This past month, we’ve made a few improvements to help you accomplish your daily tasks as efficiently as possible. We’re proud to bring you key updates to the way you view contacts in Clio, and to Clio’s Outlook Add-in for Office 365.

We’ve also got two new app integration partners to tell you about, and a new product updates page that will help you stay up-to-date with new changes to Clio, right as they’re announced.

New Clio Product Updates page

Want to stay informed on the most recent updates in Clio? We’ve got just the thing for you.

Our new Clio Product Updates page features all the latest updates to Clio, including links to more in-depth support articles and videos. With this information at your fingertips, you’ll be better positioned to implement changes at your firm and get the most out of Clio, as soon as improvements happen.

Check out our latest updates

Update to Clio’s Outlook Add-in for Office 365

Clio’s Outlook Add-in for Office 365 is getting smarter: It’s now easier than ever to work between your most-used email client and Clio. With the add-in, you can save email messages and attachments directly from Outlook to your contacts in Clio—all while tracking your time for faster invoicing. And if you’ve got duplicate contacts in Clio, or if you haven’t created a contact for a given case yet, there’s still a workflow for filing emails quickly and efficiently.

Here’s how it works: When you go to save an email to Clio using the Outlook add-in, and the add-in finds that there are multiple contacts in Clio with the same email address as either the sender or recipient, you’ll have full control to choose the correct contact from a list of matches. You’ll also have the option to search for the correct contact, or create a new contact.

If the add-in finds that there are no contacts in Clio with the same email address as the sender or recipient, you’ll be prompted to search for the right contact or add a new contact to Clio. It’s easy to use, and effectively smarter than before.

Learn more about this update to the Outlook add-in here.

All custom field columns exportable to CSV

With Clio, it’s now even easier to get key information about your law firm, when you need it.

Previously, when exporting different views of your matters list to CSV, you were able to export up to five custom field columns. Now, you can export any and all custom field columns that you add to your view of this table in Clio, whether you’re viewing your matters, contacts, or activities lists.

New Contacts List view

You may notice that your main contacts page in Clio now looks and feels a little different—that it looks a lot more similar to your matters and activities pages, in fact.

With this update, your main contacts page will load faster, and you’ll be able to quickly and easily filter for specific contact information. You’ll also be able to add custom field columns to your view so that you can get the information you need at a glance—and if you need to, you can also easily export all information. Log into Clio to see it for yourself now!

New app integration partners

With over 90 app integration partners, Clio integrates with more leading apps and services than any other practice management software. Here are some of our newest partners:

Allocate Legal

According to the 2017 Legal Trends Report, lawyers only log 2.3 hours of billable time per day on average, or 29% of an eight-hour workday. With a range of non-billable tasks to complete on a day-to-day basis in addition to billable targets, lawyers need all the help they can get to efficiently complete administrative tasks and stay on track.

Enter Allocate Legal, the latest in AI-powered legal timekeeping technology. From tools specific to capturing billable time spent composing emails, drafting documents, attending meetings and much more, Allocate automatically predicts how much time is spent on activities—even providing you with data on how this impacts you on a client and matter level.

Allocate will save your time, and you can simply review and approve—while all this is saved to matters in Clio. You’ll capture more time and spend less time doing it, so you can get back to focusing on billable hours.

Learn more about Allocate Legal and Clio

LawLytics

The 2017 Legal Trends Report also found that 37% of consumers surveyed used an online search engine to find their lawyer. You need to pay attention to how you appear online, but you may have limited time and funds to spend on a top-notch law firm website.

LawLytics is the leading website system for small law firms that want their online marketing to work without wasting time or money. Unlike marketing agencies, LawLytics adapts as the law firm’s needs evolve, so lawyers never overpay.

And, with the LawLytics-to-Clio integration, there’s no need to redundantly enter new client information that comes in through your website into Clio. The integration saves you time and eliminates the potential for data entry mistakes that can occur when manually transferring information.

