There’s little doubt that In today’s rapidly evolving legal landscape, the integration of artificial intelligence (AI) into legal is poised to change the way lawyers operate. Clio’s unveiling of Clio Duo, a multifaceted AI tool designed to assist legal professionals, raises some interesting questions about the future of the legal profession, what constitutes success and how being a good lawyer is defined.

Clio CEO Jack Newton introduced Clio Duo today at ClioCon. According to the press release, Clio Duo will serve as a coach, intuitive collaborator, and expert consultant to legal professionals. Clio claims that Duo will enable customers to unlock their own data, become more effective business owners, and get better outcomes for clients. The video of the tool unveiled at the keynote showed a person asking Duo about the status of bills and cases, to summarize documents and for help getting ready for client meetings. Like so many vendor introductions in this arena, the Clio GenAI tool is a promise, not a reality today. But that’s perhaps to be expected, given how quickly the area is being developed.Continue Reading Clio’s New AI Tools: Transforming Legal Practice and Redefining Legal Success?

The standard advice used to be for lawyers to model their client service after Starbucks. Make the experience and service fantastic. But if the current state of Starbucks service (and that offered by many other businesses) post-Covid is any indication, that’s the worst model for lawyers. A better model: double down on customer service and experience.

I recently had the following exchange with Starbucks support:Continue Reading Lawyers: (Don’t) Be Like Starbucks

Last week, the annual Clio Conference was held in San Diego. Attended by approximately 2500 lawyers, technologists, and Clio customers, it has appropriately become the go-to legal tech conference. Part seminar, part marketing, and part pure celebration, it is almost everything you want a conference to be.

Clio provides cloud practice management programs mainly to small and mid-size law firms. Also, through partnerships with countless providers, it can offer a broad array of other products to customers. At its Conference, Clio releases a valuable Legal Trends Report, which looks at the practical and business trends of its law firm customers and others.

The Conference is chock full of useful information and included keynotes from such noteworthy writers and pundits as Daniel Pink, Shaka Senghor, and Glenn Greenwald. As my friend Joe Patrice wrote in Above the Law recently, “it might be fair to say that the show is about the philosophy of all legal technology and how its product fits into that…”Continue Reading Can Clio Solve A2J?

This year’s Clio Conference in New Orleans just concluded. Clio calls itself a cloud based law practice management software company. Every year, it holds a conference with lots of razzle dazzle, speakers and parties. And it always skates where the puck is going.
This year was no exception. While it offered a slew of new products (here’s a good article from Bob Ambrogi on these new ones), here are my top 10 takeaways on the conference itself.

1. If Jack Newton, the CEO and one of the founders of Clio is not the Steve Jobs/Elon Musk of legal tech, I don’t know who is. 10 years ago he created a product, grew it immensely and continues to innovate. Last year he gave us the first comprehensive Survey of the legal profession (see below). This year, a new interface and software program. And to top it all off, he gives us a honest to goodness technology conference with dazzling keynotes, great content, high energy, music, parties and fun. No one else in the industry seems to understand that people are drawn to good presentations, good speakers, welcoming atmosphere and, of yes, music. Clio knows how to succeed in this space better than anyone.
Continue Reading ClioCloud9: 10 Takeaways