curious about Clio Con? It's the legal industry's premier event for those seeking innovation, networking, and cutting-edge tools to supercharge their legal practice. Clio, the leading provider of cloud-based legal technology, empowers lawyers to run more efficient firms.Our guest today is none other than Dimple Dang, a legal marketing expert and AI strategist. With a passion for embracing technology and innovation in the legal sector, Dimple sheds light on how lawyers can leverage AI and digital marketing to enhance their practice and stay ahead of the curve.She also delves into the Legal Trends Report, a valuable resource for legal professionals seeking to understand the evolving landscape of the legal industry. Find the report here. Now, for the big reveal! Clio Con 2024 is coming to Austin, Texas, promising more innovation and insights. Mark your calendars—it's a game-changer for your legal practice!Learn more about Dimple Dang via LinkedIn.Support the show

In this episode, join us at the heart of the largest legal tech event in the world, Clio Con. Clio Con is all about bringing together legal professionals and tech pioneers to explore the cutting-edge innovations that are transforming the legal industry.Our special guest for this episode is Francesca Witzburg, a renowned international trademark attorney, and an entrepreneur who has embraced technology to propel her legal career. Francesca delve into the role of technology in shaping the future of the legal profession and how Francesca's firm leverages Clio, a powerful legal tech platform. Clio, as a one-stop shop, has played a pivotal role in streamlining her legal practice and maintaining a human connection with clients.Don't forget to check out the Legal Trends Report mentioned in the episode to gain valuable insights into the legal industry. Visit this link.And here's an exciting announcement: Clio Con 2024 is coming to Austin, Texas! Join us at this dynamic event to be a part of the future of law. You won't want to miss it!Learn more about Francesca Witzburg via LinkedIn.Support the show

Welcome to another special Clio Con episode, where we explore the latest developments in the legal industry and the exciting world of legal technology.Clio Con is a dynamic conference that brings together legal innovators, tech enthusiasts, and legal professionals eager to shape the future of law. Hosted by Clio, a leading legal software company, this event is all about driving positive change and innovation in the legal industry.Our special guest for this episode is Bob Ambrogi, a seasoned legal professional and tech enthusiast who's been closely following the legal tech scene for years. Bob shares his insights on the evolving legal tech landscape, the role of generative AI, and how it can help bridge the access to justice gap.To learn more about Clio Con, access the Legal Trends Report, and stay up-to-date with the latest legal tech developments, visit this link. And don't forget to mark your calendars for Clio Con 2024, happening in Austin, Texas. It's the place to be for legal professionals, tech enthusiasts, and innovators who want to transform the legal experience.Learn more about Robert Ambrogi via LinkedIn.Support the show

Welcome to another special episode as we explore the enlightening interview conducted at Clio Con, an event that has brought legal professionals and tech enthusiasts together from all over the world. Clio Con is an annual event hosted by Clio, a leading legal technology company dedicated to making legal services more accessible and efficient. With a mission to transform the legal experience for all, Clio provides innovative solutions for lawyers and legal professionals.I had the pleasure of meeting Chandler Holsapple, the founder of Lethal Legal, a virtual intellectual property law firm specializing in trademarks. Chandler's journey from traditional legal career paths to crafting a life that aligns with her vision is both inspiring and insightful. At the heart of this episode is a call to action for all legal professionals and tech enthusiasts: join us at Clio Con 2024 in Austin, Texas! It's a can't-miss opportunity to be part of an innovative community that's shaping the future of law.For more insights and to access the Legal Trends Report, visit here.   Learn more about Chandler via LinkedIn.Support the show

Welcome to another special Clio Con episode! In today's episode, we explore the fascinating intersection of law, advocacy, and technology through the lens of Clio Con.Clio Con is not just another legal conference; it's a dynamic, forward-thinking event that brings together legal professionals from all walks of life to discuss cutting-edge developments in the industry. I have the pleasure of speaking with a remarkable guest who embodies the spirit of Clio Con.Our guest is none other than Erica Harold, the Executive Director of the Illinois Supreme Court Commission on Professionalism. She's a passionate advocate for a more civil and inclusive legal profession, and she shares her insights into the values that underpin her work.As we explore the role of technology in the legal field, we invite you to check out Clio's Legal Trends Report, a valuable resource for anyone interested in the evolving landscape of legal practice. Find the report here.But the conversation doesn't stop here. We're thrilled to invite all of you to join us at Clio Con 2024 in Austin, Texas. It's an event that fosters innovation, embraces technology, and propels the legal profession forward. Whether you're a legal professional, a tech enthusiast, or someone simply curious about the future of law, this is an event you won't want to miss.Learn more about Erika Harold via LinkedIn.Support the show

Join us in this exciting episode as we take you inside Clio Con, the annual legal technology conference that's changing the game for legal professionals.  Clio Con is the ultimate gathering for legal innovators, where the brightest minds in the industry come together to explore the latest trends, share insights, and envision the future of law.In this episode, we had the privilege of sitting down with Noella Sudbury, the founder and CEO of Rasa Public Benefit Corporation, a cutting-edge legal tech startup with a mission to revolutionize criminal record expungement. Noella's passion for access to justice and her dedication to solving real-world problems using technology have earned her numerous awards and recognition, making her a true legal tech trailblazer.We also delve into the Legal Trends Report, a valuable resource for legal professionals seeking insights into the industry's evolving landscape. This report is a must-read for anyone looking to stay ahead in the legal world. Find the report here.But that's not all - we invite you to join us at Clio Con 2024, which will take place in the vibrant city of Austin, Texas. This is your chance to be part of the legal tech revolution, connect with fellow innovators, and gain the knowledge and inspiration you need to shape the future of law.Learn more about Noella Sudbury via LinkedIn.Support the show

This episode marks our 3rd special Clio Con episode, and we're thrilled to have a distinguished guest from Clio, a trailblazer in the legal tech industry.Clio Con is an annual event hosted by Clio, a leading legal technology company dedicated to making legal services more accessible and efficient. With a mission to transform the legal experience for all, Clio provides innovative solutions for lawyers and legal professionals.Our guest Shubham Datta, the Vice President of Corporate Development at Clio, plays a pivotal role in driving Clio's growth and innovation. His remarkable impact on the legal tech industry is palpable as he shares insights into Clio's strategic growth strategy. Don't miss our discussion on the future of the legal tech landscape and what lies ahead for Clio in terms of corporate development. Additionally, discover the $3 trillion opportunity in the legal labor market as highlighted in Clio's Legal Trends Report.Finally, mark your calendar for Clio Con 2024 in Austin, Texas. Be part of the excitement, innovation, and connections. Together, we're transforming the legal experience for all.For more information on Clio, check out their website at www.clio.com and explore Clio's Legal Trends Report for valuable insights into the legal industry's evolution here.Learn more about Shubham Datta via LinkedIn.Support the show

Welcome to another special Clio Con mini episode where we explore the latest trends and innovations in the legal industry. In this episode, we dive into the exciting world of Clio Con, a one-of-a-kind legal conference that's transforming the way legal professionals connect, learn, and innovate.Clio Con is an annual event hosted by Clio, a leading legal technology company dedicated to making legal services more accessible and efficient. With a mission to transform the legal experience for all, Clio provides innovative solutions for lawyers and legal professionals.Our special guest for this episode is Nefra MacDonald. As a Senior Manager in Strategic Partnerships at Clio and a dynamic speaker, she plays a pivotal role in driving innovation and promoting well-being within the legal industry. Nefra's journey and expertise inspire legal professionals to embrace technology and balance their work while reimagining the future of the legal field.If you're interested in delving deeper into the world of legal tech, Nefra mentions Clio's Legal Trends Report, a valuable resource that offers insights into the evolving legal landscape. You can access the report here.And here's the exciting part: Join us at Clio Con 2024 in Austin, Texas, for a transformative experience. Connect, innovate, and reimagine the legal future with us. Mark your calendars, and we'll see you there!Learn more about Nefra MacDonald via LinkedIn.Support the show

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.

