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Managing Trust Accounts in Clio
Many states have rules in place regarding how attorneys need to maintain lawyers’ trust accounts. These rules vary from state to state but the common underlying theme is that as a lawyer,…
Mobile Device Security for Lawyers: How Solos and Small Firms can Ethically Allow Bring Your Own Device
The Start of Bring Your Own Device Policies It really is the iPhone’s fault. Yes, Apple is to blame for designing the most desirable piece of technology of the last decade. So…
Collection Realization Rates the Clio Way: Have you looked at yours lately?
The financial health of your law firm or any business is ultimately dependent on three simple concepts: Getting the work (selling your product – yes, you are a salesperson disguised as a…
August 15th Webinar: Agile Staffing for Your Law Firm
Why Consider the Options to Staff Your Firm? It may be risky to hire because of ebbs and flows in work Expensive to hire and/or fire Potential for malpractice if too overwhelmed Lightens your…
Leveraging Your Online Relationships — Turning “Likes” into Clients
This article was previously published in the ABA GPSolo eReport and is re-published here with the consent of the author. You recently posted an article on LinkedIn, Google+, and Twitter and received…
A Clio Workflow for Collecting on Past Due Accounts
A Clio Workflow for Collecting on Past Due Accounts Want to make sure the collections work on past due accounts gets delegated and completed? Well, here is a way to do it –…
Webinar July 25th: Trust Accounting Best Practices and Common Mistakes
Trust Accounting Best practices and Common Mistakes: Would You Pass an Audit? Friday, July 25, 2014 1:00 PM – 2:00 PM (Eastern Time) Every lawyer knows mismanaging a trust account (IOLTA) can…
Webinar June 20th: Mobile Devices: Smart Phone or Dumb Ethical Violation
Mobile Devices: Smart Phone or Dumb Ethical Violation How You Can Lock Down Your Smart Phone in One Hour June 20, 2014 1:00 – 2:00PM EST Free Webinar Do you use mobile devices:…
Clio and Tracking Prospects – A Little Creative use of Clio
There are many times I get asked if there is a way to track prospect clients in Clio. So, while this is not perfect, it is a nice simple way to accomplish…
Setting up Your Clio Task Feeds
Clio integrates very well with Google Apps. For example, it’s easy to get your task list to show up on your google calendar (or Outlook or iCal if you’re into that sort…
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