{"id":79,"date":"2020-01-10T16:10:58","date_gmt":"2020-01-10T16:10:58","guid":{"rendered":"http:\/\/blogs.ubalt.edu\/legaldatadesign\/?page_id=79"},"modified":"2020-03-04T05:44:04","modified_gmt":"2020-03-04T05:44:04","slug":"clio-hints","status":"publish","type":"page","link":"https:\/\/blogs.ubalt.edu\/legaldatadesign\/links\/clio-hints\/","title":{"rendered":"Clio Guide"},"content":{"rendered":"

One major goal for the LDDC is to assist other student attorneys in the greater clinic \u201cfirm\u201d in gaining a deeper appreciation for how various legal information systems work and interact with each other. \u00a0LDDC students look for ways to innovate our practice \u2013 and the practice of other UB law clinics \u2013 using Clio.<\/em><\/span><\/p>\n

Please find below an introduction to the basic functionality of Clio and its various features. Although it is possible (and suggested) to download Clio as an app on your phone, the instructions below assume you are using the Clio website.<\/em><\/span><\/p>\n

CLIO CASE MANAGEMENT SYSTEM<\/strong><\/span><\/h2>\n

Clio is an online cloud-based case management system (CMS). Clio is used to record and document just about all aspects of case and project management \u2013 communications, contacts, activities, calendar events, etc<\/em>. Beyond this, Clio can be used to save all work product \u2013 Microsoft Word documents, PDFs, Excel and CSV (\u201cComma-Separated Value\u201d) files, and so on. Finally, Clio can also be used to record your clinic time and to keep track of your To Do Lists.<\/span><\/p>\n

\"Clio
Clio Manage main page<\/figcaption><\/figure>\n

 <\/p>\n

A.\u00a0 Dashboard, Search Box, and Main Menu\u00a0<\/strong><\/span><\/h5>\n

The \u201cfront page\u201d for Clio, the page that opens when you first log in, is known as the Dashboard<\/em>. At the very top left of the Dashboard page, you will see a Search Box<\/em>. On the left hand-side of the Dashboard page, you will see the Main Menu<\/em>. The options for the Main Menu are \u201cDashboard\u201d (at the top), \u201cCalendar\u201d (below), all the way down to \u201cHelp Center\u201d (at the bottom). No matter where you navigate to on the Clio site, you will always be able to see and use the Search Box and Main Menu.<\/em><\/span><\/p>\n

The most useful part of the Dashboard page is near the top \u2013 the \u201cToday\u2019s Agenda\u201d heading. This features summaries of \u201cTasks Due Today\u201d and \u201cCalendar Events\u201d for the day. The clinic does not really use the \u201cHourly Metrics\u201d or \u201cBilling Metrics\u201d parts of the Dashboard \u2013 these are really designed for private law firms where billing is critical and at the front of everybody\u2019s minds.<\/span><\/p>\n

\"Clio
Clio dashboard<\/figcaption><\/figure>\n

The Search Box is very powerful and is a very useful way to quickly locate Matters and Contacts. Often it us quicker to use Search rather than navigate via the Main Menu.<\/span><\/p>\n

B.\u00a0 Matters and Documents\u00a0<\/strong><\/span><\/h5>\n

The basic organizational unit for Clio is the Matter<\/em>. Generally speaking, every client\/project will have its own Matter. All Matters have a number<\/em>, client name<\/em>, and description<\/em>.<\/span><\/p>\n

There are different ways that you can access Matters. One way is to click on the \u201cMatters\u201d option in the Main Menu. This will take you to a page where all of the open matters for all the UB law clinics are listed. To look only at open Matters in your clinic, you can use the \u201cFilters\u201d option near the top left of the screen. If you click on \u201cFilters\u201d, scroll down to \u201cPractice area\u201d and select your clinic, you will see all of your clinic\u2019s active clients\/projects.<\/span><\/p>\n

Alternatively, you can find a matter using the Search Box. Just type in keywords from the client\u2019s name of the Matter\u2019s description.<\/span><\/p>\n

\"Clio
Clio matter list<\/figcaption><\/figure>\n

Once you click into a matter, you will see the number and client name at the top of the screen with the matter\u2019s description right below it. Below that, you see the Matter Menu<\/em>, which displays horizontally across the screen. The left-most option on the Matter Menu is \u201cDashboard\u201d; to the right of that are \u201cCustom Fields,\u201d \u201cActivities,\u201d \u201cCalendar\u201d and so forth all the way across to \u201cClio Connect.\u201d \u00a0You will often be using the Matter Menu to access specific information about that Matter, especially that Matter\u2019s Documents.<\/span><\/p>\n

All work product for your clients and for your project work can be saved under the Documents tab for that matter. As an alternative to the clinic\u2019s R drive, Clio\u2019s document system is cloud-based and easily accessible when you are not on campus. At the same time, Clio\u2019s document system works just like the R drive \u2013 you can create file folders and you upload and download files to Clio documents just as you would to the R drive.<\/span><\/p>\n

See how to upload and download documents here.<\/a><\/span><\/p>\n

Client\/Project Matters v. Student Matter<\/em><\/strong><\/span><\/p>\n

There are two basic types of Matters. The first type is what you might think of as the \u201cstandard\u201d \u2013 the Matters for clients and projects. \u00a0As much as possible, a student attorney should make sure that the files and file structure for the Documents for each client\/project are kept organized and up to date.<\/span><\/p>\n

The second basic type of Matter is a Student Matter. This is the Matter you will use when you are recording your time that is not associated with a particular client or project.<\/span><\/p>\n

Most commonly, you will associate the time you spend in seminar, supervision meetings, and preparing\/studying for seminar and supervision meetings with this Administrative Work file.<\/span><\/p>\n

For more information on matters, click here.<\/a><\/span><\/p>\n

C.\u00a0 <\/strong>Contacts\u00a0<\/strong><\/span><\/h5>\n

Clio uses Contacts as its mechanism to store information about \u201cPeople\u201d and \u201cCompanies.\u201d It is your responsibility to make sure that all of your client\/project Matters has complete contact information associated with it.<\/span><\/p>\n

To see whether a person\/company is already in the Clio system, use the Search Box or use the Contact item off the Main Menu.<\/span><\/p>\n