CLIO:&AN&OVERVIEW

David&Perry,&Clio&Chelsea&Kelch,&Clio&

Introductions

What&we&will&cover

Lana&the&Litigation&Attorney

Robert&the&Real&Estate&Attorney

Chris&the&Criminal&Defence&Attorney

How&can&Clio&help&Lana? Easily&add&in&key&events Effectively&add&time&entries Populate&calendar&with&court&deadlines Run&billing&cycle&with&bookkeeper

Situation: Client&is&Clara&re:&Eviction&Matter

Creating&Claras&Contact&Card

Creating&Claras&Matter

Creating&a&Related&Contact

Determine&Relationship

Related&Contact&Created

Activity&DescriptionsWhat&are&they?

ProLTip:&&Text&Snippets&

Linking&Items&to&Time&Entries&

Pro&Tip:&&Court&Rules

Bills:&Running&Drafts

Bills:&&Approval&Process

Check&Out&These&Other&Sessions! Billing&&&Activities&L Today&at&4:15 Customizing&Clio&for&Your&Firm&L Tuesday&at&2:45 Collaboration,&Confidentiality,&and&Security&L Tuesday&at&4:00

Get&Paid

Reports:&&Choosing&Reports

Reports:&Options

Reports:&Options

Reports:&Options

Reports:&Options

Reports:&Generated

Pro&Tip:&Exports

Takeaways& Save&time&with&frequently&performed&time&entries&by&creating&Activity&

Descriptions&or&Text&Snippets Clio&customers&on&our&Elite&plan&have&access&to&Court&Rules&and&can&

populate&deadlines&of&specific&jurisdictions Using&the&Approval&process&for&Bills,&you&can&ensure&your&system&of&having&

several&people&involved&in&billing&process&is&seamless Remind&clients&of&outstanding&amounts&due&using&Statements&of&Account.&& Understand&all&outstanding&amounts&by&running&an&Accounts&Receivable&

Report

How&can&Clio&help&Robert? Flat&Fee&Billing Documents&L and&lots&of&em Trust&Accounting Using&Timers Writing&off&amounts&on&BillsSituation: Matter&is&Sale&of&Home

Matters:&&Setting&up&Flat&Fee

Documents

How&does&the&Document&feature&in&Clio&work? What&is&Document&Automation?

Document&Automation

Pro&Tip:&&Custom&Fields&

Check&Out&This&Other&Session!

Simplify&Your&Tasks&with&Document&Automation&> Tuesday&at&11:00&a.m.

Trust&Funds

Trust&Funds:&&Client&Level&Funds

Trust&Funds:&&Reporting

Timers

Its&Time&to&Bill! Generate&Bill Apply&Partial&Payment Write&off&Remainder

Takeaways Flat&rates&allow&you&to&charge&a&fee&for&the&Matter,&but&still&track&the&amount&of&time&

and&the&work&you&are&doing Using&Clios&built&in&trust&accounting&capabilities,&we&can&track&pooled&trust&

accounts&across&many&clients&and&matters&without&needing&to&create&individual&trust&accounts

Document&automation&is&the&fastest&way&to&pull&matter&information&from&Clio&into&a&document&template

Timers&in&Clio&allow&you&to&capture&all&the&minutes&and&seconds&you&are&working Not&only&can&you&apply&funds&held&in&Trust&to&bills,&but&you&can&write&off&amounts&

(though&we&dont&like&doing&this!)

How&can&Clio&help&Chris? NonLBillable&Matters Collaborate&outside&of&firm Collaborate&inside&the&firm Need&access&on&the&go!

Situation: Trespass&Matter,&with&help&from&an&outside&Private&Investigator

Non&Billable&Matter

Pro&Tip:&&Administrative&Matters

Clio&Connect

Clio&Connect:&&Sharing&(Step&1)

Clio&Connect:&&Sharing&(Step&2)

Clio&Connect:&&External&Rate

Clio&Connect:&&What&do&they&see?

Clio&Connect:&&Inside

Clio&Connect:&&Adding&Time

Clio&Connect:&&See&what&they&do

Clio&Connect:&&Firm&Feed

Internal&Collaboration Secure&Messages Phone&Calls Emails

Secure&MessagesGet&out&of&your&inbox!

Communicate&within&Clio&and&linked&to&Matter Create&time&entries&for&communications

Secure&Messaging:&&Internal

Secure&Message:&&Add&Time

Secure&Message:&External

Phone&CallsTrack&history&of&inbound&and&outbound&calls

Visible&to&firm&members Easily&add&time&entries Use&this&in&conjunction&with&a&timer&to&track&call&to&the&second

Adding&a&Phone&Call

Pro&Tip:&&Follow&up&on&Calls

EmailsGet&them&in&Clio&so&you&have&one&place&for&all&matterLrelated&communication

Easily&add&time&entries&to&emails3&main&ways&to&get&emails&to&Clio:

Special&Matter&Email Clio&for&GMail&Chrome&Extension Click&to&File&(Outlook&Integration)

Lets&have&a&look&at&these&3

Sending&to&Clio:&&Special&Email

Ability&to&download&vcard Ability&to&copy&to&clipboard

Sending&the&Email

See&the&Email&in&Clio

Clio&for&GMail&Chrome&ExtensionRequirements: Chrome&browser&only GMail&users&

Features: Use&Timer&in&GMail Set&Tasks&in&GMail Forward&emails&to&Clio

Clio&for&GMail&Chrome&Extension

Click&to&File

Check&Out&This&Other&Session!Integration&Spotlight:&

50&integrations&in&50&minutes&L today&at&11:15&a.m.

Clio&on&the&Go:&&Calendar&Entries

Clio&on&the&Go:&&Timers

Takeaways Non>Billable&matters&can&track&your&activity&and&time,&without&

generating&a&bill Clio&Connect&is&a&free&and&secure&resource&that&allows&you&to&

share&items&with&clients&and&external&counsel The&Communications&area&in&Clio&allows&you&to&link&all&your&

important&emails,&phone&calls&and&secure&messages&in&one&place Accessing&Clio&on&the&go&is&as&simple&as&using&the&iOS&or&Android&app&

QUESTIONS?Please&remember&to&visit&our&Smart&Bar&for&oneLonLone&Support!

Thank&You.