At the Clio Cloud Conference, starting today in Chicago, Clio announced the latest iteration of its cloud-based law practice management platform — Clio Next. And there’s more: Clio announced an exclusive integration between Clio and Fastcase, the popular legal research app, along with the official debut of its much-anticipated, just-released Android App.
Clio Next includes “broad interface upgrades” and new features, according to the company’s announcement. Along with a new look and feel, Clio Next offers an upgraded “Cascading Task” feature, “one-page billing,” new document creation, management and automation features and a dashboard for measuring key firm performance metrics.
The Fastcase partnership means Clio will be the only cloud-based practice management platform to offer an integration with Fastcase, and Fastcase will be the only online legal research tool available through Clio. Quoted in the announcement, Clio CEO Jack Newton said, “Clio and Fastcase have changed the game by making it easier for lawyers to control the price and organization of their legal research. With the Clio and Fastcase partnership, lawyers will finally have their matter, practice management, time tracking and legal research seamlessly integrated.”
How does it work? From inside Fastcase, lawyers can now select from clients and matters in Clio, start a timer for their research session and record the activity in Clio. Lawyers can also save documents from Fastcase directly into matters in Clio.
Along with the Fastcase integration, Clio also announced new and upgraded integrations with these four web tools:
- QuickBooks Online. Intuit’s popular accounting software package enables users to easily do invoicing, accept payments, track expenses and stay on top of bookkeeping.
- Zapier. Similar to IFTTT, Zapier automates regularly used web apps, allowing them to talk to each other and trigger specific actions. Through Zapier, users can connect Clio to some 300 web services, including Evernote, Dropbox, Gmail, social media accounts and others.
- JurisPage. This website design and Internet marketing service automatically creates contacts in Clio when prospective clients connect through a firm’s website.
- Xero. Clio is upgrading its current invoicing and bill payment integration with Xero, an online accounting service focused on small businesses.
Also, last week, NextPoint, the cloud-based evidence-management service, and Clio announced a “forthcoming integration” and discount program.
For details, visit www.clio.com. For more about the conference, go to www.cliocloudconference.com.
Joan Feldman is Partner/Editorial at Attorney at Work and a Fellow of the College of Law Practice Management. Follow her on Twitter @joanhfeldman.