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How Do I Set a Legal Aid Client?

Objective:

  • Legal Aid client
  • How to create a Legal Aid client in Clio?
  • LAA
  • England and Wales Billing
  • Legal Aid billing requirements for England and Wales

Environment:

  • Clio Manage

Additional Information:

Answer:

If the client is not yet in Clio, take the below steps:

  1. Click 'Create New' on the top right of your Clio account
  2. Click 'Contact'
  3. Enter the clients first and last name
  4. Click 'Add advanced client details for Legal Aid'
  5. Enter the required Legal Aid details(including date of birth)
  6. Record any further client details
  7. Press 'Save and create new Matter', if you are creating the Matter from this page

If the client is already in Clio, take the below steps:

  1. Go to the client in question
  2. Click 'Edit Contact'
  3. Click 'Add advanced client details for Legal Aid'
  4. Enter the required Legal Aid details (including date of birth)
  5. Press 'Save and create new Matter', if you are creating the Matter from this page
  6. If the client already has a Matter press 'Save contact'

 

 

 

 

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