May 26th, 2011 by Gwynne Monahan
Jack Speaking: Oregon CLE Hands-on Practice Management: From Intake to Invoicing
Next Wednesday, June 1, Clio President and co-founder Jack Newton will join Josh Barrett of Tablet Legal and Dee Crocker for tech-focused CLE presentations put on by the Oregon State Bar Professional Liability Fund.
In addition to providing an overview of cloud computing, Newton will also give a hands-on demonstration of how to use a practice management system to do everything from client intake to invoicing and everything in-between. Topics covered include:
- Matter and client management.
- Calendaring.
- Conflict screening.
- Task management.
- Time tracking.
- Document management.
- Billing, and
- Trust accounting.
Barrett will discuss using the iPad in your practice while Crocker will talk about transitioning to a “less paper” office.
If you’re an Oregon lawyer and want to attend, please register. You’ll need to login, and then click “Upcoming Seminars” (under Loss Prevention).
Hope to see you there!
