Tag / Clio Tips
Managing Trust Accounts in Clio
Many states have rules in place regarding how attorneys need to maintain lawyers’ trust accounts. These rules vary from state to state but the common underlying theme is that as a lawyer,…
30 June 2014
Collection Realization Rates the Clio Way: Have you looked at yours lately?
The financial health of your law firm or any business is ultimately dependent on three simple concepts: Getting the work (selling your product – yes, you are a salesperson disguised as a…
24 June 2014
A Clio Workflow for Collecting on Past Due Accounts
A Clio Workflow for Collecting on Past Due Accounts Want to make sure the collections work on past due accounts gets delegated and completed? Well, here is a way to do it –…
16 June 2014
Clio and Tracking Prospects – A Little Creative use of Clio
There are many times I get asked if there is a way to track prospect clients in Clio. So, while this is not perfect, it is a nice simple way to accomplish…
12 June 2014
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