Megan Salisbury Feb 17 • Clio Connect (Resources for the Law Firm/Clio user)
When you share a Matter with a Co-Counsel, they are able to keep track of, and record, the time they spend working on it. As the administrator of the shared resources, being able to control the billing rate of the Co-Counsel your firm works with, viewing the time added by them, and billing the clients are all important parts of this feature.
For more information on how to share Matters via Clio Connect, please refer to this article.
In order to manage the rate your Co-Counsel is billing Time at, you can set their billing rate. This can be done in a few ways.
Go to the Matter who's Co-Counsel rate you would like to modify and click on "Clio Connect" in the Matter Details.
A popup will appear with a Co-Counsel rate field you can edit.
You can edit the Co-Counsel's Contact information directly to modify the billing rate that is applied to shared Matters. "Edit" the Contact, and then make any changes necessary to their billing rate. Remember to save these changes.
To view the Time Entries added by the Co-Counsel to the shared Matter, you can go to the Time subtab of the shared Matter and optionally apply a Filter.
When it comes time to generate a bill for your Clients, the process is the same! The Time added by your Co-Counsel will be noted on the invoice using their initials as seen below.
Megan Salisbury Jan 27 • ANNOUNCEMENTS
In February 2014 two new updates are rolling out for Clio!
The first update is a major upgrade to Clio’s user interface. New design, bulk actions and quick links are the foundation for new features coming later this year! More information on the changes to data tables can be found here, and information on the new header and sidebar can be found here.
The second is regarding your user avatars. The avatar library is being replaced by an image that shows the user's initials. It will still allow you to upload profile images, and you can find out more about this change here.
Previous default avatar NEW default avatar
Catherine Hillier November 29, 2013 • ANNOUNCEMENTS
We've released two improvements to the Firm Feed!
You may want to pull Firm Feed activity into an Excel compatible spreadsheet, and now you can. At the bottom of the Firm Feed you will see an "Export to File" button:
When chosen, you can generate a CSV of the Firm Feed information. Once downloaded you are able to open this in Excel:
When viewing the Firm Feed you may want to just look at items that have been deleted by users in your firm. To do this, click on the "More" button at the top right of the Firm Feed:
In the menu, check the "Deleted" box. Your Firm Feed will now re-load and only show you items that have been deleted:
Catherine Hillier November 07, 2013 • ANNOUNCEMENTS
We've added some exciting additions to make sharing items with clients and contacts that much easier!
You are now able to share calendar events with clients via Clio Connect. They will receive an email advising them of the shared event and within their Clio Connect account they now have a new Calendar tab showing these appointments. For more information, click here.
You can now set specifically what email your client uses for Clio Connect communication and editing this email is a snap. For more information, click here.
Want to quickly see what items you've shared on a Matter basis or for a specific Contact? Well now you can via the new Clio Connect tab!