Linguition - Translation workflow management Stefan Huysmans
Linguition is a worklfow management system, designed by and for translators. There are 3 modules: Starter (free of charge), Business (for the experienced translator) and Agency (localization and translation agencies).
Linguition - Translation workflow management Stefan Huysmans
Linguition is a worklfow management system, designed by and for translators. There are 3 modules: Starter (free of charge), Business (for the experienced translator) and Agency (localization and translation agencies).
Customizing Clio to Support Your Family Law Practice
Family practice lawyers juggle a lot of responsibilities. Not only do they act as advocates, litigators, and financial advisors, they also counsel their clients through high-stress and emotionally turbulent times. With so much riding on the outcome of every case, family practice lawyers need to strike a balance between running a business and managing the expectations and requirements of their clients. Clio’s family law practice management software facilitates these needs, creates time, and simplifies the flow of a case for lawyers and their clients.
Join Joshua Lenon, Clio’s Lawyer in Residence, and Jennifer Reynolds, Divorce Lawyer and founder of Fresh Legal, as they explore how Clio helps streamline the practice of family law. In this one-hour webinar you will learn how to:
- Customize your Clio account to create a family law specific workflow
- Maximize your productivity using using automated actions in Clio
- Integrate complimentary family law tools into your Clio account
Clio can do so much more for your firm beyond track time and bill clients. With Lynn, Hamad, and Megan, learn how you can customize it to your heart’s content, enabling you to streamline your business and extend your brand in a way that will positively impact your clients’ experiences - leading to a more professional and memorable working relationship.
Writing the same documents over and over? Substituting pieces of information manually? Wasting time fixing minor errors in documents when you could be doing something else? Andrew and Megan will guide you through real life examples of document automation using basic and advanced techniques that will help you take your game to the next level.
In fifty minutes Stephanie and Drew will review all of the different integrations that you can use to supercharge your practice and streamline your processes. Everything from client intake and company branding to email management and case research - see how you can connect everything with Clio.
Follow along with Corey and Mark as they go over fee structures, budgets, time tracking, and extra billing features that you can use to optimize your revenue and maintain best practices in your firm.
With tax season upon us, it is time for lawyers to move beyond boxes of receipts and a spreadsheet for managing firm finances.
Learn the basics of accounting and how to better manage your funds in this free webinar on accounting principles that every lawyer should know.
Learn from Carla Caldwell, Director of Training at Xero, and Omar Ha-Redeye, Adjunct Faculty at Ryerson University and a practicing lawyer, as they tackle:
- The basics of accounting for lawyers
- How legal accounting differs from regular accounting
- Report and reconciliation issues surrounding trust accounts
- How to pick and integrate the best accounting tools for your practice
- Steps to prepare your tax return for your firm's income
Mobile devices have become nearly ubiquitous in our society. Consumers have come to expect on-demand services, seamless experiences, and attention, across all industries—including professional services. This has set a new standard for the rhythm and pace required for client interaction.
This shift to mobile services is already disrupting the way legal services operate. Law firms are being challenged to get more done in a secure manner, to maximize billable hours, and to get people what they need when they need it. While mobile technology is increasing the demands on lawyers, technology also offers a means to practice more efficiently.
90% of lawyers already report using a smartphone for law-related tasks while away from their office. However, only 7% use their mobile phone to track time and billing, potentially losing billable hours. Worse, many law firms do not take basic precautions in securing their smartphones and data accessed over mobile devices.
Is your law firm prepared to go mobile?
This hour-long webinar explores:
- Ethics to keep in mind when accessing client data in public
- How to setup your mobile phone for secure access
- What apps to choose for legal practice, including a sneak peak at Clio’s new app
- How to protect yourself and your clients while practicing on the go
Get the best tips, tricks, apps, and life hacks from the closing session of ABA TECHSHOW 2017.
