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

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Dec 30, 2022 183 likes •351 views

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

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

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Recognizing the most profitable Practice Management features & How to implement them:

Calendar
Tasks
Contacts
Communications
Email Integrations
Documents
Custom Fields
Mobile Apps

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

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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)