[E-trademarks] To Clio or Not to Clio

Thu Jan 25 12:22:46 EST 2024

Lara,

I second Mark's comment.  My practice is trademark and copyright law with some related litigation.   I have used Clio for about 3 years now, but use it for far more than billing.  Before that I was using Timeslips by Sage.  That used to be a great program when it first started, cost $99 but eventually became too complex, was taken over by a larger software company, and so I wanted something a little simpler but still flexible.  I was also using Time Matters, a Lexis owned software, but it was far too cumbersome to use.  3 years ago I started using Clio and as they say, "never looked back."  Here is why I like Clio.

  1.   Flexible
  2.  Great support, both chat, and by phone.
  3.  Substantial customer base means that there is better opportunities to find bugs and eliminate them.  This is one case where I am pleased that this is a SAAS program.
  4.  Whether they are owned by a private equity group, they don't act like it.  Good personal attention from support.
  5.  I use it for:
     *
maintaining and organizing client contact and other information
     *
have sets of custom fields set up, including for U.S. and foreign trademarks
     *
maintaining time records for billing.  I dictate my time, transfer time into Clio and run billing at the first of the month.  Easy to modify and change billing.  Easily customizable, though there is a learning curve on all of this.
     *
Integrates with other programs such as Alt Legal and numerous others.
     *
Rudimentary document assembly which is sufficient for me.
     *
Fairly easy to forward important emails to client folder on Clio
     *
Great for having clients pay bills.  They have their own system but also integrate with LawPay.
     *
Surprisingly useful mobile app which I often use simply to find client phone number and dial from my phone.
     *
and more

Yes, the downside is the learning curve.  I still continue to learn more as I use it, just as adjusting to Microsoft Word seemed impossible when, if anyone remembers, I was dragged into that program after the simplicity of WordPefect.

Regards,

Paul

[Paul D. Supnik 9454 Wilshire Blvd, Ste 550 Beverly Hills, CA 90212]<https://supnik.com/>

This message, including any attachments, may include privileged or confidential material.  Any distribution or use of this communication by anyone other than the intended recipient(s) is prohibited. If you are not the intended recipient, please notify the sender by replying to this message and then delete it from your system. Thank you.

________________________________
From: E-trademarks <e-trademarks-bounces at oppedahl-lists.com> on behalf of Mark Kaufman via E-trademarks <e-trademarks at oppedahl-lists.com>
Sent: Thursday, January 25, 2024 3:56 AM
To: For trademark practitioners. This is not for laypersons to seek legal advice. <e-trademarks at oppedahl-lists.com>
Cc: Mark Kaufman <kaufman at kaufmankahn.com>
Subject: Re: [E-trademarks] To Clio or Not to Clio

Clio has been great for our 2-attorney firm.  We’ve only been using it for billing.  It is intuitive enough that my techno-phobic partner finds invoicing easy and straightforward.

Thanks,
Mark

P.S. Sorry not to respond in rhyme…

Mark S. Kaufman

Kaufman & Kahn, LLP

Email:  kaufman at kaufmankahn.com<mailto:kaufman at kaufmankahn.com>

www.kaufmankahn.com<http://www.kaufmankahn.com/>

10 Grand Central

155 East 44th Street, 19th Floor

New York, NY  10017

Mobile:  (917) 453-7807<tel:(917)%20453-7807>

Tel.:  (212) 293-5556<tel:(212)%20293-5556>, x 2

[X]

This email is intended only for the party to whom it is addressed and may contain privileged or confidential information. If you are not the intended recipient, you are hereby notified that any use, dissemination or copying of this email is prohibited. If you have received this email in error, kindly notify us immediately, return the email to us, and destroy any electronic or other copies of the email (including any notification to us in your “Sent” folder). Thank you in advance for your cooperation and courtesy.

On Jan 25, 2024, at 4:05 AM, Lara Pearson via E-trademarks <e-trademarks at oppedahl-lists.com> wrote:

Currently, Practice Panther (PP) is the practice management software we use
But more and more recently, it's been giving us the blues
We're not tech savvy enough to create our own, like Gerben & Pelton
So if you use one, won't you tell us, whose praises you feel like beltin'?
And if, to the contrary, you can't stand it (as we felt about Lawmatics)
Please share that too, & save us some pain, but in a way for us that will be less drastic
We need something simple, and PP and especially Lawmatics are far too complex
We're one atty, one admin and a paralegal just lookin' for what's best
to manage All This Data that we must continue to hold close to our chest.

Please be aware the Brand Geek Office is practicing a 4-day work week and  will be closed on Fridays. Thank you!

Lara Pearson (she/her/hers) [Why pronouns<https://medium.com/gender-inclusivit/why-i-put-pronouns-on-my-email-signature-and-linkedin-profile-and-you-should-too-d3dc942c8743>?] (Hear how I say my name<https://namedrop.io/larapearson>)

Law Office of Lara Pearson Ltd, PBC

Leader, Brand Geek

A Law Firm Run by and for SoulfulpreneursSM

Lara at BrandGeek.net | Ph: 775.833.1600 | My bio<http://brandgeek.net/about/>

This e-mail may contain information that is privileged or confidential.  If you received this communication in error, please immediately notify the sender and delete/destroy all copies of this correspondence. Thank you.

Protecting the Brands that are Changing the World®

Protecting the Businesses that are Changing the World®
Protecting the Brands of Soulfulpreneurs®

Leading the way, we belong to: 1% for the Planet (since January 2006), Certified B Corporation (since February 2008) & American Sustainable Business Network (formerly SVN) (since January 2009).

Save the planet! Please don't print.

I humbly acknowledge that this email is being sent from the unceded traditional lands of the first people of Lake Tahoe, the Washoe or Wašišiw ("people from here," sometimes translated as Wa She Shu) of the Great Basin, past, present, and future. I honor with gratitude this sacred land itself and the Washoe Tribe<https://washoetribe.us/>.

[https://ci3.googleusercontent.com/mail-sig/AIorK4y4Iv_kGzA33LVGak2vMhpl9pJRxSsauquJ4IauN3cCjPL9RMrW0WOjQAJU4eQui-VHV5Wu9jk]

--
E-trademarks mailing list
E-trademarks at oppedahl-lists.com
http://oppedahl-lists.com/mailman/listinfo/e-trademarks_oppedahl-lists.com
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://oppedahl-lists.com/pipermail/e-trademarks_oppedahl-lists.com/attachments/20240125/89c96f58/attachment.htm>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: Outlook-Paul D. Su.png
Type: image/png
Size: 108429 bytes
Desc: Outlook-Paul D. Su.png
URL: <http://oppedahl-lists.com/pipermail/e-trademarks_oppedahl-lists.com/attachments/20240125/89c96f58/attachment.png>