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6 powerful clio features you’re missing out on

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Power Your Firm with Clio’s Elite Features

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Page 1: 6 Powerful Clio Features You’re Missing Out On

PowerYourFirmwithClio’s

EliteFeatures

Page 2: 6 Powerful Clio Features You’re Missing Out On

WaltNathanielAccountExecutive

Page 3: 6 Powerful Clio Features You’re Missing Out On

ColinMcMahonTrainingSpecialist

Page 4: 6 Powerful Clio Features You’re Missing Out On

Whatisyourpositioninthefirm?

Page 5: 6 Powerful Clio Features You’re Missing Out On

Whatwouldyouliketolearnintoday’ssession?

Page 6: 6 Powerful Clio Features You’re Missing Out On

Introduction

CampaignTracker

MatterBudgets

CourtRules

AdvancedTasks

ClioPayments

AdvancedReports

EmpoweringyourFirmwithEliteFeatures

Page 7: 6 Powerful Clio Features You’re Missing Out On

CampaignTrackerFindandretainmoreclients

Page 8: 6 Powerful Clio Features You’re Missing Out On
Page 9: 6 Powerful Clio Features You’re Missing Out On

CampaignTracker• IncomingLeads• MarketingspendonCampaigns

• ResultingRevenue

Page 10: 6 Powerful Clio Features You’re Missing Out On

Inyourfirmtoday,howdoyoutrackleads?

Page 11: 6 Powerful Clio Features You’re Missing Out On

MatterBudgetsEnsureyourcasesstayprofitable

Page 12: 6 Powerful Clio Features You’re Missing Out On
Page 13: 6 Powerful Clio Features You’re Missing Out On

MatterBudgets• Allowedexpenditureofwork• IncludeExpensesandTime• Forecasttargetedtotalhours• TrustRequests

Page 14: 6 Powerful Clio Features You’re Missing Out On

Atwhatpercentwouldyousetbudgetremindersforyourself?

Page 15: 6 Powerful Clio Features You’re Missing Out On

CourtRulesAutomatecourt-relateddeadlines

Page 16: 6 Powerful Clio Features You’re Missing Out On
Page 17: 6 Powerful Clio Features You’re Missing Out On

CourtRules• UpcomingCourtDeadlines

• Specifyfirmmembervisibility

• Automaticallyincluderuledetails

Page 18: 6 Powerful Clio Features You’re Missing Out On

Howdoesyourfirmtrackcourtdeadlinestoday?

Page 19: 6 Powerful Clio Features You’re Missing Out On

AdvancedTasksMakedata-drivendecisionsforyourpractice

Page 20: 6 Powerful Clio Features You’re Missing Out On
Page 21: 6 Powerful Clio Features You’re Missing Out On

AdvancedTasks• EstimatedTimevs.trackedTime

• TaskTypes• TaskStatuses• ClientfacingorinternalonlyTasks

Page 22: 6 Powerful Clio Features You’re Missing Out On

Howdoesyourfirmtrackcompletedwork?

Page 23: 6 Powerful Clio Features You’re Missing Out On

ClioPaymentsGetpaidfaster

Page 24: 6 Powerful Clio Features You’re Missing Out On
Page 25: 6 Powerful Clio Features You’re Missing Out On

ClioPayments• CreditCardPayments• Dateofreceipt• Moreefficientbillings

Page 26: 6 Powerful Clio Features You’re Missing Out On

Howdoyourclientspayyou?

Page 27: 6 Powerful Clio Features You’re Missing Out On

AdvancedReportsMakedata-drivendecisionsforyourpractice

Page 28: 6 Powerful Clio Features You’re Missing Out On
Page 29: 6 Powerful Clio Features You’re Missing Out On

AdvancedReports• TrackhowmucheachAttorneyhasbroughtintothefirm

• ReviewAttorneyProductivity

• MakeDatadrivendecisions

Page 30: 6 Powerful Clio Features You’re Missing Out On

Howdoyougaugethesuccessofyourpractice?

Page 31: 6 Powerful Clio Features You’re Missing Out On

Introduction

CampaignTracker

MatterBudgets

CourtRules

AdvancedTasks

ClioPayments

AdvancedReports

EmpoweringyourFirmwithEliteFeatures

Page 32: 6 Powerful Clio Features You’re Missing Out On

Areyouinterestedina1:1demonstrationofClio’sEliteFeatures?

Page 33: 6 Powerful Clio Features You’re Missing Out On
Page 34: 6 Powerful Clio Features You’re Missing Out On

https://www.clio.com/clio-product-pro/sign-up-for-cpp/

Page 35: 6 Powerful Clio Features You’re Missing Out On
Page 36: 6 Powerful Clio Features You’re Missing Out On

Questions?

Page 37: 6 Powerful Clio Features You’re Missing Out On

Email: [email protected]: 1-888-858-2546 ext. 650

ThankYou!


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