Clio ABA TECHSHOW 2015
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1 Clio ABA TECHSHOW 2015
2 Table of Contents ABATECHSHOWPressReleaseAnnouncement...3 ClioteachesentrepreneurshipatABATECHSHOW...5 CliocontinuestothrowABATECHSHOW shottestparty...6 ANewLookforClioatTECHSHOW...7 ClioforiPadOverview...8 Fullaccesstoafirm scasefiles...8 TakefulladvantageofbothlandscapeandportraitviewsontheiPad...12 Quickactionsletlawyerseasilyaddtimeentries,calendardates,tasks,andnotes...13 IntegrationwithiPadfunctionalityallowslawyerstoeasily orFacetimewithclients andcontacts...15 LawyerscanmanagetheirbusyschedulewithClioforiPad...17 Lawyerscanentertimeforbillingpurposesandtracktheirproductivity...18 Lawyerscantrack,assign,andmanageimportanttasks,improvinginternalandexternal transparency...20 AboutClio...22 TheCompany...22 ClioCustomers...22 Clio sfounders...23 KeyPeopleatClio...24 Formoreinformationonthispresspacket...26
3 ABA TECHSHOW Press Release Announcement 999CanadaPlaceSuite404 Vancouver,BC,Canada CLIO CliolaunchesiPadappforLawyers atabatechshow. ThemisSolutionsInc.continuestoexpanditslegalpracticemanagement platformforlawfirmswithaninnovativeappforipad. ForReleaseonApril16,2015 Vancouver,BCandChicago,IL Thursday,April16,2015WTheiPadcontinuestoshow growthinadoptionbylegalprofessionals.intheinternationallegaltechnologyassociation s 2014AnnualTechnologySurvey,92%oflawfirmsreportedusingtabletcomputers,with Apple sipadbeingusedby90%oflawyersinthosefirms. RecognizingthepopularityoftheiPadamonglawyers,ClioislaunchinganiPadWspecificappfor theleadingcloudwbasedlawpracticemanagementplatform.lawyerswillbeabletoaccesstheir Clioaccountsandmanagetheircasefilesandclientsdirectlyfromadedicatedappontheir ipad.theappwillalsoletlawyerscontroltheirbusyschedules,reviewdocuments,andtrack timeandexpenses,withtheirworkinstantlysyncingwiththeirclioaccounts.clioforipadhas beendesignedspecificallyforthepopulartablet,integratingdeeplywiththedevice snative functions. We reexcitedtobelaunchingclioforipadatabatechshow, saidjacknewton,ceoand founderofclio. Ataconferencededicatedtoimprovinglegalserviceswithtechnology,we re helpinglawyerscombinetechthat justworks, ClioandiPads,intoapowerfulwaytoruntheir firms. Clio sipadappannouncementcontinuesthelegaltechnologycompany straditionofbuilding innovativecasemanagementsoftwareforlawyers.withcliobeingthemostwidelyusedcloud legalsoftwareforlawfirms,lawyerscannowutilizethemostwidelyusedtabletcomputerto managetheirpractice. Clioalsocontinuestoinnovateinthelegaltechnologybyintegratingotherserviceswithmany otherlegalwspecifictechnologies.muchlikelawyerscandownloadappsontotheiripadsthat complimenteachother,clioallowslawfirmstocombinecliowith25otherinternetservices directly,likegoogleappsforbusiness,gmail,dropbox,quickbooksonline,xeroaccounting, Fastcase,andmore.Inadditiontodirectintegration,Clio sconnectiontozapierletslawyersync withhundredsofotheronlineservicesusingclio sapi.clioisthemostintegratedlegal
4 softwareavailable,lettinglawyerschoosetheirowntoolsratherthanrestrictingthemina walledgarden ofexpensivemodulesandproprietaryaddwons. ForpreviewsofClioforiPadandthemostrecentupgrades,newestfeatures,andlatest integrationpartners,comebybooth401atabatechshow,beingheldinchicago,il,april 16W18,2015. Formoreinformationonthisnewsrelease,pleasecontact: JoshuaLenon LawyerinResidence ClioWPracticeManagementSimplified 1W888W858W2546x165 ABOUTCLIO ClioisthemostcomprehensivecloudWbasedpracticemanagementplatformforthelegal industry.withthehelpofthecloud,clioeasestheprocessoftimetracking,billing, administration,andcollaborationforlawfirmsofallsizes.basedinvancouver,b.c.and launchedin2008,clioisusedbylegalprofessionalsinover50countries.cliohasraised$27 millionfrominvestorsincludingbessemerventurepartners. Learnmoreatwww.clio.com. 999CanadaPlaceSuite404 Vancouver,BC,Canada V6C3E2 1W888W858WCLIO 2015ThemisSolutionsInc.ProudlymadeinVancouver.
