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getting started with Cleo how to build
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strong foundations in your Cleo account
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for long-term success whether you are
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joining us live here in Nashville or
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virtually hello I'm thrilled to spend an
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hour with you walking through the basics
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so that you can have a successful long
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career within Cleo sound good yeah all
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right let's get to it so first a quick
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thank you to our Visionary sponsors case
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status Nota lawmatics brief Point infot
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TR back and
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gabble so a little bit about me my name
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is chinaa deont I'm a senior manager of
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customer support here at Cleo I've been
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with Cleo for four and a half years and
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it's my job to support our award-winning
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team of over SI 50 support Specialists
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and eight team leads who handle all of
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your questions that come in on phones
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chats and emails 24 hours a day five
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days a week we have team members in
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North America in zublin over in
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Australia all there to help you and
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before working with Cleo I was a head
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trainer for a e-learning and event
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company that focused on supporting
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entrepreneurs to run their businesses
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with more free time and more money uh so
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I'm excited to spend the day here with
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you doing just
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that so how are we going to spend the
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next 60 Minutes who's this session best
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suited for and what can you expect to
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get out of your time
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here so let's start with the basics I'm
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going to walk you through some of the
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foundations pieces of our core products
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Cleo grow and Cleo manage and I'm going
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to be focusing on the pieces of these
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products that I feel are going to give
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you the most value quickly from your
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investment in
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Cleo now Cleo manage and Cleo grow are
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two deeply integrated products that are
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meant to expand over the full customer
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Journey both our Cleo grow products to
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help you find and intake your clients
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into your firm seamlessly and
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successfully and of course Cleo manage
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for you to manage your cases do your
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great work close them get paid and get
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referrals and to help illustrate what
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we're talking about I'm going to put it
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into some real world examples for you
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and introduce you to some characters
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along the way Sarah our lawyer and David
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our firm's intake
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professional but first who is this
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session for uh this session is g to be
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most valued to folks who are new to Cleo
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working in small firms or midsize firms
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of course more experienced Cleo users
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you're welcome to stay and uh and ask
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questions and be a part of today but I
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will be making some recommendations for
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some other sessions that you may want to
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attend that will go a little bit
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deeper what else can you expect everyone
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loves to know what pitfalls to avoid and
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some quick tips so we're going to spend
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some time on that as mentioned there is
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going to be a Q&A with two members of
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our support team here live on stage in
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Nashville I'm really excited to
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introduce them to you um and I also do
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want to ask you to have something to
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take some notes on so a paper or your
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computer or phone because I will be
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asking you some questions along the way
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and giving you a little bit of light
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homework what I'm not going to be
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covering in our session is a deep dive
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into any specific feature or an in-depth
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walkr of every single step in the
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process however I will provide you some
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resources at the end that will give you
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more of that granular
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guidance and a little inspiration as we
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dive in a reminder from our legal Trends
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report that firms that experience
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consistent and significant growth are
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46% more likely to use a client intake
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or cmrm solution so by just being at
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Cleon you are off to a great
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start all right I promised questions so
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here is your first one let's begin with
