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Thank you these were pretty good tips. I have been designing a few tasks lists centered around my immigration practice and these elevated my current tasks lists. Much appreciated.

It's great to know I've been doing it correctly all along!

A great video with a best practice efficiency tip that seems like it should be obvious, but isn't something we always think of! Thank you for highlighting this!

Google Maps for MVA case👆

Can you connect more than one counsels to the email log?

How does someone create these reports themselves in, say, Clio? Thank you

Melanie - maybe you can persuade them to show a view of ALL practice areas. Your suggestions have more sway than do mine. And another would be to have a way to copy a stage set from one area to another.

I presently use LegalBoards and have liked it a lot, but really glad for this feature. I would lose the automations that LB does and wonder what your thoughts are about filling in that gap. Kudos on this video!

Well done

I love these vids and shorts! I don't see this full video on the youtube channel yet, will it be shared soon?

Useful presentation - I am a new Clio user, and have never used Clio before, nor worked with anybody who has. Seeing how useful the Custom Fields can be is very eye-opening. Thanks for sharing!

Amazing news!

Hello, I was analyzing your TH-cam channel and found some problems If you fixed that problems, then your TH-cam video ranked on TH-cam and you will get more subscribers and video views. Blow I found your channel issue: Your SEO Score is low Your subscribers is Low Your video views is under low Video Title is not SEO friendly. There is no video tags. Description is too short. No End Screen added. **

Can you please let us know whats the difference between Clio grow and Clio manage as both creates Contact and matter ??

How do you manage the insane amount of practice areas that builds up when each practice area has its own stages?

Congrats on 1000 subscribers 🎉

great demo, thank you. What does the 'Add autofill data' do?

Just became aware of Clio Duo and found your video. I am a little surprised there isn't more information or discussion about this. Ultimately, the service industry, including legal, could benefit hugely from an AI assistant that can not only provide reminders or "summarize documents," none of which is very exiting or helpful (IMO) but is able to actually track and capture time, create time entries and associate them with the correct project/matter. When this becomes possible, it will revolutionize how service based businesses are run. It will be something wonderful.

Congrats! Love your content! Thanks!

Keep up the great work Melanie. 1000 subscribers is a huge accomplishment.

Melanie, wow - I can't tell you how true your video is. E.g. I just signed up for Microsoft 365 Business Premium Trial. Just signing up for this product was one of the most clunky, bulky, user UNfriendly processes I have ever experienced. It took me multiple calls with Microsoft support, hours of my time, to just sign up properly. To try to comprehend all the features of Microsoft 365 Business Premium would take me a lifetime to understand. My potential solution is to have a conversation with my younger cousin who's a tech native and work out an agreement with him.

I am the digital native lending a tech-savvy hand to my wife's law firm. We worked with Streamlined to bring her firm into the digital world. Even a digital native needs help sometimes. Melanie’s support has been vital to our success.

Very helpful video!

How do you have a website or info on how to reach you and process for help with Clio?

Great vid! Just wondering if it is possible to get this to work when calendar dates are updated (i.e. not just when a calendar event is created)?

Just ordered the Rocketbook fussion

The way Bob Iger is running things, Mickey Mouse may not have much of an estate to worry about soon enough.

How do you REVERSE a flat fee and convert it to hourly?

Finally!

I have done this type of ordering in Contacts custom fields. So when I do a quick intake, the fields come up in the order I've set up. HOWEVER, when I enter information for a contact, and later come back to the contact, the custom fields change order! And it's completely random--not alphabetical, not anything. Have you found a fix for this?

Thank you very much!!

Very helpful. Thank you.

As a mediator who mediates divorce cases, it is imperative that two names are on the bill not only because the parties each pay a portion of the bill, but because it supports my nuetrality as a mediator and shows that each party is independent and acknowledged by my office as an independent party.

Thank you. Very good tip

Thanks for taking the time to create this informative video. I wouldn't have known about the .pdf pages! Good tips! Regards!

There was no audio for this video.

Is there anything about how to send notes, etc., using the transcription function?

Hard to actually imagine it for large areas of law, say, probate or family law, if all examples are for real estate. Thank you for your contribution, though! ♡ Do you have more task list videos? :)

Hi! I'm having trouble getting the attorney name and/or initials on the bill. Can you do a vide on that, please?

Loving this overview - thanks for sharing your experience with your firms, Melanie! Can't wait for the next video as you dive into the backend of the Lawbrokr platform

Hi, thank you for this. How would a firm create "other" calendars? Or in the alternative, how could we link matters to multiple "calendars" ?

Thank you for the detailed tips. It looks like the Euro/UK version of the website does not have the facility to download the extra sheets you mentioned. That's a shame. I notice that they are available to purchase!

I’d love to eliminate duplicate contacts in Outlook. I don’t sync Clio Manage contacts with Outlook contacts since Outlook has so many duplicates. Maybe not a Clio issue.

thankssssss lot of

Virtual CLIO training for VAs - great idea

This is awesome - been enjoying your videos. Do you have a video on this issue: I use clio forms for client intake and I can't figure out the best way to ask and capture the client's children information? Is there a way to do it and have it sync with wealthcounsel? Sorry I know that's a complicated question.

Thanks so much for taking the time to educate us!

Good video! Thanks.

thank you so much, you did a great job!!!

Good stuff, Melanie. I think I need this type of help.