go with the workflow

Clio Cloud Conference 2014

SEPTEMBER 22 – 23, 2014 · CHICAGO, ILLINOIS

Clio Cloud Conference 2014 #ClioCloud9

Go with the Workflowby Megan Salisbury & Hamad Mirza

@masalisbury @hamadmrz

#ClioCloud9Clio Cloud Conference 2014

Hamad Mirza

Sales Development Representative


Megan Salisbury

Training Coordinator


Agenda


Task + Billing Workflows

• Developer insights

• What the workflow is

• How to use it


Jill


Task Workflow


“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.


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

Standardize types of Tasks that are assigned to

Matters


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

Create task templates to save time


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


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

Firm or Matter Feeds.

Assign Lists or individual Tasks to Matters


Billing Workflow


“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.


Clio’s new Quickbill


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

minimize last-minute changes.

Clients with unbilled times and expenses


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

their review.

Editing and reviewing the invoice


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

Invoices that have been edited and are awaiting

final approval


Key Tip: Share via Clio Connect for online payments.

Invoices that are ready to be paid or have

partial payments


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

Fully paid invoices


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

Find all of your invoices


Jill


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


Where we’ll be:

Smart Bar


Thank you for listening!

go with the workflow

Business

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