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a little reflection if you could cut
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back time spent on one thing in your
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workday what would that thing
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be if you could cut back time spent on
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one thing in your workday what would
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that thing be
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jot it down for
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yourself and we are going to take
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advantage of being here in person
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together and I am going to ask you to
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share it with a person near you so if
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you're here live feel free to turn to
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the person closest and share what came
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up for you and if you're joining us
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virtually on chat take to the chat and
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share what's that one thing that you'd
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love to get rid of in your workday I'll
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give you about a minute don't be shy
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we're in person for a reason
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all right I'll give you 20 more
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seconds all
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right thank you for your participation
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it is appreciated and I will be asking
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you more questions as we go along so get
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to know your neighbors that's what we're
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here for all right so first we're going
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to be talking about CLE grow as that's
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the product that you'll be using when
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you first meet your clients in the
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intake process first attract them to
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your firm and hopefully win them into
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your firm's work so what is Cleo grow
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Cleo grow is Cleo's cloud-based client
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intake and legal relationship management
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software it's designed to transform the
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way that you fir that your firm first
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attracts and retains perspective clients
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and is one of uh one of Cleo's most
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powerful features is its ability to
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automate your your intake
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process automated intake or intake forms
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as you probably heard throughout the day
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are going to allow you to gather the
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information about your potential client
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or lead that you need to bring them on
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as a client and then all of that
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information is going to automatically
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populate into grow and sync over into
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Cleo
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manage so this is key to getting value
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from Cleo grow quickly and in the next
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section I'm going to be going through
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some foundational pieces that are going
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to allow you to build your intake forms
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seamlessly
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a little terminology make sure we're all
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on the same page when I'm mentioning
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matter what I mean with in Cleo is your
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case files or your opportunities within
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Cleo grow or Cleo
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manage all right so three features we're
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going to go into specifically custom
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Fields matter types and matter
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statuses starting with custom Fields
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what are custom Fields custom fields are
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customizable categories or fields of
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information about your customer part ofy
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client um that exists in matters and
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contacts it's going to allow you to
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personalize what is important to your
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firm for the work that you do and gather
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that information into Cleo grow whether
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that's employment status or spouse's
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name it's going to give you the
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flexibility to add details to help you
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keep track of what you deem to be most
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important so let's go back to Sarah and
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David who I mentioned earlier let's say
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Sarah shares with her firm's intake
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specialist David that she really wants
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to uh track preferred names so that she
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can build rapport more easily at the
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beginning of her relationship with a
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potential client so David's going to go
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ahead and create a text Line Custom
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field called preferred Name by going
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into settings custom Fields clicking New
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Field and then creating a field called
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preferred name now that field will be
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able to be used all in the client
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profile and it's also something that
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David can then pull into the intake form
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when he goes ahead to create that so
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another question for you
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what custom Fields would you want to add
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for your unique firm take a moment to
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jot down a couple that come to mind what
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custom Fields would be useful to what
