Melanie Leonard, Esq. Law Office of Melanie C. Leonard, P.C. - PDF document

Melanie Leonard, Esq. Law Office of Melanie C. Leonard, P.C. Naperville, Illinois Clio Certified Consultant

Recognizing the most profitable Practice Management features & How to implement them: • Calendar • Tasks • Contacts • Communications • Email Integrations • Documents • Custom Fields • Mobile Apps

Send questionnaire Assignment Date 0.2 hrs. $10 /hr. $2 Receptionist to potential client Follow up for Client Relations Assignment Date 0.1 hrs. $10 /hr. $1 + 2 Days completed Specialist questionnaire Assignment Date 0.3 hrs. $3 Enter questionnaire Administrative Asst. $10 /hr. + 3 Days data into Clio Enter questionnaire 0.2 hrs. $2 Prepare Administrative Asst. $10 /hr. Engagement Letter data into Clio+0Day Enter questionnaire Schedule Client Relations 0.2 hrs. $10 /hr. $2 Consultation Specialist data into Clio+0Day Consultation with Attorney Assignment Date 1.0 hr. $25 /hr. $25 client + 5 Days Follow up for signed Client Relations Prepare Engage. 0.1 hrs. $1 $10 /hr. Letter + 2 Days Engagement Letter Specialist Contact Opposing Prepare Engage. 0.3 hrs. $7.5 Attorney $25 /hr. Letter + 4 Days Counsel for Intro

IM IMPLE LEMENTIN ING CU CUSTOM FIE FIELDS Designate one person in charge of creating custom fields Organize your custom fields Keep the fields consistent by using field sets Use CTL F to find the field you’re looking for Review the templates currently used by the firm Every time you write a letter/fill out a form consider making a template instead Use conditional fields (i.e. IF this field is checked THEN put this paragraph in the letter)