I took a look at the demo at www.goclio.com. Things look good, but the website doesn't really give a great look at the actual program. It appears that a sign-up for a free 30 day evaluation is required before you get a good look under the hood. However, as fate would have it, I recently engaged in an e-mail exchange with Jack Newton, one of the thinkers behind the Clio software. I asked him for insight regarding the product, and in particular how us family law lawyers would benefit. Below are Jack's thoughts:
In terms of features that would most strongly benefit a family lawyer, I think Clio's "go-anywhere accessibility" is a major boon to the typical family lawyer. Perhaps even more so than most lawyers, family lawyers have to access their practice information from a wide variety of locations, including their office, their home, one the road, maybe even their client's home. With Clio's web-based nature, getting to key matter and contact information can be done easily and securely anywhere there's an internet connection (or even from a mobile device, such as an iPhone).I am intrigued by Clio. A few questions come to mind as I measure this web based software. I will let Jack know of this blog post and perhaps he can provide answers in the form of comments?
We also have integrated document management, which we've received a lot of positive feedback on. This allows lawyers to attach documents (up to 50MB in size) to a matter, and access this document from anywhere they have access to Clio. The document management system also has an integrated versioning system, so keeping track of multiple document edits is easy.
The third thing we've done with Clio (which, admittedly, is important to all lawyers, not just family lawyers) is put a strong emphasis on security. We've posted a three-part blog series (Part I , Part II, Part III) outlining what we're doing on this front.
First, how would I transfer, synchronize, move the megabytes/kilobytes of Amicus Attorney data to Clio?
Second, does the time and billing module of Clio include attorney-client trust fund management? I think it does, but wanted to make sure?
Third, will Clio work for a law firm with multiple lawyers, or is it designed more so for the solo?
Fourth, my office converts every document (letters, discovery, pleadings, etc.) to .pdf format. Is this paperless system fully available on Clio? The website only mentions "correspondence."
Fifth, does Clio have e-mail integration?
Sixth, does Clio synchronize with PDA, smartphones, etc.?
Seventh, is Themis Solutions, Inc. (the company behind Clio) going to be around for a while? Is it a sustained growth compay, or does the mission statement include a sell off/acquisition goal? In other words, the last thing I want to do is start writing another check to Lexis/Nexis for software I didn't originally buy from them....
You can take a good hard look at this intriguing product by visiting the Clio website at www.goclio.com.
Please be sure to visit www.hardinglaw.com, the website for the law firm of Harding & Associates, for more information on California family law.