Supercharge your Clioday: Advanced Features and Efficiencies

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

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Supercharge your Clioday: Advanced Features and Effi ciencies

by Catherine Hillier &David Perry

@Hiller_Cat@davidjp87

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Catherine HillierDirector of Customer Support

Introductions

David PerryCustomer Support Coordinator

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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

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Our Helper!

Christopher Yeh – Talent Specialist

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Security: Strong Passwords

Quick Tip: Passpack

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Security: Exports

Quick Tip: Data Escrow

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Contacts: Export to File

Quick Tip: Recent Column

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Contacts: Conflict Search

Quick Tip: Using Multiple Tabs

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Matters: Referral Source via Custom Fields

Quick Tip: Create Custom Fields for Practice Area

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Matters: Referral Source Filtering

Quick Tip: Sort .csv

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Accounts: Generating a Trust Receipt

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Want to learn more?Check out our Document

Automation Sessions today at 4:10 and 5:10

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Activities: Chrome Plugin

Quick Tip: Start a timer as you are walking into a mtg

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Billing: Aggregate Bill

Quick Tip: Multiple Matter Bills

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Billing: Statement of Accounts

Quick Tip: Bill Theme options

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Want to learn more?Check out our Billing Sessions:

Billing and Activities: Today at 2:50Branding your Bills: Tomorrow at

10:50

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• Mark Tasks as Complete

• Move Draft Bills to Approved

• Download Archive for Paid Bills

Lightning Round: Bulk Actions

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Questions?

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Thank you for listening!