New to Clio? Looking for a refresher? David and Chelsea are here to guide you through an introduction to all the facets of Clio’s functionality with a fresh twist on old classics.

1. CLIO:&AN&OVERVIEW
David&Perry,&Clio&
Chelsea&Kelch,&Clio&

2. Introductions

3. What&we&will&cover
Lana&the&Litigation&
Attorney
Robert&the&Real&
Estate&Attorney
Chris&the&Criminal&
Defence&Attorney

4. 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

5. Creating&Clara’s&Contact&Card

6. Creating&Clara’s&
Matter

7. Creating&a&Related&Contact

8. Determine&Relationship

9. Related&Contact&Created

10. Activity&Descriptions
What&are&they?

12. ProLTip:&&Text&Snippets&

13. Linking&Items&to&Time&Entries&

14. Pro&Tip:&&Court&Rules

15. Bills:&Running&Drafts

17. Bills:&&Approval&Process

18. 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

19. Get&Paid

20. Reports:&&Choosing&Reports

21. Reports:&Options

22. Reports:&Options

23. Reports:&Options

24. Reports:&Options

25. Reports:&Generated

26. Pro&Tip:&Exports

27. 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

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

29. Matters:&&Setting&up&Flat&Fee

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

31. Document&Automation

32. Pro&Tip:&&Custom&Fields&

33. Check&Out&This&Other&Session!
Simplify&Your&Tasks&with&Document&Automation&> Tuesday&at&11:00&a.m.

34. Trust&Funds

35. Trust&Funds:&&Client&Level&Funds

36. Trust&Funds:&&Reporting

37. Timers

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

40. 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!)

41. 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

42. Non&Billable&Matter

43. Pro&Tip:&&Administrative&Matters

44. Clio&Connect

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

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

47. Clio&Connect:&&External&Rate

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

49. Clio&Connect:&&Inside

50. Clio&Connect:&&Adding&Time

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

52. Clio&Connect:&&Firm&Feed

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

54. Secure&Messages
Get&out&of&your&inbox!
• Communicate&within&Clio&and&linked&to&Matter
• Create&time&entries&for&communications

55. Secure&Messaging:&&Internal

56. Secure&Message:&&Add&Time

57. Secure&Message:&External

58. Phone&Calls
Track&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

59. Adding&a&Phone&Call

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

61. Emails
Get&them&in&Clio&so&you&have&one&place&for&all&matterLrelated&communication
• Easily&add&time&entries&to&emails
3&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

62. Sending&to&Clio:&&Special&Email

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

64. Sending&the&Email

65. See&the&Email&in&Clio

66. Clio&for&GMail&Chrome&Extension
Requirements:
• Chrome&browser&only
• GMail&users&
Features:
• Use&Timer&in&GMail
• Set&Tasks&in&GMail
• Forward&emails&to&Clio

67. Clio&for&GMail&Chrome&Extension

68. Click&to&File

69. Check&Out&This&Other&Session!
Integration&Spotlight:&
50&integrations&in&50&minutes&L today&at&11:15&a.m.

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

71. Clio&on&the&Go:&&Timers

72. 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&

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

74. Thank&You.