Resources

Clio's legal resource library offers white papers, success stories, webinars, and more.

Guide

The 2018 Legal Trends Report

Get in-depth analyses on today's legal consumer: Learn what makes them hire, what makes them recommend your services, and how they want to communicate with their lawyer.

Webinar

Evolve Your Practice with Insights from the Legal Trends Report

In this webinar, you'll get a succinct presentation on the key takeaways from this year's report—plus additional insights and recommendations on how to act on some of the most critical findings.

Guide

The 2017 Legal Trends Report

Data has become the world’s most valuable commodity. Yet, for as long as the legal profession has been around, lawyers have lacked the data necessary to making smart decisions about the future of their practice.

Guide

Avoid Malpractice at Your Law Firm

The word “malpractice” strikes fear in the hearts of attorneys everywhere, and for good reason. The financial costs of a malpractice claim can be enormous—and may be accompanied by an ethics claim, which requires more…

Webinar

How To Bridge The Communications Gap With Your Clients

There are no simple answers in law—but that doesn't mean clients won't ask what they think are simple yes-or-no questions. Legal answers are inherently complex.

Webinar

Honouring Commitments in Lawyer-Client Relationships

Clients need to see the utmost commitment from their lawyers.

Webinar

Client Confidentiality in the Digital Age

Client confidentiality is the bedrock of any trusted legal practice. It’s a priority that informs everything from personal interactions to firm-level data protection—all of which requires effort, diligence, and planning.

Guide

Unleashing the Power of Referrals

Finding clients costs you time and resources. Advertising, social media, email, phone calls, meetings—these activities can be draining and offer no guarantee of success.

Guide

Hire for Success: 5 Secrets to Growing Your Law Firm

Hiring for success is arguably the single most important task you’ll have as a leader in your firm. But who are the right candidates?

Webinar

Business Development Strategies for Law Firms

Is your law firm’s business development lacking? Whether too focused on looming deadlines or uncertain of the best development approach for their area of law, many law firms do not focus enough energy on building…

Guide

How to Start Your Own Law Firm

Whether you’re just launching your legal career, or have been practicing for several years, starting your own law firm can be daunting. How do aspiring legal entrepreneurs cope?

Guide

The Mobile Revolution: What Law Firms Need to Know

A healthy work-life balance is becoming less about separation and more about integration. Having remote access and flexible hours can help us get more done in a day, while also keeping more of our personal…

Webinar

The Rise of Modern Public Legal Departments

Many public legal departments are facing similar pressures — increased accountability and workload with reduced resources. To overcome these challenges, public legal departments have begun the process of evaluating how outdated technology and workflows are…

Webinar

Better Billing for Lawyers

Lawyer's billing practices are coming under intense scrutiny from clients. A clearly communicated invoice with easy payment options can be a differentiator between you and your competitors (and the difference between whether you get paid…

Guide

5 Steps to Easy(ier) Legal Accounting

Every lawyer knows that money matters. That's why it pays to take account of your accounting systems. With the advent of new technologies and legal accounting software, it's time for lawyers to move beyond boxes…

Case Study

A Success Story: Simple Solutions to Improve a Firm’s Efficiency

As a Family Law attorney, Jennifer Reynolds understands that the needs of her clients go beyond building a case.

Webinar

Automate Your Law Firm: Work Smarter, Not Harder

Lawyers are working more than ever before. Hours of billable time are spent doing tedious tasks such as client intake, invoicing, and document creation. You can save hundreds of hours each year by integrating a…

Case Study

A Success Story: Closing the Justice Gap with Legal Tech

Thirty percent of middle to low-income Americans give up and seek no legal redress when confronted with civil litigation disputes. In a majority of these cases the cost of legal services dictate the outcome of…

Guide

A Success Story: Creating a Responsive Criminal Law Practice

Damon D. Colbert is a high-octane criminal defense lawyer who's at his best when he’s pushing the limit—juggling multiple clients, in court, and red-lining his practice through every turn. His secret to high-output performance?

