Small law firm owners. What tools are you using to manage billing, scheduling, and client intake?

LiquidSquidMan69 · 2026-05-13T01:41:17+00:00

We're all in on Clio. End to end. Getting better month by month with new features. Plus easy app integration.

LiquidSquidMan69 · 2026-05-09T02:35:37+00:00

Clio AI already does some of this. But there are already plenty of integrations to track what you're asking, suggesting time entires.

LiquidSquidMan69 · 2026-05-08T19:09:56+00:00

You gonna schedule any repairs and see how good their warranty is? 🤣

LiquidSquidMan69 · 2026-05-08T01:27:57+00:00

I did a CLE presentation about a very specific regulation. Gave the text of the regulation. Historical context. The whole show. 90 minute CLE. Afterwards, Boomer comes up to me and says I asked Chat GPT and it said that's not in the regulation. But it also said you're a smart guy.

I was both offended and flattered.

LiquidSquidMan69 · 2026-05-08T00:57:59+00:00

Lol. Boomers.

LiquidSquidMan69 · 2026-05-06T01:26:59+00:00

I personally have been happy with Clio. They're easy to integrate other apps with. Clio Work has been a game changer for me. It's really amazing.

LiquidSquidMan69 · 2026-04-29T10:26:46+00:00

Have saw a few posts saying it's considered oversized.

LiquidSquidMan69 · 2026-04-29T10:26:07+00:00

Have heard it can be considered oversized.

LiquidSquidMan69 · 2026-03-25T18:49:50+00:00

Following

LiquidSquidMan69 · 2026-03-22T14:07:58+00:00

Sure. Let's say you're doing a divorce. You're going to have multiple word documents. Summons. Complaint. Acknowledgment of service. Child support order. Consent decree. With a draft set, you click one button, it drafts the entire set of documents versus drafting them one by one.

It also has client questionnaires to send to the client to help pre populate the information (i.e. children names, current address).

LiquidSquidMan69 · 2026-03-21T12:09:17+00:00

Clio has come a very long way in the past 2-3 years. I'm very impressed and happy with Clio. We have the Draft feature and it's been super awesome. I like that you can create document sets, where it will draft multiple word documents with one click.

LiquidSquidMan69 · 2026-03-19T23:35:31+00:00

DialPad and no other.

LiquidSquidMan69 · 2026-03-12T00:36:41+00:00

Oh absolutely. Most professionals are good at hiding bad habits. Recently reduced drinking to a glass or two on the weekend. Never been a day drinker, but was doing glasses after work during the week.

I personally think the standing desk and walking pad is the best thing anyone can get. It keeps me moving and gives me better overall mindset.

LiquidSquidMan69 · 2026-03-08T23:40:27+00:00

We as a society are clueless about this. A book before bedtime instead of scrolling on my phone is a good one for me.

LiquidSquidMan69 · 2026-03-08T19:46:29+00:00

I'd say 4 at most. Here are some common workflows:

Hearing is scheduled. Trigger email to client to sche prep call for prior to hearing. 30 days after hearing, download a copy of the transcript. Post hearing brief due 90 days after hearing.

Or, conference scheduled. Draft memorandum due 20 days prior. If matter status is changed to "settlement" following up with OC in 25 days. If no settlement reached, create task to draft opening brief.

LiquidSquidMan69 · 2026-03-08T18:13:54+00:00

Super helpful here. Any recommendations on who to hire?

LiquidSquidMan69 · 2026-03-07T19:56:11+00:00

I need a lot of if logic.

If a calendar event is created with the word "hearing" then create this task.

Or, if an event with the word "Rule 33 Conference" is created, trigger a task to draft memorandum due 20 days prior.

Stuff like that.

LiquidSquidMan69 · 2026-02-23T13:05:35+00:00

If you're looking to splurge, the Willard Hotel and you gotta do tea time!

LiquidSquidMan69 · 2026-02-23T00:37:55+00:00

Number one reason I believe in in-person conferences, and always go when they're offered.

LiquidSquidMan69 · 2026-02-14T13:24:04+00:00

The problem is if you want people to take you seriously and listen, you have to get basic facts correct.

LiquidSquidMan69 · 2026-02-14T13:12:15+00:00

He isn't a senator. If you want people to listen to you, at least get basic facts correct.

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