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you
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do
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right so then Sarah our lawyer shares
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with David that she needs to know what
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area of law or what type of job she's
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going to be doing for her potential
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client so this is where matter types
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comes in in Cleo grow it's going to
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allow Zarah and David to track the
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practice area for each of the matters
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and if there's a lead that has multiple
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needs there can be multiple matters and
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therefore multiple matter types for that
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lead this is going to be particularly
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useful as the firm grows and there's a
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lot of things on the
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go so let's say Sarah does Estate
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Planning and one type of matter is Wills
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they can go ahead and set up in settings
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Wills as a matter type and then once
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it's a selectable option it can be
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selected for a matter where it will be
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displayed for
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reference so it's all set up Sarah now
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has a call booked with her potential
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client and wants to record that as well
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and this is where we get to matter
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statuses so matter statuses are going to
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allow them to track exactly where in the
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process a lead is at so are they at the
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stage of consult call scheduled are they
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waiting for forms uh is there a new lead
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that needs to be actioned all of that
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can be tracked and then the whole entire
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pipeline can be seen from an overhead
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view that's going to really help David
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do his job of informing what's needed
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next it's going to allow the firm to be
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able to see at a glance the volume and
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types of matters coming in also start to
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project Revenue it's a really powerful
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tool to be able to just see at a glance
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what's going on and make sure of course
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that nobody falls through the
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cracks and a final step here Sarah can
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go ahead and record that she has a
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consult call scheduled she's going to go
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to our matters page select consult
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scheduled from the dropdown and that's
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it ready to go I promised tips so here
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is your first one potential clients can
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book in to your calendar directly with a
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schedule that you set using Cleo gr's
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scheduler feature uh this is definitely
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one that you're going to want to set up
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quickly and minimize all of that admin
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and back and forth that is no fun that
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can be multiple emails just to get to an
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appointment time you can ditch all that
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work by setting setting up this feature
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and this is one that you're again
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definitely going to want to set up
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quickly to start seeing value from Cleo
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grow I got sound effects um all right so
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recap we've covered custom Fields where
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you personalize what information you're
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going to gather from your potential
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clients matter types so that you can
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differentiate the types of work your
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potential clients might need and matter
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statuses so that you know exactly where
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the client is at in their Journey with
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you now on to some professional touches
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two small touches that you can set up
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easily within Cleo grow that are going
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to make things just shine when you start
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sending out your intake forms these are
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simple and straightforward and honestly
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might seem kind of unnecessary but first
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impressions are everything so we're
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going to take a couple minutes and we're
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going to do it yes yeah thank you I love
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a front row learner awesome all right so
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firstly uploading your firm logo will
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add it to your intake form so it just
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takes a couple of Clicks in settings to
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upload your firm logo and then it's
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going to show D on all of your intake
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forms for your potential clients and
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firm email so firm email if you do not
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have a custom email set up for your firm
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highly recommend it it's just one of
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those touches that can show reputability
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and have a potential client feel like
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they're in good hands early on lots of
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different providers for custom domains
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so you can just Google that and you'll