Learn more about LawLytics and Clio

That’s it for this month! Not a Clio customer? Don’t miss out on the most powerful and easy-to-use cloud-based practice management platform any longer. Try Clio for free today.

 

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Teresa Matich writes about legal technology and the business of law for Clio’s blog. She has previously worked as a reporter in the financial sector, and prior to that, she was an office clerk at a Vancouver real estate law firm.

The cloud-based practice management platform Clio this week introduced an Outlook 365 add-in that makes it easier to associate emails in Outlook with matters in Clio.

The add-in enables four functions:

  • File emails with one click. Save emails, including attachments, from Outlook to a matter in Clio.
  • “Smart File” emails. Scan your inbox for emails received in the last 48 hours that should be filed to a matter in Clio.
  • File email threads. Once a client email is associated with a matter, you can run a scan to file threads and responses from within the last 48 hours.
  • Track time. Start a timer from within Outlook and capture billable time to Clio.

Clio’s Outlook 365 add-in is compatible with Home, Personal, Business and Enterprise versions of Outlook for Office 365, both browser and desktop versions, on Macs and PCs. It is available at no cost to customers with either a Boutique or Elite subscription.

The add-in can be downloaded from Microsoft’s App Store.

Updates to Android App

Clio also recently updated its Android app to enhance the Global Create functionality. With these changes, users of the app can now:

  • Start a timer from within the app and easily take another action from the Global Create menu.
  • Customize the order of quick actions available from the Global Create view, so your most-used features are always easily accessible.

In addition, Clio has updated the interface of the Global Create menu. Commands now appear horizontally at the bottom of the screen, where you can scroll left or right to find the one you need.

Android users can download the Clio app in the Google Play store.

 

What matters most to clients in choosing a lawyer?

Most practicing lawyers will have an opinion about that, but even better than an opinion is hard-and-fast data. And that is what is provided in the 2017 Legal Trends Report, compiled by practice management company Clio.

As part of its report, released last October, Clio surveyed more than 2,000 consumers and 3,000 legal professionals, compiling their responses to such questions as:

  • How do clients look for legal representation?
  • What factors into their decision to hire a lawyer?
  • How will future trends affect client expectations?

In a Feb. 15, webcast, How Clients Choose Lawyers According to the Legal Trends Report, I will explore the report’s findings in detail with Jack Newton, Clio’s founder and CEO. Newton will also offer insights into how lawyers can act on this information and how technology can help lawyers better serve clients.

The 60-minute webcast starts at 1 pm. EST. Attendance is free, but registration is required.

The webcast is sponsored by Clio and Above the Law.

 

Dashboard shows details of a matter

In September, I reported that practice management provider Clio, at its annual Clio Cloud Conference, had unveiled “the new Clio experience” — a top-to-bottom re-engineering and redesign of its practice management platform, which it dubbed Project Apollo, after the Greek god of healing and light. Having now had a chance to explore Apollo, I thought I’d offer more details.

As I wrote in that September post, there was perhaps an even bigger announcement from Clio at that conference — that of its future course. Whereas its mission so far has been to move law practice management to the cloud, its mission going forward is to move law practice to the cloud and, in the process, to, as its motto now says, “Transform the practice of law, for good.”

“The idea of practice management is a relic of the old way of framing what legal software can do.” CEO Jack Newton said during during a media day visit to Clio’s headquarters in Vancouver, B.C., which I wrote about in a column at Above the Law. “So the next chapter is to move the practice of law to the cloud. Eventually, all sorts of other facets of practicing law will get pulled into the cloud. The idea of practice management will become a limiting way to describe what we do and what our vision is.”

See also: My Podcast Interview with CEO Jack Newton on Clio’s Future Course.

Clio sees Apollo, its redesigned platform, as a major step in that direction. It envisions the platform becoming the backbone of a modern law firm’s technology stack and the hub of an ecosystem of what are now nearly 70 integration partners and that will continue to grow.

