Team Up with Clio Connect

Clio Cloud Conference 2014 #ClioCloud9

Chelsea Kelch Customer Support Specialist

Kevin NeedhamSales Development Representative

#ClioCloud9Clio Cloud Conference 2014

Today’s Topics

• What is Clio Connect?

• How it will transform your practice?

• Sharing Resources with your Client

• What’s new?

Matter Sharing

Clio Documents


Evolution of Communication

• Smoke Signals & Carrier Pigeons

• Telephone & Email

• Clio Connect


What is Clio Connect?


How can Clio Connect transform your practice?


That 8 hours a week we were talking about…


Save Time

• Sharing is easy

• Catch up quickly


Collaboration


Easy Collaboration

• Free your inbox

• Control over what’s shared

• Greater transparency


Improved Cash Flow


Earn More

• Realization rates

• Collection period

• Free!


Security


Secure & Encrypted

• Secure communication

• 256 bit SSL encryption

• Model Rules of Professional Conduct


Rule 1.3 Diligence: “A Lawyer shall act with reasonable diligence and promptness in representing a client”.


Rule 1.4 Communication: ‘Keep your client informed’


Rule 1.6 Confidentiality of Information: “A lawyer shall make reasonable efforts to prevent the inadvertent or unauthorized disclosure of, or unauthorized access to, information to the representation of a client.”


Clio ConnectSharing Resources with your

Client


Our Client: Albert Capone


Onboarding Albert Capone


Sharing Event


Sharing Document


Sharing Tasks


Sending Secure Message


Sharing a Bill


Online Payments

• Law Charge

• LawPay

• PayPal


What has Albert done?


Collaborating with Co-Counsel


Co-Counsel: Frank Wilson


Takeaways


Questions?


Thank you for attending Clio Conference 2014!

Team Up with Clio Connect

Business

Transcript of Team Up with Clio Connect