Selena chen & Nick Grabe CLIO 101 Selena chen & Nick Grabe
FIRST OF ALL I will need your emails so I can email you your Clio account invite (because we’re exclusive like that) Please send an email to publications@lslap.bc.ca with your name, school, and year Afterwards, you’ll receive an email regarding creating an account with Clio, just follow that link and join up !
TASKS BAD!!!
TASKS ALSO BAD! Red means your task is overdue
TASKS Well done, everything looks legit!
TASKS Remember you should always have a task active on your case This serves as a reminder of where you’re at And make all of our lives easier so we can identify problematic files ALWAYS HAVE AN ACTIVE TASK ON YOUR FILE EVEN IF IT IS JUST WAITING FOR CLIENT TO REPLY
NOTES Use it as a notepad All the conversation you had with the client should either be on notes or on a piece of paper and in your file EVERY CONVO YOU HAVE WITH ANYONE IMPORTANT ABOUT THIS CASE SHOULD BE HERE
TIME SECOND MOST IMPORTANT FUNCTION Make sure you log everything you do Even if it’s just sending an email: log it as 0.1 hours
LOGGING YOUR TIME This form will be your best friend Please log everything
DOCUMENTS Make sure everything in your file is on Clio If you prefer to work off Clio, make sure you document as you go If you prefer to work off the file, make sure when you’re done, you scan and upload everything
COMMUNICATIONS
Then just forward it and you’re done
CALENDAR Use it to log any upcoming: Appointments with supervising lawyer Meetings with Clients Trials Limitation dates for submitting ANYTHING