Exploring Apollo

In over a year developing Apollo, Clio spent more than 600 hours and 60 days visiting law firms, consulting with clients, conducting user testing, and monitoring feedback from customer surveys and interactions. It encompasses a new design, faster performance and some 220 feature improvements.

Clio has also created a new version of its API (application programming interface) that will allow it to better connect its ecosystem of integration partners, and it has launched a new App Directory to make it easier for its customers to find integrations appropriate to their practice.

From the top navigation bar, you can search, see recent matters, start a timer, add new items, and toggle back to the legacy version.

For now, Clio subscribers have the option of toggling between the legacy and Apollo versions of the software via a toggle switch in the navigation bar. Eventually, that toggle switch will disappear and all users will default to the new version.

One notable improvement in Apollo is global navigation. The navigation panel now sits on the left of the screen, instead of the top as before, where you can access tasks with a single click. The panel is collapsible to give you more screen real estate.

The search bar is now atop the navigation menu for quick access. Search now includes custom fields created by the user. Next to the search bar is a Recents button to access the 10 most-recent items you’ve worked on.

The new Timekeeper feature shows your time for the day.

The new application was built using a single-page architecture. That means that, when you click on links to move around within the application, the left and top navigation bars stay in place. Only the center of the page reloads, making pages load more quickly. Clio says its platform is now five times faster. While I can’t quantify it, I can tell you that the pages load very quickly.

Another time-saving feature of the new design is global create. Wherever you are in the application, the Create New button is available at the top right of the screen. Click it to quickly add a new matter, contact, task, time entry, expense entry or just about anything else that can be done within Clio.

The Global Create feature lets you create a new matter, contact, or anything else.

Timekeeping has been enhanced by allowing users to start the timer with a single click, without having to enter any matter details. Also, a new Timekeeper button, accessible from anywhere in the application, allows you to quickly see and edit all your time entries and totals for the day (or you can toggle back through prior days). Click any entry to start a new timer for same matter.

Invoicing

A new Activities page shows all your activities in a data table. Columns in the table can be resized, hidden and added to create the view you like. Activity can be filtered by date ranges, keywords, matter, firm user, and other fields.

The Matters page now also displays as a data table with configurable  and collapsible columns. The Create New Matter page has been condensed so that all fields fit within a single page. The top of the page is where you enter standard information about the case. Expandable sections farther down on the page let you add billing preferences, custom fields, automated tasks, and related contacts.

List of matters shows as a data table with configurable columns.

Also revamped is the matter dashboard page, to provide more information at a glance. At the top, the page shows current financial information for the matter, including total time and expenses, any outstanding balance, and available trust funds. Farther down, the dashboard shows the matter details. A box on the right shows contact information for the client and for any related contacts. Below that, a new Timeline replaces the previous version’s Firm Feed, showing all firm activity on the matter.

Other changes worthy of note:

  • Apollo allows bulk billing of all clients with outstanding amounts due and also bulk application of trust funds to invoiced amounts. Bulk billing can also be limited by date ranges for billed activity or by responsible attorney. The platform has improved features for previewing, editing and sharing invoices.
  • From the Communications page, when you create an entry to log a phone call, you also get the option to start a timer for the call. When you close the log, a pop-up lets you also create a time entyr for the call.
  • Clio now integrates with Microsoft Office 365 and has improved email synchronization. Users can now link emails directly into Clio from Outlook, push attachments from Outlook into Clio’s document management system, and track time within Outlook.

About Those Integrations

A key differentiator of Clio over other practice management platforms is its integrations with third-party applications that extend its capabilities. At its September conference, Clio announced 12 new integration partners, bringing the total to more than 70. It also launched a new App Directory to make it easier for users to find applications that match their practice needs.

