MANAGE
This tab within a matter displays upcoming deadlines, hearings, and meetings.
What is the Calendar tab in the matter?
This tool is used to create automated standardized legal documents
What is lawyaw?
Shows where a potential client is in the intake process from "Newly Added" to "Files to Be Opened."
What is the pipeline?
We pride ourselves on making a difference in the lives of our clients and the community.
What is our mission statement?
PHONE NUMBER AND INITIALS
What is added at the end of every phone message?
Clio Manage integrates with this system for credit cards and e‑checks.
What is Clio Payments? (Online Payments)
This stores reusable information like names, addresses, and pronouns
What are cards?
Formal Agreement for Legal Representation
Fee Agreement
This is what our office encompasses and looks for in team members.
What is PRIDE :)
Fee agreement, intake form, payment (if applicable)
What are the three things needed before opening a file?
You can use this feature to track information such as: Case Number, Retainer/Replenish Amount, Offense Date, ETC
What are Custom Fields?
This pulls data from cards and automatically populates in the template
What are fields?
This Clio Grow feature lets potential clients enter their own information through a customizable digital form.
What is an intake form?
Expired/Stale Chips
What is Randy's favorite office snack?
Request Retainer Replenish
What happens when a trust balance is low?
These TWO features help everyone know what has been done and what still needs to be done.
What are notes & tasks?
These use field data to control which text appears in a document.
What are conditions?
This feature helps ELO track how clients hear about our office.
What is a referral source?
2007 N. 6th Street
What is our new address?
Mailing process which provides tracking and requires a signature upon delivery.
What is certified mail?
This feature links multiple contacts together under the same contact for visibility into related cases.
What is Clients/Associated Matters
Last step before updating/uploading lawyaw template
What is save existing template?
This feature provides others notice of a phone message and/or updates from a potential client.
What are tasks?
2003
What was the year ELO was founded
Done once in the morning and once before the end of the day
Opening & Closing Duties