Clio Customizations for Effective Civil Litigators Civil litigators need to build the strongest case possible while balancing client demands, opposing counsel maneuvers, and court orders. Keeping track of deadlines, procedural requirements, and communications for each party is where many litigators struggle. Nearly half of all malpractice claims are the result of miscommunications and missed deadlines. Litigators can maximize their case’s chance of success by adopting tools that are designed to keep track of details and will notify them when their attention is required. Clio helps litigators organize their firms by automating tasks and enhancing efficiency. With features like case-specific task management and court rules-based calendaring, litigators can let Clio track the details so they can focus on their strategy. Join Clio’s Lawyer in Residence, Joshua Lenon, and Jody L. Winter, Principal Attorney and CEO of Lloyd Winter, P.C., as they explore how Clio can help you: - Increase productivity using document automation - Track expenses and trust accounts - Manage case documents and evidence - Handle documents and evidence in Clio - Communicate and share resources with clients via Clio Connect - Sync complementary civil litigation tools into your practice management software

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Clio for
Civil Litigators
Joshua Lenon – Clio
Jody Winter – Lloyd Winter P.C.

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Instructors
Joshua Lenon
• Lawyer in Residence at Clio
• Attorney Admitted in New York
• @JoshuaLenon
Jody Winters
• Principal Attorney and CEO,
Lloyd Winter P.C.
• @JodyWinter

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Agenda
• Civil litigators’ benchmarks (10 minutes)
• Clio’s core feature for litigators (10 minutes)
• Customizing Clio for litigation (10 minutes)
• Clio’s power features for litigators (10 minutes)
• Lloyd Winter P.C. & Clio (10 minutes)
• Complimentary litigation tools (5 minutes)
• Questions (5 minutes)

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CIVIL LITIGATORS’ BENCHMARKS

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Litigation
Task
Auto Premises
Liability
Real
Property
Contract Employment Malpractice
Initiate 6% 8% 12% 10% 11% 8%
Discovery 21% 19% 22% 24% 21% 25%
Settlement 8% 9% 8% 7% 7% 6%
Pretrial 10% 14% 15% 14% 15% 11%
Trial 46% 41% 34% 39% 39% 42%
Post-
disposition
8% 8% 9% 8% 7% 7%
Total
Attorney
Hours
(Median)
196 218 284 367 374 472

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Trial is the single most time-intensive
stage of litigation.
1/3 to 1/2 of total litigation time in cases
that reach trial.

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Discovery is the second
most time- intensive litigation stage.
1/5 to 1/4 of total attorney hours.

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Rates x Hours Charged by Civil Litigators
Senior Attorney Junior Attorney
Percentile 25th 50th 75th 25th 50th 75th
Subtotal of Time 42.8 75.5 135.0 33.3 78.0 135.5
Prevailing Hourly
Rates
$200 $275 $375 $150 $175 $250
Billable Costs $8,550 $20,763 $50,625 $4,988 $13,650 $33,875

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Costs of Civil Litigation
Litigation Type Median Costs of Litigation
Automobile $43K
Premises Liability $54K
Real Property $66K
Employment $88K
Contract $91K
Malpractice $122K

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2/3 of civil cases filed in Federal Court
do not go to trial!

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Civil litigation takes
a long time
36%
24%
25%
11%
Cases Worked Annually
<50 51 to 100 101 to 250 251 to 400

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0% 5% 10% 15% 20% 25% 30% 35% 40%
Dismissed
Judgement (unspecified)
Default judgment
Settlement
Unknown
Adjudicated disposition
Other disposition
Summary judgment
Case Dispositions

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0 0.1 0.2 0.3 0.4 0.5 0.6
Small Claims
Contract
Other Civil
Tort
Real Property
Proportion of Cases in Judgment Exceeded $0
Proportion of Cases in Judgment Exceeded $0

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Judgment Amounts Exceeding $0
Case Type N Mean 25th 50th 75th
Real
Property
102 $157,651 $2,181 $12,789 $105,822
Tort 3,554 $64,761 $2,999 $6,000 $12,169
Other 9,704 $12,349 $749 $2,002 $4,219
Contract 160,465 $9,428 $1,251 $2,272 $4,981
Small Claims 39,517 $4,503 $1,568 $3,000 $6,000

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CLIO’S CORE FEATURE FOR LITIGATORS

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Clio’s Litigation Core
• Matter or Contact-centric
focus
• Ubiquitous time tracking
• Expenses
• Easy invoicing
• Clio Payments – credit card
processing
• Trust accounting
• Task & calendar management
• Client Portal
• Document storage &
automation
• Mobile

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Matter or Contact-centric
• Link documents, notes,
communications, &
transactions to a matter or
contact
• Drill down for specific
information
• Find everything in one place

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Time Tracking
• Timer on every screen
• Easy to jump to new entries
• Built-in activity descriptions
make time entries consistent

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Expenses
• Expense tracking linked to
matters
• Added to invoices

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Easy Invoicing
• Generate invoices with
customizable branding &
details

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Clio Payments Credit Card Processing

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Trust Accounting

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Task & Calendar Management

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Client Portals
Client Portals let you communicate securely
with clients & other parties.

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Document Storage & Automation

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Mobile
• Smart apps for iPhone, iPad, & Android

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CUSTOMIZING CLIO FOR LITIGATION

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Customizing Clio
4 areas I recommend customizing for litigators
• Custom Fields
• Activity Descriptions
• Task Lists
• Document Automation

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Custom Fields

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Activity Description

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Task Lists

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Document Automation

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CLIO’S POWER FEATURES FOR LITIGATORS

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Clio for Gmail Extension
lets firms track time, tasks,
& file emails to case files
directly from Gmail

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Matter Budgets
Matter budgets put you in control
of time & expense tracking

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Matter Budgets

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Campaign Tracker
Campaign Tracker helps you track
incoming potential clients.

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Campaigns

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4 Steps to Campaigns
1. Set campaign details
2. Generate trackable phone number or web form
3. Call forwarding
4. Dashboard Overviews

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Campaign Dashboard

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Court Rules

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LLOYD WINTER P.C. & CLIO

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COMPLIMENTARY LITIGATION TOOLS

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Communications & Calendaring Tools

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Storage Tools

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Phones

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AgileLaw Deposition Software

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BundleDocs

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Casemail

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QUESTIONS?

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Thank You
Joshua Lenon
joshua@clio.com
@JoshuaLenon
Linkedin.com/in/joshualenon
1-888-858-2546
Colin McMahon
Linkedin.com/in/colinmcmahonclio