Webinar

Choosing a Legal Technology Consultant

Technology advancements have had a transformative impact on law firms. Whether it is the venerable fax machine or a modern suite of integrated cloud services, no law firm can exist without technology supporting it.

Case Study

Delivering Justice with a Smartphone: Robert Guest

For Criminal Defense attorney Robert Guest, the days of lugging around cumbersome paper files from one court appearance to the next are long gone. He now defends his clients armed with nothing more than his…

Case Study

Community-Oriented Law Practice in the Cloud: Rachel Roche

For York-based Rachel Roche, the days of lugging a suitcase of files around her many house calls are long gone. Now all of her files are always with her, no matter what device she has.

Guide

Managing Legal Services

The legal services market is going through an unprecedented period of change and uncertainty, bringing with it an overwhelming feeling of insecurity among legal professionals as to the future of their practice.

Webinar

The Art of Legal Research

Legal research is a critical and time-consuming process requiring hours of work and attention. The growth of online research resources and tools has helped to ease these stresses but has brought about a new set…

Webinar

Mobile Practice Management

Mobile devices have become nearly ubiquitous in our society. Consumers have come to expect on-demand services, seamless experiences, and attention, across all industries—including professional services.

Guide

The 2016 Legal Trends Report

Learn how the right data insights can change how you run your business—and which insights are most crucial to law firm success. Don't miss insights on the lawyer's efficiency funnel, and where firms are missing…

Case Study

A Success Story: Community-Oriented Law Practice in the Cloud

For York-based Rachel Roche, the days of lugging a suitcase of files around her many house calls are long gone. Now all of her files are always with her, no matter what device she has.

Guide

Data Residency: Issues and Obligations for European Law Firms

More firms than ever are making the switch to cloud-based solutions to store their data. Along with many advantages, this drops legal professionals into the often confusing realm of data residency requirements.

Guide

Choosing the Right Legal Practice Management Software

Good legal practice management software helps organize all of your firm’s information and reduces the likelihood of error—not only to keep lawyers on track but also to protect them in the event of a dispute.

Guide

Developing Technological Competency as a Lawyer

Lawyers must know the benefits—and the risks—associated with the technology they use.

Guide

5 Key Marketing Metrics Every Law Firm Should Be Tracking

Analyzing key marketing metrics allow firms to focus on tactics that are working and ultimately ensure a positive ROI. Likewise, by not properly tracking and evaluating their marketing efforts, law firms are wasting valuable time,…

Guide

Becoming a More Resilient Lawyer

Lawyers today need to apply a plethora of different skillsets—from empathy to persuasiveness and everything in between to perform their duties. Two skills that might be a challenge, however, are the ability to survive adversities…

Webinar

Security Basics for Law Firms

Lawyers are required to enact 'reasonable' safeguards when storing client files. They must also deal with an ever-increasing number of new privacy regulations imposed on them and their clients.

Webinar

Clio for Criminal Lawyers

Your days are spent in and out of the courtroom, your car is a second office, and the notification light on your phone is always flashing. As a criminal defense lawyer, your time is precious.

Webinar

Niche Lawyering

‘Thinking narrow’ is becoming more important than ever before. As consumer spending continues to trend towards specialized services, one-size-fits-all businesses are feeling the squeeze—law firms are no different.

One Pager

Clio for Criminal Law

The divergence between being a good criminal lawyer, and becoming a superb one, isn’t in the cases you take on but in how they are managed. Making this leap requires you to let go of…

Webinar

Tech Competency for Lawyers

Since 2012, Twenty-one states have adopted rules that require technical competency among lawyers. What does this mean? Lawyers are required to not only keep up with changes to the law and its practice but also…

Webinar

Clio For Family Law Firms

Family practice lawyers juggle a lot of responsibilities. Not only do they act as advocates, litigators, and financial advisors, they also counsel their clients through high-stress and emotionally turbulent times.

