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&Clara’s&Contact&Card
Creating&Clara’s&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
It’s&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&Clio’s&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&don’t&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)
Let’s&have&a&look&at&these&3
Sending&to&Clio:&&Special&Email
● Ability&to&download&vcard● Ability&to©&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.