Homepage of new app directory

These integrations cover a range of categories, from accounting and client intake, to e-discovery and legal research, to timekeeping and workforce management. Note, however, that most of these third-party integrations require their own subscriptions, in addition to the Clio subscription.

And Coming Soon …

In addition to Apollo, Clio is working to finish another development project, which it calls Hermes, and which will be a secure, mobile-optimized communication platform for lawyers and their clients. Think of it as a legal-specific variation on communication applications such as WhatsApp or Slack.

The application will enable lawyers to securely message with colleagues and clients, initiate secure video chats, exchange documents, and more, from mobile or desktop. Clio was demonstrating a prototype version at its conference in September but had not announced a final release date.

Pricing

With Clio’s rollout of its new platform, it left its pricing unchanged. Clio offers three plans. When billed annually, the per-user monthly costs are $39 for the Starter plan, $59 for the Boutique plan and $99 for the Elite plan.

Most lawyers would want at least the Boutique plan, which includes integrated credit card processing, accounting integrations, and Office 365 Business & Enterprise integration. The Elite plan adds court-rules calendaring and other features.

The Bottom Line

For lawyers shopping for practice management software, good options abound. The right choice for you depends on your practice and your needs. As I said above, a major differentiator for Clio is its third-party integrations. No other platform has anywhere near Clio’s number of integrations, and several decidedly avoid integrations, instead taking an all-in-one approach.

That said, I should emphasize that you do not need any third-party integrations to use Clio, although you will probably want a third-party business accounting program. It is a complete platform in and of itself. But the integrations can help make the platform fit better with the particular needs of your practice. And, going forward, the integrations will be the fuel that drives Clio’s vision of moving not just law practice management, but law practice, to the cloud.

Clio has many factors in its favor. It is a mature, reliable and well-funded company. Its new software is intuitive and robust and works equally well on desktop or mobile. It has an excellent reputation for customer support. While its pricing is generally higher than its competitors, it is still within range. Of the many good options out there, you won’t go wrong with Clio.

Clio’s App Directory

I wrote recently about major announcements made by Clio at its annual Clio Cloud Conference, including a major reengineering of its platform and a new direction for the company, from “law practice management” in the cloud to “law practice” in the cloud. Key to that new direction is Clio’s ever-growing number of integration partners that extend its platform’s capabilities.

Now, Clio has announced the addition of 12 more integration partners, bringing the total to more than 70. Almost all of the apps that integrate with Clio can be found in Clio’s new App Directory. (The director lists 60, but a Clio spokesperson tells me there are others that have not yet been added to the directory.)

The new additions are:

Borderwise Pro. Borderwise Pro is form preparation software for immigration lawyers. Prepare complete immigration applications, including all required forms and addenda, by answering simple and straightforward questions. The integration allows users to share their contacts across Clio and Borderwise to eliminate redundant data entry.

Digitory Legal. Create accurate budgets and detailed project plans, using customizable litigation templates with task-level detail and optional activity code tracking. Follow actual-to-budget tracking in Clio and sync budget matter and budget numbers, as well as automated task creation and tracking to Clio.

Legably. Legably connects vetted attorneys with those on the Legably network who need short-term help for projects and client needs. The integration allows Legably users to more efficiently manage the work that they receive over the Legably platform. (See my review.)

Legalinc. Automate a client’s corporate compliance and entity management functions. The integration allows users to reduce double entry and errors, while ensuring information is up to date across both platforms. From there, each imported entity can be separately subscribed to a suite of services such as registered agent service, compliance notifications, foreign qualifications, or EIN acquisition, among others.

Lexop. Select a contact from Clio and serve legal documents via email, track in real-time the status of their delivery, all while managing a compliance. Collect documents from clients and colleagues easily and securely and sync them with Clio matters instantly.

Logikcull. Logikcull is cloud-based e-discovery software that gives enterprises, law firms and governments control of the discovery process.