Guide

Every Law Firm’s Guide to Key Performance Indicators

If you want to be a successful law firm, you need to understand Key Performance Indicators (KPIs) and how they benefit your practice. Knowledge is power.

Webinar

Trust Accounting Technology for Law Firms

Law firms are required to hold money in trust. This money is not their own, so they have a fiduciary responsibility to protect and account for it.

One Pager

Clio Payments: Stop Waiting to Get Paid

Your clients have become accustom to streamlined and convenient customer experiences — paying bills is no exception. Unlike the majority of modern businesses, most lawyers still mail invoices, don’t accept credit cards, and wait up…

One Pager

Clio for Family Law

Family Law is full of detail and document intensive workflows — often repeated case after case. From collecting personal details and timelines of key events, to keeping track of financial records, building a comprehensive knowledge…

One Pager

Clio for Civil Litigation

Every client expects you to deliver a win and as a civil litigator it’s your duty to build the strongest case possible to ensure that this happens. Hours of your day are spent managing clients,…

Case Study

A Success Story: Strategizing Civil Litigation with Clio

Like many Civil Litigators, Michal Falkowski was frustrated by the time-consuming and tedious methods of running a Civil Litigation firm while using a manual case management system.

Case Study

A Success Story: The Automated Legal Practice

Practicing law in a time of economic instability has been a common theme for thousands of practitioners over the last decade. Lawyers who have adopted technology and have found alternative solutions to the time-consuming aspects…

Case Study

A Success Story: Clio and your Family Law Practice

Family Law is largely a delicate balance of helping a client transition through life-changing decisions and managing the practical aspects of the law. There’s no one-size-fits-all solution for every case, but there are common threads…

Case Study

A Success Story: Clio’s First Customer

The decision to leave Big Law and start an independent practice can be a challenging adventure. It’s even more of an undertaking when your chosen practice management solution has just opened it’s doors and you…

Case Study

A Success Story: One Lawyer’s Recipe For Growth

Starting your own practice has many challenges. Arguably the foremost concern can be time management. In this free guide, learn how Clio customer Kevin H.Rosenthal has grown his practice and maximized his day by staying…

Case Study

A Success Story: One Lawyer’s Recipe to Advocate, Innovate, and Appreciate

The pressure of managing your firm while growing your practice is a monumental challenge.

Webinar

Advanced Client Intake for Modern Law Firms

Law firms historically have overlooked what might be the most important part of the lawyer-client relationship — the sales and client intake process. Many law firms stumble in this crucial first step of retaining new…

Webinar

Resilient Lawyering: Building a Sustainable Legal Practice

A recent study found that 1 in 5 lawyers had problematic drinking habits and 1 in 4 reported high levels of depression. Stress-induced lawyering may be harming your health, well-being, and career.

Webinar

The Clinet-Centric Law Firm

A recent study identified three critical success factors that help law firms find and retain the most sought-after clients. Will your clients recommend your firm to their peers?

Webinar

Wills and Estates Law in the Digital Age

Estates lawyers need to learn the new issues surrounding digital assets and online communications. Are you documenting virtual assets? What are the wishes of the deceased on the disposal of online profiles?

Webinar

Money Matters for Law Firms

Money matters to law firms. From trust accounts to tax compliance, there’s more to running a law firm than issuing invoices and cashing checks.

Guide

A Modern Approach for Government Legal Departments

Much has changed over the last decade with the introduction of software as a service (SaaS) technologies and the delivery flexibility they offer. Governmental lawyers have always had to make due with less.

