Clio 2-Hour Lunch CLE—TBA and Florida Bar Solo & Small Firm Section
Time: 12 - 2 PM
Location: Capital City Country Club
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 firstname.lastname@example.org to prepay and confirm your RSVP by Thursday, Nov. 2, 2017.