Supercharge your Clioday: Advanced Features and Efficiencies

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Clio - Cloud-Based Legal Technology

Maximize your efficiency in Clio. Learn key tips to unlock the potential of your Clio account in this overview session.

Clio Cloud Conference 2014
SEPTEMBER 22 – 23, 2014 · CHICAGO, ILLINOIS

Supercharge your Clioday: Advanced Features and
Efficiencies
by Catherine Hillier &
David Perry
@Hiller_Cat
@davidjp87
Clio Cloud Conference 2014 #ClioCloud9

Introductions
Catherine
Hillier
Director of Customer
Support
David Perry
Customer Support
Coordinator
Clio Cloud Conference 2014 #ClioCloud9

What you will learn
• Walk away with the most popular and time-saving features in Clio
• Small, quick efficiencies will be learned to make navigating Clio that much quicker
Clio Cloud Conference 2014 #ClioCloud9

Our Helper!
Christopher Yeh – Talent Specialist
Clio Cloud Conference 2014 #ClioCloud9

Security: Strong Passwords
Quick Tip: Passpack
Clio Cloud Conference 2014 #ClioCloud9

Security: Exports
Quick Tip: Data Escrow
Clio Cloud Conference 2014 #ClioCloud9

Contacts: Export to File
Quick Tip: Recent Column
Clio Cloud Conference 2014 #ClioCloud9

Contacts: Conflict Search
Quick Tip: Using Multiple Tabs
Clio Cloud Conference 2014 #ClioCloud9

Matters: Referral Source via Custom
Fields
Quick Tip: Create Custom Fields for Practice Area
Clio Cloud Conference 2014 #ClioCloud9

Matters: Referral Source Filtering
Quick Tip: Sort .csv
Clio Cloud Conference 2014 #ClioCloud9

Accounts: Generating a Trust Receipt
Clio Cloud Conference 2014 #ClioCloud9

Want to learn more?
Check out our Document Automation
Sessions today at 4:10 and 5:10
Clio Cloud Conference 2014 #ClioCloud9

Activities: Chrome Plugin
Quick Tip: Start a timer as you are walking into a mtg
Clio Cloud Conference 2014 #ClioCloud9

Billing: Aggregate Bill
Quick Tip: Multiple Matter Bills
Clio Cloud Conference 2014 #ClioCloud9

Billing: Statement of Accounts
Quick Tip: Bill Theme options
Clio Cloud Conference 2014 #ClioCloud9

Want to learn more?
Check out our Billing Sessions:
Billing and Activities: Today at 2:50
Branding your Bills: Tomorrow at 10:50
Clio Cloud Conference 2014 #ClioCloud9

Lightning Round: Bulk Actions
• Mark Tasks as Complete
• Move Draft Bills to Approved
• Download Archive for Paid Bills
Clio Cloud Conference 2014 #ClioCloud9

Questions?
Clio Cloud Conference 2014 #ClioCloud9

Thank you for listening!
Clio Cloud Conference 2014 #ClioCloud9

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