Webinar

Law Firms in the Social Age

With billions of people paying attention, social media has become a popular means of communication, information gathering, and networking. New social media networks are emerging rapidly creating spaces where people talk, text, record, and chat…

Webinar

Agile For Law Firms

Since it was first published in 2001, the Agile methodology has radically changed how companies work. Agile has helped teams excel in rapidly changing environments, while producing amazing results. It has driven the success of…

Webinar

Security by Design for Law Firms: Protecting Client Data on the Internet

Are your cybersecurity practices leaving your law firm vulnerable?

Webinar

Legal Artificial Intelligence: Replacing or Helping Lawyers

When it comes to predictions about artificial intelligence and legal services, much of the press coverage seems to be dedicated to a more Terminator-style villain than friendly robot helper. Predictions include the total replacement of…

Infographic

From Billing to the Bank: Cash Flow Solutions for Lawyers

Problems with cash flow, billing, and guaranteed return are real, especially among law firms, and they’re getting worse each year. With realization rates steadily dropping for lawyers, the average attorney is only making $86 for…

Guide

Money for Nothing: Marketing Your Law Firm on a $0 Budget

What if you had to market your law firm without using any money? Literally: no money, at all. It turns out that you can develop a vibrant marketing plan without spending one cent.

Guide

Winning with Technology: Make Your Law Firm Impervious to Competition

Lawyers face increasing competition these days.

Webinar

From Intake to Invoicing

Opening and closing a case can be filled with minefields for law firms. Conflict checks, information gathering, file handoff and bill collections all can impose burdens on lawyers - taking them away from the valuable…

Guide

A Lean Legal Guide: Techniques for the Agile Lawyer

A growing number of attorneys are turning to a set of project management and process improvement techniques commonly known as “Agile.” As you might expect from the name, going Agile certainly helps businesses be more…

Guide

Uncomplicate your Everything: How Clio can help you simplify your operations

Out of necessity, many firms are using multiple, standalone solutions to manage their day-to-day operations.

Guide

Meet your new assistant

Running your practice demands a lot of time and energy. So, when you start feeling the pressure, it’s time to hire a personal assistant to help organize your tasks, manage your calendar, facilitate billing, coordinate…

Webinar

How Alternative & Contingency Fees Are Changing Law Firms

Law firms working for businesses are finding themselves dealing with at least 7 new types of fees – from blended rates and conditional fees to damages-based agreements. Clients in family law matters are now looking…

Webinar

Social Media: What Lawyers Need to Know

While many lawyers err on the side of caution by sticking with more traditional approaches, social media has proven itself as indispensable for the legal profession. Social media is no longer an ambiguous gizmo for…

Guide

Lean Legal: How the Lean Canvas Can Benefit Your Firm

For lawyers, the process of adding a new practice area or fee structure to your existing law firm can be extremely challenging. Fortunately, today, the traditional laborious business plan has been supplanted by a new,…

Resource

High Growth, Low Cost: How Clio Can Help You Grow Your Firm

If you are like most solo and small firms, growing your practice feels like a daunting challenge. How do you identify and acquire the right kinds of clients, provide the services those clients need in…

Infographic

Why the Legal Profession Needs Mindfulness

There’s a reason why mindfulness is being talked about more in the legal sector, an industry in which depression and burnout have been treated, at best, as taboo and, at worst, as an acceptable byproduct…

Guide

The Lawyer's Guide to Advanced Legal Research

Does your law firm have a legal research plan in place? With a wealth of new legal research tools available, and the freedom of legal information available to clients online, clients are opposing paying for…

Webinar

The Business of Law

Most lawyers learn little to nothing about operating a law business in law school, nor do law firms help to prepare their associates to understand the wide range of business issues which are critical for…

Webinar

Advanced Legal Research

Lawyers now have access to more research tools available than ever before. How do you choose between the multitude of tools out there while balancing costs, diligence, and time? For the best results, law firms…

Guide

12 Steps to Cybersecurity: A Guide for Law Firms

Whether you admit it or not, your law firm’s data is vulnerable. In fact, in a recent security report, Cisco ranked the legal industry as seventh most vulnerable. Without a formal cybersecurity policy, are you…

Guide

Better Lawyering Through Mindfulness: A Lawyer's Guide to Increasing Focus and Productivity

Today’s modern professionals are busier than ever—doubly so for lawyers.

