Billing
What are the three ways firms bill?
Hourly, flat fee, contingency
What does Clio Grow do?
Intake
What does Draft AI do?
Takes your template and creates a Draft Template from it without manual work.
What 2 programs does Clio Calendar integrate with that your prospects will love and appreciate?
Outlook + Google Cal -- bi-directional sync
What is the free version of vLex called that is offered by the state bar?
FastCase
What account do firms need to stay compliant with or risk being disbarred?
Trust/IOLTA account
What is the biggest reason that firms have prospective clients falling through the cracks?
Speed to lead -- JUST LIKE US!
Prospective clients tend to go with the firm that gets back to them first.
What is an example of conditional logic that Draft could have included that Manage/MS Word templates wouldn't be able to do?
1 example:
2- Gender, if-then statements, include, don't include this or that ammendment
What's the cool thing Manage AI does with calendaring?
Pulls dates from documents and populates them into your calendar for you
True or False: Clio Work creates timelines, analyzes documents, and generates outlines, memos, and arguments
TRUE
Why do clients pay 50~% faster when firms use Clio for Billing?
Because there's a payment link right in the email so clients tend to pay right away
Grow help firms speed up intake process by enabling prospective clients to book in a meeting with the firm using...
Clio Scheduler. Additional info: It integrates with Clio Calendar (thus also shows on outlook/google cal). Firms can charge for this time, make it free, select who's calendar shows, and only offer specific slots if they'd like. They hold all the power in what the client sees.
How does Draft help with court forms?
Our automated court forms feature gives access to extensive up-to-date library of court forms across all 50 states. SO you never need to double check whether you're using an old form or new. AND you don't need to manually fill it out. Bonus!
What is the coolest integration we have that litigation firms, Intellectual Property firms, bankruptcy firms etc really like? Their WOW moment (think -- deadlines)
Court/Calendar Rules! Auto populates due dates based on a trigger (i.e Trial dec 25, backdates all prior work to be done before that trial. includes the codes, which firms enjoy)
The funny name for the complicated way of searching in legal libraries. The way that you don't need to in vLex
BOOOOOOlean searches
How can a firm track time?
How does Grow remove need for client data double entry?
Custom Intake forms -- can be sent directly to new client or linked on website for them to fill themselves
How do you get client data into Draft if you're using it stand-alone?
Manually.... OR Draft also has built-in intake forms you can get clients to fill out and store their data right within the program. Once again removing the need for double entry
How does our task list feature help new matters stay organized from the beginning?
You can task lists that work for multiple work flows (similar to our cadences) -- so when a family firm gets a new divorce case, they can insert a "non-contested divorce" task list that will auto-assign everyone their roles, due dates, and priority as well
What is the one thing that differentiates Clio Work from a LexisNexis/Westlaw when using vLex and Manage together?
Matter context within the legal research itself! Clio Work interprets documents, notes, tasks, deadlines, and communications in Clio Manage and pairs them with verified legal data to deliver precise, cited research—hyperlinked for verification and linked to authoritative snippets inline.
A firm says they take the entire weekend to create and send invoices to their clients. What solution does Clio offer to get them that time back?
Bulk invoice creation, bulk sending invoices -- few clicks, all done. very cool
What built-in integration with Grow helps law firms market themselves and find leads?
Google LSA -- Local Service Ads -- Pay per lead, not per click. Integrated right into your intake funnel
Clio Manage Doc Templating can create multiple documents at once? True or False
FALSE! Manage can only create one doc at a time, where Draft can create all documents needed for a matter all at once
True or False: you have to go into individual matters to see overdue tasks
FALSE! -- Upcoming and overdue tasks can be seen on Clio's main dashboard all in one place
True