6 Powerful Clio Features You’re Missing Out On
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Transcript of 6 Powerful Clio Features You’re Missing Out On
PowerYourFirmwithClio’s
EliteFeatures
WaltNathanielAccountExecutive
ColinMcMahonTrainingSpecialist
Whatisyourpositioninthefirm?
Whatwouldyouliketolearnintoday’ssession?
Introduction
CampaignTracker
MatterBudgets
CourtRules
AdvancedTasks
ClioPayments
AdvancedReports
EmpoweringyourFirmwithEliteFeatures
CampaignTrackerFindandretainmoreclients
CampaignTracker• IncomingLeads• MarketingspendonCampaigns
• ResultingRevenue
Inyourfirmtoday,howdoyoutrackleads?
MatterBudgetsEnsureyourcasesstayprofitable
MatterBudgets• Allowedexpenditureofwork• IncludeExpensesandTime• Forecasttargetedtotalhours• TrustRequests
Atwhatpercentwouldyousetbudgetremindersforyourself?
CourtRulesAutomatecourt-relateddeadlines
CourtRules• UpcomingCourtDeadlines
• Specifyfirmmembervisibility
• Automaticallyincluderuledetails
Howdoesyourfirmtrackcourtdeadlinestoday?
AdvancedTasksMakedata-drivendecisionsforyourpractice
AdvancedTasks• EstimatedTimevs.trackedTime
• TaskTypes• TaskStatuses• ClientfacingorinternalonlyTasks
Howdoesyourfirmtrackcompletedwork?
ClioPaymentsGetpaidfaster
ClioPayments• CreditCardPayments• Dateofreceipt• Moreefficientbillings
Howdoyourclientspayyou?
AdvancedReportsMakedata-drivendecisionsforyourpractice
AdvancedReports• TrackhowmucheachAttorneyhasbroughtintothefirm
• ReviewAttorneyProductivity
• MakeDatadrivendecisions
Howdoyougaugethesuccessofyourpractice?
Introduction
CampaignTracker
MatterBudgets
CourtRules
AdvancedTasks
ClioPayments
AdvancedReports
EmpoweringyourFirmwithEliteFeatures
Areyouinterestedina1:1demonstrationofClio’sEliteFeatures?
https://www.clio.com/clio-product-pro/sign-up-for-cpp/
Questions?
Email: [email protected]: 1-888-858-2546 ext. 650
ThankYou!