Live from Clio Cloud Conference—the 2023 Legal Trends Report is hot off the presses and Gyi and Conrad have some compelling thoughts on what it's showing us this time around. Later, they dig into the problems and limitations associated with current perceptions of ROI. ------ Should you trust AI for good legal advice? Apparently, 27% of you do, but that stat is making Gyi and Conrad pretty concerned about your qualifications as a lawyer… Yikes. The guys unpack this finding and other notable insights from the 2023 Legal Trends Report.  Later, is tracking ROI truly helpful or even really possible for most law firms? Conrad's got a soap box here, dear listeners, so get ready. For the most part, stop getting hung up on ROI metrics and point your growth mindset elsewhere.  The News: Google v. DOJ — Yeah, there's some stuff you won't like: Google search antitrust trial updates: Everything you need to know (so far) Former Googler: Google ‘using clicks in rankings' Has Google Ads lost all credibility? Why one advertiser says it's time to leave Google Maps sued for sending someone off a bridge. Family sues Google alleging its Maps app led father to drive ... - CNN  Google Local Chat Google Local Chat With A Live Agent Rolling Out?  Startup Alley Nominations are now open! 2024 ABA TECHSHOW Startup Alley Application - LawSites    Mentioned in this Episode: Clio's 2023 Legal Trends Report Leave Us an Apple Review  Lunch Hour Legal Marketing now on YouTube  Lunch Hour Legal Marketing on TikTok

Live from Clio Cloud Conference—the 2023 Legal Trends Report is hot off the presses and Gyi and Conrad have some compelling thoughts on what it's showing us this time around. Later, they dig into the problems and limitations associated with current perceptions of ROI. ------ Should you trust AI for good legal advice? Apparently, 27% of you do, but that stat is making Gyi and Conrad pretty concerned about your qualifications as a lawyer… Yikes. The guys unpack this finding and other notable insights from the 2023 Legal Trends Report.  Later, is tracking ROI truly helpful or even really possible for most law firms? Conrad's got a soap box here, dear listeners, so get ready. For the most part, stop getting hung up on ROI metrics and point your growth mindset elsewhere.  The News: Google v. DOJ — Yeah, there's some stuff you won't like: Google search antitrust trial updates: Everything you need to know (so far) Former Googler: Google ‘using clicks in rankings' Has Google Ads lost all credibility? Why one advertiser says it's time to leave Google Maps sued for sending someone off a bridge. Family sues Google alleging its Maps app led father to drive ... - CNN  Google Local Chat Google Local Chat With A Live Agent Rolling Out?  Startup Alley Nominations are now open! 2024 ABA TECHSHOW Startup Alley Application - LawSites    Mentioned in this Episode: Clio's 2023 Legal Trends Report Leave Us an Apple Review  Lunch Hour Legal Marketing now on YouTube  Lunch Hour Legal Marketing on TikTok  

Identifying trends in any industry is vital for forecasting where your law practice may be going and where you want to take it. Clio is a company specializing in legal software, and they also release a yearly report to pinpoint trends in the legal field. This episode of Your Law Firm is a Business. Take It to the Next Level is part two of a deep dive into Clio's Legal Trends Report. We're recognizing and discussing items that stand out and analyzing what they may mean for lawyers in the future. Josh Lenon, Lawyer-in-Residence and Data Protection Officer at Clio, joins Mark and Melanie again for part two of this breakdown. His job is to translate lawyers to technologists and technology to lawyers. He's helping them break down what the statistics mean in Clio's Legal Trends Report. Show Highlights: Why reviews are an output metric and the reason attorneys should understand the influences behind the reviews they receive Why answering the phone is one of the strongest investments you can make and the reason synchronous communication is still preferred How your affordability and billing methods affect the clients you attract in your practice What offering a flat fee service can do to increase your business Why using technology doesn't have to be impersonal Subscribe and Review We'd appreciate you subscribing to this podcast and leaving an Apple Podcasts review. Reviews help others discover and learn what Law Firm Next is all about. It only takes a second and helps us out a lot! Supporting Resources: Follow us on Twitter Follow us on Instagram Follow us on Facebook Book A Consultation at GNGF  The Legal Marketing Academy Joshua Lenon bio: https://ca.linkedin.com/in/joshualenon  Clio Legal Trends Report: https://4.gngf.com/nextlevel-clio-LTR  Streamlined Legal videos: https://streamlined.legal/videos    Action Steps: When you're done listening today, go download the Legal Trends Report, we'll put the link in the show notes but a quick Google search for Legal Trends Report will get you where you need to go. Review the Table of Contents, jump to the section that interests you the most and read that section.   Then, using what you learned in that section, come up with one Action Step of your own that you can implement in your firm using what you learned.    *** Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com.  Let them know I sent you.

Identifying trends in any industry is vital for forecasting where your law practice may be going and where you want to take it. Clio is a company specializing in legal software, and they also release a yearly report to pinpoint trends in the legal field. This episode of Your Law Firm is a Business. Take It to the Next Level is diving into legal trends of the past year, including revenue, attrition rates, and cloud-based law practice management. Josh Lenon, Lawyer-in-Residence and Data Protection Officer at Clio, joins Mark and Melanie. His job is to translate lawyers to technologists and technology to lawyers. He's helping them break down what the statistics mean in Clio's Legal Trends Report. Show Highlights: What Josh's role is at Clio, and how he guides the technology based on his experience as a lawyer What information the Clio Legal Trends Report provides, and how it's changed since 2018 How utilization rates may change in the future Why cloud-based practice management is a driver of growth How digital freedom has changed the ability to work on the go Why lawyer dissatisfaction seems high right now Subscribe and Review We'd appreciate you subscribing to this podcast and leaving an Apple Podcasts review. Reviews help others discover and learn what Law Firm Next is all about. It only takes a second and helps us out a lot! Supporting Resources: Follow us on Twitter Follow us on Instagram Follow us on Facebook Book A Consultation at GNGF The Legal Marketing Academy Joshua Lenon bio: https://ca.linkedin.com/in/joshualenon Clio Legal Trends Report: https://4.gngf.com/nextlevel-clio-LTR Streamlined legal videos: https://streamlined.legal/videos  ACTION STEPS: When you're done listening today, go download the Legal Trends Report, we'll put the link in the show notes but a quick Google search for Legal Trends Report will get you where you need to go.   Review the Table of Contents, jump to the section that interests you the most and read that section.  Then, using what you learned in that section, come up with one Action Step of your own that you can implement in your firm using what you learned.   *** Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com.  Let them know I sent you.

IS a DIY website right for your firm? How do you know if you should create a professional website or a website through Clio's new website developer app? In this day and age, every lawyer should have a marketing plan, and part of that plan should be an online presence and website.As the CEO and Founder of Clio and a pioneer in cloud-based legal technology, Jack Newton has spearheaded efforts to educate the legal community on the security, ethics, and privacy issues surrounding cloud computing, and has become a nationally recognized author and speaker on these topics. Jack has set a mission for himself and Clio to transform the practice of law, for good, and for over a decade, his commitment has been unwavering. Jack's tremendous vision has already made a deep impact on one of the world's oldest professions. Jack gives listeners actionable tips on: [1:15] Jack's entrepreneurial journey and launching through a recession  [5:30] How Jack planned for Clio's growth and pivots during the recession  [11:45] Tips for creating a sustainable website  [15:30] The Legal Trends Report  [21:30] How to communicate the right message on your website  [27:40] Using a scheduling app  [30:40] Which law firms the Clio website builder is for [42:40] How to be authentic in the online space [47:20] Jack's book review Resources mentioned in this episode: Antifragile by Nassim Nicholas Taleb Jack's keynote at Clio Con: Clio Cloud Conference 2022: Jack Newton's Opening Keynote Legal Trends Report: Legal Trends Jack's book: The Client-Centered Law Firm by Jack Newton Connect with Jack here: Instagram Instagram (Clio) Twitter LinkedIn https://www.clio.com/about/team/jack-newton/ Connect with me Instagram Pinterest Facebook Twitter Karin on Twitter Karin on LinkedIn Conroy Creative Counsel on Facebook https://conroycreativecounsel.com 

IS a DIY website right for your firm?  How do you know if you should create a professional website or a website through Clio's new website developer app?  In this day and age, every lawyer should have a marketing plan, and part of that plan should be an online presence and website. As the CEO and Founder of Clio and a pioneer in cloud-based legal technology, Jack Newton has spearheaded efforts to educate the legal community on the security, ethics, and privacy issues surrounding cloud computing, and has become a nationally recognized author and speaker on these topics. Jack has set a mission for himself and Clio to transform the practice of law, for good, and for over a decade, his commitment has been unwavering. Jack's tremendous vision has already made a deep impact on one of the world's oldest professions.  Jack gives listeners actionable tips on: [1:15] Jack's entrepreneurial journey and launching through a recession  [5:30] How Jack planned for Clio's growth and pivots during the recession  [11:45] Tips for creating a sustainable website  [15:30] The Legal Trends Report  [21:30] How to communicate the right message on your website  [27:40] Using a scheduling app  [30:40] Which law firms the Clio website builder is for [42:40] How to be authentic in the online space [47:20] Jack's book review Resources mentioned in this episode: Antifragile by Nassim Nicholas Taleb Jack's keynote at Clio Con: Clio Cloud Conference 2022: Jack Newton's Opening Keynote Legal Trends Report: Legal Trends Jack's book: The Client-Centered Law Firm by Jack Newton Connect with Jack here: Instagram Instagram (Clio) Twitter LinkedIn https://www.clio.com/about/team/jack-newton/ Connect with me Instagram Pinterest Facebook Twitter Karin on Twitter Karin on LinkedIn Conroy Creative Counsel on Facebook https://conroycreativecounsel.com 

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.

