Managed Solution Announces Partnership with Clio to Streamline Legal Practice Management

This integration will enhance efficiency and client service for legal professionals using Managed Solution's advanced technology solutions.

San Diego, California—September 5th, 2024—Managed Solution, a leader in providing innovative IT solutions, is pleased to announce its strategic partnership with Clio, the global leader in legal technology. This partnership is designed to enhance legal practice management by bringing together Managed Solution's IT expertise with Clio's advanced legal technology platform.

"We are excited to partner with Clio to bring transformative IT solutions to legal professionals," said Alexis Hesseltine, Channel Manager at Managed Solution. "This collaboration represents our shared commitment to driving innovation and efficiency in legal practice management."

Managed Solution specializes in delivering tailored IT solutions that empower businesses across various industries. The decision to partner with Clio was driven by our commitment to enhancing operational efficiency and client service within the legal sector through seamless technology integration.

"We're thrilled to welcome Managed Solution to Clio's network of partners," said Lisa Del Real, Vice President of Channel Partnerships at Clio.

"This partnership enables legal professionals to focus more on strategic, high-value tasks, ultimately improving client outcomes and overall practice efficiency by leveraging Managed Solution's expertise within Clio."

This partnership will enable legal professionals to streamline their workflows, improve collaboration, and provide better client service. By combining Managed Solution's robust IT support with Clio's user-friendly legal management tools, firms can look forward to increased productivity and security in managing their operations.

About Managed Solution

Managed Solution is a leading provider of comprehensive IT services and solutions, specializing in empowering businesses with cutting-edge technology to achieve their strategic goals. With a focus on innovation and client satisfaction, Managed Solution serves a diverse clientele across various sectors, delivering scalable and reliable IT solutions tailored to meet evolving business needs. To learn more, please visit www.managedsolution.com.

Media Contact: Marketing | Email: marketing@managedsolution.com

About Clio

Since its inception in 2008, Clio has revolutionized the landscape of legal technology, emerging as the undisputed leader of innovation and integration. By offering advanced yet intuitive legal software, Clio has redefined efficiency and client service, setting the standard for legal professionals across the globe. With an unwavering commitment to groundbreaking innovation and customer success, Clio stands as the preeminent authority in legaltech, continuously pushing the boundaries of the sector’s evolution. Explore the future of legal technology with Clio at  www.clio.com.

Media Contact:
Mesila Malltezi, Communications Manager
1-800-347-8314
mesila.malltezi@clio.com

Today’s Tech: How A Startup Attorney Uses Cloud Computing

By Nicole Black as written on abovethelaw.com

Cloud computing used to be a foreign concept to many lawyers, but these days most lawyers are working in the cloud whether they know it or not. Cloud computing offers so many advantages over traditional on-premises software — including convenience, mobility, flexibility, affordability, and 24/7 access — that it’s hard to avoid using cloud computing for work-related purposes. That’s why so many lawyers start using cloud computing services like Dropbox to share documents — oftentimes after being prompted to by other lawyers involved in a case — without even realizing they’re collaborating on documents in the cloud.

But not all lawyers stumble into the cloud unknowingly. Some choose cloud computing with their eyes wide open, after carefully researching their options. Steven Ayr is one such lawyer.

Last year Steven joined Fort Point Legal, a Boston law firm that focuses on representing small businesses and startups, after practicing law as a solo practitioner for a number of years. As a solo, his law practice was 100% paperless and all of the firm’s data was stored in the cloud. So when he started at Fort Point Legal, he was first in line to help move the firm into the cloud: “When I got here, the firm was on its way to a cloud-based practice but I nudged it along. For a firm like ours that’s growing quickly, it’s scalable and it takes out a lot of the management costs since we don’t have to worry about having an in-house IT department. And, from a productivity and security standpoint and the built-in ability to have 24/7 access from anywhere, it just makes sense for us.”

But according to Steven, it’s not just cost savings and convenience that make the cloud so appealing; the cloud also allows them to compete with larger law firms.

“We use the cloud-based software since it’s a relatively inexpensive way for a smaller law firm to get the capabilities that used to be reserved for larger firms. Whether it’s data management or security, the cloud really is the great equalizer,” he explains. “There aren’t many law firms our size in Boston that do what we do. Instead you typically find small departments within very large firms. So web-based software levels the playing field for us.”

The firm uses a number of different cloud-based tools. First, there’s Google Apps. “We use Google Apps for our email contacts and calendars. It’s the hub of our practice. We share calendars amongst team members so we can see what’s going on with everyone’s schedule and we can create specific calendars to keep track of different issues. So, for example, we have a calendar to keep track of corporate filings throughout the year that is accessible to everyone.”

The firm also uses Asana, which provides web-based task management software. “We can forward emails into Asana and it will create a task using the body text of the email and will also add any email attachments to the newly created task. Team members can then comment the task as well. And over time you can follow each matter as it progresses and tasks are checked off.”

