Clio 2-Hour Lunch CLE—TBA and Florida Bar Solo & Small Firm Section Posted October 10, 2017 by Tallahassee Bar Association


Clio CLE Ad


Two-Hour Lunch CLE

Tuesday, November 7, 2017, Capital City Country Club
11:30 a.m. Buffet Opens
Noon – Part I CLE
1 p.m. – Part II CLE

Part 1: Automate your Law Firm – Work Smarter, Not Harder. Benefits of Automating your Law Firm and Methods to Do So; Firm Data: Where Does Your Time Go?; Beyond the Traditional Employee: Staffing Options and Services; Coordinating Distributed Teams; Using Practice Management to Automate (focusing on Clio as the primary tool).

Part 2: Automation in Action – The Lifecycle of a Matter in Clio. A practical. A case will be created in Clio with a walk-through of the process of adding/managing tasks, adding calendar entries, using document automation to file a brief, billing the client and receiving the payment. A step-by-step guide that focuses on the following:

  • Intro to the case/firm
  • Client Intake – Creating the matter/client
  • Trust requests
  • Task Management
  • Calendaring (possibly including court rules)
  • Document Automation (how to create and use)
  • Billing and Payments

2-hour CLE pending approval by The Florida Bar.

$25 for TBA and Florida Bar Solo & Small Firm Section members; $15 for law students; $50 non-TBA/non-SSF Section member attendees.

Email to prepay and confirm your RSVP by Thursday, Nov. 2, 2017.