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 03:57 - Remembering Charles Christian 7:40 - Takeaways from ClioCon 23:55 - American Legal Technology Awards (Selected by Joe Patrice) 31:48 - New York Bar on lawyers' obligations to protect client data on a hard drive (Selected by Niki Black) 36:25 - Class Actions in the UK (Selected by Caroline Hill) 39:43 - Clio's Legal Trends Report (Selected by Bob Ambrogi

Five Star Counsel recorded 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 were joined by data guru and Clio's in-house Decision Scientist, Nika Kabiri, who walked us through The Top 6 Factors Clients Use When Hiring a Firm, as determined while collecting data for this year's Legal Trends Report. Nika used client feedback and data metrics to order the six factors thusly: 1. Reviews - These matter most by far. Specificity and authenticity in the review is most valuable, and total numbers of reviews may scale based on practice area, geography, etc. 2. Geography/proximity to clients - This makes sense, especially where particular jurisdictions are a factor. 3. Responsiveness - People hate uncertainty, and you can minimize it with communication, by prioritizing returning calls and emails, and systematizing your responses.  4. Billing type - Alternative billing structures like flat fee or subscription may remove uncertainty and open doors for certain clients. 5. Schedule availability - Flexibility in meeting hours and allowing virtual can be a factor for some.  6. Commercial office space - Almost completely negligible, and did not make a significant impact to potential clients. Find Nika on LinkedIn at https://www.linkedin.com/in/nikakabiri/ ----- FiveStarCounsel.com Ask a question and we'll answer on the show! Get our FREE client service whitepaper!

In an episode of LawNext recorded in person at the Clio Cloud Conference in Nashville, Clio founder and CEO Jack Newton discusses the “antifragile” law firm, a concept he introduced in his conference keynote — derived from the book, Antifragile: Things That Gain from Disorder, by Nassim Nicholas Taleb — that certain firms thrive in the face of stressors and adversity, as we saw so clearly during the pandemic.  So what is an antifragile law firm and how does a firm become antifragile? Newton and host Bob Ambrogi discuss the concept in greater detail. They also talk about the tenth anniversary of ClioCon, Clio's seventh-annual Legal Trends Report, the competitive landscape for law practice management technology, and the future course of Clio, including whether an IPO is on the horizon.    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, and MerusCase, and e-payments platform Headnote. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

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.

Nora Riva Bergman is a business coach, Certified Practice Advisor at Atticus, and the Founder of Real Life Practice, where she helps attorneys balance their life and law practice. Nora has practiced as an employment law attorney and certified mediator and has served as a Professor at both Stetson University College of Law and the University of South Florida, teaching courses in alternative dispute resolution and negotiation. As a licensed attorney for more than 25 years, she understands the frustrations attorneys face every day and is committed to helping them change their lives for the better.  Chelsy Castro is the CEO and Founder of Castro Jacobs Psychotherapy and Consulting (CJPC). As a lawyer-turned-psychotherapist, she's an expert in lawyer well-being who teaches individuals and organizations how to build the skills they need to achieve their goals in a healthy, productive way. Chelsy's publications and trainings focus on science-based skills and strategies for improving performance and increasing well-being in high-profit, high-pressure professions. Nora and Chelsy are Co-authors of the book 50 Lessons for Happy Lawyers: Boost Wellness. Build Resilience. Yes, You Can!, which is the most recent book in Nora's 50 Lessons for Lawyers series. This book raises awareness on mental health and well-being challenges in the legal profession and equips individual lawyers with the skills needed to take action and live a happier life.  In this episode… A 2016 study from the Hazelden Betty Ford Foundation shows that 28% of lawyers struggle with some level of depression, and 19% demonstrate symptoms of anxiety. On top of that, a Legal Trends Report from 2018 tells us that 75% of lawyers frequently work outside of business hours, and 39% said that working long hours has affected their personal lives. Since the emergence of the pandemic, these numbers are likely higher. So what can we do, whether on an individual or institutional level, to support lawyers' mental health and well-being? Nora Riva Bergman and Chelsy Castro believe lawyers deserve to lead happy, healthy, and resilient lives. That's why they co-authored the book 50 Lessons for Happy Lawyers, where they share tools and strategies to help lawyers support their health and well-being. Traditionally, the idea of lawyers' physical and mental health has been swept under the rug, but now, Nora and Chelsy believe that the legal profession is at an inflection point — and they're helping create change one small step at a time.  In this episode of The Lawyer's Edge Podcast, Elise Holtzman is joined by Nora Riva Bergman, Certified Practice Advisor at Atticus and Founder of Real Life Practice, and Chelsy Castro, Founder of Castro Jacobs Psychotherapy and Consulting (CJPC). Nora and Chelsy share why they wrote 50 Lessons for Happy Lawyers, their favorite lessons from the book, and strategies lawyers can use to invest in their well-being and create lasting change.

Marketing's not free. Is yours working? Conrad and Gyi dig into marketing attribution and how to ensure you're spending wisely. Rand Fishkin's new article claims “attribution is a boondoggle” and you should trust your gut, not a fancy attribution system (especially if you're a smaller office). So, what's going on? Can software track your marketing end-to-end process, from Google Ads to paying client? So, how do you avoid throwing your marketing money into a black hole? Learn the 6-ish best tips for measuring marketing effectiveness. Tracking client journeys, client acquisition costs, and your marketing performance matters; do it like a marketing professional does. Plus: they get into the specter of “Dark Social” — driving demand by leveraging social media and the “network effect” to build your brand. In the Legal Trends Report by Clio, did you know law firms with increasing revenue are 46% more likely to use client intake and client relationship management (CRM) solutions. How do online forms and intake processes figure in? The News There's new investment into LinkSquares and the recent acquisition of WealthCounsel and ElderCounsel Scorpion brings back its founder as CEO CallRail's take on Google Analytics 4 (psst, if you use an agency, ask if it's keeping up with the new Google Analytics and preparing for the changes)   Special thanks to our sponsors Alert Communications, LawYaw, Posh Virtual Receptionists, and Clio.

Marketing's not free. Is yours working? Conrad and Gyi dig into marketing attribution and how to ensure you're spending wisely. Rand Fishkin's new article claims “attribution is a boondoggle” and you should trust your gut, not a fancy attribution system (especially if you're a smaller office). So, what's going on? Can software track your marketing end-to-end process, from Google Ads to paying client? So, how do you avoid throwing your marketing money into a black hole? Learn the 6-ish best tips for measuring marketing effectiveness. Tracking client journeys, client acquisition costs, and your marketing performance matters; do it like a marketing professional does. Plus: they get into the specter of “Dark Social” — driving demand by leveraging social media and the “network effect” to build your brand. In the Legal Trends Report by Clio, did you know law firms with increasing revenue are 46% more likely to use client intake and client relationship management (CRM) solutions. How do online forms and intake processes figure in? The News There's new investment into LinkSquares and the recent acquisition of WealthCounsel and ElderCounsel Scorpion brings back its founder as CEO CallRail's take on Google Analytics 4 (psst, if you use an agency, ask if it's keeping up with the new Google Analytics and preparing for the changes)   Special thanks to our sponsors Alert Communications, LawYaw, Posh Virtual Receptionists, and Clio.

