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Clio is a legal technology company headquartered in Burnaby, British Columbia. It offers law firms cloud-based software that handles various law practice management tasks including client intake , contact management, calendaring, document management, timekeeping, billing, and trust accounting .
Law practice management software is software designed to manage a law firm's case and client records, billing and bookkeeping, schedules and appointments, deadlines, computer files and to facilitate any compliance requirements such as with document retention policies, courts' electronic filing systems and, in the UK, the Solicitors' Accounts Rules as defined by the Solicitors Regulation Authority.
Human resource management (managing personnel) is an important aspect of law practice management, and many books and other resources offer advice to firms on this topic. [21] Law firms often employ a number of non-legal personnel or support staff; according to one figure, the average attorney to non-attorney ratio is 1 to 1.3. [22]
The terms legal case management (LCM), legal management system (LMS), matter management or legal project management refer to a subset of law practice management and cover a range of approaches and technologies used by law firms and courts to leverage knowledge and methodologies for managing the life cycle of a case or matter more effectively.
For example, a business plan for a non-profit might discuss the fit between the business plan and the organization's mission. Banks are quite concerned about defaults, so a business plan for a bank loan will build a convincing case for the organization's ability to repay the loan.
A law firm would start by hiring a business analyst, who may or may not have been familiar with the legal industry. Secondly, a law firm would need to investigate numerous software packages that are specialized for the legal industry. A package would have been chosen after much research, which may or may not have been conducted thoroughly.
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