clio cloud conference 2015 - customizing clio for your firm
Post on 15-Apr-2017
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CUSTOMIZING+CLIO+FOR+YOUR+FIRM
Hamad Mirza,+ClioMegan,Salisbury,+ClioLynn,Gagne,+Clio
Hamad+8 Sales+Development+Representative+8 Toronto
Megan+8 Training+Coordinator+8Vancouver
Lynn+Gagne8 Customer+Success+Trainer+8 Toronto
AGENDA
Overview+of+Branding
Social+MediaBasics+of+Branding+in+Clio
Clio+Connect
Bill+Themes
Activity+Descriptions
Custom+Fields
Intake123Zapier
Branding
CLIO:+THE+SWISS+ARMY+KNIFE
THE+BASICS
CLIO+CONNECT
BILL+THEMES
Summary+of+Account
Detail+of+Account
Client+Account
Split+Time,+Expenses+and+Products
Services/Combined+Orderings
Attorney+Display+(Name+or+Initials)
Attorney+Summary
ACTIVITY+DESCRIPTIONS
CUSTOM+FIELDS
Contact+Custom+Fields
Matter+Custom+Fields
INTAKE123
ZAPIER
Zapier
CONCLUSION
Thank+You.
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