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Page 1: Clio Cloud Conference 2015 - Clio: An Overview

CLIO:&AN&OVERVIEW

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

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Introductions

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What&we&will&cover

Lana&the&Litigation&Attorney

Robert&the&Real&Estate&Attorney

Chris&the&Criminal&Defence&Attorney

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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

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Creating&Clara’s&Contact&Card

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Creating&Clara’s&Matter

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Creating&a&Related&Contact

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Determine&Relationship

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Related&Contact&Created

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Activity&DescriptionsWhat&are&they?

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ProLTip:&&Text&Snippets&

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Linking&Items&to&Time&Entries&

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Pro&Tip:&&Court&Rules

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Bills:&Running&Drafts

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Bills:&&Approval&Process

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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

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Get&Paid

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Reports:&&Choosing&Reports

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Reports:&Options

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Reports:&Options

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Reports:&Options

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Reports:&Options

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Reports:&Generated

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Pro&Tip:&Exports

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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

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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

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Matters:&&Setting&up&Flat&Fee

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Documents

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

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Document&Automation

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Pro&Tip:&&Custom&Fields&

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Check&Out&This&Other&Session!

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

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Trust&Funds

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Trust&Funds:&&Client&Level&Funds

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Trust&Funds:&&Reporting

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Timers

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It’s&Time&to&Bill!• Generate&Bill• Apply&Partial&Payment• Write&off&Remainder

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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!)

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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

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Non&Billable&Matter

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Pro&Tip:&&Administrative&Matters

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Clio&Connect

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

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

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Clio&Connect:&&External&Rate

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

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Clio&Connect:&&Inside

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Clio&Connect:&&Adding&Time

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

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Clio&Connect:&&Firm&Feed

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Internal&Collaboration• Secure&Messages• Phone&Calls• Emails

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

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

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Secure&Messaging:&&Internal

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Secure&Message:&&Add&Time

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Secure&Message:&External

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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

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Adding&a&Phone&Call

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

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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

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Sending&to&Clio:&&Special&Email

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

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Sending&the&Email

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See&the&Email&in&Clio

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

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

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Clio&for&GMail&Chrome&Extension

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Click&to&File

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

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

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

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Clio&on&the&Go:&&Timers

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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&

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

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Thank&You.


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