Shownotes can be found at https://www.profitwithlaw.com/298.   Marketing is often not a top priority for many lawyers or law firms. However, understanding why marketing is important is crucial for the growth of your firm. If you're searching for a marketing agency but are hesitant to invest a large sum right away, we have the perfect solution for you: pay-per-click marketing. It ensures that your investment yields value in the form of leads. From there, you just need to make sure that your intake process can take them from start to finish.  In this episode, Adam Arkfeld joins us to talk about how pay-per-click marketing works to generate leads, helping businesses grow their clientele. He also reminds us that marketing should be backed by a strong intake and follow-up process to show results.  If you want to know more about why pay-per-click marketing is important and valuable for your law firm, then this episode is for you. Resources mentioned:   This episode is sponsored by Smith.ai. Curious how you can use a receptionist service at your law firm? Download the Smith.ai free eBook: Are you Lawyering or Laboring? 7 Steps for Running a Highly Productive Law Firm with Virtual Receptionists. This episode is sponsored by Get Staffed Up. Learn more at www.getstaffedup.com/VIP   Connect with Adam: LinkedIn | Twitter | Email | 888-287-3335 Prevail Legal Marketing ParaCore Looking for a 24/7 receptionist for your law firm? Check out Smith AI! Use our code profitlaw100 to get $100 off your first purchase. Clio's 2019 Legal Trends Report  LegalEase Lawmatics Join our Facebook Community: https://www.facebook.com/groups/lawfirmgrowthsummit/   To request a show topic, recommend a guest or ask a question for the show, please send an email to info@dreambuilderfinancial.com.   Connect with Moshe on: Facebook - https://www.facebook.com/moshe.amsel LinkedIn - https://www.linkedin.com/in/mosheamsel/

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)

We're introducing sponsored podcast episodes where we'll be joined by a legal voice/company & discuss the newest features, happenings, and trends in the legal world. Today we are joined by Clio. We'll be talking with them about the latest trends that solo & small firms should be on the lookout for! We're excited to offer these episodes to our audience and hope you'll enjoy. About Clio Clio currently offers two products in their robust legal tech ecosystem. Clio Manage is a Law Practice Management Software (LPMS) and Clio Grow is a law firm Customer Relationship Management system (CRM). Clio Manage is a LPMS platform that welcomes, and encourages integration. This is one of its greatest strengths. Clio boasts an extensive App Directory, and an Open API. It works-and-plays well with an almost overwhelming amount of legal tech. Additionally, it's one part of the entire Clio Suite. Which means you can seamlessly add Clio Grow (an intake CRM), albeit for an additional price. Clio Grow is a law firm Customer Relationship Management system (CRM). It was previously called Lexicata, and is now part of Clio's legal software suite. This means that it can easily be used in concert with Clio Manage. However, it can still be used independently, if you so choose. Helpful Links Clio  |  2021 Legal Trends Report   |   How Law Firms Use Clio (Video)

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

In this podcast, innovation and legaltech guru Maya Markovich, Startup Advisor, discussed how an entrepreneurial mindset acts as a catalyst for legal innovation. Topics covered in this session included: What is an “Entrepreneurship Mindset”? Why is change in the legal space so challenging? Why is a different mindset necessary in advancing legal innovation? What are the benefits of thinking differently? What does it take to think differently? What are the opportunities through and after transformation? If you would prefer to watch rather than listen to this session, you'll find the video in our CLI-Collaborate (CLIC) free resource hub here. Additional resources referred to in this session: CIOF Working Group - Innovation Professionals Capabilities Survey Report  is available to download here. Clio 2021 Legal Trends Report is available to download here. Mosaic Personality Tasks are available here.

Grow your firm and make more money! Hear what every law firm should know about the legal profession's changes during the last two years. Clio's Chief Operating Officer George Psiharis stops by to share what they learned putting together their annual Legal Trends Report. This free report can help dramatically boost your profits. Tune in to hear how!

Grow your firm and make more money! Hear what every law firm should know about the legal profession's changes during the last two years. Clio's Chief Operating Officer George Psiharis stops by to share what they learned putting together their annual Legal Trends Report. This free report can help dramatically boost your profits. Tune in to hear how!

Shownotes can be found at https://www.profitwithlaw.com/251.   Have you ever put yourself in your client's shoes? Your client's personal experience may be something you're not used to or even aware of. Recent surveys show a miscommunication between what clients want and what lawyers think their clients want. How can we bridge that gap with payment plans?    In this episode, Richard Formoe joins Moshe Amsel to talk about changing our model into flat-fee pricing. He also discusses how multiple payment plans can give power and transparency to clients. Making life easier for our clients should not harm our business. In fact, by making things convenient and affordable, we can drive up revenue and even save precious time!    If you want to know more about improving your pricing and payment plans, then this episode is for you. Resources mentioned:   This episode is sponsored by Smith.ai. Curious how you can use a receptionist service at your law firm? Download the Smith.ai free eBook: Are you Lawyering or Laboring? 7 Steps for Running a Highly Productive Law Firm with Virtual Receptionists. This episode is sponsored by Get Staffed Up. Learn more at www.profitwithlaw.com/getstaffedup   Episode 39 - Business Advice From A Law Firm Owner With an MBA with Devin Miller Episode 106 - Legal Products Instead of Services with Bobby Klinck Episode 132 - He's Back! Team Building, Marketing, and More with Devin Miller Episode 147 - Unpacking the 2020 Clio Trends Report Episode 150 - To Achieve Success - Spend a Day in Your Client's Shoes with Jim Armstrong Episode 160 - Let Your Clients Do Your Drafting, How's That for an Idea Connect with Richard: LinkedIn | Email QuickFee LawFund AR 2020 Legal Trends Report from Clio. If you're looking for highlights instead, access the summary here.   Miller IP Law LegalZoom Join our Facebook Community: https://www.facebook.com/groups/lawfirmgrowthsummit/   To request a show topic, recommend a guest or ask a question for the show, please send an email to info@dreambuilderfinancial.com.   Connect with Moshe on: Facebook - https://www.facebook.com/moshe.amsel LinkedIn - https://www.linkedin.com/in/mosheamsel/

Shownotes can be found at https://www.profitwithlaw.com/238.   Marketing is often not a top priority for many lawyers or law firms. However, understanding why marketing is important is crucial for the growth of your firm. If you're searching for a marketing agency but are hesitant to invest a large sum right away, we have the perfect solution for you: pay-per-click marketing. It ensures that your investment yields value in the form of leads. From there, you just need to make sure that your intake process can take them from start to finish.  In this episode, Adam Arkfeld joins us to talk about how pay-per-click marketing works to generate leads, helping businesses grow their clientele. He also reminds us that marketing should be backed by a strong intake and follow-up process to show results.  If you want to know more about why pay-per-click marketing is important and valuable for your law firm, then this episode is for you. Resources mentioned:   This episode is sponsored by Smith.ai. Curious how you can use a receptionist service at your law firm? Download the Smith.ai free eBook: Are you Lawyering or Laboring? 7 Steps for Running a Highly Productive Law Firm with Virtual Receptionists. This episode is sponsored by Get Staffed Up. Learn more at www.getstaffedup.com/VIP   Connect with Adam: LinkedIn | Twitter | Email | 888-287-3335 Prevail Legal Marketing ParaCore Looking for a 24/7 receptionist for your law firm? Check out Smith AI! Use our code profitlaw100 to get $100 off your first purchase. Clio's 2019 Legal Trends Report  LegalEase Lawmatics Join our Facebook Community: https://www.facebook.com/groups/lawfirmgrowthsummit/   To request a show topic, recommend a guest or ask a question for the show, please send an email to info@dreambuilderfinancial.com.   Connect with Moshe on: Facebook - https://www.facebook.com/moshe.amsel LinkedIn - https://www.linkedin.com/in/mosheamsel/

Shownotes can be found at https://www.profitwithlaw.com/236.   As with all industries and professions, technology has completely transformed the way the legal industry works. Now, both lawyers and people seeking legal service can take advantage of various platforms and applications for their needs. This accessibility is highly essential in resolving common cases and in educating people about their rights. One of the most common of these cases people would encounter at least once in their life is having to pay for traffic tickets and parking tickets. In today's episode, WinIt's co-founder Ouriel Lemmel joins us to discuss in detail how the platform works. He explains how both clients and attorneys can use WinIt for resolving concerns with parking and traffic tickets. Using Winit, you can determine if you pay for traffic and parking tickets or you fight them. Ouriel also talks about how they onboard attorneys on the platform, the pricing structure, and what drives people to use the app. Finally, he shares his insights about the role of technology in making justice and the legal industry more accessible. If you want to know how you can use technology to better access and provide justice, this episode will bring value to you. Resources mentioned:   This episode is sponsored by Smith.ai. Curious how you can use a receptionist service at your law firm? Download the Smith.ai free eBook: Are you Lawyering or Laboring? 7 Steps for Running a Highly Productive Law Firm with Virtual Receptionists. This episode is sponsored by Get Staffed Up. Learn more at www.getstaffedup.com/VIP   Law Firm Growth Summit Facebook Community 90-Day Law Firm Turnaround Group Coaching Program WinIt: Download it on the Apple App Store or Google Play 2020 Legal Trends Report from Clio. If you're looking for the highlights, access the summary here. Legal Shield Legal Zoom Join our Facebook Community: https://www.facebook.com/groups/lawfirmgrowthsummit/   To request a show topic, recommend a guest or ask a question for the show, please send an email to info@dreambuilderfinancial.com.   Connect with Moshe on: Facebook - https://www.facebook.com/moshe.amsel LinkedIn - https://www.linkedin.com/in/mosheamsel/