Webinar

Courtroom Etiquette for Lawyers

Often treated as beings of unlimited power and unknowable disposition, judges and their clerks are mysteries to many lawyers. How do you address them? What are you allowed to say to them in the hallway…

Webinar

Tax Season: Building the Perfect Accounting System for Your Law Firm

Learn how to better manage your firm’s books (with a little help).

Webinar

Taming the File Cabinet: Paperless Essentials for Lawyers

Is going paperless really a reality for law firms?

Webinar

eDiscovery for the Solo or Small Law Firm

Every lawyer needs eDiscovery. Do you do it right? Learn how to navigate dramatically increasing amounts of electronic data in this free Clio webinar.

Webinar

Metrics for the Modern Law Firm

Your firm isn’t a traditional one. Why are you measuring its success like it is? Learn how to build a successful business model in this free Clio webinar.

Webinar

The Science of Collecting Fees

Have you ever had a client who didn’t pay a bill? If you have, the good news is that there’s a way to minimize the chances of this happening again. And if you haven’t, well,…

Webinar

Flat Fees for Fun and Profit

Clients love flat fees; lawyers worry about them. Driven by client demand, hourly billing is on its last legs and flat fees are fast becoming the norm in legal billing.

Webinar

Let Your Clients Find You: Law Firm Marketing in the Digital Age

People are shifting how they find legal help. Instead of looking at the shingle hanging in the town square, people now turn to search engines, rating services, and social media.

Webinar

Understanding Law Firm Financials: Making the Numbers Work

Practicing law is not just about client files and research, but also defining the value of your legal services. Too many lawyers let their businesses suffer, failing to understand the finances of their files.

Webinar

Alternative Practice Models in the New Normal

The practice of law continues to evolve. Lawyers are no longer limited between choosing to work in Big Law or running a solo storefront practice.

Webinar

Effortless Social Media for Lawyers

With billions of users, social media remains the undiscovered country of lawyer marketing. Professional advertising and ethical rules impose a special duty on lawyers that extends to social media.

Webinar

From Big Data to Small Law Firms

The concept of Big Data and the analysis of extensive datasets to derive insights is neither a novel nor a new methodology. For decades organizations have collected, normalized and transformed data in order to make…

Webinar

Growth Strategies for Law Firms

Law firms can grow in a variety of methods. Law firms can increase caseloads, employees, or efficiency. The best strategies encompass all three. Join this online seminar and learn how to increase growth in all…

Webinar

Mobile Practice Management

As mobile devices become more common and functional managing matters, tasks, calendars and documents from an iPhone or tablet is the new norm. Learn more about Mobile Practice Management from Jeff Richardson, the scribe behind…

Webinar

Top 10 Malpractice Traps

Do you know how to prevent costly malpractice disputes? Join ALPS' Risk Manager, Mark Bassingthwaighte, and Clio's Joshua Lenon as they discuss strategies and tools that lawyers can implement to mitigate common malpractice issues.

Webinar

Advanced Legal Research Resources

Lawyers now have more research tools available than ever before. How do you choose between the multitude of tools out there while balancing costs, diligence, and time?

Guide

Realization Rates

Realization rates – the difference between the time you're recording and the percentage of that time paid by clients - directly impacts your firm's bottom line. Recent studies show that realization rates for law firms…

Guide

Big Data: Practice Metrics for the Small Law Firm

Law firms process an incredible amount of data every day. The evolution of online technologies and cloud storage systems have made it easier than ever for firms to derive relevant information and amplify business value…

Guide

Choosing a Practice Management System

Cloud-based practice management services offer a number of advantages to small and mid-sized firms over traditional software, however choosing the right practice management system can be difficult.

