Call Flow
Intro and Value Wedge statement:
Hello - This is Kayla calling from Clio. How are you today?
PAUSE - REPEAT - RESPOND
I know I’m calling you out of the blue. I am reaching out because (INSERT VALUE WEDGE)
PAUSE - ACKNOWLEDGE - RESPOND
I was just wanting to follow up with that (and learn more about your practice) - are you familiar with Clio?
PAUSE - ACKNOWLEDGE -
Where you go to get an overview of all things case related.
Your dashboard.
How much storage is included for all your document needs?
Unlimited.
Name three examples of who you can use contact management for as a lawyer using Clio's contact management.
Clients, companies, outside counsel, witnesses, vendors
How can a firm confirm an upcoming appointment or court date using Clio's calendaring?
Send calendar invites and automated reminders to clients through text and receive confirmation of their attendance.
Name next two steps after the intro and value wedge
What is confirm practice area and number of employees.
Name three things a lawyer can manage through case management.
Documents, billing, time tracking, case status, communications.
I can use this function as a paralegal who receives a frantic call from the attorney who needs to know a specific birth date of his client's third child.
What is the document search functionality.
True or False:
A firm can create custom data fields to track client information.
True.
Potential clients can book appointments right from your Business Profile in ________ with Clio Scheduler. Once an appointment is booked, a lead is added to Clio Grow making intake even easier.
Name one of the three topics we covered this week and recite the talk track for it:
Client Intake:
Tell me about your client experience. Let’s start with Intake. What does that look like?
Document Management:
With all of the information you handle for your clients, how do you manage all of the documents?
Calendaring:
On top of Documents - you have the case to manage too! There are Court Rules, deadlines, client appointments… How do you handle all of this today?
This allows you to schedule client appointments and phone calls so that you can make sure they are well looked after, therefore, contributing to building up a solid business relationship with your clients.
The functionality that allows lawyers to quickly and effortlessly gather signatures across different parties in minutes.
What is e-signature.
Oh no! I am meeting my client at court today - only I have completely forgot what they look like!! How embarrassing! What feature can save me?
You can upload your client photo to their record.
Create reusable __________ for different appointment types, paid or unpaid, then watch the templates autofill for each new booking—with the correct event name, location, description, and duration.
What are templates.
Recap and create the agenda.
I want to make sure we didn’t miss anything. So just to recap - you’re using XYZ - is there anything else?
Thank you so much Coco for hopping on! I have JAMES here - and he is currently using XYZ -
And EXPERIENCING ABC -
I explained that you will be able to do a deeper dive into the details when it comes to helping here - as well as pricing and such.
JAMES DID I MISS ANYTHING?
True or False.
You can log emails, file legal documents, and sync case details to Clio from over 200 other apps and software including Outlook, GSuite, and Dropbox.
True
The types of files you can save in Clio's unlimited document storage and have at your fingertips.
What are documents, images, audio and video files.
What is the data limit on contacts that can be uploaded to Clio's contact management?
Unlimited storage.
Our legal calendaring software lets you share events with clients and co-counsel via our secure ______, Clio Connect.
client portal
Plant the first seed for the AE.
I’m the high-level person here - and my role is to learn more about you - to see if it makes sense to do a deeper dive with Coco - my Product specialist. So tell me more about what happens next...
Where can you see how your firm is performing finanically?
Our case management provides reports - Your practice management software should be able to give you key business insights to answer these questions. It should provide you with options to automate these reports or to email them through to you on a scheduled date.
You can filter and sort files by...
custom categories, folders, authors, and dates.
Name three specific things you can customize for each client on their contact record.
Clio’s legal contact management software lets you set a customized LEDES client ID, hourly rate, and billing profile (which includes grace periods, interest, and discounts) for each contact.
True or False.
Once you share your calendar with others, you are NOT able to make an event private.
False. You can set specific events as private while still allowing others to see your schedule