go with the workflow
DESCRIPTION
Walk through essential task and billing workflows to streamline your business operations in Clio.TRANSCRIPT
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
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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
Clio Cloud Conference 2014 #ClioCloud9
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!