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find lots of options and then once you
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have a custom domain you're going to
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want to hook that up to Cleo grow so
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that any of your Communications will
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come from that custom domain versus a
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generic Cleo one as much as we
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appreciate the free marketing it's
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better that it's your domain yeah all
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right so this is easy easy way very
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quick way to show reputability and just
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have that clean professional
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look okay now we've got all of our
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foundations in place we have our custom
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Fields set up and ready to collect
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information about our potential clients
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we have M matter types configured matter
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stages are ready to go loog custom
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domain all set up now we're ready to
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automate
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intake so what is automated intake more
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specifically automated client intake
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means that you're creating an intake
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form to share with a potential client
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that's going to gather all of the needed
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inputs so that you can onboard them
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smoothly with the right setup it's going
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to cut down the time it takes to bring
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on a new client to a fraction of the
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time meaning less work for David less
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work for Sarah more time to spend on the
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things that you got into law to do and
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Happ your clients so this process does
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take some steps to set up and I am not a
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lawyer but I will make a quick case for
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why you're going to want to do
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it all right so a yes or no question I
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will not make you share the answer
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checking in with yourself is your firm
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currently too busy to handle new clients
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yes or
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no
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yes I appreciate the share um awesome
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you don't have to share it out loud but
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I appreciate that you did all right so
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in a 2021 money Penny survey of law
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firms 65% of firms said that they were
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too busy to handle new clients that's
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going to impact that firm's bottom line
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the number of clients that they can help
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and support with their needs of course
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it's going to affect the growth of that
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firm's business it's also probably going
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to mean that it might be harder to have
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a great customer experience because this
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all points to a really busy firm and I
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get it when you're busy it's hard to
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think about adding on another
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thing but investing the time to automate
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this step of the process is going to
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allow you to bring people on more easily
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and not have that feeling of we're too
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busy to handle a new client he going to
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avoid bottlenecks save you time have you
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stand out to potential clients you're
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getting the drift it's a good thing to
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do are you hearing the music is it just
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me awesome all right we want to make
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sure nobody's falling through the cracks
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that's the boil down version so here are
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four steps to automate your intake first
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utilize our form Builder I'm going to
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show you a video in a moment of what
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that looks like to create templates of
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intake forms based on your matter type
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next you're going to customize and
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design these forms for your needs third
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send them out to your potential clients
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and then lastly gather all that
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information and start to get to work on
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it and assign the matter
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stage so let's take a look Al together
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of what this looks
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like so first using the form Builder
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adding all of all of our information
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into the intake form so it looks exactly
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how we want it all of that information
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is then going to be seen on the intake
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form that's going to go to your
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potential customer client they're going
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to be able to fill all of that out
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submit it and then once it's submitted
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you're going to see it in the matter
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pipeline within Cleo grow you're going
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to be able to move it through the stages
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and you can even see there it has a um a
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uh number at the bottom to just give a
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sense of a revenue projection
