Clio Cloud Conference 2015 - Streamlined Billing and Activities

STREAMLINED+BILLING+&+ACTIVITIES

Corey&Owens,+ClioMark&Rainey,+Clio

Corey Owens Mark Rainey

Introductions

What are we going to cover today?

• Billing Methods & Rates


• Billing Methods & Rates• Matter Budgets


• Billing Methods & Rates• Matter Budgets• Payment Incentives


• Billing Methods & Rates• Matter Budgets• Payment Incentives • Activities & Timers


• Billing Methods & Rates• Matter Budgets• Payment Incentives • Activities & Timers• Live Demo of Billing Workflow examples


• Billing Methods & Rates• Matter Budgets• Payment Incentives • Activities & Timers• Live Demo of Billing Workflow examples • Bonus Billing features


Customizing Clio for Your FirmCustomizing Clio for Your Firm• Tomorrow @ 2:45• In Pacific Room

Keys to Effective Billing

Keys to Effective Billing1. Billing Method

Keys to Effective Billing1. Billing Method2. Billing Rate

Keys to Effective Billing1. Billing Method2. Billing Rate3. Matter Budgets

Keys to Effective Billing1. Billing Method2. Billing Rate3. Matter Budgets4. Payment Incentives

1. Billing Method• Hourly• Flat Rate• Contingency

Contingency Fee Billing



Contingency Fee Merge Fields

Document AutomationSimplify Your Tasks with Document Automation• Tomorrow @ 11:15am• Pacific Ballroom

Smart Bar!

2. Billing Rates

2. Billing Rates

User Default Rate

2. Billing Rates

Activity RateUser Default Rate

2. Billing Rates

Client RateActivity Rate

User Default Rate

2. Billing Rates

Matter RateClient Rate

Activity RateUser Default Rate

Rates defined: Matter Rate

Set Your Matter Rate

Rates defined: Client Rate

Set Your Client Rate

Rates defined: Activity Rate

Set Up An Activity Rate

Rates defined: User Default Rate

Set Your User Default Rate

Image of settings with $250 user default rate.

Which Rate?

Which Rate?

Which Rate?

Which Rate?

Which Rate?

3. Matter Budgets

Set your Budget

Threshold Reached

Under Budget

Over Budget

4. Payment Incentives

Payment Incentives

Early Payment Discounts

Payment Incentives


Payment Incentives


Interest


Interest

Payment Incentives

Payment Profiles

Shady Client

Payment Profiles

Shady Client Responsible Friends & Family

Payment Profiles

Payment Incentives: InvoiceSherpa• Get Paid Faster!• Send email, text, live phone

call reminders, notices and thank-yous for paying!

• Quickly and easily collect money owed.

Where can I see Bills?






Where can I see Bills? - SubTab

What gets pulled into a Bill?

Activities!


Activities!• Time Entries


Activities!• Time Entries• Expense Entries


Activities!• Time Entries• Expense Entries• Flat Fees


Activities!• Time Entries• Expense Entries• Flat Fees• Contingency Awards

Where Can I Add Activities?

Activities Tab

Activities Tab• Consistency throughout the Firm• Shortcut to save time and effort

Activities Tab

Where else can I add Activities?Within a Matter!

• “Time” & “Expenses” sub-tab.• Activities linked to Matter.• Reduces chances of error.• Efficient when adding multiple

activities for single Matter.

Adding Activities within Matter• Easy access to items within Matter.• Use “Add Time” quick link to create

Time Entry from these items.

Run a Timer!• Capture time as it is happening.• Precise time calculations, down

to the second.• Pause and come back to it later.• Quickly and easily create a Time

Entry from time spent.

Customize how Clio calculates Time Entries• Round up to the nearest two decimal places.• Round time entries to the nearest specified increment.

Adding Activities using Chrometa

• Track time spent on your activities outside of Clio.

• Creates activity entries in Clio based upon your daily work.

Adding Activities using Capture.It• Automatically logs the time

making calls and sending emails.

• Connect to Clio to sync that time to matters.

Bulk Editing of Time Entries!

Takeaways!

Takeaways!1. Set your rates!

Takeaways!1. Set your rates! 2. Pay attention to the Matter Type.

Takeaways!1. Set your rates! 2. Pay attention to the Matter Type.3. Activity Descriptions make life easier.

Takeaways!1. Set your rates! 2. Pay attention to the Matter Type.3. Activity Descriptions make life easier.4. Get paid faster with Interest and Early Payment discounts.

Takeaways!1. Set your rates! 2. Pay attention to the Matter Type.3. Activity Descriptions make life easier.4. Get paid faster with Interest and Early Payment discounts.5. Don’t lose a second.

Live Demo of Billing Workflow!

Workflow Overview

Small / Solo Workflow

Medium / Large Workflow

Demo Takeaways!

Demo Takeaways!

1. Review and edit in Draft.

Demo Takeaways!


2. Keep an eye on Awaiting Payment.

Demo Takeaways!



3. Use bulk actions.

Demo Takeaways!




4. If sign off is required, Pending Approval is your friend.

Demo Takeaways!




4. If sign off is required, Pending Approval is your friend.

5. If you don’t need Drafts or Approvals, skip them!

Bonus Demo Flows:

• Add info into Clio and Bill on the fly!• Use Quick Bill for existing Clients and Matters• Can be found from “Bills” page and within Matter or Contact

Bonus Demo Flows: Quickbill

• Provides opening and closing balances as well as balance owed.• Print for your Clients or your own records.• Reminder of outstanding amounts due and history.• Shows Clients where they stand

Bonus Demo Flows: Statements of Account

Bonus Billing Features: Clio Payments• Credit card payment in Clio!• E-mail bills to clients.• Clients pay online from

secure e-mail link!

Bonus Billing Features: FundBox• Get paid now for outstanding

invoices.• Get up to $25,000 delivered to

your bank account as soon as the next day.

Fundbox is here on Site!

Questions?

Thanks!

Clio After DarkMoe’s Cantina River North

at 7:00pm

Thank You.

CLI O AFTER DARK

Dinner & Open Bar at Moe’s Cantina River North155 W. Kinzie St.

Busses begin to pick up guests from 6:30 pm at Radisson & Sheraton

Clio Cloud Conference 2015 - Streamlined Billing and Activities

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