5 Clio teaches entrepreneurship at ABA TECHSHOW. Clio svicepresidentofbusinessdevelopment&partnerships,georgepsiharis,willbeleading asessionteachinglawfirmswhathe slearnedleadingawildlysuccessfultechnologycompany. WhenthinkingaboutKPIs(keyperformanceindicators),manylawyersthinkthatsimplylooking atrevenuesisenoughtokeeptrackofhowwelltheirpracticesaredoing.inthispresentation, you lllearnmoreaboutrealizationrate,profitperpartner andwhythesetraditionalmetrics don tnecessarilyworkanymorefortoday ssmallandsolofirms, saidgeorge. BasedonahighlyacclaimeddiscussionatClio s2014cloudconference,georgewillbe helpingfirmslearn: BasiclawfirmKPIsyourfirmshouldbemeasuring(includingutilizationrate,realization rateandcollectionrate) HowtoshiftyourKPIfocusfromthebillablehourtotheclient Howtomeasureyourfirm ssuccesslikeastartup FindouthowtomaximizeyourROIbythinkinglikeanentrepreneurandbuildinga successfulbusinessmodelforyourfirm Welookforwardtoyoujoiningustolearnhowtomeasureandimproveyourfirm svalue Sessiontitle: Entrepreneurship+in+Law:+KPIs,+Metrics,+and+the+Modern+Law+Practice. Dateandtime: THURSDAY,APRIL16,2015from3pmW4pm Presentername/title: GeorgePsiharis/VicePresidentofBusinessDevelopment&Partnerships. Description: WhatareKeyPerformanceIndicatorsandhowcanmetricslikethesehelpyourpractice s performance?explorethebusinesssideoflawandhowleadingtoolslikecliocantrackand improveyourprofits.
6 Clio continues to throw ABA TECHSHOW s hottest party AllofTECHSHOWwillbeatoneplaceonThursdaynight,Clio sannualsocial Joinusforaneveningofcocktailsandappetizerstocelebratethebestinlegaltechnology BesuretoRSVPyourattendanceatthisevent ( WhenandWhere: CuvéeChicago 308WestErieStreet Chicago,IL60654 Thursday,16April2015at6:00PM(Central)untilClose
7 A New Look for Clio at ABA TECHSHOW. ClioforiPadisnottheonlynewlookdebutingatABATECHSHOW. CliocontinuestoinvestinABATECHSHOWwithanewlocationandanewboothtotake advantageofthespace. SwingbyBooth401toseethenewClioboothinallitsglory. Fornow,here sasmallpreview.
8 Clio for ipad Overview WiththereleaseofClioforiPad,we reproudtobringthefunctionalityofourimpressivemobile apptotheformfactorofatablet. Herearesomeimagesthatdemonstratetheversatilityandpoweroftheapp. Full access to a firm s case files.
9 W casefilesincludeamatter sessentialdetails
10 W lawyerscanviewacasefile stimelineofevents
11 W lawyerscanseeeverymajoraspectoftheircasefileconvenientlyorganized
12 Take full advantage of both landscape and portrait views on the ipad.
13 Quick actions let lawyers easily add time entries, calendar dates, tasks, and notes.
14
15 Integration with ipad functionality allows lawyers to easily or Facetime with clients and contacts.
16
17 Lawyers can manage their busy schedule with Clio for ipad.
18 Lawyers can enter time for billing purposes and track their productivity.
19
20 Lawyers can track, assign, and manage important tasks, improving internal and external transparency.
21
22 About Clio The Company ClioisthemostcomprehensivecloudWbasedpracticemanagementplatformforthelegal industry. ProducedwiththecooperationandadviceofBarAssociationsandLawSocietiesworldwide, ClioiscloudWbased,mobileWfriendly,andbuiltspecificallyforthelegalprofession.Itdeliversall thetoolsmodernlawfirmsneedtorunasuccessfulpractice:calendaring,timetracking,notew taking,documentmanagement,taskmanagement,legalaccounting,bookkeeping,andbilling. Throughthepowerofcloudcomputing,Clioeasestheprocessoftimetracking,billing, administration,andcollaborationforlawfirmsofallsizes.clioalsointegratesseamlesslywith otherpopularapplicationssuchasgoogleappsanddropbox. AsmoreandmorelegalprofessionalsuseCliotosavetimeandworkmoreefficiently,Clio continuestoevolveandinnovateusingdigitaltechnologytohelpupdateandimprovelegal practices,savingthousandsoflawyersmillionsofhoursaroundtheglobe. HeadquarteredinVancouver,Canada,Clioemploysover140employeesandhasopened officesintoronto,canadaanddublin,ireland. Foundedin2007byJackNewtonandRianGauvreau,Cliohasraised$27millionfrom investorsincludingbessemerventurepartners.learnmoreatclio.com. Clio Customers Clioprimarilyservestheneedsofsolopracticetomediumsizedlawfirmsfocusedon leadership,growth,andinnovation. Thousandsoflegalprofessionalsinmorethan50countriesuseClio splatformwaswawservice solutiontomanagetheirpractice.clioallowstheseprofessionalstoeasilytrackafirm stime andfinances,communicatewiththeirclients,andmanagetheircasefiles. Clioalsodonatescasemanagementsoftwareto120lawschools,includingtheirlegalclinics. Thisdonatedsoftwaremakesitpossibleforlawschoolclinicstoprovidefreelegalservices acrossavarietyofissues fromindigentdefensetoregulatoryreform.