PieSync. PieSync integrates Clio with other popular apps for an automatic two-way contact sync. Every time a contact is added or updated in Clio, it is automatically synced with the other app, and vice versa, eliminating the need to import and export.

Tali. Tali allows legal professionals to track time using Amazon Alexa. By integrating with Clio, Tali automatically records and syncs activities, matters, and clients. (See my review.)

TrustBooks. Users can manage trust accounting and stay compliant with their state bar using this integration. Sync all Matters from Clio directly into TrustBooks, saving time by entering information once in Clio, and syncing it with TrustBooks. (See my review.)

Vijilent Data-Portraits Webapp. A Vijilent integration allows users to export searchable PDF Data-Portraits back into Clio matter documents and electronically archive social media so it is court admissible. Vijilent Case links and Data-Portrait links are automatically placed in Clio matters and contacts, adding another layer to Clio contact information.

YoCierge. Receive a call from an existing client or contact registered in Clio and YoCierge’s phone system will search a user’s Clio data based on the caller’s number. If the system finds a match, it will show the contact name, matter name, description, and the attorney handling it.

Zipwhip. Zipwhip for Clio allows users to seamlessly record text message conversations (SMS and MMS) in Clio as a single source of record to get a complete overview of interactions and compliance requirements. (See my review.)

Led by CEO Jack Newton, Clio staff celebrate the wrap of the fifth Clio Cloud Conference.

What makes a legal technology conference great? I’ve been thinking a lot about this since leaving the fifth Clio Cloud Conference earlier this week. I’ve attended all five and uniformly praised each one. After the 2014 conference, I called it one of the best legal technology conferences I had ever attended. After the 2015 conference, I said that it was déjà vu all over again. And after last year’s conference, fishing for something critical to say, I hit on one complaint — that it was too short.

I feel the same this year. In fact, I feel as if, with this year’s conference, the Clio Cloud Conference has cemented its standing as a must-attend annual legal technology conference. This was no small feat, because this year’s conference was nearly double the size of last year’s, going from 700 to 1,200 attendees, and it was held in a new venue, moving from Chicago’s intimate and stylish Radisson Blu Aqua Hotel to the larger and slightly casino-like Hyatt Regency New Orleans. Yet somehow it all worked, still retaining the intimate feel of prior years’ smaller crowds and venue. (Next year’s conference, by the way, will return to the Hyatt on Oct. 4 and 5.)

[For more on the conference, see At Its Annual Conference, Clio Unveils New Design, New Direction and My Podcast Interview with CEO Jack Newton on Clio’s Future Course.]

But I come back to the question of what makes this conference or any conference great. Part of what has me pondering this is that I came away this year with the impression that the programming was nothing spectacular. I have to confess: I say that based more on the titles and speaker line-up than on first-hand experience. I attended way too few programs, spending more of my time in meetings with vendors and others. Notably, I missed the one keynote that attendees seemed unanimously to agree was among the best keynotes they had ever seen, delivered by Canadian astronaut Col. Chris Hadfield.

Preet Bharara delivers one of four keynotes.

And, by the way, Hadfield was just one of four keynotes. In addition to his, keynotes were given by Clio CEO Jack Newton, the amazing Haben Girma, the first deaf and blind person to graduate from Harvard Law School and now a disability rights advocate, and Preet Bharara, the former U.S. attorney for the Southern District of New York who was famously terminated by President Trump.

But, setting aside the keynotes, scan the titles of the programs, and there were not any that you couldn’t find at other legal tech conferences such as ABA Techshow or a major state bar conference. As in past years, the programs ran along four tracks, one on legal technology, one on the business of law, and two devoted to basic and advanced training on the Clio platform. There were good programs on marketing, social media and law office technology. There were some particularly cutting-edge topics, such as how to use VR in the courtroom and whether law firms can accept Bitcoins.

