How technology can help you compete with Big Law Mid-sized law firms have a natural competitive advantage in the legal marketplace. With less bureaucracy and overhead, they're often better posed for more nimble, personable—and more value-focused—service. But it takes a lot to compete with established names in the Big Law apparatus. This is where a lean, efficient tech stack can be a difference-maker. Join Joshua Lenon, Clio’s Lawyer in Residence, and Jaime Langton, Attorney at Gonzales, Gonzales & Gonzales, as they explore the latest research on how mid-sized law firms have found their competitive edge. In this free, 1-hour webinar, you’ll learn about: 4 unique business dimensions applicable to mid-sized law firms Popular tools used to differentiate client service How to choose technology best suited for your firm’s next growth stage

1. Streamlining
Technology
At
Mid-Sized Law Firms
How technology can help you
compete with Big Law

2. Joshua Lenon
• Lawyer in Residence
at Clio
• Attorney Admitted
in New York
• @JoshuaLenon
#ClioWeb

3. Agenda
• State of Mid-Size Law Firms
• Unique Business Dimensions Applicable To Mid-
size Law Firms
• Tools Used To Increase Productivity &
Differentiate Client Service
• Guest Firm: Gonzales, Gonzales, & Gonzales
• Questions
#ClioWeb

4. State of
Mid-Size Law Firms

5. What is Mid-Size?
Source: LegalEvolution.org, “Stop the blame
game: legal innovation is an extreme sport”

6. What is Mid-Size?
50 – 150 Lawyers

7. What Tools Do Mid-Size Firms Use?
• 29% use Outlook for contact management
• 35% use Elite Enterprise for firm accounting
• 56% rely on iManage for document management (DMS)
• Only 14% are using cloud-offerings for DMS
• 72% are using matter-centric interfaces
• But 12% say they “are working on it”
• Email is in Outlook
• 99% of mid-size law firms use iPhones
Source: ILTA 2017 Tech Survey

8. What Tools Do Mid-Size Firms Use?
Internet Browser Firms 50-149 Lawyers
No Standard 12%
Firefox 1%
Google Chrome 12%
Internet Explorer 76%
Source: ILTA 2017 Tech Survey

10. What Tools Don’t
Mid-Size Firms Use?
• Only 40% use laptops
• 35% have no access to document automation tools
• 45% have no mobile device management software
• 53% have no mobile time-entry options
• 77% have no automated time capture options
• 50% have no business workflow automation
• 55% have no business intelligence / financial analysis software
• 71% have no dashboard visibility for attorneys
• 78% have no legal project management
Source: ILTA 2017 Tech Survey

12. Cybersecurity Preparedness
in Mid-Size Law Firms
• 31% have no security awareness training
• 45% have no intrusion detection system
• 49% have no intrusion prevention system
• 79% have no data loss prevention
• 83% have no administration password management
• 98% have no 2-factor authentication for internal access
Source: ILTA 2017 Tech Survey

13. Technology Spending
in Mid-Size Law Firms
• 41% plan to increase
their capital
expenditures
• 47% plan to increase
their operating
expenditures
Source: ILTA 2017 Tech Survey

14. Unique Business
Dimensions Applicable To
Mid-size Law Firms

15. Successful Mid-Size Law Firms
Successful mid-size law firms enjoy the benefits of five important
characteristics:
1. Effective, respected day-to-day leadership and overall firm governance;
2. A balanced partner compensation system that benefits both the individual
and the firm;
3. Successful attorney recruiting and development programs;
4. Creative practice development and client management programs; and
5. An agreed-upon firm vision and detailed 2-3 year plan to begin carrying it
out.
Source: Law.com, “The Unique Position of
Midsize Law Firms”

16. Mid-size law firms must spend
smarter than Big Law

17. Big Law Gaining Most Market Share
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Smaller Firms Mid-Sized Firms Big Law
Growing Market Share
Source: BTI MARKET OUTLOOK AND CLIENT SERVICE REVIEW 2017

18. Big Law Spends 1/3 More
on Client Development
Source: BTI MARKET OUTLOOK AND CLIENT SERVICE REVIEW 2017

19. Big Law’s Secret: Invest More
in Fewer Activities
Source: BTI MARKET OUTLOOK AND CLIENT SERVICE REVIEW 2017

20. Client Feedback → Superior Client
Service → Financial Benefits
Source: BTI MARKET OUTLOOK AND CLIENT SERVICE REVIEW 2017

24. Dynamic Mid-Size Law Firms
• Increase billing realization
• Offer fewer discounts & write offs
• Proactively offer alternative fee arrangements
• Don’t let bills linger; Make it easy to pay
• Invest wisely in overhead
• Marketing & business development
• Technology investment

25. Tools Used To
Increase Productivity &
Differentiate Client Service

26. No one is offering a coherent, integrated
“platform” for law firm operations. Instead,
we have a host of point solutions: Billing here,
time-keeping there, HR on the left, conflicts and new
matter intake on the right, document management
in this corner, project management on that shelf and
resource allocation in the cabinet beneath.
- Adam Smith, Esq.

27. American Bar Association’s 2016
Legal Technology Survey
What core functionality do you require in a practice and
financial management cloud computing solution?
1. Time and billing
2. Centralized case management
3. Scheduling/calendaring
4. Document management
5. Conflict Checking / Contact management
#ClioWeb

28. Easier billing, quicker payments.

29. Time and Billing

30. Manage Your Billing

31. Centralized Case Management

32. Tracking Your Practice

33. Tracking Your Practice

34. Contact Management

35. Scheduling and Calendars

36. Communication Logs

37. Document Management

38. AutomatedDocument Templates

39. Time Savings with Clio
On average, Clio saves lawyers
1-2 hours per day.

40. Managing Email – Outlook Plugin

41. Mobile App (iPhone & Android)

42. Reporting and Information

43. Easy Dashboard for Lawyers
#ClioWeb

44. Alerts
#ClioWeb

45. Dashboards
#ClioWeb

46. Password Administration
#ClioWeb

47. 2-Factor Authentication
#ClioWeb

48. Clio App Directory

49. Advanced Reporting Tools
#ClioWeb

50. Advanced Reporting Tools
#ClioWeb

51. Guest Firm:
Gonzales, Gonzales, &
Gonzales

52. {
Jaime Langton
Gonzales Gonzales & Gonzales Immigration Law Offices
(We needed at least one more Gonzales than everyone else)

53. Firm Structure
Portland Office Seattle Office
Satellite Office – Philippines

54. Typical Workflow
Consultation Assigned Attorney and
Bookkeeping
Legal Assistants
Back to Attorney MailingPhilippines Office

55. {
Agencies and Courts
U.S. Citizenship and Immigration Services
ICE
U.S. Consulate
Immigration Courts
Board of Immigration Appeals
Office of Administrative Appeals
Federal District Court
Ninth Circuit Court of Appeals

56. Thank You
Joshua Lenon
joshua@clio.com
@JoshuaLenon
Linkedin.com/in/joshualenon
1-888-858-2546

57. Questions