In-depth, educational guides

From marketing to tech to ethics, our downloadable guides will help your law firm thrive and grow.

Master Your Goal-Setting Strategy with Our Free Checklist

Download The Law Firm Leader’s Checklist for OKRs and KPIs to create clear, actionable goals, track meaningful metrics, and align your team for sustained growth.

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Mastering Goal Setting for Mid-Sized Law Firms: A Comprehensive Guide to OKRs and KPIs for Senior Leaders

Discover how mid-market law firms can drive growth and alignment with this comprehensive guide to OKRs and KPIs. Learn strategies, examples, and tools to set clear goals, track progress, and achieve measurable success.

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The Legal AI Buyer’s Guide: A Checklist for Legal Professionals

Download this free checklist to learn what questions you need to be asking when evaluating AI tools for your law firm.

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The Future of Artificial Intelligence in the Legal Industry

With the advancement of generative AI solutions like ChatGPT, we have more insight than ever into how these groundbreaking technologies will influence the future of the legal industry.

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Advantages to Flat-Fee Billing in Law

Flat fee billing is not new in the practice of law. Offering more transparency, predictability, and administrative efficiency, flat fee billing offers many benefits for both lawyers and their clients.

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Law Firms Are Failing at Marketing and Client Engagement

New advancements in AI automation could mean that law firms will need more clients—and this is especially true for firms focused on growth. To assess how well firms are equipped to engage clients when they…

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What Law Firm Expenses Lead to Growth?

How law firms spend money can shape future growth and success. Spending decisions can set the foundation for sustained growth and competitive advantage—or hold firms back from reaching their full potential.

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Balancing the Books: Best Practices for Law Firm Accounting

Download Clio’s free guide to learn about the best practices for legal accounting and how legal practice management software can help.

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Getting Started with Clio Accounting

Download this free checklist to learn everything you need to know about getting started with Clio Accounting, built specifically for legal professionals.

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From Desk to Docket: A Guide to E-Filing and Legal Document Automation

Download Clio’s free guide to overcoming the challenges associated with e-filing and harnessing the power of legal document automation.

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Legal Workflow Automation and Optimization: What Is It and How Does It Benefit Your Practice?

Download this free guide to learn about optimizing and automating your law firm—and how automation can take your law firm to the next level.

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Top Strategies for Client Intake and Onboarding for Law Firm Administrators

Read this guide to learn how to optimize your firm’s client intake and onboarding processes to maximize your firm's success.

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Client Intake: A Guide for Law Firms

Download Clio’s free guide covering what you need to know about creating a strong client intake process, including best practices and automating client intake.

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Get Your Finances Right From The Start Checklist

Get Your Finances Right From the Start: A Checklist for Launching Your Law Firm

Download Clio’s free checklist to uncover the financial steps every new firm should take to set themselves up for long-term success.

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Personal Injury Template Guide: From Retainer to Settlement

Every personal injury case (and personal injury client) is different. Despite this, most cases follow a similar trajectory. In this guide you’ll start by interviewing your new client—where you learn about the accident and its…

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How to Convince Firm Partners to Upgrade Legal Software

Ready to say “good riddance” to your firm's aging software but struggling to get the buy-in from the partners? Download this template to put together a bulletproof business case on how a cloud-based legal software…

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Improving Payment Collections in Your Law Firm

Download Clio’s free guide to improving your law firm’s collection rates and the benefits of enabling online payments.

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How To Elevate Your Personal Injury Practice with Automation

Download Clio's free guide to automation for personal injury lawyers and discover the benefits of automation for PI firms.

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A Lawyer’s Guide to Artificial Intelligence

Download Clio's free guide to artificial intelligence for lawyers and get practical tips on how to leverage AI at your law firm.

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How to Automate Your Law Firm with Clio Draft

Learn how to minimize tedious work—so that you can put more time towards clients and a healthier work-life balance.

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Downloadable Client Intake Checklist

Use Clio's Client Intake Checklist to create a legal client intake process that ensures your law firm is onboarding the right new clients efficiently and effectively.

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Document Automation and Building Legal Documents in MS Word

Download this eBook to learn quick tips on using MS Word's free features to build legal documents, and how automation can help streamline your drafting workflow.

