Supercharge your Clioday: Advanced Features and Efficiencies
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Maximize your efficiency in Clio. Learn key tips to unlock the potential of your Clio account in this overview session.
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Supercharge your Clioday: Advanced Features and Efficiencies
- 1. Clio Cloud Conference 2014 SEPTEMBER 22 – 23, 2014 · CHICAGO, ILLINOIS
- 2. Supercharge your Clioday: Advanced Features and Efficiencies by Catherine Hillier & David Perry @Hiller_Cat @davidjp87 Clio Cloud Conference 2014 #ClioCloud9
- 3. Introductions Catherine Hillier Director of Customer Support David Perry Customer Support Coordinator Clio Cloud Conference 2014 #ClioCloud9
- 4. 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
- 5. Our Helper! Christopher Yeh – Talent Specialist Clio Cloud Conference 2014 #ClioCloud9
- 6. Security: Strong Passwords Quick Tip: Passpack Clio Cloud Conference 2014 #ClioCloud9
- 7. Security: Exports Quick Tip: Data Escrow Clio Cloud Conference 2014 #ClioCloud9
- 8. Contacts: Export to File Quick Tip: Recent Column Clio Cloud Conference 2014 #ClioCloud9
- 9. Contacts: Conflict Search Quick Tip: Using Multiple Tabs Clio Cloud Conference 2014 #ClioCloud9
- 10. Matters: Referral Source via Custom Fields Quick Tip: Create Custom Fields for Practice Area Clio Cloud Conference 2014 #ClioCloud9
- 11. Matters: Referral Source Filtering Quick Tip: Sort .csv Clio Cloud Conference 2014 #ClioCloud9
- 12. Accounts: Generating a Trust Receipt Clio Cloud Conference 2014 #ClioCloud9
- 13. Want to learn more? Check out our Document Automation Sessions today at 4:10 and 5:10 Clio Cloud Conference 2014 #ClioCloud9
- 14. Activities: Chrome Plugin Quick Tip: Start a timer as you are walking into a mtg Clio Cloud Conference 2014 #ClioCloud9
- 15. Billing: Aggregate Bill Quick Tip: Multiple Matter Bills Clio Cloud Conference 2014 #ClioCloud9
- 16. Billing: Statement of Accounts Quick Tip: Bill Theme options Clio Cloud Conference 2014 #ClioCloud9
- 17. 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
- 18. Lightning Round: Bulk Actions • Mark Tasks as Complete • Move Draft Bills to Approved • Download Archive for Paid Bills Clio Cloud Conference 2014 #ClioCloud9
- 19. Questions? Clio Cloud Conference 2014 #ClioCloud9
- 20. Thank you for listening! Clio Cloud Conference 2014 #ClioCloud9