RWM Screencast Clio Custom Fields and Document Templates

Clio is an online based law firm practice management system that allows you to easily keep track of your clients, cases, documents, and bills from any computer in the world. The system is very customizable and there is a lot of great support for showing you how to set it up.

In this screencast I show you how to setup Custom Fields for a Matter based on various types of contacts. Then I demonstrate how to customize a document template with various merge fields allowing you to quickly create various court documents.

If you are not yet setup with Clio they offer a free 30 day trial by clicking here. I have also written an extensive introduction post about Clio and your law firm here.

Screencast Google Places Phone Support Verification

Had a great conversation at the Arizona Biltmore where Clio put on an event for lawyers. Talked with their co-founder and COO Rian as well as Cindy Castillo of Castillo Law.

Paul mentioned his frustration with Google Places for Business Verification and how the postcards never seem to show up. I explained how Google has phone verification and today had discovered that the process has been greatly simplified as explained in this video.

Screencast – WordPress Installation

Wordpress just turned 10 years old and now accounts for 18% of all websites on the Internets! In commemoration we created a screencast of how to install WordPress onto a hosting account. WordPress Installation is pretty simple stuff so hopefully more people will get their own websites going and stop digital sharecropping on Facebook and Tumbler.