Wisdom provided by:
Adam Camras, LegalTalkNetwork
Ivan Hemmans, O’Melveny & Myers LLP
Jack Newton, Clio
Deborah Savadra, Legal Office Guru
Rochelle Washington, DC Bar
New tech. New firms. New lifestyle expectations. The young lawyers of today may not be an entirely different breed, but they certainly work differently from their forerunners. Gain a better understanding of what this generation of lawyers can bring to your firm.
A career in law requires both endurance and adaptability. Whether you are just getting into law, starting your own practice, or planning to leave law, you’ll be doing a lot more than just changing your schedule. Learn more about how to transition smoothly through the stages of your career.
What are Key Performance Indicators and how can metrics like these help your practice’s performance? Explore the business side of law and how to use tools to track and improve your profits.
Our phones are some of the most personal possessions we own, and we often use them for both business and leisure. Learn about the implications that this has for both your clients’ security and your own.
PDF software. Social media. Tablets and smartphones. And of course, that ubiquitous term: cloud computing. See how modern firms are using new technology to store and share information efficiently—and stop your office from drowning in paperwork.
The ABA Model Rules have changed, and there’s no escaping it—because state bar associations are adopting these changes. Providing competent representation now means having not only legal knowledge, but also technological skills in safeguarding electronic information. It shouldn’t be that difficult. Except lawyers (and clients) are glued to their smartphone and laptop screens. We’ll look at some of the ways that you and your firm can guard client confidentiality (and provide excellent service) while you’re at it.
The kind of culture in your firm is reflected in both your employees’ work environment and in your clients’ experience. Learn more about building an office that they (and you) will enjoy coming in to, day after day.
Digital workplace as the engine of digital transformationMarco Tippmer, PMP
The Digital Workplace as the Engine of the Digital Transformation. Covering Trends and Developments which will transform the Digital Workplace over the next 3 to 5 years.
What do law firm IT professionals need to know about cloud computing?
Tuesday, August 28, 2018 | 11 a.m. PT | 2 p.m. ET
As more law firms transition to cloud computing, information technology professionals must become increasingly aware of the benefits and challenges that surround these transitions. Budgeting, shared responsibility with vendors, and implementation of cloud computing require an informed IT professional. Far from simply entering a credit card and downloading software, moving your most sensitive information to the cloud is an important business decision that requires preparation.
Do you have the information you need to implement cloud computing for your law firm?
Join Joshua Lenon, Clio’s Lawyer in Residence, and Leon Carelli, Chief Technology Officer at Locks Law Firm, as they examine how Locks Law Firm transitioned its 70 employees across four locations to the cloud.
In this free, one-hour webinar, you’ll learn:
How to evaluate cloud computing software for law firms
Which implementation hurdles law firm IT professionals may encounter, and how to overcome them
How to quantify cloud computing benefits for your law firm
What time frames to consider when switching to the cloud
Customizing Clio to Support Your Family Law Practice
Family practice lawyers juggle a lot of responsibilities. Not only do they act as advocates, litigators, and financial advisors, they also counsel their clients through high-stress and emotionally turbulent times. With so much riding on the outcome of every case, family practice lawyers need to strike a balance between running a business and managing the expectations and requirements of their clients. Clio’s family law practice management software facilitates these needs, creates time, and simplifies the flow of a case for lawyers and their clients.
Join Joshua Lenon, Clio’s Lawyer in Residence, and Jennifer Reynolds, Divorce Lawyer and founder of Fresh Legal, as they explore how Clio helps streamline the practice of family law. In this one-hour webinar you will learn how to:
- Customize your Clio account to create a family law specific workflow
- Maximize your productivity using using automated actions in Clio
- Integrate complimentary family law tools into your Clio account
Clio can do so much more for your firm beyond track time and bill clients. With Lynn, Hamad, and Megan, learn how you can customize it to your heart’s content, enabling you to streamline your business and extend your brand in a way that will positively impact your clients’ experiences - leading to a more professional and memorable working relationship.