Guide

Comparing the Costs

Increasingly, attorneys are turning to cloud-based practice management solutions as an alternative to traditional, unwieldy, and expensive on-premise software. When comparing the two alternatives, they must analyze two different cost models: the monthly subscription-based fee…

Guide

European Cloud Based Practice Management

Cloud computing has moved into the mainstream with more than half of US businesses now using the Cloud to store critical data and run a growing number of productivity-related technology applications.

Guide

How I Started My Own Law Firm Right After Law School

Directly after graduating from law school, attorney Branigan Robertson struck out on his own. With no formal business experience and possessing little more than a JD and an entrepreneurial spirit, he was able to start…

Guide

Understanding Statistics and the Flat Fee

There is greater opportunity today for small and medium law firms to adapt and succeed by adopting process improvement methodologies. This whitepaper describes how small law firms can operate at a higher level of efficiency…

Guide

The Ethics and Security of Cloud Computing

Nearly four thousand years ago, Hammurabi engraved the laws of Babylon onto a stone plinth and revolutionized the codification of law. Today, lawyers of all walks of life are engaged in a new revolution, with…

Guide

3 Technology Tools to Build a Virtual Law Firm

More lawyers and small law firms are considering the alternative benefits of a virtual practice. In this eBook, we'll explain the 3 core technologies that make a virtual law firm successful, and the benefits they…

Guide

Alternative Billing Structures in Law Firms

Many attorneys assume that alternative billing arrangements are only for basic legal matters such as estate planning, business entity organization, or an uncontested court case. But these types of arrangements can actually benefit lawyers who…

Guide

Why You Need a Legal Practice Management Solution

What’s a legal practice management (LPM) solution? How can you use it to minimize the amount of time wasted on mundane administrative tasks? And is a post-Excel-spreadsheet life really possible?

Webinar

Legal Accounting

With tax season upon us, it is time for lawyers to move beyond boxes of receipts and a spreadsheet for managing firm finances. Learn the basics of accounting and how to better manage your funds…

Webinar

How the Cloud is More Secure Than Your Server

ABA Model Rule 1.1 requires lawyers to keep abreast of the benefits and risks associated with technology. When it comes to storing information digitally, there are risks and benefits - and little room for error.

Guide

Do Not Print: The Lawyer's Guide to Going Paperless

Lawyers are in the business of managing information. Sure, you’re a master of negotiation and can offer your clients stellar service, but in order to do that, you have to manage your information well.

Guide

Year-End Planning for Lawyers

How do successful lawyers manage year-end? While the end of the calendar year can provide some much needed downtime for attorneys to prepare for the future, it also provides ample opportunity for lawyers to tie…

Guide

Getting Started: Your First 30 Days in Clio

With a little planning, you can build a solid foundation to grow your practice. Here, we give you a bit of guidance in setting up some basic Clio functions.

Guide

The Lawyer's Guide to Marketing Your Firm Online

With so many restrictions on the advertising of legal practices, the good news is that there are still ways to market your firm and make it known to potential clients. What’s even better is that…

Infographic

Apple In Law Offices

Clio’s annual Apple in Law Offices Survey for 2013 confirmed what industry experts have predicted: Apple devices are becoming more and more popular in the legal industry, reflecting changes in consumer behaviour and the desire…

Guide

Flexible Practice Models for Flexible Law Firms

The practice of law continues to evolve. Lawyers are no longer limited between choosing to work in Big Law or running a solo storefront practice.

Guide

Why Go Cloud?

Cloud computing is no longer a cyber-playground for early adopters. It is now the digital backbone for individuals and companies that demand highly secure, infinitely scalable, perpetually accessible, and centrally managed data centers maintained by…

Infographic

What do Lawyers Love About The Law?

Valentine’s Day is right around the corner and love is in the air—and what better time for lawyers to revisit what they love most about the practice of law? After all, when was the last…