Family law practices juggle heavy caseloads, time-sensitive filings, and constant client communication. In this on-demand session, you’ll learn how Clio brings your work into one organized system—helping you simplify intake, keep every matter organized, draft documents faster, and make billing and communication easier for your clients.
You’ll also see how Clio’s newer AI capabilities fit into the workflows you already use.
What you’ll learn
- Streamline intake and consultations
Capture leads, schedule consultations online, send smart intake forms, and automate follow-up emails and e-signatures so new clients are onboarded faster. - Draft and manage documents with less effort
Store all your matter documents in the cloud, find what you need with full-text search, and use templates and Clio Draft to generate repeat family law documents and court forms in a few clicks. - Make billing and payments easier
Track time and expenses in one place, create invoices from your entries, and send bills—even by text—so clients can see and pay what they owe more easily. - Work smarter with AI-powered analysis
Use Clio Work and Vincent AI to analyze pleadings or deposition transcripts, surface key issues and inconsistencies, summarize research, and support the arguments you’re building for clients.
Watch the Recording
Speakers
Craig Hanton
Account Executive
Clio
Craig Hanton is an Account Executive at Clio, and a former Family Lawyer where he practiced out of Toronto, Ontario. His perspective on case management platforms is unique, as he has experience from both sides, so he can offer more tailored insight to the way Clio can be utilized, and has been helping customers do so for over a year now. He is passionate about advancing the legal field using technology and educating lawyers how to leverage these new tools.