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all right so top three Cleo grow
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takeaways if you remember nothing else
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from what I just said these are the
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things you need to
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know key grow features custom Fields
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matter types matter
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statuses you're going to add your
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professional touches your firm logo and
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your firm
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email then you're going to build your
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first intake form create those forms
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send them out and you're going to be
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able to action on them and that's how
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you start getting value from Cleo grow
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quickly and that's really just the
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beginning Cleo grow does a whole bunch
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of other things but if I went into
00:16:05
everything we'd be here all day uh but
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some of these include professional
00:16:09
websites Google search results having uh
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the ability for your potential clients
00:16:13
to book and pay for consultations and so
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so much
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more all right ready to move
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forward going back to this familiar
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slide we spent most of our time so far
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speaking about grow and focused on work
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working towards building an intake form
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because that's where you're going to get
00:16:33
the value the quickest within Cleo with
00:16:35
that same mentality let's take a look at
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manage and focus on what's going to get
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you value and manage the quickest which
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is
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billing so your customers joined you
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they've gone through intake you've got
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all the information now this is where
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manage comes in so manage is designed to
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handle everything after a client is on
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boarded with you cases documents tasks
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calendars important dates what have you
00:17:02
it manages everything it's designed to
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be the central operating firm uh
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operating system for all active clients
00:17:09
in your firm and the good news is all of
00:17:11
that work that you already did in grow
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you can now sync over into CLE
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manage a quick statistic as we get into
00:17:18
manage almost onethird of the average
00:17:21
legal professionals time spent in a week
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is spent on tasks that cannot be built
00:17:27
for so in a 40-hour week we're looking
00:17:29
about 12 hours a week that you could
00:17:32
spend elsewhere ideally on tasks that
00:17:34
you can get paid for and a lot of that
00:17:36
work that you aren't getting paid for is
00:17:38
what we try to automate within Cleo
00:17:41
manage this is all where manage comes in
00:17:45
manag is designed to help you manage
00:17:46
your firm more eff efficiently cut down
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on some of those repetitive tasks with
00:17:52
Automation and make things that take a
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long time like billing much quicker
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a little look at the agenda what we're
00:18:00
going to cover when it comes to manage
00:18:02
it's a powerful software and there's so
00:18:04
much that I could go into again we would
00:18:06
be here all day so we're going to touch
00:18:08
on some of the key pieces communication
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setting up tasks and documents tracking
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time and expenses and of course getting
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you paid by
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billing so back to Sarah and David
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David's done a great job getting Sarah
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new clients they've completed the intake
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forms and now Sarah is ready to do what
00:18:27
she does Best But first first she's
00:18:29
going to take some steps in her account
00:18:31
to make sure it's set up to really save
00:18:34
her time by investing time now to save
00:18:36
her time
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later so Sarah's priority is
00:18:40
communicating with her clients so the
00:18:43
first order of business is to set up
00:18:45
easy ways easy paths to communicate with
00:18:47
her clients there are other forms of
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communication within manage including
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phone logs and email logs but the two
00:18:55
that I'm going to go into a little bit
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deeper here are the two that our
00:18:57
customers say are the game changers
00:18:59
which are text messaging and Cleo for
00:19:03
clients so texting hopefully I don't
00:19:06
have to sell you on texting texting is
00:19:08
how most people are communicating it's
00:19:10
everywhere texting your clients is going
00:19:13
to be a great way to get quick
00:19:14
communication to them right into their
00:19:17
pocket where they are probably most of
00:19:19
their day on their phone uh it's easy
00:19:22
quick but what holds a lot of people
00:19:24
back from using text messaging is that
00:19:26
they don't want to text from their own
00:19:28
personal phone number which makes sense
00:19:30
it's important to have boundaries and
00:19:32
Vacations so yeah you might not want to
00:19:33
give out your personal phone number and
00:19:35
that's fine that's where Cleo manage
00:19:38
comes in so texting within the app just
00:19:40
looks like this you go ahead and click
00:19:42
Text type out your communication send it
00:19:45
as a text message it's going to go right
00:19:47
to your client's pocket and then you're
00:19:49
going to be able to see it on your
00:19:50
Communications page within
00:19:53
manage and you can set it up as I
00:19:55
mentioned to not come from your phone
00:19:57
number but to come from a Cleo phone
00:19:59
number um so what that looks like is
00:20:03
just again a couple of clicks of a
00:20:04
button turn on text messaging add in
00:20:07
your information and then you're going
00:20:09
to be able to text from a generic phone
00:20:11
number versus your own personal phone
00:20:13
number and be able to communicate in
00:20:15
that
00:20:17
way so text messaging is great for those
00:20:19
quick
00:20:20
questions quick Communications quick
00:20:22
updates but Sarah our lawyer wants
00:20:25
something more secure when it comes to
00:20:26
things like bills documents and that's
00:20:29
where Cleo for clients comes into play
00:20:32
Cleo for clients is an app that's set up
00:20:34
for you to communicate more securely uh
00:20:37
meeting their Cent your clients again
00:20:38
where they are either on their phones or
00:20:40
on their computers um sending them
00:20:44
things like documents meeting invites
00:20:46
bills easily safely
00:20:50
securely now Sarah set up her
