• Billing Methods & Rates• Matter Budgets• Payment Incentives • Activities & Timers
What are we going to cover today?
• Billing Methods & Rates• Matter Budgets• Payment Incentives • Activities & Timers• Live Demo of Billing Workflow examples
What are we going to cover today?
• Billing Methods & Rates• Matter Budgets• Payment Incentives • Activities & Timers• Live Demo of Billing Workflow examples • Bonus Billing features
What are we going to cover today?
Document AutomationSimplify Your Tasks with Document Automation• Tomorrow @ 11:15am• Pacific Ballroom
Payment Incentives: InvoiceSherpa• Get Paid Faster!• Send email, text, live phone
call reminders, notices and thank-yous for paying!
• Quickly and easily collect money owed.
What gets pulled into a Bill?
Activities!• Time Entries• Expense Entries• Flat Fees• Contingency Awards
Where else can I add Activities?Within a Matter!
• “Time” & “Expenses” sub-tab.• Activities linked to Matter.• Reduces chances of error.• Efficient when adding multiple
activities for single Matter.
Adding Activities within Matter• Easy access to items within Matter.• Use “Add Time” quick link to create
Time Entry from these items.
Run a Timer!• Capture time as it is happening.• Precise time calculations, down
to the second.• Pause and come back to it later.• Quickly and easily create a Time
Entry from time spent.
Customize how Clio calculates Time Entries• Round up to the nearest two decimal places.• Round time entries to the nearest specified increment.
Adding Activities using Chrometa
• Track time spent on your activities outside of Clio.
• Creates activity entries in Clio based upon your daily work.
Adding Activities using Capture.It• Automatically logs the time
making calls and sending emails.
• Connect to Clio to sync that time to matters.
Takeaways!1. Set your rates! 2. Pay attention to the Matter Type.3. Activity Descriptions make life easier.
Takeaways!1. Set your rates! 2. Pay attention to the Matter Type.3. Activity Descriptions make life easier.4. Get paid faster with Interest and Early Payment discounts.
Takeaways!1. Set your rates! 2. Pay attention to the Matter Type.3. Activity Descriptions make life easier.4. Get paid faster with Interest and Early Payment discounts.5. Don’t lose a second.
Demo Takeaways!
1. Review and edit in Draft.
2. Keep an eye on Awaiting Payment.
3. Use bulk actions.
Demo Takeaways!
1. Review and edit in Draft.
2. Keep an eye on Awaiting Payment.
3. Use bulk actions.
4. If sign off is required, Pending Approval is your friend.
Demo Takeaways!
1. Review and edit in Draft.
2. Keep an eye on Awaiting Payment.
3. Use bulk actions.
4. If sign off is required, Pending Approval is your friend.
5. If you don’t need Drafts or Approvals, skip them!
• Add info into Clio and Bill on the fly!• Use Quick Bill for existing Clients and Matters• Can be found from “Bills” page and within Matter or Contact
Bonus Demo Flows: Quickbill
• Provides opening and closing balances as well as balance owed.• Print for your Clients or your own records.• Reminder of outstanding amounts due and history.• Shows Clients where they stand
Bonus Demo Flows: Statements of Account
Bonus Billing Features: Clio Payments• Credit card payment in Clio!• E-mail bills to clients.• Clients pay online from
secure e-mail link!
Bonus Billing Features: FundBox• Get paid now for outstanding
invoices.• Get up to $25,000 delivered to
your bank account as soon as the next day.
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