Dropbox is another web-based tool that the firm relies on. “We use Dropbox as our central file repository. We use it to collaborate, but it’s not ideal for collaboration since it doesn’t update in real-time like Google Drive’s collaboration. We use Dropbox Pro because of the higher level of encryption it provides, since in Massachusetts we have very strict data privacy laws. Another reason we prefer Pro is because you have access to more security features when it comes to team members, including the ability to remotely wipe devices.”

Another cloud-based tool the firm uses is Phone.com. “We recently switched from Ring Central to Phone.com because we were seeking a more user-friendly interface and better customer support. Another reason we really like this service is because there’s no limit to customization you can set up in terms of how you want phones to ring and at what time of day and in what order.”

Cloud-based tools benefit their firm in many ways. Not only do they provide convenience and save their firm money, they also make the firm more appealing to their target market. “Our startup clients would be put off if we didn’t use these tools with them. We use them regularly with clients and many of my client interactions take place online now.”

Of course there can be drawbacks when collaborating with clients online, as Steven acknowledges: “There is arguably lack of human touch when a lot of client communication occurs online. So it’s important when using cloud computing tools for client communication to be cognizant of that fact and to take steps to maintain those connections.”

His advice to lawyers seeking to use cloud computing software in their practice? Plan carefully. “Think through your needs before you start implementing different types of software. Take the time to research your options and sit through demos with sales reps. Figure out what you truly need ahead of time so you can avoid wasting time by constantly switching between systems and software.”

About Managed Solution

We're technology enthusiasts with a people-first approach. For over two decades, we've witnessed the profound impact that the right technology and support can have on businesses and individuals. Success, to us, is seeing our clients, partners, and team conquer challenges to achieve their greatest goals and build lasting connections. This relentless pursuit of inspiration drives us forward, pushing us to deliver innovative solutions that empower growth and lasting success.

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Cloud Computing Brings Innovation to the Legal Profession – Work Smarter

Cloud computing is innovating the way many industries conduct business. The legal industry is no different and is taking advantage of powerful new technology to change and improve the way it brings legal services to its clients. Cloud computing helps firms connect legal professionals, improve communication and collaboration, and reduce IT expenses while improving scalability and security.

How is the legal industry benefiting from cloud computing innovations? Let’s take a look at some specific ways legal professionals are leveraging powerful new enhancements in information technology.

Secure access and strict data controls

Naturally, the first concern with storing data in “the cloud” will be with security and privacy. Cloud computing basically takes data, financial records, legal documents and other information and stores it offsite on a remote server. Some debate has risen around this subject which questions the ethics of storing data remotely. A recent article in the American Bar Association Journal concluded that there is no specific ethical concern or prohibition against legal practices using cloud computing. Fortunately, security is one of the strengths of the cloud. All data and documents are automatically protected by attributes, permissions and version control. Additionally, access can be tightly controlled by access that can be either granted or denied to internal and external individuals by system administrators.

Increased productivity for your firm and team

Your team has secure access to all information anywhere, anytime and from any device. Working the cloud reduces the amount of administrative resources needed to manage matters and documents, allowing your team of professionals to spend more time on cases and less on pushing paper. Internal team members can securely share and edit documents with colleagues or clients – with all changes tracked through automatic version control. Productivity is the name of the game when your firm is working in the cloud.

Finding, researching and managing documentation

Robust search capabilities allow maters and documents to be found quickly. Less time searching means more time working. Frequently used matters or documents can be marked or pinned for easy access later. Legal professionals deal with massive amounts of information; the cloud makes finding that information routine and as easy as using a search engine on the Internet. Not only that, transporting documents is as easy as moving them into the cloud for instant access in or out of the office from a laptop, tablet or even mobile phone.

Today’s powerful cloud computing tools are enabling companies to innovate just about every facet of their business. Innovation can take the form of simple improvements on existing processes and workflows, or they can be as significant as inventing entirely new ways of getting work done. What is clear is that the power is now in the hands of your entire legal team and can help you transform the way your firm does business instantly.

At Managed Solution, we know exactly what your firm needs to automate previously manual and disparate tasks to increase efficiency and productivity of your firm. We provide a secure file sharing, mobile productivity and collaboration technology solution specific to your firm’s needs. Learn More >>

Contact Us to Learn More

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Why Office 365 for Legal Firms? The Ideal Cloud Solution for the Legal Industry

The power of working ‘in the cloud’ is revolutionizing how businesses operate by increasing productivity, reducing costs, and enhancing collaboration. Legal firms, in particular, are looking to reduce overhead, increase billable hours, and boost efficiency so their teams can focus more on meeting clients’ needs, maximizing revenue, and securing client referrals.

This is where Office 365 becomes the ideal technology partner for any firm. Cloud-powered Office 365 not only includes the standard office applications like Word and Excel, but also offers enterprise-grade services such as online storage, secure document sharing, real-time co-authoring, and collaboration, along with content, search, and social communication tools.

