Follow along as we go through how to use Elite features in Clio. In this session we walk through creating a lead with Campaign Tracker, creating a Matter with a Budget, tracking a Court Rule and an Advanced Task, followed by creating a bill to be paid with Clio Payments and reviewing the resulting revenue with the Originating Attorney Revenue Report. See how these features can assist with your daily workflow.
Access our handout Training materials in the Elite Features Webinar Handout.
During this session we discuss:
- Campaign Tracker
- Matter Budgets
- Court Rules
- Advanced Tasks
- Clio Payments
- Originating Attorney Revenue Report
- We end the session with some discussion around training resources, and our Support site.
After completing the Clio Elite User - Campaign Tracker and beyond webinar, take a look at our Upcoming Webinars.