go with the workflow

Clio Cloud Conference 2014

SEPTEMBER 22 – 23, 2014 · CHICAGO, ILLINOIS

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Go with the Workflowby Megan Salisbury & Hamad Mirza

@masalisbury @hamadmrz

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Hamad Mirza

Sales Development Representative

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Megan Salisbury

Training Coordinator

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Agenda

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Task + Billing Workflows

• Developer insights

• What the workflow is

• How to use it

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Jill

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Task Workflow

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“Clio’s improved Tasks adapts to your way of working.

Lists allow you to reuse task workflows across multiple

matters, while our newly released date dependency

feature now enables you to intelligently connect those

tasks through ‘due before’ and ‘due after’ relationships.”

- Don Ambridge, Product Manager at Clio

Manage tasks and dates with ease.

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Key Tip: Consider creating a list for each practice area or thematic group.

Standardize types of Tasks that are assigned to

Matters

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Key Tip: Assign individual tasks from a catch-all list.

Create task templates to save time

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Key Tip: Refer to your Bar’s resources for some workflows you can create.

Configure date dependencies to automate tasks

and better reflect your firm’s workflow

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Key Tip: View when Tasks have been assigned to Matters by filtering the

Firm or Matter Feeds.

Assign Lists or individual Tasks to Matters

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Billing Workflow

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“Clio's Billing Workflow provides an efficient and structured way to manage a

large number of bills in a few clicks. In particular for large firms, the workflow

provides a visibility of all bills in the cycle, from generation to receiving

payments.”

- Arthur Chui, Software Developer at Clio

Make your billing more efficient.

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Clio’s new Quickbill

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Key Tip: Generate a Work in Progress Report on a regular basis to

minimize last-minute changes.

Clients with unbilled times and expenses

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Key Tip: You can share draft invoices with Clients via Clio Connect for

their review.

Editing and reviewing the invoice

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Key Tip: You can turn this state off in your Bill Settings.

Invoices that have been edited and are awaiting

final approval

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Key Tip: Share via Clio Connect for online payments.

Invoices that are ready to be paid or have

partial payments

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Key Tip: You must remove payments to Void the invoice.

Fully paid invoices

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Key Tip: Generate a Statement of Accounts for all or one of your clients.

Find all of your invoices

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Jill

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Billing & Activities: Yes, You Need to Know

This Stuff

2:50pm - Atlantic Ballroom

How to Brand Your Bills

Tuesday, 10:50am - Atlantic Ballroom

Team Up with Clio Connect

Tuesday, 2pm – Atlantic Ballroom

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Where we’ll be:

Smart Bar

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Thank you for listening!