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By:
Ethan Sullivan
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Decks in this class (29)
Essential Features of Cloud Computing
1 on demand self service,
2 broad network access,
3 resource pooling
9
cards
Why Did Clio Choose the Cloud?
1 affordable,
2 easy to implement,
Changing the practice of law for ...
3
cards
The Risks and Benefits of Cloud Computing
Why should law firms use the cloud,
1 cost savings,
2 capacity
6
cards
The Ethical Duties of Lawyers
Competence,
Confidentiality,
Responsibility of oversight
5
cards
Technical Requirements for Clio
All you need to use clio is,
Browsers supported by clio,
Chrome microsoft edge firefox
6
cards
User-Determined Security
Strong passwords,
Make your own strong password,
Two factor verfication
4
cards
Matters
Matter,
Filtering,
Matters have 3 statuses
16
cards
Cloud computing
Cloud computing metaphor,
Cloud is the on demand availabili...,
Value proposition
57
cards
Billing Rates
Every user in a clio account has ...,
User default rate hourly,
Hourly activity category
6
cards
Activity Categories
Firms use activity categories to ...,
Any user is able to create activi...,
Time entries can be created from ...
21
cards
Editing Activities
Any activity entry that has been ...,
Deleting activities
2
cards
Bill States
In order to view or manage bills ...,
Small or solo firms may not need ...
2
cards
Generating a Bill
Step 1 new bills,
Step 2 generate drafts,
Draft bills
10
cards
Sharing, Payments, and Credit Notes
Sharing bills,
Sharing outstanding balances,
The sharing and reminding of thes...
10
cards
Bill Timelines
Bill timelines allow law firms to...,
What actions are recorded in the ...,
What actions are not recorded
3
cards
Clio Payments
Clio payments is the feature that...,
Clio payments can be used in the ...,
Payment plans
5
cards
Voiding and Deleting Bills
We all make mistakes sometimes an...,
Deleting bills,
Voiding bills
4
cards
Clio Documents Overview
Clio offers all accounts unlimite...,
Using clio s document storage als...
2
cards
Navigating Clio Documents
Navigating documents,
Documents can be accessed from,
On the main document page you ll ...
4
cards
How to Upload Files and Folders
When you are viewing the contents...,
Versioning,
Commenting
4
cards
Versions and Comments
Versioning,
Commenting
2
cards
How to Share Documents and Folders
Law firms are able to share indiv...,
Via clio connect,
Via email link
4
cards
Introduction to Clio Launcher-Document Editing
The clio launcher will allow you ...,
Once you ve finished editing savi...,
What if you don t have clio launcher
3
cards
Introduction to Document Integrations
When one of our partner document ...,
For a document to be visible in b...,
While the contents of the topmost...
5
cards
Introduction to Document Automation
Document automation allows you to...,
Information that can be pulled in...,
Typically users will create lette...
4
cards
Advanced Document Features
E signature,
Full text search
2
cards
Communication Logs
When you view the communications ...,
Email and phone logs,
The creation of a communication l...
5
cards
Email Maildrop
Clio also allows users to record ...,
To protect your account from spam...,
The gmail add on and the outlook ...
7
cards
Secure Messages
Secure messages allow you to send...,
Navigating secure messages,
Sending a secure message
5
cards
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L135 Law Office Tech
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