Articles Tagged with Clio

Last week was a perfect storm of breaking news in the world of cloud-based practice management software. It was a week that saw the acquisition by Tabs3 Software of CosmoLex, the appointment by PracticePanther of a new CEO, and the acquisition by Clio of CRM platform Lexicata, all bookended by Clio’s 10th anniversary…

In a recent post here, I wrote about LAWCLERK, a legal services marketplace where solo and small-firm attorneys can hire freelance lawyers for short-term projects, and its integration with the practice management platform Clio. With the Clio Cloud Conference coming up this week, LAWCLERK has introduced a new feature that allows firms to rehire favored freelancers.…

In just two weeks, the sixth Clio Cloud Conference kicks off in New Orleans. I have attended all five of the prior Clio conferences and, as I wrote last year, I have uniformly praised each one. This year’s conference has a great line-up of keynote speakers and presenters, including Bryan Stevenson, founder…

After three years of attending the Clio Cloud Conference, the jazzy, New Orleans legal tech conference hosted by leading cloud-based practice management software provider Clio, Billie Tarascio had had it. Not with the conference, but with being the only staffer from the firm she owns,…

The practice management platform Clio yesterday rolled out a feature called Clio Launcher that opens documents for editing on your desktop computer with one click and then saves them back to the appropriate folder in Clio.

It works on both Windows and Mac computers (but not Chromebooks) and for any type of file, including…

The practice-management platform Clio recently notified long-term customers who had been grandfathered on an older pricing plan that they will now have to switch to Clio’s current pricing plan.

The grandfathering came about in February 2015, when Clio adopted a three-tiered monthly subscription plan in place of its prior single-price plan. (See: Practice-Management…

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…

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:…

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…

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…

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…

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…