Featured Resources
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
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…
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…
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.
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
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…
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
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
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.
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.
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…
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?
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
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
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…
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
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…
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…
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
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.
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.
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
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
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
Winning with Technology: Make Your Law Firm Impervious to Competition
Lawyers face increasing competition these days.
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…
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…
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.
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
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?
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…
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: Simple Solutions to Improve a Firm’s Efficiency
Jennifer Reynolds understands that the needs of her clients go beyond building a case.
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…
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…
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…
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…
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
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…
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…
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…
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
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
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
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
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.
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…
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…
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
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?
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
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
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
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
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
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
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
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
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
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,…
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.
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
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
Taming the File Cabinet: Paperless Essentials for Lawyers
Is going paperless really a reality for law firms?
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
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
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
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?
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.
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.
Webinar
Honouring Commitments in Lawyer-Client Relationships
Clients need to see the utmost commitment from their lawyers.
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.
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…
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…
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,…
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
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…
Webinar
Security by Design for Law Firms: Protecting Client Data on the Internet
Are your cybersecurity practices leaving your law firm vulnerable?
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…
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…
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…
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
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.
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
The Client-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
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
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…
Case Study
A Success Story: One Lawyer’s Recipe to Advocate, Innovate, and Appreciate
The pressure of managing your firm’s operations while growing your practice is a monumental challenge.
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: 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: 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: 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: 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.
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,…
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 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…
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.
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
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.
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…
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
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.
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
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.
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…
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
Developing Technological Competency as a Lawyer
Lawyers must know the benefits—and the risks—associated with the technology they use.
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
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.
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
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…
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…
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…
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…
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.