- What is a Clio Workflow and what is it for?
- Creating Clio Workflows
- Implementing Workflows
- Editing workflows
- Testing workflows
A current list of 2b1 software and solutions offered.
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Clio Workflows Training: -
Amicus Attorney Template Training will cover the following topics:- Setting up Clio for document assembly.
- Understanding and managing the template library structure.
- Creating a new template
- Adding merge fields
- Editing a template
- Testing
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Master the following Clio features and be unstoppable! Create new custom fields and field sets.- Create and edit custom fields
- Create custom field sets
- Positioning custom fields
- Clio custom fields options
- Adding custom fields and field sets on matters
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Learn to make your Admin job easier by mastering the following in Clio: Create new Amicus Attorney files- Create new Matters
- Manage users
- Firm preferences
- Security
- Microsoft 365 link
- Billing setup
- Firm Reports
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With the Time Keeper Clio Training package you will learn more in depth to make the most out of the following features:- Navigation of Manage interface
- Calendar
- Tasks
- People
- Matters
- How to enter time entries and expenses from different part of Clio
- Activities Module- Time Sheets and Expenses
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With the New Employee training package you will learn to make the most out of the following features in Amicus Attorney:- Navigation of Amicus Attorney interface + toolbar
- Calendar
- Tasks
- People
- Files
- Time Sheets
- Communications
- Notes
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Amicus Attorney Precedents Training:- What is an Amicus Attorney Precedent and what are they for?
- Creating Amicus Attorney Precedents
- Implementing precedents
- Using variables in precedents titles
- Editing precedents
- Testing precedents
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Amicus Attorney Template Training will cover the following topics:- Setting up Amicus Attorney for document assembly.
- Setting up MS Word for Amicus Attorney document assembly.
- Understanding and managing the template library structure.
- Creating a new template
- Adding merge fields
- Editing a template
- Using multiple people
- Testing
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Master the following Amicus Attorney features and be unstoppable! Create new custom pages and records- Create custom pages and fields
- Type of custom fields
- Positioning custom fields
- Amicus Attorney custom fields options
- Custom elements and separators
- Custom Records – Why and When to use, Creating Amicus Attorney Custom Records.
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Learn to make your Admin job easier by mastering the following in Amicus Attorney: Create new Amicus Attorney files- User management
- Firm settings
- Security Profiles
- Microsoft 365 link
- Amicus Attorney Database Backup
- Firm Reports
- Access Users’ Amicus Attorney Offices
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Learn how to master the following Amicus Attorney features:- Navigation of Amicus Attorney interface + toolbar
- Calendar advanced features
- Tasks
- People
- Files
- Time Sheets
- Communications
- Notes
- Advanced searches
- Date calculator
- Timer
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With the New Employee Clio Training package you will learn to make the most out of the following features:- Navigation of Manage interface
- Calendar
- Tasks
- People
- Matters
- Activities - Time Sheets and Expenses