Technology in Practice – Practice Management Solutions

Description

Presented: December 9, 2020 Location: Zoom Guest Speakers


Rob Zend Account Executive, Team Lead (Clio – Cloud-Based Legal Technology)


Praveen Srinivasan (uLawPractice)


Overview Hear from market leaders what technology tools are available to support Paralegals in the area of practice management.


This program contains 30 minutes of Professionalism content, and this program is eligible for up to 1 Substantive Hour.

What Will I Learn?

  • This program contains 30 minutes of Professionalism content, and this program is eligible for up to 1 Substantive Hour
  • Clio - Cloud-Based Legal Technology
  • Part 1: The Clio Dashboard
  • Explain the features of the dashboard
  • Part 2: The Matter Dashboard
  • Show the Matter Dashboard - Explain the Features and functionality
  • Part 3: Clio Calendar
  • Show the Clio Calendar
  • Explain the Court Rules feature
  • Explain the Calendar integrations
  • Part 4: Clio Documents
  • Show Clio’s Document features
  • Storage
  • Full-text Search
  • Explain Document Assembly features

Topics for this course

1 Lessons1h 30m

Technology in Practice – Practice Management Solutions CPD video

Technology in Practice – Practice Management Solutions – December 9, 20203:43:10
Free

Material Includes

  • Introduction-to-Clio-Session-Outline.pdf
  • https://www.clio.com/
  • https://www.ulaw.io/