Welcome to Clio.
Case management for the Jeff Parker Law Firm, PLLC.
Our clients have 24/7 secure and protected access to the details of their legal matter using Clio, a private and secure client portal which creates an encrypted link between our client management system and our clients.
Clio gives each of our clients a separate, private and secure website where we can share the calendars, documents, and billing details of each case with each client. Additionally, real-time notifications are sent to all relevant parties, thus ensuring that everyone is kept up-to-speed about what is going on with each case and thereby guaranteeing that our clients are always aware of the progress of their case.
Furthermore, Clio is the most secure way to protect attorney-client communication. Recent case-law has held that the attorney-client privilege may be waived if a client uses an non-secure method of communication. This could include not only emailing an attorney using a person’s work computer or a shared computer which someone else has access to, but it could even include calling an attorney on an employer’s telephone or with any other unsecured telephone. Additionally, cell phone communications have been intercepted in the past, and therefore the privilege could be waived by something as simple as using a cell phone to discuss privileged information with an attorney.
In order to avoid any potential problems, we have begun using the Clio client portal to guarantee privacy with all communications between ourselves and our clients. Clio, in addition to providing our clients with access to relevant court dates and documents in real-time, allows our clients to communicate directly with us in a safe and secure manner-–thus ensuring protection of the attorney-client privilege. Our clients can send us secure messages and upload protected documents to us directly from within the Clio portal, thereby eliminating the danger and risks associated with sending sensitive and privileged information through unsecure email addresses across the Internet.
Additionally, all information stored in the Clio system is transmitted using the same SSL encryption used by health-care providers, banks and other financial institutions. The information is then stored using encryption standards accepted by the government as secure.
Unlike with many law firms, our clients do not sit around wondering what is going on with their case, they know! To use our Clio portal, and have 24/7 access to all of the important details of your case any time you desire along with protected and private communication with us, we must first create a new private portal for you. So, the first step in getting access to Clio on our system is to notify us that you want access.
This is achieved by providing us with your email address, as your email address will function as your user name on the system. Once we have confirmed the validity of the email address, and that you are the person requesting access to your own matter, an account will then be created. Once that is completed, a confirmation email will automatically be sent to you, providing you with instructions for completing the sign-up process.
This video will provide you with an overview of what is possible and how the system can work for you: