Inside Track: Build Your Practice Without the Worry of Technology: Billing Is Lighter, Easier, and Secure in Clio’s Cloud:

State Bar of Wisconsin

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  • Build Your Practice Without the Worry of Technology: Billing Is Lighter, Easier, and Secure in Clio’s Cloud

    State Bar member benefit, Clio, recently added several new features, including increased security, to its billing processes. Clio is a comprehensive cloud-based practice management, time and billing, and client collaboration platform specifically designed for small- and mid-sized law firms.
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    Aug. 7, 2013 – Clio is secure, easy to use, and continually adds new features. Clio is a 100 percent web-based legal practice management system that can be used across all computing platforms. Clio was designed from the ground up with the needs of solo and small-firm attorneys in mind and eliminates the need for costly servers and maintenance contracts.


    Learn about CLIO’s features in this video.

    “Lawyers don’t need to make large investments in software and hardware to get a great practice management system,” says State Bar of Wisconsin Practice Management Advisor Nerino Petro. “I believe that practice management systems, like Clio, allow lawyers to improve their efficiency through better workflow. This means lawyers can focus on building their practice rather than worry about technology.” Clio, which was first offered to State Bar members in November 2012, announces the following new features:

    • Create Payment Profiles at the client level not just the system level. This means that you can set custom payment terms such as net 10, 30, or 60 days, or more for each client allowing you to have more control over how you bill.

    • Force strong passwords. In multi-user firms, Clio account administrators now can require users to develop strong/complex passwords. Password security is the first line of defense to prevent a data breach.

    • With the Clio Connect feature, you can share documents and bills online and securely with clients and others. Like banking institutions, you can now create a custom message to the party or parties who receive communications from you.

    • Interface enhancements to the Settings menu now allow you to group by category, which improves ease-of-use.

    More About Clio

    Clio can be accessed through PCs, Macs, and mobile devices. It provides access to data securely though an encrypted web browser. Clio provides case/matter management, time tracking, billing/reporting, client contact, and document management, task scheduling, trust accounting, and detailed reporting. In addition, Clio includes Clio Connect, a secure portal for exchanging information and collaborating with clients, and Clio Express, an offline time capture application.

    Clio is hosting the first Clio Cloud Conference on Sept. 23 and 24 in Chicago. This is a good opportunity for lawyers, firm administrators, and technology personnel to learn more. Clio will apply for Wisconsin CLE credit for the following sessions: Security & Ethics of Cloud Computing; Accounting 101: Back Office and Trust Accounting with Quickbooks & Xero; Time Tracking and Billing: Simple. Easy. Accurate; Streamlining Document Automation; and Going Paperless.

    State Bar of Wisconsin members and their office administrators can receive a 25 percent discount off the two-day conference tuition of $399. Use the promotion code WIBARdc-ccc to receive the discount.

    Member Discount Services

    Clio offers State Bar members a 10 percent lifetime discount off the regular monthly pricing of $49 per attorney and $25 per staff member, making monthly member pricing $44.10 per attorney and $22.50 per staff. State Bar members can receive a free 30-day trial. Clio also offers free data migrations and unlimited access to live customer support and training. Access the State Bar of Wisconsin Clio page.