Moving Your Clinical Programs to the Cloud: A Lesson in Politics, Policy and More

After years of dissatisfaction with its case management software, the University of North Carolina School of Law started looking for alternatives in early 2011. Among the final three contenders were two cloud-based vendors, and ultimately the winner was Clio, a SaaS offering that had previously received winning reviews not only from many small firms and solo practitioners but also the ABA. Working closely with clinic faculty and staff, Assistant Dean for IT, Doug Edmunds, led the evaluation and review process and the long, arduous and ultimately successful contract negotiations. Since going live in October 2011, the switch to Clio has been a huge success and win for both the clinical programs and IT department.

In this enlightening session, Dean Edmunds will share some valuable lessons learned about moving fearlessly into the cloud with some of the more sensitive data handled on a daily basis at Carolina Law. He'll provide some insight into negotiating between university counsel, central IT security, and the vendor, as well as discuss some of the new security protocols being employed to protect client data.