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Importance of Clio Automation

Many legal practitioners automate a significant amount of their work with current technology, such as Clio. This generally means that law offices use computer to do low-level tasks so that the lawyers and staff can do more high-value work.

Based on the fact that law firms are service-based, revenue earned in this profession is still mostly based on hours billed for work on behalf of their clients. However, non-billable hours for any law firm is unavoidable and can take up a significant amount of time per day. This includes administrative work that is separate from client work, client intake, billing, and practice management tasks.

Non-billable tasks are such a problem that, according to the 2019 Legal Trends Report, the average lawyer works only 2.5 hours of billable work per day. This means that when it is compared to a standard 8-hour workday, the average lawyer only has a 31% utilization rate. This is where office automation, which can be provided by software such as Clio, comes in handy.

According to statistics, Clio is a cloud-based law practice management software that is top-rated on G2. It is the most comprehensive, yet easy-to-use cloud-based law practice management software for small firms today and an overall invaluable tool for all law firms. Although automation has been adopted by many law firms, 46% of firms-according to ILTA’s 2018 technology survey-are not still using any system to help themselves automate business processes.

There are several reasons why law office automation through software such as Clio is important.


Task Automation

Automation removes room for human error related to duplicate data entry. It ensures that faults that may be unavoidable by humans are removed, ensuring a better workroom for the lawyers and staff. Data management is one of the major components that offers strategic advantages by simplifying the management of stored data and information.


Client Experience

Automation creates a better client experience when processes they interact with directly are automated or self-service, such as filling out forms.


Attorney Satisfaction.

It increases attorney satisfaction because they can spend more time on billable work and other revenue-producing activities. Lawyers are, therefore, able to focus more on issues that border on their areas of expertise than less intensive menial routines that automation of their offices solve.


Communication & Transparency

Automation of offices improves communication and transparency between your law firm’s staff and clients. Exchange of stored or manipulated data and information is also an important component of an automated system. Sending files or exchanging information between one or more than one member of an organization has become possible with an electronic transfer application, such as Clio.


Cost Reduction

Automation of offices also decreases the overhead costs of staffing and other fees associated with a conventional law office. The costs would, therefore, go into other areas, such as the maintenance of the software, updating of the software, etc.

Finally, office automation includes data applications, which can be used to create or edit a document, file, spreadsheet, or image.


We Can Automate Your Tasks Perfectly

Most firms don’t have the knowledge of, and the time to spare to operate and set up a Clio automation system for their tasks. But, that’s why we want to help.

Setting up Clio automation is not hard, but setting it “right” is what’s important. At Dushyant’s Legal Services, we will help you set up a seamless automation system for your firm.

We’ll help you stay on top of your cases with automated systems of your own preference. We can even create templates for you to select from even after when our partnership with you expires.

We make use of our years of experience of setting up Clio automation to help our clients achieve a smooth working experience.