I do not mean to be critical of the programs. The topics were relevant and practical and the speakers were knowledgeable and qualified. My point, simply, is that it was not the line-up of programs, alone, that made this a great conference or that made it stand out from others. You could find similar topics and similar speakers (and even the same speakers) at other conferences. There was something else.

Part of that “something else” is the Clio staff. I’ve mentioned this in my write-ups on past years’ conferences, and it remained true this year. Of its 240 total employees, Clio had roughly half in attendance at this conference. These people are uniformly enthusiastic about their company, knowledgeable about their product, and as helpful and friendly as you could ask. No question ever need go unanswered for long here, because a Clio staffer is available at every turn to help. A company’s employees say a lot about the company, and these employees speak volumes about Clio.

(Speaking of staff, recognition for a job well done is due to Lauren Sanders, the special projects coordinator at Clio who is primarily responsible for making this conference happen every year.)

Another part of the “something else” is the venue. As noted, it changed this year, but Clio retained the physical characteristics that facilitate interactions, conversations and collaboration. How many conferences have you been to where there is nowhere for two people to sit down and have a conversation? Not here. The space is designed to ensure that there are places to talk. Exhibitors are front and center, but not in an overbearing way. Booths are discreet and uniform and traffic naturally flows around them. There is the Smart Bar where attendees can get answers to Clio questions and the Clio Lab where attendees can not only see what’s coming in Clio, but even suggest fixes or discuss bugs that Clio designers and engineers will address virtually immediately.

But in my mental struggle to put my finger on what makes this conference stand out, I kept coming back to a tweet I saw during the conference:

Note that this tweet did not come from some legal tech newbie. John Mayer is the executive director of The Center for Computer-Assisted Legal Instruction, a non-profit consortium of law schools, law libraries and related organizations that conducts applied research and development in computer-mediated legal education and creates tools that increase access to justice.

So when Mayer says he’s never heard so many lawyers talk so much sense about tech and practice, he knows what he’s talking about.

This is what it boils down to, I think. What distinguishes this conference from some of the other conferences out there is the people. It is the sum total of those who attend — the lawyers and legal professionals who come to learn, the speakers who come to educate, the vendors who come to explain (and sell), and the Clio staff who come to guide. It is not that they are all already experts in legal technology. It is that they are all enthusiastic about the future of law practice and the role of technology in helping to shape that future.

Shit is happening, as Mayer said, and this conference is a microcosm of what is happening on a broad scale.

At the Clio Cloud Conference in New Orleans on Monday, I sat down with Clio cofounder and CEO Jack Newton to discuss the announcements he made during his opening keynote. We talk about Clio’s ground-up reengineering and redesign of its practice management platform, Clio’s new goals and directions as it starts its second decade, the just-released Legal Trends Report, and much more.

(Read more about Clio’s announcements in my post earlier this week.)

Stream the interview above or at the Legal Talk Network.

Nine years after it launched as the first commercial, cloud-based practice management platform, Clio has been teasing the legal community with promises of major news, symbolized by the hashtag #newclio. Earlier this month, I was given a preview of the news during a media day visit to Clio’s headquarters in Vancouver, B.C. But, as I explained in a recent column at Above the Law, an embargo prevented me from talking about it until today.

This morning, Clio kicked off its annual Clio Cloud Conference, held this year in New Orleans, with a keynote by cofounder and CEO Jack Newton, during which he announced Clio’s news.

The big news is what Clio is calling “the new Clio experience” — a top-to-bottom re-engineering and redesign of its practice management platform. But underlying that news is perhaps an even bigger story — that of where Clio intends to go from here. Whereas its mission so far has been to move law practice management to the cloud, its mission going forward is to move law practice to the cloud and, in the process, to, as its motto now says, “Transform the practice of law, for good.”

Moving Law Practice to the Cloud

There is a double entendre in “for good,” which can mean both “for the better” and “permanently,” and Clio means both. Let’s start with changing the practice of law.

