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Resources for lawyers that are working from home.
COVID-19's Impact on Legal
Read our ongoing research into COVID-19's impact on the legal industry.
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Daily Matters Podcast
Hear how the legal industry is adapting to the COVID-19 crisis.
News & Events
2020 Clio Cloud Conference
The world’s best legal conference—gone virtual.
October 13-16, 2020
Clio’s legal resource library offers white papers, success stories, webinars, and more.
Get access to Clio's ongoing research into the impact of COVID-19 on the demand for legal services and the day-to-day operations of law firms.
In this in-depth guide, we’ll cover practical tips for working remotely, whether you’re completely new to remote work, or whether you’ve tried it in the past.
In his book, The Client-Centered Law Firm, Jack Newton touches on how lawyers can best serve their clients, lead with empathy, and protect the long-term financial health of their firms—a message more timely now than…
Join The Coaching Studio and Clio for a virtual meetup and discover coaching as a powerful tool for success in volatile, uncertain, complex and ambiguous times.
Learn how to get your brand to shine in a crowded legal marketplace.
Join this CLE-eligible webinar to learn from an industry expert about how to use technological tools to automate tedious tasks.
Learn how to become an advocate for reform and promote systemic change from within.
Learn how the new and enhanced features in Clio will help you serve your clients better and keep your firm running smoothly—while working from anywhere.
Learn how to manage your online presence and reputation.
Learn how Clio’s suite of legal software solutions can transform your practice.
How well is the website for your legal practice performing? Take an assessment using this scorecard to find out.
Learn how cloud technology, like Clio & Intuit Quickbooks Online, can improve your law firm’s expense management process and increase visibility into your firm’s expenses.
Learn the essentials of technological competence for law firms—and why it matters to your firm’s success—in this webinar with Bob Ambrogi and Joshua Lenon.
Learn how to adapt your tools and processes to streamline your firm’s operations.
Learn how to navigate the changing legal landscape by adapting your firm’s processes and mindset.
A virtual meetup to help you reach prospective clients and revamp your firm’s social presence.
Learn how to navigate the changing legal landscape by adapting your firm’s tool’s and processes.
Learn about the perks of a more flexible work schedule, and the tips and tricks on setting yourself up for success.
Learn how to scale your business effectively by outsourcing to legal freelancers during busy times.
A virtual meetup to help you retain new clients while working outside the office.
Learn how a virtual law firm operates, why running one is advantageous to lawyers and clients, and how you can build one of your own.
A virtual meetup to help you maintain balance and improve habits during unprecedented times.
A virtual meetup to help you re-think your firm offerings and strategy in times of crisis.
Learn about the importance of mindfulness and meditation for lawyers, and how these tools can help lawyers comply with their ethical obligations and become better practitioners.
Navigating the changing Employment Law landscape during the COVID-19 crisis. Join this virtual Employment Law gathering, as part of our Innovate Legal series of practice area e-meetups.
Are you a legal aid organization? If so, join us to learn how you can navigate the challenges of working from home to build an effective remote business.
Navigating the changing Estate Planning landscape during the COVID-19 crisis. Join this virtual Estate Planning gathering, as part of our Innovate Legal series of practice area e-meetups.
Navigating the changing Immigration Law landscape during the COVID-19 crisis. Join this virtual Immigration Law gathering, as part of our Innovate Legal series of practice area e-meetups.
Navigating the changing Criminal Defense and Personal Injury landscape during the COVID-19 crisis. Join this virtual gathering, as part of our Innovate Legal series of practice area e-meetups.
In this daily session, you’ll learn how to set up and use Clio Manage to run your practice remotely, how to record billable time, and how to manage clients and matters.
In this daily session, you’ll learn how to manage digital files and emails in Clio Manage, how to share documents securely, and how to request binding e-signatures.
In this daily session, you’ll learn how to start billing your clients remotely to get paid faster—from tracking activities to customizing and sending bills to clients electronically.