Writing the same documents over and over? Substituting pieces of information manually? Wasting time fixing minor errors in documents when you could be doing something else? Andrew and Megan will guide you through real life examples of document automation using basic and advanced techniques that will help you take your game to the next level.
In fifty minutes Stephanie and Drew will review all of the different integrations that you can use to supercharge your practice and streamline your processes. Everything from client intake and company branding to email management and case research - see how you can connect everything with Clio.
Follow along with Corey and Mark as they go over fee structures, budgets, time tracking, and extra billing features that you can use to optimize your revenue and maintain best practices in your firm.
With tax season upon us, it is time for lawyers to move beyond boxes of receipts and a spreadsheet for managing firm finances.
Learn the basics of accounting and how to better manage your funds in this free webinar on accounting principles that every lawyer should know.
Learn from Carla Caldwell, Director of Training at Xero, and Omar Ha-Redeye, Adjunct Faculty at Ryerson University and a practicing lawyer, as they tackle:
- The basics of accounting for lawyers
- How legal accounting differs from regular accounting
- Report and reconciliation issues surrounding trust accounts
- How to pick and integrate the best accounting tools for your practice
- Steps to prepare your tax return for your firm's income
Mobile devices have become nearly ubiquitous in our society. Consumers have come to expect on-demand services, seamless experiences, and attention, across all industries—including professional services. This has set a new standard for the rhythm and pace required for client interaction.
This shift to mobile services is already disrupting the way legal services operate. Law firms are being challenged to get more done in a secure manner, to maximize billable hours, and to get people what they need when they need it. While mobile technology is increasing the demands on lawyers, technology also offers a means to practice more efficiently.
90% of lawyers already report using a smartphone for law-related tasks while away from their office. However, only 7% use their mobile phone to track time and billing, potentially losing billable hours. Worse, many law firms do not take basic precautions in securing their smartphones and data accessed over mobile devices.
Is your law firm prepared to go mobile?
This hour-long webinar explores:
- Ethics to keep in mind when accessing client data in public
- How to setup your mobile phone for secure access
- What apps to choose for legal practice, including a sneak peak at Clio’s new app
- How to protect yourself and your clients while practicing on the go
Get the best tips, tricks, apps, and life hacks from the closing session of ABA TECHSHOW 2017.
Wisdom provided by:
Adam Camras, LegalTalkNetwork
Ivan Hemmans, O’Melveny & Myers LLP
Jack Newton, Clio
Deborah Savadra, Legal Office Guru
Rochelle Washington, DC Bar
New tech. New firms. New lifestyle expectations. The young lawyers of today may not be an entirely different breed, but they certainly work differently from their forerunners. Gain a better understanding of what this generation of lawyers can bring to your firm.
A career in law requires both endurance and adaptability. Whether you are just getting into law, starting your own practice, or planning to leave law, you’ll be doing a lot more than just changing your schedule. Learn more about how to transition smoothly through the stages of your career.
What are Key Performance Indicators and how can metrics like these help your practice’s performance? Explore the business side of law and how to use tools to track and improve your profits.
Our phones are some of the most personal possessions we own, and we often use them for both business and leisure. Learn about the implications that this has for both your clients’ security and your own.
PDF software. Social media. Tablets and smartphones. And of course, that ubiquitous term: cloud computing. See how modern firms are using new technology to store and share information efficiently—and stop your office from drowning in paperwork.
The ABA Model Rules have changed, and there’s no escaping it—because state bar associations are adopting these changes. Providing competent representation now means having not only legal knowledge, but also technological skills in safeguarding electronic information. It shouldn’t be that difficult. Except lawyers (and clients) are glued to their smartphone and laptop screens. We’ll look at some of the ways that you and your firm can guard client confidentiality (and provide excellent service) while you’re at it.
The kind of culture in your firm is reflected in both your employees’ work environment and in your clients’ experience. Learn more about building an office that they (and you) will enjoy coming in to, day after day.
