Today's issue of TechnoLawyer NewsWire covers a Web-based practice management application (see article below), an online meeting and Webinar services, and a video extender. Don't miss the next issue.
Web-Based Practice Management Arrives for Small Firms
By Neil J. Squillante
"Hello, I'm a Mac." "And I'm a small firm." "We get no respect. We need case management, time tracking, billing, document management, trust accounting, and calendaring. And we don't want any up-front costs. Is anyone out there listening?" Funny you guys should ask that question today.
Clio ... in One Sentence
Launching today, Themis Solutions' Clio is a Web-based practice management system designed specifically for sole practitioners and small firms regardless of whether they use Macs or PCs.
The Killer Feature
Web applications have a lot going for them, but many lawyers have legitimate concerns about data security since the servers that house Web applications don't reside at their law firm.
Themis Solutions has addressed these concerns with three layers of security. First, the company houses the servers that run Clio in a secure facility and backs up your Clio data daily to an offsite location that is itself secure. Also, when you use Clio, bank-grade 256-bit SSL encryption secures all data transmissions.
Second, within your firm, you can restrict access to confidential client records and other information by individual or group. Third, Themis Solutions makes it clear in its agreement that you own your data. Clio contains tools that enable you to export your data if you decide to switch to a different product.
"When considering Web-based solutions like Clio, lawyers are justly concerned about ensuring the security of their client data," Themis Solutions President Jack Newton told us. "Clio has state-of-the art security to ensure the confidentiality and safety of attorneys' sensitive information."
Other Notable Features
Like traditional case management software, Clio enables you to organize case, matter, and client information. However, it also has a contact management component, which means you can track leads and other contacts in addition to the people associated with your clients.
With Clio, you can track your time and expenses by client, matter, and task. Clio uses this data to generate customized invoices and bill reminders. A number of reports enable you to analyze your finances and firm performance.
Clio also includes a dedicated trust accounting component to help ensure compliance with your jurisdiction's rules regarding client funds in your possession.
You can view Clio's calendar in one of four views — daily, weekly, monthly, and annually. You can also set reminders and export your calendar data to third-party applications.
What Else Should You Know?
Clio costs $49/month per lawyer and $25/month per support staff member. This subscription fee includes all new features and technical support. Clio works in Internet Explorer 6 or later, Firefox 2 or later, Safari 3 or later, and Google Chrome on any Mac, Linux, or Windows computer. It also runs in Mobile Safari on the iPhone and iPod touch. Learn more about Clio.
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