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Implementing Alternative Fee Agreements at Your Law Firm

In this eBook you will find best practices to consider when evaluating document automation solutions, and implementing them at your law firm.

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The Building Blocks of an Antifragile Law Firm

Drawing on many of the concepts that underpin Nassim Taleb’s bestselling book Antifragile, this guide will provide you with practical strategies for building an antifragile law firm and thriving as a modern business.

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How to Implement Process Optimization at Law Firms

Download this eBook for practical tips for law firms to effectively manage a remote team, keep employees productive, and enhance the client experience.

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Tips for Managing Remote and Hybrid Law Firms

Download this eBook for practical tips for law firms to effectively manage a remote team, keep employees productive, and enhance the client experience.

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Lawyers and Inflation: Staying Competitive in an Inflationary Economy

How to keep your practice competitive during inflation and steps to recession-proof your firm.

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How to Build a Scalable and Sustainable Legal Practice

How is your practice adapting to industry changes? Download this guide to learn how to protect your business as the market evolves, diversify your services, and build a sustainable business.

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Lawyer Mental Health: How to Practice Mindfulness and Avoid Burnout in Law

Download our guide to practicing mindfulness and avoiding burnout. Learn the importance of lawyer mental health, and ways to implement mindfulness throughout your day.

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Guide to Law Office Automation

Download our guide to law office automation. Learn the importance of law office automation and how to implement automation at your law firm.

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Business Plan Template

Download our free law firm business plan template. Start your law firm on the right foot with a clear plan that explains where you’re going, and how you’re getting there.

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Legal Accounting 101: A Guide for Law Firms

Learn everything you need to know about legal accounting for law firms, how to harness legal accounting technology, and how to prep for tax season.

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The Essential Guide to Legal Document Automation

In this eBook you will find best practices to consider when evaluating document automation solutions, and implementing them at your law firm.

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Everything You Need to Know About Legal Payment Processing Solutions

This guide explains everything about how online payment processing systems benefit your firm, and clients. Includes security compliance considerations.

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7 Steps to Easier, More Efficient Law Firm Billing

This guide will help you make the most of your time with easier, more efficient billing.

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How to Start a Law Firm Checklist

This checklist outlines the steps needed to start a law firm—from business planning, creating an online presence and more.

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The Law Firm Website Scorecard

This scorecard will help you assess where you’re doing well—and where your site needs work. Get opportunities to improve your website and get more clients.

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The Ethics and Security of Cloud Computing

In this free guide, we’ll discuss the added business benefits of cloud computing that modern law firms can no longer ignore.

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A Lawyer’s Guide to Online Marketing

Master online marketing to increase brand awareness and earn more clients. Authored by the leading authorities on legal marketing, this guide will bring you quickly up to speed.

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How to Manage Your Trust Accounting With Clio

Learn how Clio’s unique ledger system can keep your law firm in compliance with industry rules.

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A Success Story: One Lawyer’s Recipe For Growth

In this free guide, learn how Clio customer Kevin H.Rosenthal has grown his practice and maximized his day by staying lightweight and agile.

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5 Secrets to Hiring for Law Firm Success

In this guide you’ll learn five key recruitment practices that will help you grow your law firm.

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How to Successfully Implement Cloud-based Legal Software at Your Firm

Managing costs, involving firm staff, and overcoming the abundance of software choices—this Q&A will help you foolproof your firm’s cloud-based legal software implementation strategy.

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Switching to the Cloud: A Guide for Law Firms

Learn how cloud-based software can help you meet the growing expectations of clients, staff, and an increasingly competitive legal marketplace.

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How Law Firms Should Adapt Their Business Due to COVID-19

COVID-19 has affected law firms of all types. Based on research data from tens of thousands of lawyers, this guide looks at how lawyers can meet the needs of clients amidst the coronavirus pandemic, and…

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Free Clio Guide: Working Remotely as a Lawyer

The Complete Guide to Working Remotely as a Lawyer

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.

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Becoming a Data-Driven Law Firm

Make a conscious effort to monitor crucial data points, and you’ll be better prepared to make better business decisions for your practice.

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