Digital workplace as the engine of digital transformationMarco Tippmer, PMP
The Digital Workplace as the Engine of the Digital Transformation. Covering Trends and Developments which will transform the Digital Workplace over the next 3 to 5 years.
What do law firm IT professionals need to know about cloud computing?
Tuesday, August 28, 2018 | 11 a.m. PT | 2 p.m. ET
As more law firms transition to cloud computing, information technology professionals must become increasingly aware of the benefits and challenges that surround these transitions. Budgeting, shared responsibility with vendors, and implementation of cloud computing require an informed IT professional. Far from simply entering a credit card and downloading software, moving your most sensitive information to the cloud is an important business decision that requires preparation.
Do you have the information you need to implement cloud computing for your law firm?
Join Joshua Lenon, Clio’s Lawyer in Residence, and Leon Carelli, Chief Technology Officer at Locks Law Firm, as they examine how Locks Law Firm transitioned its 70 employees across four locations to the cloud.
In this free, one-hour webinar, you’ll learn:
How to evaluate cloud computing software for law firms
Which implementation hurdles law firm IT professionals may encounter, and how to overcome them
How to quantify cloud computing benefits for your law firm
What time frames to consider when switching to the cloud
Do you know how to migrate your firm to the cloud?
Moving to the cloud offers secure, remote accessibility with the advantage of more reliable, efficient, and collaborative workflows—often with less cost. Yet, many mid-sized law firms still haven't embraced cloud-based solutions.
Learn why it’s time to get started with cloud computing and explore how to make the switch as seamless as possible. Join Joshua Lenon, Clio’s Lawyer in Residence, as he explains what firms need to know when moving to the cloud.
In this free, 1-hour webinar, you’ll learn about:
How to save money, enhance productivity, and increase security with cloud-based software
Which migration concerns to consider when selecting cloud-based solutions
What traps to avoid when evaluating legal-focused cloud-based software
Your law firm is unique and your practice management software should enable you to work the way you want to work. A lot of legal software makes you work in a prescriptive way, but Clio has the tools and integrations to give you the choice to do things your way.
It’s why Clio and Klyant are coming together for our next webinar Clio App Spotlight: How Clio and Kylant integrate to provide a compliant and remote law firm solution.
Closed Loop Mobile Marketing - The Holy Grail is here.Prove
The promise of location-sensing mobile marketing to provide proof of effectiveness of mobile advertising campaigns is finally here. Marketers are no longer reliant only on coupon redemptions--which force a discounter mentality for customer acquisition/retention--for efficacy, but can instead directly impact and measure lift. True closed loop marketing measures not only how effective media is at getting people into retail locations but whether they buy there, too. OMG, the holy grail is really here!
Clio Customizations for Effective Civil Litigators
Civil litigators need to build the strongest case possible while balancing client demands, opposing counsel maneuvers, and court orders. Keeping track of deadlines, procedural requirements, and communications for each party is where many litigators struggle. Nearly half of all malpractice claims are the result of miscommunications and missed deadlines.
Litigators can maximize their case’s chance of success by adopting tools that are designed to keep track of details and will notify them when their attention is required.
Clio helps litigators organize their firms by automating tasks and enhancing efficiency. With features like case-specific task management and court rules-based calendaring, litigators can let Clio track the details so they can focus on their strategy.
Join Clio’s Lawyer in Residence, Joshua Lenon, and Jody L. Winter, Principal Attorney and CEO of Lloyd Winter, P.C., as they explore how Clio can help you:
- Increase productivity using document automation
- Track expenses and trust accounts
- Manage case documents and evidence
- Handle documents and evidence in Clio
- Communicate and share resources with clients via Clio Connect
- Sync complementary civil litigation tools into your practice management software
With more than 50% of clients turning to search engines to find a lawyer, Google’s Local Services Ads in Clio are a simple, cost-effective way to appear when and where clients are searching.
Join Elyse Goldman from Google and Joe Runkle from Runkle Law at our upcoming webinar to see how you can start attracting the right clients today, without having to be a marketing expert.
