January 10th, 2011 by Gwynne Monahan
We’ve been posting a training tip on Training Tuesdays.
We hold webinars on Training Tuesdays that cover Clio more in-depth, like how to make the most of its communication features, how to more effectively capture time, how to collaborate with clients, Google integration and QuickBooks integration, just to name a few. What we’re curious about, though, is what tips you have and want to share.
For example, we wrote about Ana Pierro, who noted that she uses the communications tab as a “diary” for phone conversations. It made it possible for her to easily answer questions and discuss a case without having to spend time digging for the file on her computer or in a file drawer.
That got us thinking, and wondering: What tips do you have to share?
Thank you, and we look forward to sharing your tips!