This document summarizes a webinar about how the legal practice management software Clio integrates with the client and office management solution Klyant to provide remote and compliant solutions for law firms. The webinar agenda includes an introduction, overview of Clio's app ecosystem and industry data, key benefits of Clio and Klyant, and how the two systems work together. Polls are included to engage participants. Speakers from Clio and Klyant will discuss the integration and its benefits.

1. This session will start shortly.
While you wait let us know where you are joining from via Zoom.
Clio App Spotlight:
How Clio and Klyant integrate to provide a
compliant and remote law firm solution

2. Today’s Speakers
Cormac O’Connor
2
Chief Operating Officer
Klyant
Robbie Hynes
Account Executive,
Clio

3. Housekeeping
● Session length: 30 minutes
● Recorded and available on-demand
● Use to engage with fellow webinar attendees and
select “everyone” in the dropdown.
● Use to ask questions directly to panelists

4. 4
Agenda
● Introduction
● Clio’s App Ecosystem
● Industry Data
● Key Benefits
● How Clio and Klyant Work Together
● Conclusion and Q&A

5. Poll: Law Firm Tools

6. Clio Manage
Legal practice management software
Our most popular product—the industryʼs leading solution
to help manage clients, organise cases, keep track of time, and
automate tedious tasks, and month-end billing.
Clio Grow
Client intake and legal CRM software
Standardise the client intake process with online intake
forms, email automation, and e-signatures to build strong
relationships, and get powerful data insights to grow your firm.
The Clio Suite
Legal practice management, client intake and CRM software. Get
unmatched performance with Clio Suite, the industryʼs
only end-to-end software solution for your firm. Visit clio.com/uk/pricing to learn more.
Clio’s Offerings

7. Clio’s App Ecosystem

8. 8
The Operating
System of Legal
● 100 powerful integrations, Clio acts as
the central platform upon which
lawyers run their practices.
● Law firms can customise their tech
stacks and increase their efficiency
and profitability by using
integrations.

9. Getting Started with
Clio Apps
https://www.clio.com/app-directory/
?categories=eu

11. Klyant Overview
● Client and office transactions in one system
● Cloud based
● Clear, modern, uncluttered, easy to use interface
● Powerful Clio integration

17. Key Benefits of
Cloud Solutions

18. Security and
Compliance

21. How cloud promotes better security
● Data Resiliency: No need for Back ups
● Leverage best in-class Security
● Session/Activity tracking
● No need for physical infrastructure
● Guaranteed Uptime
● Regulation Compliance

22. Day in the life

23. Poll: Do you work
from home or in the
office?

26. 49%
Of lawyers say they prefer
working from home

27. Legal Trends Report

28. Day to Day benefits of cloud usage
● Work where you want to work - Remote Access
● Access the best in-class security
● Continuously benefit from product improvements and updates

29. Clio + Klyant

30. Customer Story
“When I started, there was just I as sole
practitioner, but now that we have grown to five
Solicitors
- Greg Ryan
Their Mission:
To provide accurate, prompt legal advice that is
invaluable to our clients by working symbiotically
with our clients to achieve mutual benefit from our
fiduciary relationship.
Location: Dublin, Ireland

31. The benefits of a case management system
according to Greg Ryan
“Klyant integrates perfectly with Clio”
- Greg Ryan
● Immediately see the financial position of the client
● When a client asks what their bill is or what the potential outlays are in advance of a
settlement meeting, any one of the Solicitors will be able to tell them
● Accountant access to the accounts remotely has proved to save enormous amounts of
time in office
● Creating the bill in Clio and pushing the bill across and available in Klyant

32. The Clio & Klyant Integration: Key elements
The deep integration with Clio provides legal bookkeepers and cashiers with the ability to seamlessly
synchronise client and matter data as well as all firm and client transactions. This eliminates the need to enter
data twice and ensures that data in both systems is a mirror image.
What information syncs from Clio to Klyant?
● Client information
● Matter Information
● Expenses
● Disbursements
● Completed bills
● Client transactions

44. Are you interested in
learning more about Clio
and Klyant?

45. How to get started with Clio or Klyant?
Reach out to Robbie or Cormac to book a
joint demo!
Cormac OʼConnor
cormac.oconnor@klyant.com
Robbie Hynes
robbie.hynes@clio.com

46. 46
Additional
Questions

47. 47
Thank You