23 Clio s Founders CliowasfoundedbyJackNewtonandRianGauvreau.JackandRianarechildhoodfriendswho metatelementaryschoolinedmonton,alberta.thepairbecamefastfriendsandhaddreams ofstartingtheirownbusiness. In2007,thatdreamtookflightwhenJackandRianstartedtodevelopClio.CombiningJack s backgroundasasoftwareprogrammerandrian sexperiencemanagingitinfrastructurewitha largenationallawfirm,theideawastorethinkthewaylawyersmanagetheirpractice.using cloudcomputingandsmartuidesign,cliotookacompletelynewapproachtolegalpractice management. JackandRianhaveworkedtirelesslytoevolveCliointotheproductitistoday:aleadingcloudW basedpracticemanagementsolutionusedbythousandsoflawyersindozensofcountries aroundtheglobe.
24 Key People at Clio JackNewton CEOandCo9founder Anentrepreneurwithvisionandinitiative,JackleadsClio schargetodeliver resultsineveryrespect.hehasalsospearheadedeffortstoeducatethelegal communityonthesecurity,ethics,andprivacyrelatedissuessurroundingcloud computing,andhasbecomeanationallyrecognizedwriterandspeakeron thesetopics. ForhissuccesswithClio,Jackhasbeennameda2014FinalistforoneofErnst &Young sprestigiousentrepreneuroftheyearawards. RianGauvreau COOandCo9founder Anentrepreneurexperiencedintherealmsoftechnologyandlegalservices, RianheadsupoperationsatClio.Heisresponsibleforensuringdaily operationsatthecompany,maintaininghighstandardsofcustomerserviceand support,andsecuringahighlyengagedandprogresswmindedworkforce focusedondeliveringsuccessfulsolutionstoclio scustomers. RobertFroment ChiefFinancialOfficer RobertFromentisaCharteredAccountantwithover20yearsofexperiencein managingdomesticandinternationalfinancialoperations,leadingandadvising corporationsbeyondthenumberstowardpracticalsolutions.asclio schief FinancialOfficer,RobisresponsibleforsecuringClio sfinancialwellwbeingand ensuringhealthyandsustainedgrowth. StevenSilberbach VicePresident,GlobalSales Ahighlyaccomplishedsalesexecutive,StevendrivesClio ssalesteamto deliversolutionsthatempowerlegalprofessionalstomakewiseinvestmentsin managingtheirfirms.aformerexecutiveatsalesforce,stevenhasadeep understandingofthevaluethatcloudandsoftwarewaswaswservicetechnologies offertoday sbusinesses.
25 NeilShankman VicePresident,Marketing NeilheadsupClio smarketingteam,leadingthebrand schargeforwardand connectinglegalprofessionalswithclio spracticemanagementsolution.a formerexecutiveatgoogleandentrepreneurwithanacademicandlegal background,neilhasadeepunderstandingoftechnology,business,andlaw. GeorgePsiharis VicePresident,BusinessDevelopment&Partnerships GuidingClio sbusinessdevelopmentteamtocultivatenewopportunities throughpartnerships,georgeworkswithlawschools,barassociations,and otherpartnersacrossnorthamericatomakeclioandinformationoncloud computingincreasinglyaccessibletolawfirms.georgeholdsanmbain StrategicManagement,andoriginallyjoinedClioasitsfirstmanagementhire. JoshuaLenonLawyer9in9Residence AnattorneyadmittedtotheNewYorkBar,JoshuaLenonistheLawyerWinW ResidenceatClio.AsaCliobrandadvocateandlawyerdeeplyinfusedinthe businessandtechnologyoflegalpractice,joshuabringslegalscholarshipto theconversationshappeningbothwithinclioandwithitscustomers.
26 For more information on this press packet PleaseContact: NeilShankman VicePresidentofMarketing or AllisonGibson BusinessDevelopmentCoordinator atbooth401ofabatechshowbeingheldoverapril16w18,2015athiltonchicagoin Chicago,IL. IfyouwouldliketocontactCliopriortoABATECHSHOWorcannotcontacteitherNeilor Allisonduringtheconference,pleasecontact: JoshuaLenon LawyerinResidence ClioWPracticeManagementSimplified 1W888W858W2546x165
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