You’ll learn:
What Google’s Local Services Ads are and how they work
How to appear at the top of Google search results to attract high-intent leads in your area easily, and at the right price
How this firm used Google Local Service Ads in Clio to get a return-on-investment of 10x on his marketing dollars
Are you looking to enhance the client intake processes at your firm?
By automating repetitive tasks and streamlining communication channels, you can efficiently manage client inquiries, provide timely responses, and create a smooth experience for potential clients.
Join us for a live product walkthrough with Clio's product experts, Aamnah Izhar and Alice Wang, as they showcase how to:
Leverage text messaging and automated emails for seamless communication
Streamline and log communications for efficient tracking
Integrate Clio Grow with MailChimp to optimize client engagement
Plus, you'll learn how to unlock the full power of Clio, and achieve seamless firm management, by syncing Clio Grow and Clio Manage.
See how Natasha Nazareth (Founder of Nazareth Bonifacino Law) and Mechelle Woznicki (Founder of Woznicki Law) use Clio Grow with Manage to:
Prepare for time off and get work done ahead of time
Automate tasks to be completed while their out
Set their firm up for success with a coverage plan
Say goodbye to summer-work stress and embrace a worry-free vacation with the power of Clio Grow.
Owning and operating a solo practice comes with its own unique challenges. Since client experiences are still fast-evolving, solos need to find new ways to distinguish themselves from larger firms—and to stay at the forefront of innovation.
This report looks at what distinguishes solos across multiple perspectives—including financial performance, personal and professional well-being, and client relationships.
What is your law firm doing to stand out and stay ahead of the latest legal trends in 2023? This free webinar can help you to decide.
Join our experts for a deep-dive into the 2022 Legal Trends Report, where they discuss how to use the report’s findings to set your law firm and employees up for success.
Learn the biggest takeaways from Clio’s research, including:
How law firms are navigating an increasingly competitive landscape
Employment trends and what today’s legal professionals have to say about their workplace
What clients look for when hiring a lawyer
See how Clio’s cloud-based legal software helps family lawyers like you streamline work so you can focus on what matters the most—being there for your clients.
The latest product releases and updates across Clio Manage, Clio Grow, and Lawyaw.
Clio strives to transform the legal experience for all, including saving you time so that you can have a work-life balance. 2023 is just around the corner so why not gear up for the new year by optimizing your firm to reclaim your time back!
In this session, you’ll learn about the top features and releases across Clio Manage, Clio Grow, and Lawyaw this year. You’ll hear from Clio product experts who will go over how you can reduce the top time wastes modern law firms face.
This webinar will cover the following areas and more:
Clio Manage: Texting messaging, tasks, user permissions, calendars, billing, account reconciliation, court rules and reports
Clio Grow: Pipeline, automated reminders and website builder
Lawyaw: Court forms, reusable templates and e-signatures
Your law firm has been operating for one year: now what? Join Clio and four intrepid founders as they discuss how to go from start-up to established success story.
You know your firm provides exceptional legal services—do your prospective clients know that? Learn about driving great experiences that lead to 5-star reviews and help your firm stand out from the competition.
Join this 1-hour deep-dive into the 2022 Legal Trends Report to discuss what the data means and how to use it to set your law firm and employees up for success.
See how firms like yours are turning stress into collection’s success by using these features already in your account that handle time-consuming billing tasks for you.
Managing the client intake process can be a challenge for many firms with administrative work surmounting to long nights and short weekends. Clio Grow helps you optimize your processes so you can work less and make more!
With Clio Grow’s intuitive and easy-to-use interface, anyone can become an expert. Join attorney Mechelle Woznicki as she provides real life examples of maximizing your time with Lean Law principles.
More from Clio - Cloud-Based Legal Technology (20)
Unveiling the Secrets How Does Generative AI Work.pdfSam H
At its core, generative artificial intelligence relies on the concept of generative models, which serve as engines that churn out entirely new data resembling their training data. It is like a sculptor who has studied so many forms found in nature and then uses this knowledge to create sculptures from his imagination that have never been seen before anywhere else. If taken to cyberspace, gans work almost the same way.
