Billing and Activities: Yes, You Need to Know This Stuff

Clio Cloud Conference 2014SEPTEMBER 22 – 23, 2014 · CHICAGO, ILLINOIS

Clio Cloud Conference 2014 #ClioCloud9

Billing and Activities(Yes, you really do need to know this stuff)


Jarred BolenCustomer Support Special-

ist

Drew GoddynTechnical Escalations

Agent

#ClioCloud9Clio Cloud Conference 2014

Our presentation today:

• Save time with billing

• Do more with your bills

• New ways to earn your fees


Why use Clio for billing?


• Track your time and expenses with just a few clicks

• Save an average of 8 hours every week

• Spend more time serving your clients


• Quickly set and manage default billing rates

• Matter Custom Rates

• Contact Custom Rates

• Activity Descriptions

• User Default Rates


• Bill for more using Clio

• Add Time to Communications

• Add Time to Resources

• Use Timers for speed and accuracy


Save time creating your bills


• Generate bills quickly with our “5-Step Bill”

• Select the clients you’d like to bill

• Choose your bill generation options, and click “Generate”

• Review your Draft

• Approve the Bill

• Download your final bill, or share via Clio Connect


• Quickly make corrections and revisions to your Bills


Collecting your fees made eas(ier)


• Clio makes it easy for your clients to pay their bills

• Clio Connect online payments

• LawPay

• Paypal

• LawCharge


• Use Payment Profiles to incent your clients to pay Promptly

• Interest charges

• Early payment discounts


• Quickly view overdue balances and accounts receivable

• Write off bad debt


• Automate your accounts receivable with our integrations, such as:


New ways to earn your fees


• Flat Fee Billing

• Increased productivity

• More attractive to clients


• Subscription Plans

• Convenience for your clients

• Encourages client loyalty

• Predictable, stable revenue


Thank you for listening!

Business

Billing and Activities: Yes, You Need to Know This Stuff