How to bulk import matter custom fields in Clio | streamlined.legal posted on the topic | LinkedIn
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#clio #aiinlaw #legaltech #cliocon2025 #lawfirms #cliomanage #cliogrow #cliodraft #lawfirmtechnology | streamlined.legal
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#clio #legaltech #lawfirms #aiinlaw #cliomanage #cliogrow #cliodraft #cliocon2025 #lawfirmtechnology | streamlined.legal
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⚡ Quick Billing for Consults in Clio—Made Easy Clio’s Quick Bill feature makes charging for initial consults faster than ever 💳 With just a few clicks, you can create a bill, open a new matter, and collect payment—right from the contact profile. Here’s how it works 👇 🔹 Click Quick Bill from the contact screen 🔹 Clio automatically creates a new matter (perfect for first-time consults) 🔹 Select your flat-fee service (like a strategy session) 🔹 Take payment instantly—no extra steps This is a
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⚡ Quick Billing for Consults in Clio—Made Easy Clio’s Quick Bill …
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📅 Who Can See Your Calendar in Clio? In Clio, every user has their own individual calendar by default and while firms may use calendars differently, one thing is key: visibility matters. If your team relies on individual calendars, it’s important that the right people have access. Otherwise, scheduling becomes harder, communication breaks down, and things slip through the cracks. In this video, we walk through: ✅ How individual calendars work in Clio ✅ How to see which calendars you have access
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⏱️ Get Paid First, Organize Later: Smarter Matter Creation in Clio When you’re on the phone with a potential client, speed matters. 💼📞 That’s where Clio’s workflow really shines. With Quick Billing, Clio only needs a few key details to create a matter and generate an invoice—so you can collect payment fast without getting stuck in a long setup process. Here’s the smart part 👇 ✅ Clio automatically creates the matter ✅ You can collect payment immediately ✅ Then, after the call, go back and edit
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⏱️ Get Paid First, Organize Later: Smarter Matter Creation in Clio W…
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