Shownotes can be found at https://www.profitwithlaw.com/232.   We don't talk about profitability of law firms enough. Lawyers usually avoid this topic because they are afraid to hear it. They do not want to even think about numbers on top of their regular work. And yet, gaining profit from business is what's going to help you grow your firm to where you want it to be. Therefore, attorneys should not shy away from a numbers conversation. You need to learn how to talk about it, and it is all the more important to understand it. In this week's episode, Brooke Lively joins Moshe Amsel to tell us all about the important numbers you should be monitoring. She shares how you can keep track of them and discusses the things that lawyers are usually afraid of. Lastly, she talks about the importance of being transparent and communicating with your clients. If you want to learn more about how you can profit from business, then tune in to this episode! Resources mentioned:   This episode is sponsored by Smith.ai. Curious how you can use a receptionist service at your law firm? Download the Smith.ai free eBook: Are you Lawyering or Laboring? 7 Steps for Running a Highly Productive Law Firm with Virtual Receptionists. This episode is sponsored by Get Staffed Up. Learn more at www.getstaffedup.com/VIP   Get yourself a Free Coaching Session and learn more about the 90 Day Law Firm Turnaround Coaching Program.   Connect with Brooke: Email | LinkedIn Cathedral Capital From Panic to Profit: How Six Key Numbers Can Make A 6 Figure Difference in Your Law Firm by Brooke Lively For Profit with Law listeners: Click here to access Cathedral Cap's free Cash Flow Forecast spreadsheet, Billing Grid, and video course on the topics covered today. Fireproof: A Five-Step Model to Take Your Law Firm from Unpredictable to Wildly Profitable by Mike Morse and John Nachazel Free to Focus: A Total Productivity System to Achieve More by Doing Less by Michael Hyatt The 4-Hour Workweek: Escape 9–5, Live Anywhere, and Join the New Rich by Tim Ferriss Tools of Titans: The Tactics, Routines, and Habits of Billionaires, Icons, and World-Class Performers by Tim Ferriss The Tim Ferriss Show podcast You're Doing It Wrong with Mike Henderson Leary podcast: How to Fireproof and Scale Up Your Business Through the Lens of a Law Firm 2020 Legal Trends Report from Clio. If you're looking for highlights instead, access the summary here. Get Staffed Up NerdWallet Quickbooks For a payment plan solution, visit LawFundAR now! Join our Facebook Community: https://www.facebook.com/groups/lawfirmgrowthsummit/   To request a show topic, recommend a guest or ask a question for the show, please send an email to info@dreambuilderfinancial.com.   Connect with Moshe on: Facebook - https://www.facebook.com/moshe.amsel LinkedIn - https://www.linkedin.com/in/mosheamsel/

The latest news about Google's update to Core Web Vitals has led to a flurry of opportunistic emails from SEO companies offering their services to “fix” problem points for firms. Gyi and Conrad offer some reassurance, buyer beware tips, and what to focus on with this latest Google rollout. Their predictions for further market consolidations hit the mark again, this time with news of the acquisition of SEO industry leader Moz by IContact Marketing Corp. Rounding out the news, they explain what's new about Google's new tool, Search Console Insights. Diving deeper into Clio's information-rich Legal Trends Report, Gyi and Conrad welcome Friend of the Podcast George Psiharis to talk about lawyer hireability and the disconnect between what lawyers think clients want and what clients say they want from their lawyers. The three discuss how the disconnect makes sense but how fixing the issues isn't necessarily so simple. Special thanks to our sponsors Alert Communications, LexisNexis® InterAction®, LawYaw and Clio.

The latest news about Google's update to Core Web Vitals has led to a flurry of opportunistic emails from SEO companies offering their services to “fix” problem points for firms. Gyi and Conrad offer some reassurance, buyer beware tips, and what to focus on with this latest Google rollout.  Their predictions for further market consolidations hit the mark again, this time with news of the acquisition of SEO industry leader Moz by IContact Marketing Corp. Rounding out the news, they explain what's new about Google's new tool, Search Console Insights. Diving deeper into Clio's information-rich Legal Trends Report, Gyi and Conrad welcome Friend of the Podcast George Psiharis to talk about lawyer hireability and the disconnect between what lawyers think clients want and what clients say they want from their lawyers. The three discuss how the disconnect makes sense but how fixing the issues isn't necessarily so simple. Special thanks to our sponsors Alert Communications, LexisNexis® InterAction®, LawYaw and Clio.

The latest news about Google's update to Core Web Vitals has led to a flurry of opportunistic emails from SEO companies offering their services to “fix” problem points for firms. Gyi and Conrad offer some reassurance, buyer beware tips, and what to focus on with this latest Google rollout. Their predictions for further market consolidations hit the mark again, this time with news of the acquisition of SEO industry leader Moz by IContact Marketing Corp. Rounding out the news, they explain what's new about Google's new tool, Search Console Insights. Diving deeper into Clio's information-rich Legal Trends Report, Gyi and Conrad welcome Friend of the Podcast George Psiharis to talk about lawyer hireability and the disconnect between what lawyers think clients want and what clients say they want from their lawyers. The three discuss how the disconnect makes sense but how fixing the issues isn't necessarily so simple. Special thanks to our sponsors Alert Communications, LexisNexis® InterAction®, LawYaw and Clio.

While talk in 2020 has focused on interpreting the new normal, this discussion has been altogether shortsighted. Instead, we should be thinking about what a better normal looks like beyond the pandemic. The research in this year's 2020 Legal Trends Report from Clio aims to further our vision for what this better normal could look like, based on what they have seen so far. The Legal Trends Report uses aggregated and anonymized data from tens of thousands of legal professionals in the United States. This year, the company has adapted and expanded their analysis to provide more up-to-date data on law firms to better identify the challenges faced during the global pandemic in 2020. George Psiharis, COO, Clio joins me on the Tech Talks Daily podcast to share insights from their Legal Trends Report. George Psiharis is the Chief Operating Officer at Clio, the leader in cloud-based legal technology. Specializing in customer success, business development, and data operations, George has worked extensively with law schools, bar associations, and other legal professionals to help make information on cloud computing and law firm economics increasingly accessible. Clio is powering the future of legal services for lawyers and their clients through a suite of cloud-based solutions, including legal practice management, client intake and CRM, online payments, and client-attorney communication and collaboration software. Clio has been transforming the industry for over a decade with 150,000 customers spanning 100 countries, and the approval of 66 bar associations and law societies globally. Clio continues to lead the industry with initiatives like the Legal Trends Report, the Clio Cloud Conference, and the Clio Academic Access Program. Clio has been recognized as a Deloitte Fast 50 and Fast 500 company and a market leader by G2 Crowd.

Shownotes can be found at https://www.profitwithlaw.com/184.   Have you ever put yourself in your client’s shoes? Your client’s personal experience may be something you’re not used to or even aware of. Recent surveys show a miscommunication between what clients want and what lawyers think their clients want. How can we bridge that gap with payment plans?  In this episode, Richard Formoe joins Moshe Amsel to talk about changing our model into flat-fee pricing. He also discusses how multiple payment plans can give power and transparency to clients. Making life easier for our clients should not harm our business. In fact, by making things convenient and affordable, we can drive up revenue and even save precious time!   If you want to know more about improving your pricing and payment plans, then this episode is for you. Resources mentioned:   This episode is sponsored by LawFundAR. The easy and simple way to add payment plans to your practice with no risk to you. Get paid up front and still add the value of payment plan options for your clients. Learn more at lawfundar.com/profitwithlaw.   This episode is sponsored by NOTA powered by M&T Bank. You went to law school to be a lawyer, not an accountant.  Take advantage of Nota - a no-cost IOLTA management tool that helps solo and small law firms track client funds down to the penny.  Enjoy peace of mind with one-click reconciliation, automated transaction alerts, and real-time bank data.  Visit trustnota.com to learn more. Terms and conditions may apply.    This episode is sponsored by LegalEase Marketing. No buzzwords. No jargon. No B.S. Just results to make your law firm grow, that’s LegalEase Marketing. LegalEase Marketing is a full-service marketing agency for lawyers by legal experts and digital advertising specialists. Our goal? To help your firm stand out in a competitive marketplace with personalized solutions to help your law firm attract the clients you want backed by the systems to make it all work correctly. Visit profitwithlaw.com/legalease to learn more. Episode 39 - Business Advice From A Law Firm Owner With an MBA with Devin Miller Episode 106 - Legal Products Instead of Services with Bobby Klinck Episode 132 - He's Back! Team Building, Marketing, and More with Devin Miller Episode 147 - Unpacking the 2020 Clio Trends Report Episode 150 - To Achieve Success - Spend a Day in Your Client's Shoes with Jim Armstrong Episode 160 - Let Your Clients Do Your Drafting, How's That for an Idea Connect with Richard: LinkedIn | Email QuickFee LawFund AR 2020 Legal Trends Report from Clio. If you’re looking for highlights instead, access the summary here.   Miller IP Law LegalZoom Join our Facebook Community: https://www.facebook.com/groups/lawfirmgrowthsummit/   To request a show topic, recommend a guest or ask a question for the show, please send an email to info@dreambuilderfinancial.com.   Connect with Moshe on: Facebook - https://www.facebook.com/moshe.amsel LinkedIn - https://www.linkedin.com/in/mosheamsel/

