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Category: Clio

Clio – what a great company!

March 22, 2017September 16, 2019
Richard Marx
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

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Set your workflow and “fahgettaboutit”

June 27, 2016September 16, 2019
Richard Marx
Clio

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

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Capture your time

June 8, 2016September 16, 2019
Richard Marx
Clio

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

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Clients’ intake form creates new matter in Clio

March 29, 2016September 16, 2019
Richard Marx
Clio

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

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Clio Contacts – name fields your way – searches you can use

March 14, 2016September 16, 2019
Richard Marx
Clio

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

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Overwhelmed by email?

February 22, 2016September 16, 2019
Richard Marx
Clio

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

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