1. Selena chen & Nick Grabe
CLIO 101
Selena chen & Nick Grabe

2. FIRST OF ALL
I will need your s so I can you your Clio account invite (because we’re exclusive like that)
Please send an to with your name, school, and year
Afterwards, you’ll receive an regarding creating an account with Clio, just follow that link and join up !

3. TASKS
BAD!!!

4. TASKS
ALSO BAD!
Red means your task is overdue

5. TASKS
Well done, everything looks legit! 

6. 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

7. 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

8. TIME SECOND MOST IMPORTANT FUNCTION
Make sure you log everything you do
Even if it’s just sending an log it as 0.1 hours

9. LOGGING YOUR TIME This form will be your best friend
Please log everything

10. 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

11. COMMUNICATIONS

14. Then just forward it and you’re done

15. CALENDAR Use it to log any upcoming:
Appointments with supervising lawyer
Meetings with Clients
Trials
Limitation dates for submitting ANYTHING