Reclaim Your Time in 2023 with Clio’s Newest Features
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The webinar covered Clio's newest features for 2023, including improvements to Clio Grow for client intake, Lawyaw for document automation, and Clio Payments. Clio Grow enhancements aim to streamline intake with online forms and appointment booking. Lawyaw allows automating document generation and assembly with templates. Clio Payments facilitates online payments without third parties. The webinar provided overviews and customer testimonials for each product and offered special year-end deals.
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Reclaim Your Time in 2023 with Clio’s Newest Features
- 1. Reclaim Your Time in 2023 with Clio’s Newest Features
- 2. Housekeeping ● Session length: 60 minutes: ○ 45 minute presentation with 15 minute Q&A ● Recording & slides emailed tomorrow ● Use to engage with fellow webinar attendees and select “Everyone” in the dropdown ● Use to ask questions directly to panellists ● Please fill out the survey at the end of the session
- 3. 3 Holiday Ice Breaker What’s one gift you’re secretly hoping to receive this year?
- 4. 4 Agenda ● Introduce our Speakers ● Feature updates: ○ Clio Grow ○ Clio Manage ○ Lawyaw ● Q/A
- 5. 5 AWARENESS CONSIDERATION DECISION CASE WORK RETENTION ADVOCACY Intake Lead conversion Case begins Case resolution Billing Reviews & NPS ENGAGEMENT LETTER INVOICE PAYMENT Referral Marketing
- 6. 6 Today’s Speakers Claire Simpson Senior Product Marketing Manager Liz Hudson Senior Customer Marketing Manager Joe Kaczrowski Manager, Legal Content Meghan Archibald Product Marketing Manager Nisha Krithivasan Product Marketing Manager
- 13. 13 If they don’t hear back from you within 5 to 10 minutes, they’ll call the next attorney. Time is really of the essence. — Vernon Brownlee | Law Office of Vernon Brownlee
- 23. Court Rules
- 24. Court Rules: Recalculate Events
- 26. Court Rules: Prefix Events
- 28. Calendar: Bulk update task due dates
- 31. 31 Cut your routine legal drafting by 80% with auto-filling court forms and converting your Microsoft Word-based documents into easy-to-populate online templates. Lawyaw
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- 33. 33 Lawyaw saves me from having to hire staff. On a weekly basis I’m probably saving 4-5 hours (of attorney time) so we are not searching around trying to find the right form. It saves us 16-20 hours a month.” — Christy Granieri | Founding Partner, Freeburg & Granieri APC With Lawyaw, we can input the basic data in 10-15 minutes and then focus on fine-tuning the legal arguments.” — Cleve Hill | Hill & Watchko, Alpharetta
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- 36. 36 ● Save time and avoid errors ● Access up-to-date libraries of thousands of official forms ● Re-use client and matter information ○ Enter information once ○ Save regularly used form sets ○ Combine with Word Templates Court Forms (Available in all 50 States)
- 39. 39 Manage to Lawyaw … and Back
- 40. 40 eSign - Upload Documents
- 41. 41 ● vs Court Forms ○ Content is not editable ○ No formatting or styles ○ Limited iterations of roles ○ No conditional logic ● vs Clio Manage templates ○ No conditional logic ○ No sets ○ No ability to edit or add data ○ Limited formatting of fields MS Word Templates
- 42. 42 Pronouns
- 43. 43 Pronouns
- 48. Text Messaging
- 49. 49 79% of consumers are more likely to hire a lawyer who offers the option to communicate remotely.
- 54. Firms can collect up to 34% more revenue by optimizing their realization & collection rates.
- 70. Report Presets
- 72. Clio Grow Organize your client intake Scale your business by adding Clio Grow to improve and automate your client intake with online forms, online appointment bookings, automated emails follow-ups, and more. Lawyaw Advanced document automation New software for solo, small- and mid-sized legal practices that can help streamline information gathering and document assembly, along with built-in e-sign and other features. Clio Payments Clio Manageʼs new online payments platform makes it easy for your clients to pay online using a credit card, debit card, or eCheck—without the need for a third-party payment processor. Visit clio.com/grow or clio.com/lawyaw to learn more. Clio’s Offerings
- 73. Clio Customer Exclusive End-Of-Year Offers
- 74. Get set up for $1 (Regular $399).* Clio Product experts will: ● Strategize the best way to set up your client intake process ● Give you and your firm 1:1 coaching ● Build your online intake forms and document templates to get you up and running fast Offer expires December 31, 2022. *Terms and conditions apply
- 75. Get 25% off your first 3 months when you sign up by December 31, 2022!
- 77. 77 Poll Question Would you like to learn more about: a. Adding Clio Grow to streamline client intake b. Adding Lawyaw for cloud-based document collaboration and generation c. Adding Clio Payments d. No, Iʼm not interested or I already use Clio Grow/Clio Payments/Lawyaw
- 78. What kind of webinars would you like to see in 2023? a. How other customers use Clioʼs products b. Product updates and feature releases c. Customer networking meetups d. Other - share in the chat!
- 79. Additional Resources 79 ● CLE-eligible webinar: How to Refine Your Law Firm Business Model ● CLE-eligible webinar: Legal Tech Roundup: Tools and Services Your Firm Needs in 2023
- 80. 80 Questions
- 81. Thank You