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We’ve gone over our document version feature before, and how it helps you keep track of the same document without having to continually rename the document every time changes are made and you have to re-upload it to Clio.

Today, we wanted to point out a couple ways to find the list of versions for a Document.

You can see versions in two ways.

1. Click the number.
2. Click “other versions.”

So whether you are under the Documents tab, or looking at Documents within a specific Matter, you have easy access to all the versions of a particular Document.

To learn more, check out the Documents section of our Support site.

Got a tip to share? Let us know. We’d love to hear them!

Earlier this week, we announced a new integration with the Clio Platform: RightSignature. The integration brings solo and small law firms that much closer to a paperless workflow. A literal paperless workflow. Instead of emailing a document that your Client has to print out, sign and then either mail or scan and email back, your Client can, instead, sign the document electronically.

Yes. That’s right. Electronically. And the electronic signature creates a binding, legal document, complete with a Signature Certificate and time-stamped audit:

You receive an email confirmation with a link to the signed document. Your Client also receives an email confirmation when signed, and an additional email for access to the secure archive.

You don’t need to print, your Client doesn’t need to print, sign and mail or otherwise scan and send back. It can all be done within a browser, online, bringing your solo or small law firm that much closer to a completely paperless office.

To get started, sign up for a RightSignature account, if you don’t have one already. Then do the following:

1. Click “Your Account” and go to “Integrations.”
2. Scroll until you see the Clio logo.
3. Click the Clio logo.
4. Click the green “Activate” button to connect RightSignature to your Clio account.
5. Click the green “Yes, Let’s Connect” button to grant appropriate permissions.

And that’s it! Now, when you go to RightSignature and click the “Send a Document” button, you’ll see the Clio logo:

Just click it, and a list of invoices from Clio appears. Select the one you want, fill in the “People Involved” fields, which can also pull your Clio Contacts, and send the document through RightSignature normally.

Your Client gets an email with a link to the PDF. Your Client simply clicks the link, which opens the PDF in the browser so he or she can review the document and then sign it. Once signed, both you and your Client receive an email notification confirming the signature. A PDF link is included that shows the signature as well as the Signature Certificate and time-stamped audit. 

The document is in the RightSignature secure vault that you can access, and your Client can also access for his or her own records and piece of mind.

Both you and your Client have a record of the document, when it was sent and when it was signed. And neither side has had to print out a single piece of paper.

To learn more about the RightSignature and Clio integration, check out the RightSignature video, and visit our Support site.

Got a tip to share? Let us know. We’d love to hear them!

We’ve had a couple tips on Reports. One came from a #GoneClio interview on how User Productivity Report helps the bottom line, and another took a look at the Revenue Report. Since Reports are an important aspect of keeping tabs on your solo or small law firm, today we’re going to take a look at the Work in Progress Report.

As your practice grows, from time to time it is useful to see what Client work remains ongoing/unbilled. There could be any number of reasons, of course, and perhaps those reasons are noted. But instead of clicking through each Matter to check, you can simply run a Work in Progress Report. Whether you want to see a full Client list, Activity Type or Responsible Attorney, for the whole year, or just the Quarter, the Work in Progress Report can show you what remains ongoing.

To generate a Work in Progress Report, simply do the following:

• Log into your Clio account.
• Click the “Reports” tab.
• Under “Client Reports,” click “Work in Progress.”
• Select a Report Detail, Grouping and Date Range.

And now you have the option to either view it via the Web, or download a PDF.

If you need to just make a quick glance, you can simply view it via the Web. The report opens up in Clio and you can scan it and see where things stand. If you need to print it out and review it with staff, or perhaps with a Client, you can download the PDF.

Either way, you have a method to keep tabs on the progress of your business.

Got a tip to share? Let us know. We’d love to hear them!