Setup meet w/ Kevin.
Schedule Meet w/ Lead Paralegal
Schedule meet w/ legal team member to go over article training. If want to create a video walkthrough for this in perpetuity, that works too.
Clio Manage Training Walkthrough video
Watch each of the below training videos to learn fundamental processes that O'Flaherty Law uses in Clio Manage.
Watch this video to learn how to use Clio Grow.
Add to BACMS tabs in order for Intake to schedule and assign appropriately.
Will need to add to 'Dashboard' tab of Consult Tracker (linked below).
Read through and familiarize yourself with our Attorney & Paralegal guide. If you have any questions feel free to comment on the bottom of any of the pages.
Follow the link below to learn about how we use Groups, and to setup an automated email filing rule in Outlook (optional).
Read the linked guide for a further understanding of Dialpad AI Transcripts.
Training on how we format docs, emails, etc.
Watch linked Youtube video to learn how the Clio Outlook add-in works.
We need to circulate all the relevant login informaiton for people to do their jobs
also MH proposal in docs. ongoing, not onboarding, training
possibly coincides with bamboo training?
Make aware of fax line info
Clio Academy Supplemental Training