Shownotes can be found at https://www.profitwithlaw.com/181.   COVID-19 has made physical offices unviable. Companies worldwide have responded by shifting their businesses from the office and into the digital world. While there are many cheap services available to jumpstart your website, can they tell your unique business story? How do you create the perfect web strategy?  In this episode, Heshy Friedman joins Moshe Amsel to talk about his experience leading a dynamic web technology firm. He shares his insights on why businesses need a personally crafted web design to convey their story. Web design is not simple and requires the understanding of many different features. He also emphasizes the importance of the authenticity of these strategies.   If you want to know more about creating your ideal web strategy and staying authentic, then this episode is for you. Resources mentioned:   This episode is sponsored by LawFundAR. The easy and simple way to add payment plans to your practice with no risk to you. Get paid up front and still add the value of payment plan options for your clients. Learn more at lawfundar.com/profitwithlaw.   Connect with Heshy: LinkedIn | Twitter   Radial Creations: Website | Email | 845-371-3603 2020 Legal Trends Report by Clio.  If you’re looking for the highlights, access the summary here.   Minerals Join our Facebook Community: https://www.facebook.com/groups/lawfirmgrowthsummit/   To request a show topic, recommend a guest or ask a question for the show, please send an email to info@dreambuilderfinancial.com.   Connect with Moshe on: Facebook - https://www.facebook.com/moshe.amsel LinkedIn - https://www.linkedin.com/in/mosheamsel/

Shownotes can be found at https://www.profitwithlaw.com/175.   Have you ever felt that the hours you spend working is better spent on something more productive? It is standard practice in law firms to be billed by the hour — but is this still effective and cost-efficient? In this episode, Marc Snyderman joins Moshe Amsel to talk about why the practice needs to change. The current model is not effective for several reasons: overhead expenses, staff productivity, and client relations. He also shares that we need to look at our resources and expenses carefully. If you want to know more about embracing change in the industry and disrupting traditional models of practicing law, then this episode is for you. Resources mentioned:   The Law Firm Growth Summit is back! February 9-11, 2021 and it will be better than ever! You can register for FREE right now at https://www.lawfirmgrowthsummit.com.  This episode is sponsored by LawFundAR. The easy and simple way to add payment plans to your practice with no risk to you. Get paid up front and still add the value of payment plan options for your clients. Learn more at lawfundar.com/profitwithlaw. Episode 41 - Profit First As A Practice Area with Christopher Anderson Connect with Marc: Email | LinkedIn  | Twitter | Instagram. Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine by Mike Michalowicz 2020 Legal Trends Report from Clio. If you’re looking for the highlights, access the summary here. Legacy Writer Legal Zoom The Infinite Game by Simon Sinek Law Clerk Legal   Join our Facebook Community: https://www.facebook.com/groups/lawfirmgrowthsummit/   To request a show topic, recommend a guest or ask a question for the show, please send an email to info@dreambuilderfinancial.com.   Connect with Moshe on: Facebook - https://www.facebook.com/moshe.amsel LinkedIn - https://www.linkedin.com/in/mosheamsel/

Welcome back to the Law School Toolbox podcast! Today, we're excited to talk to George Psiharis, COO at Clio. Join us as we discuss some intriguing trends from Clio's annual Legal Trends Report. In this episode we discuss: The work that Clio does to streamline client intake and case management  What does the 2020 Legal Trends Report reveal? How COVID-19 impacted the volume of business in the legal profession The three key things some law firms have done to increase performance The consumer-side and lawyer-side expectations for the future of law firms Are virtual offices/meetings here to stay? Concerns over the security of cloud-based technology Why do almost 80% of legal matters go without receiving legal advice? According to our guest George Psiharis, what is the "better normal" for the future? Resources: Clio (https://www.clio.com/) 2020 Legal Trends Report (https://www.clio.com/resources/legal-trends/) COVID-19's Impact on the Legal Industry (https://www.clio.com/resources/legal-trends/COVID-impact/) World Justice Project (https://worldjusticeproject.org/) Podcast Episode 239: Looking to History to Assess the Impact of COVID-19 on the Legal Job Market (https://lawschooltoolbox.com/podcast-episode-239-looking-to-history-to-assess-the-impact-of-covid-19-on-the-legal-job-market/) Emerging Careers for Law Graduates: The Intersection of Law and Technology (https://lawschooltoolbox.com/emerging-careers-for-law-graduates-the-intersection-of-law-and-technology/) Developing Your Unique Practice: Reengineering the Law Firm Template (https://lawschooltoolbox.com/developing-your-unique-practice-reengineering-the-law-firm-template/) Download the Transcript  (https://lawschooltoolbox.com/episode-279-legal-trends-in-2020-and-going-forward-w-george-psiharis/) If you enjoy the podcast, we'd love a nice review and/or rating on Apple Podcasts (https://itunes.apple.com/us/podcast/law-school-toolbox-podcast/id1027603976) or your favorite listening app. And feel free to reach out to us directly. You can always reach us via the contact form on the Law School Toolbox website (http://lawschooltoolbox.com/contact). If you're concerned about the bar exam, check out our sister site, the Bar Exam Toolbox (http://barexamtoolbox.com/). You can also sign up for our weekly podcast newsletter (https://lawschooltoolbox.com/get-law-school-podcast-updates/) to make sure you never miss an episode! Thanks for listening! Alison & Lee

Shownotes can be found at https://www.profitwithlaw.com/170.   In today’s world, there is an increasing need for collaboration and transparency. If you find your system old and ineffective, it’s time to revamp. Ask yourself: how many touchpoints do you need to communicate with someone? How many emails do you send, and how do you collect information? Streamlining these processes is essential to not only improve your workflow but also keep your firm relevant. In this episode, Jim Tate joins Moshe Amsel to talk about the power of automation. He shares that not a lot of law firms utilize technology for process management. These tools can elevate your workflow and improve customer relations, ensuring exponential growth for your firm. If you want to know more about integrating automation solutions in your law firm, then this episode is for you. The Law Firm Growth Summit is back! February 9-11, 2021 and it will be better than ever! You can purchase tickets today at https://www.lawfirmgrowthsummit.com. Hurry, prices go up on Monday. Resources mentioned:   The Law Firm Growth Summit is back! February 9-11, 2021 and it will be better than ever! You can purchase tickets today at https://www.lawfirmgrowthsummit.com. Hurry, prices go up on Monday.   This episode is sponsored by LawFundAR. The easy and simple way to add payment plans to your practice with no risk to you. Get paid up front and still add the value of payment plan options for your clients. Learn more at lawfundar.com/profitwithlaw.   Episode 150 - To Achieve Success - Spend a Day in Your Client's Shoes with Jim Armstrong Episode 105 - Effectuating Real Change through Courses with Joey Vitale Check out Legal Automation Group to find next-generation technology solutions! Seven Things That Prevent Legal Automation Success Contact Legal Automation Group Smith.ai use code PROFITLAW100 to get 14 days up to 20 calls or chats, CRM Integration, AI Chatbot with White Glove setup and $100 off your first month 2020 Legal Trends Report from Clio. If you’re looking for highlights instead, access the summary here.   Case.One is a great single vendor solution for all your legal operation needs!  Facebook begins merging WhatsApp, Instagram, and Messenger infrastructures by Axios Join our Facebook Community: https://www.facebook.com/groups/lawfirmgrowthsummit/   To request a show topic, recommend a guest or ask a question for the show, please send an email to info@dreambuilderfinancial.com.   Connect with Moshe on: Facebook - https://www.facebook.com/moshe.amsel LinkedIn - https://www.linkedin.com/in/mosheamsel/

The legal world has made more forward progress since the start of the pandemic than many expected it could do in a decade. Lawyers formerly resistant to technology suddenly found themselves with no choice but to adapt and embrace digital-friendly legal practice. For a closer look at how these changes are playing out in the profession, Sharon Nelson and John Simek talk with George Psiharis about Clio’s 2020 Legal Trends Report. They discuss who is weathering pandemic-era shifts most effectively, the mass movement to cloud-based services, the importance of focusing on customer experience, and which COVID-era changes will likely carry on beyond the pandemic. George Psiharis is chief operating officer at Clio. Special thanks to our sponsor PInow.