Why Office 365 for Your Firm?

Secured Enterprise-Grade Cloud Platform

Office 365 is compliant with industry standards and includes built-in capabilities such as permissions, version control, eDiscovery, and records management. These features help legal firms reduce costs and challenges associated with data management and compliance.

Ultimate Mobility – Work from Anywhere, Anytime

Office 365 allows you to access your applications and files from virtually any device, whether it’s a Mac, PC, iPad, tablet, iPhone, or Android smartphone. This mobility ensures that collaboration can take place between teammates, clients, and lawyers from other firms, no matter where they are. For example, RTR, a criminal defense firm in Miami, Florida, switched from a dated workflow of fax machines and couriers to Office 365’s powerful cloud platform, resulting in a 25% increase in productivity.

Store, Access, and Share Securely from Anywhere

With 1TB of cloud storage, OneDrive acts as your online briefcase. You can store and access your documents online or offline and share them securely with internal or external team members. This reduces the time spent searching for documents and cuts down on paper usage, enhancing overall productivity.

Simple Administration and Rock-Solid Security

Office 365 offers a single admin portal to protect your data and control access. Its built-in security features deflect malware, spam, phishing attacks, and other threats, ensuring your team’s data remains secure.

Scale at Your Own Pace

Whether you’re a large firm, a small practice, or a solo practitioner, Office 365 allows you to scale at your own pace. You can opt for a full-scale deployment, a hybrid system, or select services as needed, making it a flexible solution for any legal practice.

At Managed Solution we take pride in delivering imperative news about all things Microsoft, business and tech. For more exclusive content and news be sure to subscribe to our newsletter here.

Microsoft’s In-house Legal Software, Matter Center For Office 365 Now Available For Public

Over the past two years, Microsoft’s legal department set out to create an internal tool that didn’t exist—a way to organize its legal matters and collaborate on documents within the familiar Office 365 tools attorneys use most. So last year our Legal & Corporate Affairs Group (LCA) shared its vision for an Office 365 Add-in that would do just that. Since then, LCA has worked to turn this concept into Matter Center for Office 365, an Office 365 Add-in currently in use internally at Microsoft, and is becoming available to legal professionals at law firms and in-house departments of all sizes.

In fact, we have already shipped Matter Center to IT solutions providers who specialize in serving the legal community. These Microsoft partners are now offering Matter Center on a limited basis, and will begin offering it broadly in the coming weeks. Microsoft Services will also offer for-fee consulting and support services for Matter Center beginning in September. And finally, we’ll be making Matter Center available broadly through GitHub this calendar year.

Once installed, Matter Center allows people to create or view legal matters right from Outlook; tie Word, Excel, OneNote and other files to those matters; and securely collaborate with other legal professionals inside or outside their organizations. There are a few benefits that make Matter Center stand out:
•Access anytime, anywhere—Like Office 365, Matter Center is available across PCs, tablets and phones, across Windows, Apple and Android devices, and allows you to access matters and documents either online or offline using OneDrive for Business.
•Real-time collaboration—Using the automatic version control feature of Office 365, you can simultaneously edit documents with multiple people inside or outside your organization.
•Intuitive search and data visualization—You can easily search, preview and find matters and related documents across all cases directly within Outlook and Word. Power BI can be configured to visualize your matter data.
•Pinning and tagging—You can track or pin frequently used matters and documents and connect to Delve to provide personalized experiences about who on your team is working on them.
•Compliance with security standards—Matter Center allows you to control who can access, review or edit a document and provides all the same enterprise-grade security, management and administrative controls as Office 365.
•Better flexibility and control—By offering Matter Center through an open GitHub repository, customers and partners can build or extend the solution to meet specific customer needs faster.

As part of developing Matter Center, LCA conducted a preview program with nearly 200 law firms, partners and others in the legal industry, as well as our in-house counsel. As a result of the feedback we received during the preview, we have improved the solution over the last year. And LCA currently has early pilot customers including Olswang; Orrick, Herrington & Sutcliffe; Ragen Swan; and Shook, Hardy & Bacon.

LCA is committed to continued investments in this modern, world-class collaboration solution. And as we make Matter Center available to our customers and partners, we are also rolling out the latest version to more than 1,200 Microsoft legal professionals globally. This is only the beginning. You can expect additional capabilities and features to be delivered over time.

Visit the Matter Center website for more information on the solution and how you or your organization can start using Matter Center.

Running Matter Center in the cloud will require Office 365 and Azure subscriptions. Matter Center has been designed to support multiple deployment configurations as well, whether on-premises or hybrid cloud. You can find additional information on Matter Center capabilities, case studies from partner law firms, and a complete list of partners making Matter Center available here.

Source: https://blogs.office.com/2015/08/31/were-making-our-in-house-legal-software-matter-center-for-office-365-available-broadly/