Clio

As part of our ongoing effort to help our customer be successful with Clio, we’re happy to announce the launch of Training Tuesdays.

Unlike our regular weekly webinars which provide a broad overview of Clio’s functionality, our Training Tuesday webinars will provide more of a “deep dive” into specific areas of Clio’s functionality. Our launch lineup for the webinars will cover the following topics:

Intake to Invoicing: Using Clio in everyday practice

In under an hour, we’ll demonstrate how to record a client, generate a matter, record critical information, track time & expenses, generate and modify an invoice, and reconcile payment. This session is designed to provide participants with the practical experience necessary to leverage the features in Clio for everyday practice.

Next Session Date: Tuesday June 15th, 2010 (12pm Eastern/9am Pacific). Click here to register!

Managing Client Funds in Clio

In under an hour, we’ll review how to manage client balances in the form of Trust funds, retainers or pre-payments. From initial deposit to final disbursement, this session aims to demonstrate the ease with which client funds can be accurately tracked using Clio.

Next Session Date: Tuesday June 22nd, 2010 (12pm Eastern/9am Pacific). Click here to register!

Collaborating with Clients using ClientConnect

In under an hour, we’ll demonstrate how leverage Clio’s client extranet portal, ClientConnect, to effectively and securely collaborate and communicate files, correspondence and bills. From the basics of sharing a resource, to more advanced features such as enabling online bill payment, this session is designed to review all aspects of ClientConnect from both the attorney and client perspectives.

Next Session Date: Tuesday June 29th, 2010 (12pm Eastern/9am Pacific). Click here to register!

Extras and Extensions: Using Clio with Other Applications

In under an hour, we’ll demonstrate how to use the many features and tools available to all Clio users to connect to 3rd party applications such as Microsoft Outlook, Apple iCal, and Google Apps. Learn how to use Clio’s desktop time tracking widget Clio Express, the Clio Sync tool, iCalendar feeds, Quickbooks exports, and the many downloadable CSV-based files to receive and manipulate your Clio information outside of the core application.

Next Session Date: Tuesday July 6th, 2010 (12pm Eastern/9am Pacific). Click here to register!

Billing: Beyond the Basics

In under an hour, we’ll dive into the details of invoice generation, bill modification and customization, invoice reconciliation, A/R management and reporting, as well as setup and receipt of online payment. Whether new to Clio, or a seasoned user, this session is designed to provide an in-depth overview of the entire Clio billing module, including steps for performing virtually any function or customization available.

Next Session Date: Tuesday July 13th, 2010 (12pm Eastern/9am Pacific). Click here to register!

If you have suggestions for specific areas of Clio’s functionality you’d like to see covered in a Training Tuesday session, please drop us a line with your suggestion.