The legal world has made more forward progress since the start of the pandemic than many expected it could do in a decade. Lawyers formerly resistant to technology suddenly found themselves with no choice but to adapt and embrace digital-friendly legal practice. For a closer look at how these changes are playing out in the profession, Sharon Nelson and John Simek talk with George Psiharis about Clio’s 2020 Legal Trends Report. They discuss who is weathering pandemic-era shifts most effectively, the mass movement to cloud-based services, the importance of focusing on customer experience, and which COVID-era changes will likely carry on beyond the pandemic. George Psiharis is chief operating officer at Clio. Special thanks to our sponsor PInow.

George Psiharis joins Megan to talk about the Clio Legal Trends report for 2020, the ongoing release of new information, and how Covid has impacted this important project. Resources Mentioned: Clio Legal Trends Report Clio Covid Impact Report Guest Info: George on Twitter George on LinkedIn Clio on LinkedIn Clio on Twitter Thanks for listening! Don’t forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every Tuesday. If you enjoyed this episode, please help me get the word out about this podcast. Rate and Review this show in Apple Podcasts, Stitcher Radio, Google Play, and Tunein and be sure to share this podcast with a friend. Be sure to connect with me and reach out with any questions or recommendations for specific resources: Twitter Facebook LinkedIn Website Email me at megan[at]zaviehlaw[dot]com This podcast is for informational and educational purposes only. It is not to be construed as legal advice specific to your circumstances. If you need help with any legal matters, be sure to consult with an attorney regarding your specific needs.

The practice management company Clio recently released its annual Legal Trends Report, based on analysis of data from tens of thousands of legal professionals and surveys of legal professionals and legal consumers, and it showed that the coronavirus crisis has resulted in a decided shift in legal practice, away from bricks-and-mortar offices and towards cloud-based technologies and virtual delivery of legal services. So what will law practices look like going forward? And how will law practice technology adapt and evolve to meet the shifting needs of legal professionals? For their perspectives on these questions, we are joined this week by Jack Newton, cofounder and CEO of Clio, and Mik Lernout, Clio’s vice president of product.  If you would like to share a comment on this show, you can record a voice comment on your mobile phone and send it to info@lawnext.com. We will play it in a future episode.  Thank You To Our Sponsors A huge thanks to our sponsor, ASG LegalTech, the company bringing innovation to the legal space with modern and affordable software solutions. ASG LegalTech’s suite of technology includes the practice management platforms PracticePanther, Bill4Time, and MerusCase, and e-payments platform, Headnote. We appreciate their support.  A reminder that we are now on Patreon. Subscribe to our page to be able to access show transcripts, or to submit a question for our guests. Thank you to our leading Patreon member Allen Rodriguez and ONE400 for your support!

After reviewing the latest marketing-related news and trends coming out of the 2020 Clio Cloud Conference and Clio's 2020 Legal Trends Report, and especially Clio's new "Clio for Clients", Gyi and Conrad return to their recurring "Rebrand This Podcast" segment. Over the last couple of episodes, Gyi and Conrad used this podcast as a case study in rebranding. The two reveal their decision and move to the next step: marketing. Continuing with the podcast as a case study, these marketing pros will compete to see who can best build the show’s audience. Listeners are the clear winners because they’ll get practical strategic and tactical advice related to their own law firm marketing efforts along the way. Special thanks to our sponsor Alert Communications and LexisNexis® InterAction®.

After reviewing the latest marketing-related news and trends coming out of the 2020 Clio Cloud Conference and Clio's 2020 Legal Trends Report, and especially Clio's new "Clio for Clients", Gyi and Conrad return to their recurring "Rebrand This Podcast" segment. Over the last couple of episodes, Gyi and Conrad used this podcast as a case study in rebranding. The two reveal their decision and move to the next step: marketing. Continuing with the podcast as a case study, these marketing pros will compete to see who can best build the show’s audience. Listeners are the clear winners because they’ll get practical strategic and tactical advice related to their own law firm marketing efforts along the way. Special thanks to our sponsor Alert Communications and LexisNexis® InterAction®.

Today we’re talking about Clio: the just released 2020 Legal Trends Report, highlights from Clio Cloud Conference, and we are joined by none other than Clio CEO, Jack Newton. NEWS - http://lawsome.info/ClioLegalTrends2020 GUEST - http://lawsome.info/JackNewton © 2020 Consultwebs

One of the most exciting legal tech shows of the year was ported online and demonstrated how much we've learned about virtual events since the pandemic began. Joe got a chance to talk to Clio CEO Jack Newton about the show, the lineup of keynote speakers, and the annual Legal Trends Report. Joe also ran down Seyfarth's ransomware snafu and ACB's performative celebration of laziness. Special thanks to our sponsors, Paper Software and LexisNexis® InterAction®.

One of the most exciting legal tech shows of the year was ported online and demonstrated how much we've learned about virtual events since the pandemic began. Joe got a chance to talk to Clio CEO Jack Newton about the show, the lineup of keynote speakers, and the annual Legal Trends Report. Joe also ran down Seyfarth's ransomware snafu and ACB's performative celebration of laziness. Special thanks to our sponsors, Paper Software and LexisNexis® InterAction®.

According to Clio’s Legal Trends Report, firms who had online payment systems in place before the pandemic have fared better than those dependent on other methods. From the Clio Cloud Conference 2020, host Laurence Colletti talks with Tom West about why online payment systems added to law firms’ success over the past 6 months and what we can expect from e-payment platforms in the future. Tom West is CEO of AffiniPay, the parent company of LawPay.

According to Clio’s Legal Trends Report, firms who had online payment systems in place before the pandemic have fared better than those dependent on other methods. From the Clio Cloud Conference 2020, host Laurence Colletti talks with Tom West about why online payment systems added to law firms’ success over the past 6 months and what we can expect from e-payment platforms in the future. Tom West is CEO of AffiniPay, the parent company of LawPay.

According to Clio’s Legal Trends Report, attorneys fail to respond to more than 60% of inquiries from prospective clients. This abysmal response rate is juxtaposed against surveys of in-house counsel reporting that, on a scale of 1 to 10, responding to client inquiries rates 8.8 in importance .  Poor client communications should not be the norm in legal. In Episode 29, lawyer and founder of Attorney Sync, Gyi Tsakalakis explains how lawyers can use tech and software to be more responsive to client inquiries, strengthen client relationships and win new business. Gyi is a good person to talk to about this subject. His company Attorney Sync is a digital marketing consultancy helping lawyers build good websites and implement effective digital strategies. Gyi is also the co-host of a great legal marketing podcast called Clienting. In this episode, Gyi talks about a few of the findings from the Clio Legal Trends report, but also offers practical tips to improve client communications. As Gyi notes, the first step in building strong client relationships and improving customer experience does not involve tech at all: It’s making responsiveness a priority and implementing client response policies. Once a policy is in place, then it is time to think about using tech to enhance client interactions. The backbone is a good CRM platform (customer relationship management). These tools often provide access to email automation, bots and customer support tools that help facilitate client communications.  Technically Legal is hosted by Chad Main, an attorney and the founder of Percipient, a tech-enabled alternative legal services provider.

Lawyers as a profession are pretty bad about using data, but it is extremely powerful. Clio recognizes this fact and creates the Legal Trends Report each year to highlight trends in the profession. This year’s report had some interesting insights, some of which confirm what lawyers already believe and some which challenge our beliefs. The report’s chief architect, George Psiharis, visited with Megan at Clio Con 2019 to talk about it. Resources Mentioned: Clio's 2019 Legal Trends Report Guest Info: George Psiharis on Twitter Thanks for listening! Don’t forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every Tuesday. If you enjoyed this episode, please help me get the word out about this podcast. Rate and Review this show in Apple Podcasts, Stitcher Radio, Google Play, and Tunein and be sure to share this podcast with a friend. Be sure to connect with me and reach out with any questions or recommendations for specific resources: Twitter Facebook LinkedIn Website Email me at megan[at]zaviehlaw[dot]com This podcast is for informational and educational purposes only. It is not to be construed as legal advice specific to your circumstances. If you need help with any legal matters, be sure to consult with an attorney regarding your specific needs.

Law firms experience difficulties in getting paid, with them never seeing payment for up to 14% of all hours billed to their clients, according to Clio’s 2019 Legal Trends Report.It might be hard to sympathise with law firms who get ripped off by their customers, considering that they charge such high fees and have little assets in their business models.RIABU’s Simon Littlewood and Mark Laudi talk about the value of having upfront discussions with your customer, and ask questions such as: Should there be a tier system for customer service experience to avoid delayed payments? Should there be upfront negotiations over ancillary charges? Do offering more payment modes result in more prompt payments?

