There are only twenty-four hours in a day. Why not maximize your work hours by automating your documents and keeping your client communications organized? February’s Support Tip of the Month shows you how to utilize Document Automation and the Matter Maildrop feature to simplify your workflow.
Document Automation is a feature that allows users to quickly create pre-filled documents by using information pulled from Contacts and Matters in Clio. You can create various templates for the documents that you use frequently and use ‘Merge Fields’ within the template to connect contact or matter specific data into the document. There are countless ‘Merge Fields’ available to choose from that will populate information such as addresses, account balances, client names and more. When it comes time to create a document in Clio using Document Automation, simply select the desired template and Client matter and the document will be automatically generated for you. Documents can be generated in either PDF, Word or both formats at once. For more information on Document Automation please visit our support site.
Communications: Matter Maildrop
If you like to keep a record of Client related emails, you can store them in Clio using our Matter Maildrop feature. Instead of having to copy and paste client emails into the Clio Communications tab, the Matter Maildrop features allows you to forward emails directly into Clio and link them to specific clients and matters automatically. Each matter in Clio has its own unique URL that you can paste into the CC or BCC field of an email. That way Clio knows exactly where that email should be stored. This provides you with an archive of your communications and all users have instant visibility to relevant emails. You can even add a Time Entry directly from the email stored in Clio to ensure that you are getting credit for the time you spent! For more information on the Matter Maildrop feature please visit our support site.