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.
Published by Roger
Roger has been building websites since 1996 and had drunk the kool aid when it comes to living and breathing online culture. After spending time at Godaddy selling domain names and hosting he dabbled in telecom selling CDN services for Limelight Networks and Level 3. In 2009 he realized the best way he could help businesses was to start his own focused on building websites, getting traffic to visit, become customers, and then service them more effeciently.
He obsesses over content strategy, ad testing, page load speed, online services, support efficiency, and where to go on vacation. He lives in Phoenix, AZ with his beautiful wife, Kate, and two dogs: Bonzai and Zeke. He wants to know about your business and how to help you get more customers and service the ones you have even better.
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