Category: Clio

As a software consultant, I work with a lot of different providers of software and services.  Some good, some not so good.  And then there is Clio—head and shoulders above the rest.  I am now in my 7th year working

Here is an example of creating workflow for a case using a template.  Clio has a Task Template feature that makes this super easy.  Set it up one time, assign it to your case and move on. https://youtu.be/9nTUr-hp80Y?list=PLzw5yjTAQGHpYhDnIcZoB-shW8D41GsTF

In your awesome database, it had better be a snap to keep track of your time.  Whether you are hourly, flat fee or both, logging your time accurately adds value to your firm’s bottom line.  Here is a view of

Put your clients to work—they complete & submit a Google Form, and voila, the info is zapped to your awesome database. You’ll get an email telling you of the submission, and the matter is automatically created in Clio. What!? Watch the video. https://youtu.be/G7aAsE8dymE

Some grumbles about Clio and other software systems arise over what fields are available for contact names. What, first and last name only? What about a middle initial or suffix? How am I going to get formal or informal address names—how

My awesome database mantra is Capture|Track|Share. How much time do you spend managing email and the attachments that pour into your inbox daily? Do you have more than 10 emails in your inbox at the end of the day? Are