Speed up your document filing process, and ensure information flows smoothly between your firm and the courts.

1. Streamline Your Court
Interactions With Technology
Host: Joe Kaczrowski

2. CLE / CPD Information
To qualify for credit, you must:
1. Be logged in on your own device under the email/name you registered with
(cannot share logins).
2. Attend the entire live webinar.
3. Participate in the polls during the live session.
*If you have met the participation requirements, you will receive a personalized
CLE/CPD affidavit from mcle-clio@americanbar.org for the webinar you attended
to completion. Please check your spam or junk folders as these emails often end up
there. Please note you have to fill out an affidavit for each individual webinar. Once
you complete the affidavit, you will be able to download your certificate(s) of
attendance and they will be emailed to you as well from
mcle-clio@americanbar.org.

3. Manager, Legal Content, Lawyaw
3
Joe Kaczrowski
TODAY’S HOST
● Licensed attorney
● 15 years in Legal Tech
● Prior experience at law firm, with bar associations, and as
software engineer
joe.kaczrowski@clio.com

4. Court Development Manager
● Work for decades with the Maryland Judiciary
● Extensive work in technology projects in courts
● Member of the IJIS Court Advisory Committee
carla.Jones@infotrack.com
4
Carla Jones
TODAY’S PANELIST

5. Director of Marketing, InfoTrack
● Longtime industry writer and researcher
● Market research and product specialist
lindsey.dean@infotrack.com
5
Lindsey Dean
TODAY’S PANELIST

6. 6
Agenda
● Introductions
● Audience Polls
● Where we are now
● Anticipating innovation
● Preparing for change
● Additional resources & polls
● CLE / CPD Info
● Final Q&A

7. 1
How often do you currently
interact with your court?
a. 1-2 times per day
b. 1-2 times per week
c. 1-2 times per month
d. Other
Court Polls
2
How many different courts do
you interact with during any
given week?
a. 1-2 different courts
b. 3-5 different courts
c. 5-10 different courts
d. 10 or more different courts
3
How connected via
technology to your court do
you feel?
a. Not connected at all
b. Somewhat connected
c. Incredibly connected

8. Courts + Law firms:
Where are we now

9. To promote justice…
To ensure public perception of
justice…
To provide impartial forum for dispute
resolution…
To protect individuals against arbitrary
governmental power…
To maintain a formal record..
To deter criminal activity, rehabilitate
and separate convicted criminal from
society
Fairness & Integrity
Accessibility
Accountability
Public Trust & Confidence
Communication
Efficiency
Courts as organizations
Non-Unified or Unified Trial Courts
Specialized court levels
Centralized or decentralized
governance
Various Local business processes
Different Technology Solutions
Purpose Mission & Values Structure/Governance

10. Courts serve a wide
variety of users and
functions

11. The
pandemic
has
impacted
the ability of
the courts to
perform key
functions
State of the State Courts 2021 Poll - NCSC

12. For many,
going to
the
courthouse
isn’t
always
easy.
State of the State Courts 2021 Poll - NCSC

13. Voters are
more open
to remote
in certain
case types
over
others.
State of the State Courts 2021 Poll - NCSC

14. A majority
would like
to see
remote
hearings
continue.
State of the State Courts 2021 Poll - NCSC

16. Post-pandemic relief funds are being
granted to many courts.

17. Anticipating
court innovation

18. Types of information to and from the court
Courtforms
eFiling fields
Online docket
Website announcements
Hearing requests
Process questions
Court fees
Court rules

19. 19
Chat questions
What kinds of information do you and the
court require from each other?
What would improve those processes
around information sharing?

20. Filing Fairness Project
● More forms the same
across jurisdictions
● Eventually moving away
from “documents”
altogether
● Improving access to
eFiling
● One size doesnʼt fit all
● Courts need to adopt
existing eFiling standards
● Opening up to Electronic
Service Providers (EFSPs)
Standardizing forms eFiling

21. 50-State Court Form Survey

22. eFiling availability

23. Missing information and rejected filings

25. ● Certified eFiling service provider
that connects both to the court
and to your Clio matters
● Skip the uploading and
downloading of critical court
documents
● Automatically sync returned
documents and expenses to your
matter
InfoTrack
Integrated eFiling
Lawyaw
Court form automation
● Fully customize forms
● Increase the speed of document
drafting
● Reuse information within and
across matters
● Say goodbye to clunky manual
tasks

26. Preparing for
the future of court
technology

27. Improving Access to Justice
Expanding tools for the general
public and self-represented litigants
Expanding notifications
mechanisms
Record Access
Data Quality
CyberSecurity Initiatives
Digital Evidence
Remote/Hybrid Hearing
Artificial Intelligence/Machine
Learning technologies
Staffing Evaluation
Backlog Strategies
eFiling Maturity
Courts priorities
Software Spending
Hardware Spending
New Procurements
Data Driven Decisions
Courtroom Technology Upgrades
Strategic Organizational Financial

28. Online dashboard for
attorneys - Hearings,
cases, resources,
available
Indiana Supreme Court
Hearing Reminder
Service and Remote
Hearing Platform
Los Angeles County California
Superior Court
Digital Evidence
Orange County California
Superior Court
Emerging court technology

29. Taking advantage of
current technology
● How do your existing systems
work with the Courts?
● What are the biggest pain points
between your law firm and the
courts?
● What is your court offering and
promoting?

30. Examining
information sharing
at your firm
● Where does data live now?
● How is information shared and
accessed?

31. Change
management
planning
● What is your firmʼs process for
organizing change?

32. Getting involved
with court evolution
● Are you advocating for court
initiatives that you care about?
● How is the court hearing from its
users about priorities and
preferences?

33. 33
Additional Resources
& Polls

34. Clio Manage
Legal practice management software
Our most popular product—the industryʼs leading solution
to help manage clients, organize cases, and automate tedious
tasks like getting paid and month-end billing.
Clio Grow
Client intake and legal CRM software
Standardize the client intake process with online intake
forms, email automation, and e-signatures to build strong
relationships, and get powerful data insights to grow your firm.
Lawyaw
Advanced document automation
New software for solo, small- and mid-sized legal practices that
streamline information gathering and document assembly with
programmable templates, built-in e-sign and other features.
Clio’s Offerings

35. Polls: Participate to win a $25 Starbucks card ☕
Poll 1: For Non-Clio Users
Would you like to learn more about:
a. Clio’s offerings
b. Lawyaw
c. No, I’m not interested or already
use Clio
35
Poll 2: For Clio users
Would you like to learn more about:
a. Adding Clio Grow for client intake
b. Adding Clio Payments
c. Lawyaw
d. No, I’m not interested or already
use Grow/Payments

36. Electronic Court Filing
eFile straight from your matter and documents and expenses
sync back to Clio automatically.
Plus, File-Serve-File all in one order.
Service of Process
Technology plus a network of verified professional servers
keeps your documents in good hands from first filing to service
complete.
DocketSync
Automatically sync documents from the court to your case files
and get notifications of updates emailed directly to you.
InfoTrack’s Offerings + Poll

37. Additional Resources
37
● Clio CLE-eligible webinar: Key insights from the 2022 Legal Trends Report,
November 1
● Lawyaw webinar: Maximizing Microsoft Word
● On-demand webinar: How to Save Your Law Firm Time with Automated Court
Forms
● InfoTrack resource: Top eFiling rejection reasons report 2022

38. 38
Questions