George Psiharis was employee number six at Clio, which he joined shortly after the practice management company was founded in 2008. Now, he is COO of an enterprise with more than 400 employees and growing, responsible for customer success, business development and data operations.  Psiharis also oversees Clio’s annual Legal Trends Report, the fourth of which was released at the recent Clio Cloud Conference in San Diego. This year’s report included a unique feature, a study that Clio said was the largest nationwide assessment of client services among law firms.  Psiharis joined host Bob Ambrogi for a special edition recorded live at the recent Clio Cloud Conference in San Diego, where he discussed some of the surprising and notable findings of the Legal Trends Report. He also discusses the growth he has overseen during a decade at Clio and how his role has evolved.   Support us on Patreon!

There is so much to talk about from Clio Con 2019, including the Legal Trends Report.  In this episode, Jack Newton stops by the Lawyers Gone Ethical recording booth. Resources Mentioned: Medium Article discussing Clio's History 2019 Legal Trends Report Guest Info: Jack Newton - Twitter Thanks for listening! Don’t forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every Tuesday. If you enjoyed this episode, please help me get the word out about this podcast. Rate and Review this show in Apple Podcasts, Stitcher Radio, Google Play, and Tunein and be sure to share this podcast with a friend. Be sure to connect with me and reach out with any questions or recommendations for specific resources: Twitter Facebook LinkedIn Website Email me at megan[at]zaviehlaw[dot]com This podcast is for informational and educational purposes only. It is not to be construed as legal advice specific to your circumstances. If you need help with any legal matters, be sure to consult with an attorney regarding your specific needs.

It’s a very special edition of On The Road . . . welcome to the brand new game show, Legal Trends Retort!  At the 2019 Clio Cloud Conference in sunny San Diego, Clio COO George Psiharis hosts contestants Chad Burton, Erin Gerstenzang, Jennifer Reynolds, and John Strohmeyer in this game show based entirely on the thrilling data in the 2019 Legal Trends Report. Who will win? Tune in for more.

The recent Legal Trends Report by Clio showed that the average lawyer only gets paid for 22-28% of the time they put in. Unacceptable! New Solo host Adriana Linares brings in Marco Brown to teach lawyers how to change their mindset and prioritize getting paid for the great work they do. Based on a CLE presentation he gave, Marco outlines eight commandments that help layers rethink the way they handle billing and put themselves, their families, and their firms first. Check out Brown Law LLC’s site to read Marco’s blog posts on each commandment.  Marco Clayton Brown is managing partner at Brown Law LLC in Salt Lake City, Utah. Special thanks to our sponsors, Clio, Nexa, Lawclerk and Courtfiling.net.

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.

How can lawyers get their lost time back? In this On The Road episode from the Clio Cloud Conference 2018, host Gyi Tsakalakis talks with professional accountant Gale Kirsopp about using realization rates as a tool for measuring revenue and productivity in law firms. Clio’s Legal Trends Report has consistently shown lawyers that they may not be utilizing their time well. Gale discusses the importance of documenting time usage for every member in the firm, both lawyers and support staff. This determination of time usage helps firms address problem areas and increase profits. Gale Kirsopp is CEO of 4700 Group, an accounting firm that works exclusively with law firms. Sign up to attend the Clio Cloud Conference next year!

What is the Legal Trends Report and how can this report help law firms better their practice? In this On the Road report from the Clio Cloud Conference 2018, host Laurence Colletti and Joe Patrice welcome George Psiharis to discuss how much time lawyers lose everyday on average, Clio’s three basic components, and why less billing could help a firm earn more money. Psiharis also explains where the data comes from when reporting about lawyers and how that data differs from client expectations. George Psiharis is the chief operating officer at Clio. Sign up to attend the Clio Cloud Conference next year!

The Legal Trends Report collects legal industry data and uses it to determine how law firms can improve their business. In this episode of On Balance from the NEXT Conference 2018, hosts Rob Mathis, Samantha Meinke, and Laurence Colletti talk to Clio CEO Jack Newton about 2018 Legal Trends Report and what it reflects about the legal industry. They discuss the data that’s included in the report and how attorneys can use this information to improve the business side of their practice. Jack Newton is the co-founder and CEO of Clio, one of the pioneers of cloud-based practice management. Samantha Meinke is the communications manager at the State Bar of Michigan. In this role, she creates and oversees communications, marketing, social media and media relations strategies. 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.

Peter Aprile and Natalie Worsfold interview Jack Newton, co-founder of Clio. If you’re not familiar with Clio, then you might have been living under a rock. Clio is the most widely used cloud-based legal practice management system in the world. The group discusses the company’s mission to transform the delivery of legal services (for good), the 2016 Legal Trends Report, and what to look forward to at this year’s Clio Cloud Conference. CPD Lawyers that have completed the S02E09 BNL CPD cam claim a 45 minute Professionalism CPD credit.  To access the S02E09 verification examination click this link.

For many solo practitioners, they believe they need to be the CEO’s and the experts of their law practices. After all, more often than not, it’s just them running the show. But is that necessarily the best way to grow your business? My guest today is Mike Whelan, operator of the Lawyer Forward conference, soon-to-be author, and legal consultant. Mike believes lawyers need to choose one or the other and he supports his claims in this fascinating conversation.  What We Discuss in This Episode: Why Clio’s Legal Trends Report, which reported the dismal amount of hours lawyers were billing, is not as worrisome as it might seem Lawyers’ inability to choose between being the CEO of the firm or the expert is creating great impact on the profession Can a solo practitioner be both the CEO and the expert? Access and expertise are not compatible and yet clients expect both from solo practitioners Why human brains are trying hard to shorten the pathways and create routines Studies show that doctors tend to get worse at tasks with age. Can that be analogized to lawyers? Can you find ways to provide value, solutions, and innovation for your law firm without being the practitioner and administrator? Are experienced practitioners not using their brains the way they should be used to maximize potential? It’s important to eliminate unimportant work by following the 80/20 rule There’s greater demand for legal experts than there is for lawyers Resources: Dina Eisenberg – Outsource Easier Peak by Anders Ericsson  The Power of Habit by Carl Duhigg Patrick Palace – workers compensation in Washington The Business of Expertise by David Baker Sam Glover – The Lawyerist Contact Information: www.lawyerforward.com/bookupdates - follow along Mike’s journey as he writes his book Twitter: https://twitter.com/mikewhelanjr Facebook: Lawyer Forward group Thank you for listening! Don’t forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every Tuesday. If you enjoyed this episode, please help me get the word out about this podcast. Rate and Review this show in Apple Podcasts, Stitcher Radio, and Google Play, and be sure to share this podcast with a friend. Be sure to connect with me and reach out with any questions/concerns: Facebook LinkedIn Website Email me at megan[at]zaviehlaw[dot]com This podcast is for informational and educational purposes only. It is not to be construed as legal advice specific to your circumstances. If you need help with any legal matters, be sure to consult with an attorney regarding your specific needs.

According to Clio’s 2016 Legal Trends Report, “the average lawyer only bills 28% of an eight-hour workday.” So, what has changed since last year and what do lawyers still need to work on? George Psiharis, VP of business operations, and Steven Silberbach, senior vice president of global sales at Clio, get together with Kimberly Sanchez and Patrick Palace in this On the Road report from the 2017 Clio Cloud conference. Together, they go over this year’s Legal Trends Report, how the data is collected, it’s benefit to Clio clients and law firms of all sizes, and actionable data from the report that can improve a lawyer’s practice. They also discuss the future trends of law in the areas of low bono services and access to justice. George Psiharis is the vice president of business development at Clio. His business operations team created Clio’s Legal Trends Report. Steven Silberbach is the senior vice president of global sales at Clio. He works closely with George Psiharis and his team to find ways to provide more value to lawyers who use Clio.

The cloud-based practice management software, Clio, was launched nine years ago. During the fifth annual Clio Cloud conference, Clio CEO Jack Newton introduced in his keynote speech new projects and a future philosophical roadmap for the software, the company, and the way lawyers practice law. In this report from On the Road, Bob Ambrogi interviews Jack about his keynote speech. They discuss bringing law practice to the cloud, results from Clio’s Legal Trends Report, Project Hermes, Project Apollo, and the expanding future of Clio through API integrations. Tune in for a truly progressive picture of the future of law practice. Jack Newton is the founder of Clio, one of the pioneers of cloud-based practice management. Jack has spearheaded efforts to educate the legal community on the security-, ethics- and privacy-related issues surrounding cloud computing, and has become an internationally recognized writer and speaker on these topics.

Peter Aprile and Natalie Worsfold interview Jack Newton, co-founder of Clio. If you’re not familiar with Clio, then you might have been living under a rock. Clio is the most widely used cloud-based legal practice management system in the world. The group discusses the company’s mission to transform the delivery of legal services (for good), the 2016 Legal Trends Report, and what to look forward to at this year’s Clio Cloud Conference. CPD Lawyers that have completed the S02E09 BNL CPD cam claim a 45 minutes Professionalism CPD credit.  To access the S02E09 verification examination click this link.

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.