“When we talked about moving legal practice management to the cloud, we saw it originally as a radical idea,” Newton said during my visit earlier this month. “But now we can say, ‘Mission accomplished.’ The sea change is underway. We’ve created an industry. Now at ABA Techshow, half the companies are some sort of cloud-based practice management tool.”

In fact, said Newton, “the idea of practice management is a relic of the old way of framing what legal software can do.”

“So the next chapter is to move the practice of law to the cloud. Eventually, all sorts of other facets of practicing law will get pulled into the cloud. The idea of practice management will become a limiting way to describe what we do and what our vision is.”

A major step in that direction, Newton believes, is Clio’s redesigned platform, which it has labeled its project Apollo, after the Greek god of healing and light. Clio sees its platform becoming the backbone of a modern law firm’s technology stack and the hub of an ecosystem of what are now nearly 70 integration partners and that will continue to grow.

“With Apollo,” Newton said, “we’ve built the foundation to move the practice of law to the cloud.”

Focus on Customer Experience

More about Apollo below, but first let me get to the “for the better” part of “for good.” And there are two parts to this — helping its customers do better in their businesses and helping the broader legal community through philanthropy.

At its conference last year, Clio introduced its first Legal Trends Report. A key finding of that was that the average lawyer was spending only two hours of an eight-hour day on billable work. That spurred Clio to survey its customers to find out where they needed the most help, and the answer they gave was with getting more clients.

As Clio thought about how it could help its customers get more business, it considered what made businesses in other industries successful. What would it look like, for example, if Amazon started a law firm? It concluded that a key factor is customer experience — not Clio’s customers, but its customers’ clients.

“What we’ve done so far is help firms improve their operational excellence,” Newton explained. “What we haven’t done enough is focus on the customer experience. A huge part of what we need to do going forward is focus on the customer experience side of things and redefine how lawyers work and operate.”

Think of Amazon’s Tide button, Newton said. When you’re running low on detergent, you press a button and have it on your doorstep in hours.

The legal industry needs to think about what are its Tide buttons, Newton suggested. What that will look like remains to be seen, but it will certainly include greater use of mobile and greater use of video chat.

With Apollo, Clio believes, it has engineered a platform that can grow to accommodate and address that client-obsessed way of doing business.

Philanthropic Initiatives

Now on to the philanthropy part of “for good.”

Newton quoted Steve Jobs, who famously said, “We’re here to put a dent in the universe,” in announcing several philanthropic initiatives:

  • Clio is providing $6 million in free use of its software to law schools, paralegal programs and university-affiliated nonprofits, which translates to roughly 100,000 users getting free access.
  • Clio is launching the Clio Fund, a $1 million developer fund that will be used to support innovative legal startups.
  • Clio is launching a code competition, Launch/Code, in which it will award a $100,000 prize to the individual or company that builds the best new Clio integration between now and next year’s Clio conference.

And One More Announcement

In addition to Apollo, Clio has another development project, which it calls Hermes, and which will be a secure, mobile-optimized communication platform for lawyers and their clients. Think of it as a legal-specific variation on WhatsApp or Slack.

“We started to think about what it would look like if lawyers started to communicate almost exclusively over mobile,” Newton said. The answer, Clio decided, is an application through which lawyers can securely message with colleagues and clients, initiate secure video chats, exchange documents, and more.

Clio will be demonstrating a preview version of Hermes during this week’s conference, but it will not be released until later this year.

More About Apollo

In developing Apollo over the last year, Clio says it spent more than 600 hours and 60 days visiting law firms, consulting with clients, conducting user testing, and monitoring feedback from customer surveys and interactions. It encompasses a new design, faster performance and some 220 feature improvements. Clio has also created a new version of its API (application programming interface) to better connect its ecosystem of nearly 70 integration partners, and it has launched a new App Directory to make it easier for its customers to find integrations appropriate to their practice.

