August 4th, 2011
User #cliotraining Tip: Using QR Codes for Quick Client File Access
Last week we went over the Remember Me checkbox, which turns out to be a nice precursor to this week’s post, also from Adrian Baron, partner at Podorowsky, Thompson & Baron LLC. You may know him better as the author of The Nutmeg Lawyer, an ABA Journal Top 100 blawg and all around excellent information resource.
Baron recently posted about how to incorporate QR codes into your law office management program for quick client file access on the go, or in court:
If you use Clio or a similar web based program, you will notice each client has it’s own specific url address. You can easily create a QR code pointing to this address. As we mentioned earlier, QR codes are very easy to produce. Just google “QR code generator” in google, and you will get a site that will easily create one for you for free.
Next, copy and paste the code into a mailing label. Stick it on your file. (Editor’s note: Place the sticky side towards the file. Do not lick the mailing label. Chances are it is self adhesive.)
Need info in a pinch. Simply scan the code on your file with your tablet computer, iPad or smart phone and “abracadabra”, your client info page in Clio will open on your phone. From there, you can easily access any linked documents, phone numbers, calendar events or billing records. Not only will this little trick make you more efficient, you will look really cool in front of your clients. And isn’t that what really matters?
Got a tip to share? Let us know. We’d love to hear them!
