August 11th, 2011 by Gwynne Monahan
#cliotraining Tips: A Review of Tips to Date
We started this series, if you will, back in November of 2010, and we’re pleased you’ve found it useful. Seeing as these posts get mixed in with many others, we thought we’d take this week’s post and an easy reference point. You can also do a search on our blog for #cliotraining.
So, here are #cliotraining tips to date:
Getting Started Tips
- 10-Step Clio Setup
- 3 click sharing with Clio Connect
- Quickly create a new matter for a new client
- Syncing with Outlook
- Google Sync & Merging of Duplicates
- Create a Desktop Shortcut
- Add Clio Mobile to your Home Screen
- Create a vCard for your Global Inbox
Feature Specific Tips:
- Multiple (Batch) Document Uploading
- Two-Factor Authentication
- Internet Down? Still Record Time with Clio Express
- The ‘More’ Tab in Billing
- Chrometa + Clio = Even Easier Time Tracking
Common Usage Tips:
- Remember Me Checkbox
- Move around Clio Quickly with Tabbed Browsing
- Using Timers in Clio
- Changing Matter Numbering
- See When a Client has Accessed an Item via Clio Connect
- See All Items Being Shared via Clio Connect
- Use the Versions feature to keep Documents organized
- Finding Non-Mattered Email
- Firm Logo + Clio Bill Themes = Professional Invoices
- 3 Steps to Find all Documents under same Category
User Tip:
Browser Maintenance and Backup
And, if you’ve got a tip to share, let us know. We’d love to hear them!
[...] no #cliotraining this week, but since we did a review of #cliotraining tips way back in August, we thought it’d be a good idea to do another. We’ve rolled out [...]