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Clio Cloud Conference 2015 - Customizing Clio for Your Firm

Date post: 15-Apr-2017
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CUSTOMIZING CLIO FOR YOUR FIRM Hamad Mirza, Clio Megan Salisbury, Clio Lynn Gagne, Clio
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Page 1: Clio Cloud Conference 2015 - Customizing Clio for Your Firm

CUSTOMIZING+CLIO+FOR+YOUR+FIRM

Hamad Mirza,+ClioMegan,Salisbury,+ClioLynn,Gagne,+Clio

Page 2: Clio Cloud Conference 2015 - Customizing Clio for Your Firm

Hamad+8 Sales+Development+Representative+8 Toronto

Megan+8 Training+Coordinator+8Vancouver

Lynn+Gagne8 Customer+Success+Trainer+8 Toronto

Page 3: Clio Cloud Conference 2015 - Customizing Clio for Your Firm

AGENDA

Page 4: Clio Cloud Conference 2015 - Customizing Clio for Your Firm

Overview+of+Branding

Social+MediaBasics+of+Branding+in+Clio

Clio+Connect

Bill+Themes

Activity+Descriptions

Custom+Fields

Intake123Zapier

Page 5: Clio Cloud Conference 2015 - Customizing Clio for Your Firm

Branding

Page 6: Clio Cloud Conference 2015 - Customizing Clio for Your Firm
Page 7: Clio Cloud Conference 2015 - Customizing Clio for Your Firm
Page 8: Clio Cloud Conference 2015 - Customizing Clio for Your Firm
Page 9: Clio Cloud Conference 2015 - Customizing Clio for Your Firm

CLIO:+THE+SWISS+ARMY+KNIFE

Page 10: Clio Cloud Conference 2015 - Customizing Clio for Your Firm
Page 11: Clio Cloud Conference 2015 - Customizing Clio for Your Firm

THE+BASICS

Page 12: Clio Cloud Conference 2015 - Customizing Clio for Your Firm

CLIO+CONNECT

Page 13: Clio Cloud Conference 2015 - Customizing Clio for Your Firm
Page 14: Clio Cloud Conference 2015 - Customizing Clio for Your Firm

BILL+THEMES

Page 15: Clio Cloud Conference 2015 - Customizing Clio for Your Firm

Summary+of+Account

Page 16: Clio Cloud Conference 2015 - Customizing Clio for Your Firm

Detail+of+Account

Page 17: Clio Cloud Conference 2015 - Customizing Clio for Your Firm

Client+Account

Page 18: Clio Cloud Conference 2015 - Customizing Clio for Your Firm

Split+Time,+Expenses+and+Products

Page 19: Clio Cloud Conference 2015 - Customizing Clio for Your Firm

Services/Combined+Orderings

Page 20: Clio Cloud Conference 2015 - Customizing Clio for Your Firm

Attorney+Display+(Name+or+Initials)

Page 21: Clio Cloud Conference 2015 - Customizing Clio for Your Firm

Attorney+Summary

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Page 23: Clio Cloud Conference 2015 - Customizing Clio for Your Firm

ACTIVITY+DESCRIPTIONS

Page 24: Clio Cloud Conference 2015 - Customizing Clio for Your Firm

CUSTOM+FIELDS

Page 25: Clio Cloud Conference 2015 - Customizing Clio for Your Firm

Contact+Custom+Fields

Page 26: Clio Cloud Conference 2015 - Customizing Clio for Your Firm

Matter+Custom+Fields

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Page 29: Clio Cloud Conference 2015 - Customizing Clio for Your Firm
Page 30: Clio Cloud Conference 2015 - Customizing Clio for Your Firm

INTAKE123

Page 31: Clio Cloud Conference 2015 - Customizing Clio for Your Firm

ZAPIER

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Page 33: Clio Cloud Conference 2015 - Customizing Clio for Your Firm

Zapier

Page 34: Clio Cloud Conference 2015 - Customizing Clio for Your Firm

CONCLUSION

Page 35: Clio Cloud Conference 2015 - Customizing Clio for Your Firm

Thank+You.


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