In this daily session, you’ll learn the strategies for getting paid quickly and reliably in the cloud, including how to receive credit card and trust account payments.
Every Monday, Wednesday, and Friday, learn how to remotely set up contacts and matters, use client intake forms to acquire leads and onboard clients, and collect e-signatures.
Every Monday, Wednesday, and Friday, learn how to connect your Clio Grow and Clio Manage accounts to simplify client scheduling and matter management.
Every Tuesday and Thursday, learn how to use Clio and other industry-leading tools to remotely collaborate with colleagues and offer a client-centered experience in the cloud.
Learn how to prepare your law firm for unpredictable events, so you’re ready if disaster strikes or you need to pass the torch to a successor.
Join the ABA & Clio for this Innovate Legal Virtual Meetup to learn best practices and tools for working efficiently and effectively from home.
Ready to improve efficiency and turnaround time for your clients, reclaim precious time to spend with family, and keep costs down? See how this English firm has embraced a modern, virtual model for practicing law…
Learn how to collect more money and save time with Clio Payments in 5 simple steps.
23 questions to ask your case management vendor before signing on the dotted line.
Hear it from a lawyer: Firms that bill and accept payments in Clio on average collect more money, save time, and offer better client service.
Hear how internet-based technologies can keep you connected to your team and your clients.
The last thing any firm wants to do is burn billable hours learning a new tool. But by spending a few minutes setting your firm up for success with Clio Payments, you could save many…
Learn the ins and outs of law firm marketing and how the right tools can help you grow your practice ethically.
Learn the basics of law firm and trust accounting, so you can stay on top of your firm’s finances year-round.
Learn how law firms use Clio’s industry-leading, cloud-based legal technology to be more productive, efficient, and profitable.
Learn how you can set your law firm up for success in 2020. It might be the most important thing you do all year.
Learn about the key findings and takeaways from the 2019 Legal Trends Report, the industry’s leading study of law firms, lawyers, and legal consumers.
Get a quick overview of Clio Scheduler's functionality in PDF format.
Get a quick overview of Clio Manage's Firm Dashboard in PDF format.
Protect your clients’ information and firm’s data with top security features and protocols. Here are the measures Clio takes to keep your information secure.
Which product releases did you miss at the Clio Cloud Conference 2019? Find out in this webinar.
Get a quick overview of the Clio Mobile App's features and functionalities in PDF format.
Get access to the legal industry’s first longitudinal analysis on how law firms succeed—and how they struggle.
Learn from the experts on improving cybersecurity at your law firm—and how cloud technology fits into it.
Go beyond the basics and learn how successful law firms are driving success with online payments for law firms.
Learn from industry experts how to make your bankruptcy firm more efficient using technology in this 60 minute webinar.
Learn from experts on how to automate tedious tasks at your firm.
Learn how to set-up Clio Payments for your firm in a few simple steps
Learn how the law firms are using ethical legal marketing and the right tools to grow their practice.
When advising law firms, PwC recommends five cloud-based solutions for managing cases, finances, and payroll. Watch now to find out how they can work for your firm.
Learn what cloud-based technology is, and how it can fit into your practice securely and ethically.
Cloud computing technology helps law firms save costs and become more efficient. Learn how to find cloud software for the first time, or to see if your existing cloud software is the best fit for…
Learn from two industry experts on how to simplify your business with online payments for law firms.
Learn from industry experts on how to structure your firm in a way that promotes collaboration, a better client experience, and overall firm growth.
Discover how Locks Law used cloud technology to increase data security (better than ever before), stay organized, save on operational costs, and more.
Learn what A.I. tools are ready for law firms, and how to effectively use them.
Learn from two industry experts on how to simplify the client intake process and start turning potential new clients into satisfied customers today.
Do you have the information you need to implement cloud computing for your law firm?
