Supercharge your Clioday: Advanced Features and Efficiencies

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

Clio Cloud Conference 2014 #ClioCloud9

Supercharge your Clioday: Advanced Features and Effi ciencies

by Catherine Hillier &David Perry

@Hiller_Cat@davidjp87


Catherine HillierDirector of Customer Support

Introductions

David PerryCustomer Support Coordinator

#ClioCloud9Clio Cloud Conference 2014

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


Our Helper!

Christopher Yeh – Talent Specialist


Security: Strong Passwords

Quick Tip: Passpack


Security: Exports

Quick Tip: Data Escrow


Contacts: Export to File

Quick Tip: Recent Column


Contacts: Conflict Search

Quick Tip: Using Multiple Tabs


Matters: Referral Source via Custom Fields

Quick Tip: Create Custom Fields for Practice Area


Matters: Referral Source Filtering

Quick Tip: Sort .csv


Accounts: Generating a Trust Receipt


Want to learn more?Check out our Document

Automation Sessions today at 4:10 and 5:10


Activities: Chrome Plugin

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


Billing: Aggregate Bill

Quick Tip: Multiple Matter Bills


Billing: Statement of Accounts

Quick Tip: Bill Theme options


Want to learn more?Check out our Billing Sessions:

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

10:50


• Mark Tasks as Complete

• Move Draft Bills to Approved

• Download Archive for Paid Bills

Lightning Round: Bulk Actions


Questions?


Thank you for listening!

Business

Supercharge your Clioday: Advanced Features and Efficiencies