Clio for civil litigators
-
Upload
clio-legal-practice-management-software -
Category
Law
-
view
156 -
download
0
Transcript of Clio for civil litigators
![Page 1: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/1.jpg)
#ClioWeb
Clio for Civil Litigators
JoshuaLenon– ClioJodyWinter– LloydWinterP.C.
![Page 2: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/2.jpg)
#ClioWeb
Instructors
Joshua Lenon
• Lawyer in Residence at Clio• Attorney Admitted in New York• @JoshuaLenon
Jody Winters
• Principal Attorney and CEO, Lloyd Winter P.C.
• @JodyWinter
![Page 3: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/3.jpg)
#ClioWeb
Agenda
• Civil litigators’ benchmarks (10 minutes)• Clio’s core feature for litigators (10 minutes)• Customizing Clio for litigation (10 minutes)• Clio’s power features for litigators (10 minutes)• Lloyd Winter P.C. & Clio (10 minutes)• Complimentary litigation tools (5 minutes)• Questions (5 minutes)
![Page 4: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/4.jpg)
#ClioWeb
CIVIL LITIGATORS’ BENCHMARKS
![Page 5: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/5.jpg)
#ClioWeb
![Page 6: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/6.jpg)
#ClioWeb
LitigationTask
Auto PremisesLiability
RealProperty
Contract Employment Malpractice
Initiate 6% 8% 12% 10% 11% 8%Discovery 21% 19% 22% 24% 21% 25%Settlement 8% 9% 8% 7% 7% 6%Pretrial 10% 14% 15% 14% 15% 11%Trial 46% 41% 34% 39% 39% 42%Post-disposition 8% 8% 9% 8% 7% 7%
TotalAttorneyHours(Median)
196 218 284 367 374 472
![Page 7: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/7.jpg)
#ClioWeb
Trial is the single most time-intensive stage of litigation.
1/3 to 1/2 of total litigation time in cases that reach trial.
![Page 8: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/8.jpg)
#ClioWeb
Discovery is the second most time- intensive litigation stage.
1/5 to 1/4 of total attorney hours.
![Page 9: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/9.jpg)
#ClioWeb
Rates x Hours Charged by Civil Litigators
SeniorAttorney Junior AttorneyPercentile 25th 50th 75th 25th 50th 75thSubtotal ofTime 42.8 75.5 135.0 33.3 78.0 135.5PrevailingHourlyRates $200 $275 $375 $150 $175 $250
BillableCosts $8,550 $20,763 $50,625 $4,988 $13,650 $33,875
![Page 10: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/10.jpg)
#ClioWeb
Costs of Civil Litigation
LitigationType MedianCostsofLitigationAutomobile $43KPremises Liability $54KRealProperty $66KEmployment $88KContract $91KMalpractice $122K
![Page 11: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/11.jpg)
#ClioWeb
2/3 of civil cases filed in Federal Court do not go to trial!
![Page 12: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/12.jpg)
#ClioWeb
Civil litigation takes a long time
36%
24%
25%
11%
CasesWorkedAnnually
<50 51to100 101to250 251to400
![Page 13: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/13.jpg)
#ClioWeb
0% 5% 10% 15% 20% 25% 30% 35% 40%
Dismissed
Judgement(unspecified)
Defaultjudgment
Settlement
Unknown
Adjudicateddisposition
Otherdisposition
Summaryjudgment
CaseDispositions
![Page 14: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/14.jpg)
#ClioWeb
0 0.1 0.2 0.3 0.4 0.5 0.6
SmallClaims
Contract
OtherCivil
Tort
RealProperty
ProportionofCasesinJudgmentExceeded$0
ProportionofCasesinJudgmentExceeded$0
![Page 15: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/15.jpg)
#ClioWeb
Judgment Amounts Exceeding $0
CaseType N Mean 25th 50th 75th
RealProperty 102 $157,651 $2,181 $12,789 $105,822
Tort 3,554 $64,761 $2,999 $6,000 $12,169
Other 9,704 $12,349 $749 $2,002 $4,219
Contract 160,465 $9,428 $1,251 $2,272 $4,981
SmallClaims 39,517 $4,503 $1,568 $3,000 $6,000
![Page 16: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/16.jpg)
#ClioWeb
CLIO’S CORE FEATURE FOR LITIGATORS
![Page 17: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/17.jpg)
#ClioWeb
Clio’s Litigation Core
• Matter or Contact-centric focus
• Ubiquitous time tracking• Expenses• Easy invoicing• Clio Payments – credit card
processing
• Trust accounting• Task & calendar management• Client Portal• Document storage &
automation• Mobile
![Page 18: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/18.jpg)
#ClioWeb
Matter or Contact-centric
• Link documents, notes, communications, & transactions to a matter or contact
• Drill down for specific information
• Find everything in one place
![Page 19: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/19.jpg)
#ClioWeb
![Page 20: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/20.jpg)
#ClioWeb
Time Tracking
• Timer on every screen• Easy to jump to new entries• Built-in activity descriptions
make time entries consistent
![Page 21: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/21.jpg)
#ClioWeb
Expenses
• Expense tracking linked to matters
• Added to invoices
![Page 22: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/22.jpg)
#ClioWeb
Easy Invoicing
• Generate invoices with customizable branding & details
![Page 23: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/23.jpg)
#ClioWeb
Clio Payments Credit Card Processing
![Page 24: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/24.jpg)
#ClioWeb
Trust Accounting
![Page 25: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/25.jpg)
#ClioWeb
Task & Calendar Management
![Page 26: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/26.jpg)
#ClioWeb
Client Portals
Client Portals let you communicate securely with clients & other parties.
