Podcast Episode #77: CLIO Con 2023: Third-Party Apps, CLIO and More, with Shubham Datta
/Our next guest is Shubham Datta, the Vice President of Corporate Development at CLIO. As a key figure in overseeing the development and execution of CLIO's strategic growth strategy through acquisitions and investments, Shubham brings forth a wealth of knowledge and a unique perspective on the intricacies of how CLIO collaborates with third-party integrations and more. Shubham is a seasoned Mergers and Acquisitions (M&A) professional driving innovation in the legal tech space. With an extensive background in both buy-side and sell-side M&A, he spearheads efforts to align CLIO's product roadmap with cutting-edge companies.
Join Shubham and me as we discuss the following three questions and more!
What are the top three criteria to prioritize when evaluating third-party application integrations?
How to determine what might be considered unnecessary or incompatible with CLIO platform, possibly without the requirement for specific categories?
In what aspects should legal professionals focus on when assessing new third-party applications for use in CLIO or when comparing them to competitors?
In our conversation, we cover the following:
[01:44] The Three Pillars of Effective Third-Party Integration in CLIO's Legal Tech Ecosystem
[05:13] Core Legal Workflows in CLIO's Ecosystem
[06:55] App Adoption and Integration Challenges in Legal Tech
[09:00] Empowering Legal Innovation: Nuanced Challenges in App Integration
[10:42] A Guide for Lawyers in Choosing Third-Party Apps for CLIO and Beyond
[11:25] Future-Forward Legal Tech
[13:12] AI Innovations to Elevate Legal Practice
[14:58] CLIO: Redefining Legal Practice Management
Resources:
Connect with Shubham:
LinkedIn: linkedin.com/in/shubhamdatta/
Software mentioned in the conversation:
CLIO: CLIO.com/
My Two Cents: Anchoring Your Firm in The Cloud is Not a Great Idea!
/
IMHO it is not best practice to base your office in the cloud!
I think that online cloud backup and access has really revolutionized how attorneys and the world work! In addition to be able to access your office files anywhere, the security of having additional backups constantly updated and offsite provides an extra layer of relief. Heavens forbid the office catches on fire or someone steals your computer! But basing and running your firm from the cloud is IMHO a big mistake.
Earlier this month, Microsoft 365, the online office suite, had an outage issue. As Tamal Nandi of Mint reports, “The company said that it was “investigating an issue with accessing Outlook on the web" in a Twitter thread posted on its Microsoft 365 Status account — and added that a “downstream impact" was also identified for Microsoft Teams, SharePoint Online and OneDrive for Business. Microsoft 365 Status later said it had reverted an update and saw an improvement in service — soon confirming recovery for impacted services.” This gives me no ease of mind in using this product. Your work is hosted on the cloud; not on your computer. So, when the host “misplaces” or “losses” your information, it will sync and remove the information from your computer. And then you’re SOL!
Nobody wants to be discover their e-mail has vanished!
I believe I may have been a victim of this as I use 365. I was understandably freaked when my inbox had zero e-mails! Note, I only use Outlook for the blog (not the firm and I’m looking for something else for the blog) and I don’t use OneDrive for any of my projects. As a lawyer, can you imagine your inbox emails just “disappearing?” Lawyers have a strong fear of missing out – this is understandable as if you miss an urgent client e-mail or a court notice that you fail to follow up on, it could be your job and possibly your law license.
Granted, it appears that this has only affected thousands maybe tens of thousands out of Microsoft’s million-plus users. But apparently, this has been a recurring theme for at least this year. And solo and small firm practitioners certainly don’t want to find themselves as being one of the lucky "thousands” of Microsoft users without their inbox – temporarily or permanently.
I don’t know how to reverse backup from the cloud. But by using my computer as the main host of my work, I know I can easily make multiple backups. My suggestion is to look carefully at the cloud CRM you are using and make sure that you have your “office” based on your computer versus their “cloud” host. PS: It is one of a few reasons why I use Daylite as my CRM.
MTC.
Happy Lawyering!!!
Shout Out! Prior TSL.P Podcast Guest David Sparks and his MPU co-host Stephen Hacket discuss data storage!
/
MPU Hosts David Sparks and Stephen Hacket have a great discussion about data storage.
Data storage has, in many people’s opinion, gotten easier over the last few years. I enjoyed prior TSL.P Podcast Guest David Sparks and Stephen Hackett Mac Power User’s Episode #654: Data Storage in 2022. It was an informative update on the current means of data storage. It’s become cheaper to get larger Hard Disk Drives (HDD). And safer (albeit a little more expensive) with Solid State Drives (SSD). The episode also served as a good reminder to back up your data. See my article Help Prevent Your Law Office's Data Loss! (it might be a couple of years old, but it still rings true today!) for a more in-depth discussion about backing up your office files. And for those Mac users out there, don’t forget Time Machine!
Have a question about data storage? Feel free to e-mail - simple questions will be answered free of charge. Those that are a little more complex - something I can't answer in 15 minutes will require an consult fee.
Happy Lawyering!
Help Prevent Your Law Office's Data Loss!
/Tips to help prevent data loss!
Read More