Homepage of new app directory

Specific enhancements, according to Clio, include:

  • Global navigation. The navigation bar now sits on the left of the screen, where you can access tasks with a single click. The search bar now sits atop the navigation menu for quick access. Next to the search bar is a Recents button to access the 20 most-recent items you’ve worked on. The side navigation panel is collapsible to give you more screen real estate.
  • Single-page architecture. Now when you click on links to move around within the application, the left and top navigation bars stay in place. Only the center of the page reloads, making pages load more quickly. Clio says its platform is now five times faster than before.
  • Global create. From a button on the right of the screen, wherever you are in the application, you can create a new matter, contact, task, etc.
  • Improved “create new matter” screen. A much more streamlined version of this screen.
  • Billing. Smoother and faster with better bulk billing and integrated credit-card acceptance.
  • Accounting. Ten-time faster synchronization.
  • Payments. Increased speed and accuracy, with improved ability to apply payments across multiple bills.
  • Timer. Ease of use has been enhanced by allowing users to start the timer with a single click, without having to enter any matter details. Also, from anywhere in the application, you can quickly see all your time entries and totals for the day.
  • Activities. More efficient with streamlined precision.
  • Calendar. Enhanced performance and reliability and an improved interface.
  • New integration with Microsoft Office 365 and improved email synchronization. Users can now link emails directly into Clio from Outlook, push attachments from Outlook into Clio’s DMS, and track time within Outlook.
  • Communications. Enhanced speed and ease of execution.
  • Intuitive search. Increased usability, accuracy, and speed. Clio has built a whole new backend for its search, that is says is 20 times faster and much more precise in its results.

“There’s a saying that it takes 10 years to build truly great software,” Newton said at the media briefing earlier this month. “I think we’ve built a great product. But now we want to build a 100-year company. We’re opening a new chapter for our second act.”

Clio cofounders Rian Gauvreau and Jack Newton at their Vancouver office Friday.

Last Friday, I spent the day at the headquarters of the practice-management company Clio, just outside Vancouver, B.C. The purpose of my visit was for an advance briefing of news the company will announce at its Clio Cloud Conference later this month. While I cannot yet report on that news. I can offer observations on the company and its evolution.

That is what I do in my column this week at Above the Law: Having Helped Pave Legal’s Path To The Cloud, Clio Sets Its Sights On New Paths. As I write there, because Clio was the first commercially released, cloud-based practice management platform, it not only spawned a genre of legal technology, but it also helped drive the legal profession to the cloud in more general ways.

Now Clio is preparing for its next act. As I write in my column, it is not planning to set back and rest on its laurels. The company has new directions in mind and will be unveiling them when its conference kicks off Sept. 25.

Check out my column at ATL for more details.

I’ve become an unabashed fan of the Clio Cloud Conference, the fifth of which is coming up Sept. 25-26 and which this year moves from its original venue of Chicago to New Orleans. I’ve been to all four prior conferences and I’ve praised every one of them as among the best legal technology conferences you can attend.

In fact, that is exactly what I wrote after the 2014 conference, calling it it was one of the best legal technology conferences I had ever attended. After the 2015 conference, I said that it was déjà vu all over again. And after last year’s conference, fishing for something critical to say, I hit on one complaint — that it was too short.

Many tech companies have user conferences. But this is not a user conference — or at least it is not only a user conference. Yes, if you are a Cio user, you will benefit from the Clio University tracks that cover basic and advanced uses.

But the primary tracks focus more generally on legal technology and the business of law. There are top speakers covering essential topics. If past years are any guide, these programs will be useful regardless of whether you use Clio.

On top of that, there are many opportunities for networking, socializing and partying. And this is, after all, New Orleans.

This year, Lawsitesblog is a media sponsor of the conference. What that means is that I get to offer a discount code on registrations. As of last night (I checked), there were still seat available. So if you have not yet registered, I suggest you do so soon.

For a 20 percent discount, use the code “lawsites20” or simply follow this registration link.