Clio Quick-Start Series (Webinar)

Join us for NYSBA Tech Tuesday's, featuring the CLIO Quick-Start Series, every Tuesday from 2:00 p.m. – 3:00 p.m., starting April 21st. This webinar series is free for NYSBA members.

Clio is NYSBA’s exclusive cloud-based practice management system. Attorneys use Clio to organize their cases, invoice clients, track time and access their documents. NYSBA members receive a 10% Clio lifetime discount. In addition, newly admitted attorney members receive Clio free for their first year of admission. Get started using Clio today! www.clio.com/NYSBA

Tuesday, April 21st
Start Using Clio Manage Today
Join this 30-minute virtual training session to learn how to set up the cloud-based Clio Manage and start running your practice remotely from the cloud. In this session, we will focus on the most important areas of your business: recording billable time, and managing clients and matters.

Tuesday, April 28th
Fast Track to a Paperless Practice with Clio Manage
Join this 30-minute virtual training session to learn how to run a paperless practice using Clio Manage—including managing digital files and emails, sharing documents securely with clients and colleagues, and requesting binding e-signatures.

Tuesday, May 5th 
Billing For Your Work 
Join this 30-minute virtual training session to learn how to start billing your clients remotely, so you can get paid faster and more reliably—from logging activities to customizing and electronically sending bills to clients.

Tuesday, May 12th
Getting Paid Quickly and Reliably 
Join this 30-minute virtual training session to learn the strategies for getting paid quickly and reliably in the cloud, including how to receive credit card and trust account payments in Clio Manage.

Tuesday, May 19th 
Collaborating and Client Experience in the Cloud
Join this 30-minute virtual training session to learn:
1. What your clients will experience when sharing documents with you via Clio Connect, receiving their bills, and communicating with you through secure channels.
2. The tools and strategies for collaborating with clients and colleagues in the cloud, using Clio and other industry-leading technology.
3. How to maintain effective professional relationships with staff and colleagues when working remotely.

Tuesday, June 2nd
Start Using Clio Grow Today
Join this virtual training session to learn how to set up your Clio Grow account to start acquiring new leads and onboard clients remotely. In this session, we will focus on creating efficient processes for client intake, which includes using Clio Grow’s forms to capture client data, and Clio Grow’s e-signature feature to finalize contracts and documents. 

Tuesday, June 9th
Seamless Scheduling and Matter Management with Clio Suite
Join this virtual training session to learn how to connect your Clio Grow and Clio Manage accounts, so you can access everything you need—including contacts, matters, and important documents and forms—from Clio Manage. You will also learn how to connect Clio Grow’s Scheduler feature to Clio Manage, to see your Clio Grow appointments on your Clio Manage calendar, and even charge for paid consultations using Clio Payments.