![Page 27: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/27.jpg)
#ClioWeb
![Page 28: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/28.jpg)
#ClioWeb
Document Storage & Automation
![Page 29: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/29.jpg)
#ClioWeb
Mobile
• Smart apps for iPhone, iPad, & Android
![Page 30: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/30.jpg)
#ClioWeb
CUSTOMIZING CLIO FOR LITIGATION
![Page 31: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/31.jpg)
#ClioWeb
Customizing Clio
4 areas I recommend customizing for litigators• Custom Fields• Activity Descriptions• Task Lists• Document Automation
![Page 32: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/32.jpg)
#ClioWeb
Custom Fields
![Page 33: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/33.jpg)
#ClioWeb
Activity Description
![Page 34: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/34.jpg)
#ClioWeb
Task Lists
![Page 35: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/35.jpg)
#ClioWeb
Document Automation
![Page 36: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/36.jpg)
#ClioWeb
CLIO’S POWER FEATURES FOR LITIGATORS
![Page 37: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/37.jpg)
#ClioWeb
Clio for Gmail Extension lets firms track time, tasks,
& file emails to case files directly from Gmail
![Page 38: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/38.jpg)
#ClioWeb
Matter Budgets
Matter budgets put you in control of time & expense tracking
![Page 39: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/39.jpg)
#ClioWeb
Matter Budgets
![Page 40: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/40.jpg)
#ClioWeb
Campaign Tracker
Campaign Tracker helps you track incoming potential clients.
![Page 41: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/41.jpg)
#ClioWeb
Campaigns
![Page 42: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/42.jpg)
#ClioWeb
4 Steps to Campaigns
1. Set campaign details2. Generate trackable phone number or web form3. Call forwarding4. Dashboard Overviews
![Page 43: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/43.jpg)
#ClioWeb
Campaign Dashboard
![Page 44: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/44.jpg)
#ClioWeb
![Page 45: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/45.jpg)
#ClioWeb
Court Rules
![Page 46: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/46.jpg)
#ClioWeb
LLOYD WINTER P.C. & CLIO
![Page 47: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/47.jpg)
#ClioWeb
![Page 48: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/48.jpg)
#ClioWeb
![Page 49: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/49.jpg)
#ClioWeb
![Page 50: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/50.jpg)
#ClioWeb
COMPLIMENTARY LITIGATION TOOLS
![Page 51: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/51.jpg)
#ClioWeb
Communications & Calendaring Tools
![Page 52: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/52.jpg)
#ClioWeb
Storage Tools
![Page 53: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/53.jpg)
#ClioWeb
Phones
![Page 54: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/54.jpg)
#ClioWeb
AgileLaw Deposition Software
![Page 55: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/55.jpg)
#ClioWeb
BundleDocs
![Page 56: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/56.jpg)
#ClioWeb
Casemail
![Page 57: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/57.jpg)
#ClioWeb
QUESTIONS?
![Page 58: Clio for civil litigators](https://reader034.fdocuments.in/reader034/viewer/2022042706/589d5cd21a28abef688b6091/html5/thumbnails/58.jpg)
#ClioWeb
Thank You
Joshua Lenon
@JoshuaLenon
Linkedin.com/in/joshualenon
1-888-858-2546
Colin McMahon
Linkedin.com/in/colinmcmahonclio