[Note: This is a partial preview. To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
VAT Registration Outlined In UAE: Benefits and Requirementsuae taxgpt
Vat Registration is a legal obligation for businesses meeting the threshold requirement, helping companies avoid fines and ramifications. Contact now!
https://viralsocialtrends.com/vat-registration-outlined-in-uae/
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
The world of search engine optimization (SEO) is buzzing with discussions after Google confirmed that around 2,500 leaked internal documents related to its Search feature are indeed authentic. The revelation has sparked significant concerns within the SEO community. The leaked documents were initially reported by SEO experts Rand Fishkin and Mike King, igniting widespread analysis and discourse. For More Info:- https://news.arihantwebtech.com/search-disrupted-googles-leaked-documents-rock-the-seo-world/
RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...BBPMedia1
Grote partijen zijn al een tijdje onderweg met retail media. Ondertussen worden in dit domein ook de kansen zichtbaar voor andere spelers in de markt. Maar met die kansen ontstaan ook vragen: Zelf retail media worden of erop adverteren? In welke fase van de funnel past het en hoe integreer je het in een mediaplan? Wat is nu precies het verschil met marketplaces en Programmatic ads? In dit half uur beslechten we de dilemma's en krijg je antwoorden op wanneer het voor jou tijd is om de volgende stap te zetten.
RMD24 | Debunking the non-endemic revenue myth Marvin Vacquier Droop | First ...BBPMedia1
Marvin neemt je in deze presentatie mee in de voordelen van non-endemic advertising op retail media netwerken. Hij brengt ook de uitdagingen in beeld die de markt op dit moment heeft op het gebied van retail media voor niet-leveranciers.
Retail media wordt gezien als het nieuwe advertising-medium en ook mediabureaus richten massaal retail media-afdelingen op. Merken die niet in de betreffende winkel liggen staan ook nog niet in de rij om op de retail media netwerken te adverteren. Marvin belicht de uitdagingen die er zijn om echt aansluiting te vinden op die markt van non-endemic advertising.
What are the main advantages of using HR recruiter services.pdfHumanResourceDimensi1
HR recruiter services offer top talents to companies according to their specific needs. They handle all recruitment tasks from job posting to onboarding and help companies concentrate on their business growth. With their expertise and years of experience, they streamline the hiring process and save time and resources for the company.
What is the TDS Return Filing Due Date for FY 2024-25.pdfseoforlegalpillers
It is crucial for the taxpayers to understand about the TDS Return Filing Due Date, so that they can fulfill your TDS obligations efficiently. Taxpayers can avoid penalties by sticking to the deadlines and by accurate filing of TDS. Timely filing of TDS will make sure about the availability of tax credits. You can also seek the professional guidance of experts like Legal Pillers for timely filing of the TDS Return.
Personal Brand Statement:
As an Army veteran dedicated to lifelong learning, I bring a disciplined, strategic mindset to my pursuits. I am constantly expanding my knowledge to innovate and lead effectively. My journey is driven by a commitment to excellence, and to make a meaningful impact in the world.
Enterprise Excellence is Inclusive Excellence.pdfKaiNexus
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
What is Enterprise Excellence?
Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
What might I learn?
A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
Improving profitability for small businessBen Wann
In this comprehensive presentation, we will explore strategies and practical tips for enhancing profitability in small businesses. Tailored to meet the unique challenges faced by small enterprises, this session covers various aspects that directly impact the bottom line. Attendees will learn how to optimize operational efficiency, manage expenses, and increase revenue through innovative marketing and customer engagement techniques.
3.0 Project 2_ Developing My Brand Identity Kit.pptxtanyjahb
A personal brand exploration presentation summarizes an individual's unique qualities and goals, covering strengths, values, passions, and target audience. It helps individuals understand what makes them stand out, their desired image, and how they aim to achieve it.
