Social Media / Technology Committee
Techlectic ... by Pat Hoover
After hours on Thursday, May 5th, I drove into the District with a private invite to a very cool atty-tech event presented by two of the more notable standouts in attorney & law office tech.
Lexicata is the all-in-one CRM and client intake solution for lawyers: https://www.lexicata.com/. This impressive company was co-founded by my host at the City Club and co-founder of Lexicata, Michael Chasin. I first heard about Lexicata and spoke with Michael over a year ago and learned some of the rather unique online attorney offerings and lawyer-law firm customers Lexicata brilliantly targeted with its attorney marketing software. Since then, this aggressive and very exciting company has vastly expanded. Lexicata’s rich feature set of tools runs the gamut from A to Z and leaves nothing behind in the ever competitive legal marking arena. With a wide net of utilities and features of practical, real-time objectives in new client generation, marketing and auditing, Lexicata is the place where rain making meets the new millennia. Best of all, Lexicata links directly with Clio.
Jack Newton, co-founder of Clio, sponsored this gathering of attorneys and techies and what a blast it was! https://www.goclio.com/ These two tech moguls Chasin and Newton, (along with many others) spoke the next day at the DC Bar Association’s annual tech conference. But I chose to avoid the lines and decided instead to go and listen the night before and share with you, loyal reader, the abbreviated versions of this new bleeding edge presentation on the latest in attorney cloud software. And so, after driving in from the suburbs, I found myself in WDC by 5:45pm Thursday, no small feat, I can assure you!
Beyond the delicious finger foods, free booze, and the great company - I ran into Superior Court Judge Herbert Dixon (retired). I hadn't seen Judge Dixon in many years and had a lot of fun hearing him preview his trial court iPad presentation that he was set to give the next day at the DCBA.
What I learned: Clio is now the world’s leading provider of online law practice management software for lawyers and law firms, outpacing even Rocket Matters and My Case and all the rest who trail behind in a long and growing stable of cloud based providers. Its co-founder, Jack Newton, once but a young engineer who was asked to help out a local firm with its software issues, is today standing atop the foremost cloud based online legal software program across the globe. So yea I’m going, when I get invited to hear from Clio’s Founder.
That said, you’d have to go a long way to find a more modest, self-effacing, firmly grounded guy than Jack. It was very cool when I got an inside peak at some of the more notable, newly released features Clio is now, or later this month, offering to lawyers. In addition to its very deep, fully covered feature set of the usual expected elements: contacts, calendar, matters, billing, time keeping, etc.
Clio is soon to offer a newly expanded, highly secure, online credit card payment portal. The portal will cover both fees and retainers, providing fully automated digital accounting and bookkeeping services. This feature will assist the client and the attorney with recording transactions in operations accounts, escrow accounts, attorney fees and client retainers. Nice!
Disclaimer: I’ve used Clio for about four years now and have never regretted the very modest monthly subscription fee they charge, in exchange for the many Clio features I depend upon to run my office. And no, neither of these companies is “incentivizing” me in any way, shape, manner or form…I wish!
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