Based on insights from the 2017 Legal Trends Report, this guide shows you how to apply them to your firm. Determine how to measure key insights and monitor your long-term goals.
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.
Joshua Lenon, Clio’s Lawyer in Residence, shows you how to turn key insights from the 2017 Legal Trends Report into actionable strategies for improving your law firm.
Law firm billing doesn’t need to be complicated, yet many lawyers struggle with it. The average lawyer spends hours drafting, editing, and sending bills—often scheduling several days each month to get bills out to clients.
Moving to the cloud offers secure, remote accessibility with the advantage of more reliable, efficient, and collaborative workflows.
Today's lawyers work more and more from home, client offices, hotel rooms, on the road, and in court. Cloud-based software gives you access to the information you need, when and where you need it—without dealing…
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.
Find better clarity and peace of mind in knowing the overall health of your firm's financials. Learn how bookkeeping goes wrong for law firms.
Today's legal clients aren't interested in unnecessary trips to the bank. In this guide, you'll learn how law firms can: Let clients pay how they want.
The problem with most accounting programs is they're not designed to keep records in the unique manner required of law firms. Legal-specific software tracks individual client and matter ledgers as liabilities separate from your firm's…
Client intake is really about how you sell your legal services, and streamlining your process will help you bring in more business, faster. In this guide, you'll learn how to: Avoid losing prospective clients.
Learn how law firms spend their non-billable time, and how this affects average billables at the your law firm—plus, get new research on what clients look for when looking to hire a lawyer.
You want to manage your law firm better—with less time and effort. And with Clio, you can. Recognized by over 50 bar associations in the United States and worldwide, Clio’s legal practice management software simplifies…
We’re committed to building the best legal software possible—to help law firms be more productive, more diligent, and more efficient. To this end, we’d like to show you our newest features designed to help your…
The average lawyer only bills 28% of an eight-hour workday. That's according to data looking at aggregate and anonymized data from 40,000 firms using Clio, the legal industry’s most trusted practice management system.
Public relations can be a powerful means for law firms to earn the attention of potential clients. In this guide you’ll learn how to: Target your most lucrative audiences.
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…
How much should you charge for your legal services? It's a difficult question to answer. It can be tempting to focus on what other lawyers are charging, but this can be problematic.
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…
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.
Clients need to see the utmost commitment from their lawyers.
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.
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.
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?
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…
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?
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…
Many public legal departments are facing similar pressures — increased accountability and workload with reduced resources.
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…
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…
Jennifer Reynolds understands that the needs of her clients go beyond building a case.
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…
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…
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?
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.
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…
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.
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.
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.
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…
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.
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…
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.
Lawyers must know the benefits—and the risks—associated with the technology they use. This is according to the professional conduct model rule change adopted by the ABA in 2012.
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…
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.
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.
‘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.
Civil litigators need to build the strongest case possible while balancing client demands, opposing counsel maneuvers, and court orders. Keeping track of deadlines, procedural requirements, and communications for each party is where many litigators struggle.
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…
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…
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.
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.
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.
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…
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…
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,…
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.
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…
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…
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…
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…
The pressure of managing your firm’s operations while growing your practice is a monumental challenge.
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.
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?
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?
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.
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.
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…
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…
Are your cybersecurity practices leaving your law firm vulnerable?
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…
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.
Lawyers face increasing competition these days.
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…
Many firms are using multiple, standalone solutions to manage the day-to-day operations of their practice.
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…
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…
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…
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,…
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…
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…
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…
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…
Today’s modern professionals are busier than ever—doubly so 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…
Learn how to better manage your firm’s books (with a little help).
Is going paperless really a reality for law firms?
Every lawyer needs eDiscovery. Do you do it right? Learn how to navigate dramatically increasing amounts of electronic data in this free Clio webinar.
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.
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,…
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.
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.
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.
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.
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…
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…
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.
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…
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…
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.
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…
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…
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…
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…
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…
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?
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…
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.
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.
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…
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…
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…
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