2. Chelsea Kelch
Customer Support Specialist
Kevin Needham
Sales Development Representative
Clio Cloud Conference 2014 #ClioCloud9
3. Today’s Topics
• What is Clio Connect?
• How it will transform your practice?
• Sharing Resources with your Client
• What’s new?
Matter Sharing
Clio Documents
Clio Cloud Conference 2014 #ClioCloud9
17. Rule 1.6 Confidentiality of Information: “A lawyer shall
make reasonable efforts to prevent the inadvertent or
unauthorized disclosure of, or unauthorized access to,
information to the representation of a client.”
Clio Cloud Conference 2014 #ClioCloud9
18. Clio Connect
Sharing Resources with your Client
Clio Cloud Conference 2014 #ClioCloud9
38. Thank you for attending Clio Conference 2014!
Clio Cloud Conference 2014 #ClioCloud9
Editor's Notes
Who am I?
What do I do at Clio?
Where can you find me?
New or experienced user this presentation will benefit you
Clio Connect is a secure online portal in which you can share resources with your client in an easy in efficient manner –Chelsea Kelch, 2014
Make it become an essential part of your practice as you already have with with your Clio Subscription
Why you want to use it.
Efficiency – Sharing a bill via clio connect is sharing in two clicks No downloading, printing and mailing. Clients don’t have to request multiple versions of documents or updates, they have the resources already at their disposal without having to interact with you the attorney directly.
Clear Document versioning – clients know which is the most recent version. No hunting in inbox. They can also upload a new version at the same time. Are we going to go into Right Signature? If so I would relate to the rule for client agreement and here.
Timeline – Clio’s firm feed gives you a clear indication of how often your client is logging in and when, and what they are accessing which can affect how you follow-up accordingly, usually saving you a ton of time.
In legal as a profession you have a certain level of responsibility to keep your clients data safe. Some State bars have opinions that a lawyer should consider a message may be intercepted, and are even mandating that communications not be passed via Email
- Next up we we will be going through a demo of a Clio user onboarding a new Client
Albert Capone, Al Capones son was recently dismissed from the gang and was seeking revenge, therefore, in an effort to be politically correct sued for wrongful dismissal.
Luckily, for Albert, His attorney uses Clio and therefore can use Clio Connect as his secure method for sharing resources.
One thing you can find in todays takeaways is an onboarding letter that instructs clients on how to accept your invitation to join Clio Connect, and where to find items through the course of the matter.
This letter uses generic merge fields that will pull information specific to your Matter and Client into your document. (show it). If you missed the presentation on document automation, come to the smart bar and we can show you how this works.
Get support article for document automation in take away
-Share Initial Consultation
-Why would the lawyer be doing this notify client of upcoming events where you can also see their
Now that we have … started, lets start sharing!
Lets set up a meeting
Share Admissions Document
Where I will want albert to add in his comments and upload a new version
Set task to get documents together for deposition
Secure message
That I have invited a co-counsel on the case Frank Wilson who will be attending the deposition
Share with Albert, his first invoice as I have been working on this case for some time now.
To do so:
What does it look like for the client?
They are able to see the due date status as it changes
Paying a invoice online is easy as it is linked to your Clio account all the client needs to do is type in their information
-show where that is
-talk about the currencies
-
Practice Firm Feed
Clio Connect tab
New Secure Message
How am I able to the see what my Client has been doing in Clio connect?
Many ways, through the Matter or Practice firm feed.
The Clio Connect tab of a Matter
Or a notification in your inbox if a secure message was sent
We need some further assistance on this case so we need to collaborate with Frank
Time:
-20 Mins we went through an entire case sharing all important information with client
Easy Sharing. Quick.
Money:
Its Free!
You already have it with your Clio Subscription
Collaboration:
Re-shape the way you communicate with clients.
Grow your practice by being able to collaborate with other attorneys
Security:
Bank grade security
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