Slides from Joshua Lenon of Clio's presentation at Bridging the Technology Gap in Law in Seattle on March 21, 2017.

1. #ClioWeb
Legal Practice
Management
Joshua Lenon
Lawyer in Residence
Clio

2. #ClioWeb
Instructor
Joshua Lenon
• Lawyer in Residence at
Clio
• Attorney Admitted in New
York
• @JoshuaLenon

3. #ClioWeb
Agenda
• What can go wrong?
• What is the LPM?

4. #ClioWeb
WHAT CAN GO WRONG?

5. #ClioWeb
Lawyers Fund for Client Protection
• 79 applications
• 59 approved
• 20 lawyers responsible
• $495,218
Washington Lawyers Make Mistakes
Source: WSBA Lawyers Fund for
Client Protection – December 2015

6. #ClioWeb
Malpractice litigation costs for
professional litigation is $122k.
Source: Estimating the Cost of Civil
Litigation - www.courtstatistics.org

7. #ClioWeb
Expect a Malpractice Claim
Practice areas most likely to have a malpractice
claim:
• Real estate - 20.33%
• Plaintiffs’ personal injury - 15.59%
• Family law - 12.14%
• Estate, trust and probate - 10.67%
• Collection and bankruptcy - 9.2%
Source: ABA Profile of Legal
Malpractice Claims - 2012

8. #ClioWeb
Types of Errors
45%
30%
15%
10% Substantive Errors
Administrative
Errors
Client Relations
Source: ABA Profile of Legal
Malpractice Claims - 2012

9. #ClioWeb
0.00%
2.00%
4.00%
6.00%
8.00%
10.00%
12.00%
Source: ABA Profile of Legal
Malpractice Claims - 2012

10. #ClioWeb
Nearly half of all malpractice claims can be
prevented with the right tools.

11. #ClioWeb
Only 46% of law firms have access to
practice management software.
Source: ABA Legal Technology Report
2016

12. #ClioWeb
Only 29% of law firms have access to
rules-based calendaring.
Source: ABA Legal Technology Report
2016

13. #ClioWeb
WHAT IS LEGAL PRACTICE
MANAGEMENT?

14. Manage your practice.
From matter and document management to time-tracking
and billing, LPM helps you manage the ins and outs of your
practice.

15. Matters
Client
Information
Calendars
and Tasks
Time Tracking Bills and
Invoices
Documents
Practice Management

16. Client matters come first.
Practice Management organizes all of a firm’s
information by matter—contacts, meetings, tasks,
expenses, notes, and documents specific to that
case.

17. Document Automation
The average knowledge worker spends 11
hours a week generating documents. 6 of
those hours are wasted time. LPM gives you
that time back with easily generated
documents from your own templates. Never
cut and paste again.
Meet your new partner.

18. A personal document management system.
Legal files are associated with matters or contacts and kept all
in one place—remotely view documents, collaborate with
colleagues, keep track of changes, and automate document
templates.

19. Timing and Billing
Intuitive timekeeping lets you track all of
every working moment spent on a case. Start
a timer on your phone, tablet, or computer
and capture time as you work or record bulk
entries at the end of the day. You can also
create time entries directly from calendar
entries, tasks, and documents.
Meet your new partner.

20. Present clients with polished,
professional looking invoices.
Effortlessly keep track of time spent on matters so
when it’s time to generate a bill, it’s only one click
away.

21. Compliant Trust Accounting
LPM makes it easy to maintain accurate trust
accounts. Assign each deposit to a client and
matter for easy reporting and reconciliations.
Meet your new partner.

22. Keep clients in the know.
Securely collaborate with clients—share important matter
information, upload documents, calendar events, payment
information and tasks.

23. Pitfalls of desktop-
based solutions:
• Cost of licenses
• Consultants
• Upgrades
• Hardware
• Infrastructure
• Dedicated staff
• Maintenance

24. Advantages
cloud-based
solutions:• Subscriptions
• Cost reduction - 30%
• No servers
• No IT
• No ongoing costs
• Up and running fast
• Disaster recovery
• Built-in tools to better
service for your
clients

26. Customizable workspace.
Each firm’s practice is unique so your
practice management system should be
too.

27. Connect a firm’s favourite legal
apps.Create one centralized hub for a streamlined workflow—
connect to hundreds of web apps such as, Dropbox,
Box, Chrometa, Quickbooks etc.

30. Smart apps for
smart law firms
Access your firm’s data from
any smartphone.
Available for

31. #ClioWeb
Thank You
Joshua Lenon
joshua@clio.com
@JoshuaLenon
Linkedin.com/in/joshualenon