Curriculum
Course:
Legal Team Onboarding - step 2
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Curriculum
Legal Team Onboarding - step 2
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Office Manager - Setup Meet With Managing Partner
Text lesson
Preview
Office Manager - Schedule Meeting with Kevin O'Flaherty
Text lesson
Preview
Office Manager - Schedule Meet w/ Lead Paralegal
Text lesson
Preview
Office Manager - Schedule Meeting with Marketing Lead
Text lesson
Preview
Employee - Clio Manage Training
Video lesson
Preview
Employee - Clio Academy Supplemental Training
Video lesson
Preview
Employee - Clio Grow Legal Training
Video lesson
Preview
Client Intake Lead - Intake to add to BACMS - Case Assignment & Atty Distance tabs
Video lesson
Preview
Client Intake Lead - Add to Consult Tracker-Dashboard Tab
Text lesson
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Employee - OFL Attorney & Paralegal Guide
Video lesson
Preview
Employee - Walkthrough email groups and purposes
Text lesson
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Employee - Dialpad Transcripts Further Uses
Text lesson
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Employee - Style Guide Training
Text lesson
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Employee - Clio Outlook Add-in Training
Video lesson
Preview
Trainer - Passwords/Logins/Eaccess information
Text lesson
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Tarissa Salazar - Get Filing Login Info and Update What is Needed
Text lesson
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Employee - skill training
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Employee - wfh policy training
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Trainer - Make aware of fax line info
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Trainer - Workload Management/Delegation training
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Employee - Clio Academy Supplemental Training
Text lesson
Preview
Video lesson
Employee – Clio Academy Supplemental Training
Watch each of the below training videos to learn fundamental processes that O’Flaherty Law uses in Clio Manage.
Time Entries:
https://help.clio.com/hc/en-us/articles/9289741706779-Time-Entries
Matters Overview:
https://help.clio.com/hc/en-us/articles/9285920226075-Clio-Manage-Matters-Overview
Communication Logs:
https://clioacademy.learnupon.com/store/4078424-maintain-clear-records-with-email-and-phone-logs-in-clio-manage
Clio Tasks:
https://clioacademy.learnupon.com/store/3993653-elevate-task-management-with-tasks-in-clio-manage
Clio Academy (good idea to bookmark):
https://clioacademy.learnupon.com/store
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