FlexxLegal

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Find What You Need, Fast – Put your minute books in order in one secure digital location. Be more efficient with quick and easy access to everything you need.

Tighten Your Belt – Less printing and less storage means you save money on minute books. Work smarter, not harder, with the flexibility between paper and paperless processes.

Always Within Reach – Give your clients secure access to their minute books, whenever and wherever they need it, with FlexxLegal’s cloud-based software.

For law firms looking to change the way they interact with their corporate clients, FlexxLegal is the solution. Our intuitive collaboration platform allows you to provide secure access for your clients to their minute book documents, and gives you a streamlined process for collecting signatures via the DocuSign integration inside our application.

To register for a 14-day free trial, click here

Subscription pricing is based on the number of minute books being managed by your firm, please contact us at flexxlegal@flexxcore.com for a quote.

Content

Connecting FlexxLegal to Clio
Using FlexxLegal with Clio
    Creating a Minute Book from a Matter
    Linking an Existing Minute Book to a Matter
    Inviting Client Contacts to FlexxLegal
    Moving a Document from Clio to FlexxLegal
    Moving a Document from FlexxLegal to Clio
Contacting FlexxLegal Support

Connecting FlexxLegal to Clio

Once you have signed up for a FlexxLegal account and have logged in, click on the Firm Admin menu item.

Click on the Integrations tab, and then on the Clio button.

Click the Connect button, which will navigate to the Clio website.

Click Allow Access to authorize FlexxLegal to access your Clio account.

Using FlexxLegal with Clio

Creating a Minute Book from a Matter

After your FlexxLegal account has been linked to your Clio account, click on the Home button on the menu (your firms name).

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Click the Clio Matters button.

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You will see a filterable list of your matters from your Clio account, click on New Minute Book to create a new minute book that will be linked to that matter.

Update the company name (if desired) and select the template (for the minute book sections) for the new minute book, then click the Add button.

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Your new minute book will be created and you will be taken to the dashboard for that minute book.

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Linking an Existing Minute Book to a Matter

If you already have a minute book created in FlexxLegal and would like to create a link to a Clio matter, click on the minute book (FlexxLegal) on the home screen and then click the Book Admin menu item.

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Click the Clio Matter dropdown and select the matter which you would like to link, and then click the Save button.

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Inviting Client Contacts to FlexxLegal

Navigate to the Book Admin page for a minute book which is linked to a Clio matter and click the Contacts button next to the matter dropdown.

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Click the plus button next to the email address that you would like to invite into the minute book.

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The user’s information will be pre-filled into the invitation form, confirm the information is correct and click Invite.

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An invitation email will be sent to the user and they will be displayed in the Users list.

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Moving a Document from Clio to FlexxLegal

Click on the desired minute book on the home page, then click on the Documents menu item, then click on the Clio sub-menu item.

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You will see the list of documents from the linked matter in Clio, to move a document into FlexxLegal click on the button with the checkmark for that document.

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Fill out the details for the document in FlexxLegal, add a note to be kept with this version of the document, and click Approve to copy the document from Clio into the Book library in FlexxLegal.

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Moving a Document from FlexxLegal to Clio

Click on the desired minute book on the home page, then click on the Documents menu item, then click on the Book sub-menu item.

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Locate the document in the list that you would like to copy back to Clio, then click on the […] button, and then the Send to Clio menu item.

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After a lead is signed up, visit the "Pending Clio" screen. You can click the “Send to Clio” button next to each lead to send them over to Clio.

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Contacting FlexxLegal Support

If you would like more information on how FlexxLegal can help optimize your firm, or to schedule an online demo please email us at flexxlegal@flexxcore.com

 

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