Collect eCheck and card payments directly through Clio. Find out how.

Quick Start Session Summary

Question:

  • What is covered in our Quick Start Sessions?
  • Quick Start session breakdown
  • Where can I see what's in each QuickStart webinar?

Environment:

  • Quick Start
  • Clio Manage
  • Clio Grow

Additional Information:

Clio Manage Sessions

 

Session 1 - Start Using Clio Manage Today 


 

  1. General interface of Clio 
    1. Google Chrome browser
    2. Support Code location
    3. General navigation of homepage of Clio
    4. Full Text Search
  2. Settings
    1. Account and Payment Info
    2. Profile
    3. Manage Users
    4. Contact and Calendar Sync
    5. Custom Fields
  3. Contact Creation 
    1. Custom Fields and Billing Preferences
  4. Matter Creation 
    1. Related Contacts, Custom Fields and Billing Preferences
  5. Activity Creation + Timekeeper 
    1. Adding Time/Expense Entries, Activity Categories
    2. Using the Timekeeper

Session 2 - Fast Track to a Paperless Practice 


 

  1. Document Management
    1. How to upload files
    2. How to share files
    3. How to connect 3rd party document storage program to Clio
    4. Creating Folders/Subfolders
  2. Document Automation
    1. Creating/Locating Merge Fields 
    2. Creating a Template with Merge Fields and Custom Fields
    3. Uploading Template 
    4. Generating Document from Template
  3. Intro to Clio Drive
  4. Email Management
    1. Maildrop
    2. Intro to Gmail/Outlook Add In
  5. E Signatures
    1. Briefly intro in Clio Grow
    2. Preparing and Signing Document for ESignature in Manage workflow

Session 3 - Billing for your Work 


 

  1. Adding Operating and Trust Accounts
  2. Recording a Trust Transaction
  3. Payment Profiles
  4. Bill Themes 
    1. Localization
    2. Statement of Accounts
    3. Time/Expenses
  5. Other Billing Settings
  6. Bill Generation
    1. Generating, Approving, Sharing via Email 

Session 4 - Getting Paid Quickly and Reliably 


 

  1. Online Payments
    1. How to Sign Up
    2. Sending bills via Email 
    3. Click-to-Pay Link
    4. Payment Plans
    5. Payment Methods - credit/debit or eCheck
  2. Sending a Trust Request
  3. Recording Payment
    1. Via Direct Payment, Trust

Session 6 - Increasing Productivity and Staying on Schedule with Clio Manage


 

  1. Calendar Set Up and Sync
  2. Sharing Calendars
  3. Zoom Integration
  4. Tasks
    1. Creating a Single Task
    2. Task lists
    3. Assigning Tasks in Clio for Co-Counsel
  5. Workflows in Grow
    1. How to create a Workflow in Grow to stay on top of tasks

Quickstart Spotlight: Forms and Documents 101

 

 

  1. Using Documents in Grow vs. Manage - Key Differences
  2. Overview of Custom Fields
  3. Clio Grow Form Builder
    1. Building forms
    2. Public vs. Private Forms
  4. Clio Grow Template Editor
  5. Clio Manage Document Automation



Clio Grow Sessions

Session 1 - Start Using Clio Grow Today 


 

  1. Grow Navigation Panel 
    1. Pipeline
    2. Contacts
    3. Matters
    4. Forms
    5. Documents
  2. Grow Settings
    1. Matter - Customization
    2. Contact - Customization
    3. Integrations
    4. Import Data
  3. Quick Intake
  4. Matter Dashboard
    1. Workflow
    2. Files
    3. Notes
    4. Emails
  5. Form Builder
    1. How to build a form
    2. Private vs. Public Forms
    3. Sending private and public forms
  6. Document Builder
    1. Template Editor vs. PDF
    2. How to build a document
    3. Sending out a Document for E Signature



 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality