Clio This Month: The Client-Centered Law Firm

It’s February, and we’ve got a lot of updates to love this month. From a must-read book walking you through how (and why) to embrace a client-centered approach, to handy enhancements to Clio Payments, to a new report measuring matter productivity at your firm—the focus this month is on finding ways to help your firm be more efficient, productive, and profitable. And, we’re also putting out the call for entrants for the third-annual $100,000 Launch//Code Developer Contest.

Your next read: ‘The Client-Centered Law Firm’

It’s official: Clio CEO and Co-founder Jack Newton’s new book, The Client-Centered Law Firm, launched in late January and it’s already a #1 bestseller—with good reason.

In today’s experience-driven world, law firms want to give legal customers the experience they expect, while also running a profitable practice. By connecting these ideas and showing how they can actually drive each other, Jack’s book serves as a practical blueprint that will enable law firms to access untapped demand in the legal market—showing how to deliver client-centered experiences, improve internal processes, and enhance profitability.

Available in both paperback and e-book formats, The Client-Centered Law Firm includes:

• The what, why, and how of running a client-centered practice
• Examples from law firms
• Practical strategies for implementation

Ready to read The Client-Centered Law Firm? Get your copy now, or preview the first chapter for free.

Already read it? Please let us know what you think by leaving a review.

Announcing the first keynote speaker for 2020… Seth Godin!

There’s perhaps no one better at thinking ahead of the curve than bestselling author, marketing innovator, and inspirational speaker Seth Godin, our first Keynote Speaker for the 2020 Clio Cloud Conference. At the conference, Seth will share his powerful message for legal professionals, helping you be more effective in your practice and your life.

You won’t want to miss the opportunity to see Seth speak live. Here’s why other legal professionals are excited to see him:

Don’t miss it: Get your passes to the Clio Cloud Conference today!

Take-off: Launch//Code 2020

Casetext wins the 2019 Launch//Code Contest. Photo by Ed Walters.

If you’re a developer in the making, a lawyer who codes,or if you’ve already created the next big app for legal professionals, our third-annual Launch//Code Developer Contest could be your opportunity to bring your product to the main stage and reach a growing community of over 150,000 legal professionals.

By designing and developing an app integration for Clio Manage, the leading legal practice management software, using its rich API, you could win Launch//Code 2020—and a $100,000 prize.

How it works

If you’re interested in applying, focus on an app integration that tackles and alleviates one of the many difficulties that legal professionals face when managing their business or growing their firm.

To win, potential finalists will develop apps that—by leveraging the complex array of client and matter data stored in Clio Manage—use new, seamless processes to streamline difficult workflows.

What’s the prize?

One winner will take home the $100,000 prize—but all entrants who complete the necessary requirements and are approved will be featured in Clio’s App Directory.

What’s it like to win?

“Clio’s Launch//Code Developer Contest was an invaluable opportunity to develop and promote our integration,” says Pablo Arredondo, Co-Founder and Chief Product Officer of Launch//Code 2019 winners Casetext. “The Clio team was fantastic to work with, and we appreciated the opportunity to showcase our integration to the legal community at the Clio Cloud Conference.”

Learn more about the Launch//Code contest.

The new Matter Productivity by User Report

You already know that what gets measured, gets managed, and our latest reporting tool—the Matter Productivity by User Report—supports enhanced productivity and profitability tracking.

The Matter Productivity by User Report helps your law firm:

1. Measure productivity and profitability. The report breaks down all work completed across the firm—billable, unbilled, and non-billable—on a per-matter basis.
2. Get actionable insights. You can customize the report parameters to review data for specific users, clients, practice areas, and time frames.

Want to evaluate matter productivity at your firm? Check out the new report here.

Clio Payments: Now better than ever

Finally, we’re always working to make payments smoother and more efficient for your firm. Case in point? Without having to leave Clio (or switch between platforms), the latest enhancements to Clio Payments will help your firm quickly find and organize its payment data and simplify reconciliations.

The highlights? Clio Payments’ Transactions and Payment Plans tables now contain:

• Additional information about the credit card used for payment (last 4 digits)
• New filters—so you can quickly locate clients
• Drag and drop table sorting—to rearrange parameters
• Export functionality—so you can can download either PDF or CSV

Are you new to Clio Payments? Did you know that 57% of electronic payments get paid on the same day?

Get started with Clio Payments today.

“Clio has made working at Ashby Law, PLLC easy. I worked as an Admin for the first four months and was in charge of taking payments. Knowing I could simply pull up a client in Clio and have them pay there as well, made our conversations quick and knowledgeable for our clients.”

– Casey Etter, Ashby Law, PLLC

Check out Clio Payments’ enhancements here. 

• Clio Payments’ Transaction Table  

• Clio Payments’ Enhancements

We published this blog post in February 2020. Last updated: January 31, 2024.

Categorized in: Clio