00:20:52
communication paths she's ready to start
00:20:55
planning her work on her cases next I'm
00:20:58
going to walk you you through tasks
00:21:00
tracking time and tracking
00:21:03
work so Sarah's getting to work she's
00:21:05
ready to start keeping track of her
00:21:07
tasks and within Cleo tasks are a great
00:21:10
way to keep track of the specific
00:21:12
actions needed on a matter it's going to
00:21:15
allow her to check off the actions that
00:21:17
she does as she does them or assign them
00:21:19
to other folks at the
00:21:21
firm now what ises this look like when
00:21:23
setting up a task you can set the name
00:21:27
description
00:21:28
due
00:21:29
date even a reminder for yourself or
00:21:32
another person or a reminder for both to
00:21:35
make sure nothing falls through the
00:21:37
cracks and a quick
00:21:39
tip it's one thing to set up tasks and
00:21:42
that's great but it's another thing to
00:21:43
set up a task list so if you know that
00:21:45
there is a list of tasks that you take
00:21:47
with every type of specific type of
00:21:49
matter you can create a task list that
00:21:52
you can automatically add to every
00:21:54
matter of that type to allow you to cut
00:21:56
back on having to go do that manually
00:21:58
every time you get a matter of a
00:21:59
specific type so task lists are very
00:22:02
powerful easy way to cut back on some of
00:22:05
that organizational admin work my
00:22:07
personal rule of thumb I'm a big
00:22:08
productivity nerd so if any of you come
00:22:10
visit me at the customer success Center
00:22:12
I want to talk productivity you're
00:22:13
welcome to um Big Nerd about it and my
00:22:16
rule of thumb is if I do something once
00:22:18
I'm always asking myself is there a way
00:22:21
I can cut down on that work for the next
00:22:23
time I do it what can I do now to avoid
00:22:25
having to just duplicate the effort next
00:22:27
time so
00:22:29
productivity hack 101 always ask
00:22:31
yourself what can I do now to set myself
00:22:33
up for Success later sound
00:22:36
good all right so a question for you
00:22:39
what is a common workflow that you could
00:22:41
make a task list
00:22:45
for and write it down for yourself
00:22:47
what's a common workflow that you could
00:22:48
make a task for at your
00:22:54
firm all right now let's touch on
00:22:57
another thing that takes up a lot lot of
00:22:58
that onethird of legal professionals
00:23:01
time that they're not able to bill for
00:23:03
and that is
00:23:04
documents there are documents that Sarah
00:23:07
our lawyer uses every single time and
00:23:10
it's timec consuming to create them lots
00:23:12
of copy pasting lots of updating
00:23:15
addresses updating dates names pronouns
00:23:17
what have you and by setting up a
00:23:19
portfolio of templates of documents she
00:23:22
can cut all of that time out of her
00:23:24
day so Cleo is already going to keep
00:23:27
track of all of the information
00:23:29
that came in from CLE grow on the intake
00:23:31
form and all the other types of
00:23:33
information that Sarah's going to be
00:23:34
putting in there about her clients and
00:23:36
then we can take that information and we
00:23:38
can put it into what are called merge
00:23:40
fields which is basically just like a
00:23:42
field on the document template it's
00:23:45
going to allow you to pull in the piece
00:23:46
of information that you're looking to
00:23:47
pull in so this might be things like
00:23:49
responsible attorney matter payment
00:23:53
profile custom Fields extra help like
00:23:56
the current date
00:23:59
so what that's going to look like is
00:24:02
taking an existing document and pasting
00:24:04
the merge Fields
00:24:05
over the appropriate
00:24:08
information so that it looks like
00:24:11
this it's going to take a little bit of
00:24:13
time to set this up but once it's set up
00:24:15
it's done and then from there every time
00:24:18
you need to generate that document you
00:24:20
can just pick that document template
00:24:22
within the specific matter and it's
00:24:24
going to draft you a first draft of it
00:24:27
for you to review based on what you've
00:24:29
set up in your merge Fields so again
00:24:31
saving you that manual copy pasting you
00:24:34
just copy paste once with the merge
00:24:35
fields and then you're set you're ready
00:24:36
to
00:24:39
go so Sarah has set up her tasks and her
00:24:42
documents but now she wants to be able
00:24:44
to keep track of all the time that she's
00:24:46
spending on each one so building towards
00:24:48
Sarah's eventual Bill uh another feature
00:24:51
that's going to help is
00:24:53
activities so what's an activity an
00:24:56
activity is an event that forms a line
00:24:58
item on a bill so uh can be non-billable
00:25:00
or billable an activity category is
00:25:03
going to allow you to put like types of
00:25:06
activities together and build them in
00:25:08
the same way it's going to provide
00:25:09
firmwide
00:25:11
consistency um allowing them to again be
00:25:13
grouped together and allowing you to
00:25:16
have uh consistent rates as well so some
00:25:20
examples could be time
00:25:23
expenses
00:25:24
uh time and expenses are I'm going to go
00:25:26
into a couple more but those are two
00:25:28
start and grouping activities together
00:25:30
in this way is going to allow you to
00:25:31
provide a detailed breakdown so that
00:25:33
your client knows what they're paying
00:25:34
for it's going to allow you to organize
00:25:36
your bills a lot
00:25:38
easier having detailed activity
00:25:40
categories also going to help provide
00:25:42
insights to customers of the services
00:25:43
that you provide and what goes into the
00:25:45
work that you're doing for them so in
00:25:48
this case Sarah has lots of categories
00:25:49
set up including time entry call with
00:25:51
client document review expenses that
00:25:53
have been accured fees taking a moment
00:25:56
going to your notepad what are some
00:25:58
kinds of categories that your firm might
00:26:02
need jot down the first three that come
00:26:04
to
00:26:08
mind
00:26:11
right
00:26:13
so how can Sarah track all this work
00:26:16
that she's doing let's say Sarah has
00:26:18
that call scheduled in Cleo for clients
00:26:20
and wants to track that time from the
00:26:22
event in Cleo for clients she can track
00:26:24
time she spent in the meeting the tasks
00:26:26
that she created she can add time to
00:26:29
each one of them and there's also a
00:26:31
timekeeper on each page within Cleo
00:26:33
manage that's going to allow her to
00:26:35
track time on the go as she goes making
00:26:37
sure that all of her time is accounted
00:26:38
for even if she's not billing for it at
00:26:41
least it's going to give her visibility
00:26:42
into how she's spending her time so that
00:26:44
she has choice and autonomy of if that's
00:26:46
how she wants to be spending her time
00:26:48
again we're trying to cut down on that
00:26:50
one-third of a legal professional's time
00:26:52
that they're not getting paid
00:26:54
for so this is a private share inside
00:26:57
you don't have to to tell me but how
00:26:59
much of your time do you currently track
00:27:01
is it
00:27:02
25% is it
00:27:04
50% 75% maybe we have some keeners who
00:27:07
are closer to like
00:27:10
90% if you're on the lower half of that
00:27:12
no shame but you may need this next
00:27:15
quick tip which is time tracking on your
00:27:17
phone so the Cleo manage mobile app is
00:27:20
going to allow you to use the time
00:27:22
tracker on your phone wherever you are
00:27:24
especially if you're somebody who's not
00:27:25
always at their computer when they're
00:27:26
doing their work just going to know
00:27:28
allow you to build that muscle of
00:27:29
tracking your time more easily right
00:27:31
from your phone as opposed to having to
00:27:33
be near your
00:27:36
computer all right back to Sarah she's
00:27:39
been diligent she has tracked 90% of her
00:27:41
time she has all of her tasks her time
00:27:44
activities expenses ready to go and she
00:27:46
is ready to Bill and this is where the
00:27:48
payoff of all this work comes off uh
00:27:51
comes into play because she's been
00:27:53
working and tracking and being diligent
00:27:55
now she can calculate or uh populate a
00:27:57
bill a matter of a couple of clicks and
00:28:00
it's ready to send to her
00:28:03
customer there's two ways to generate a
00:28:05
bill you can use Quick Bill feature
00:28:08
which is one button within the matter or
00:28:11
you can use the bulk building feature
00:28:13
that's going to allow you to Bill multip
00:28:15
uh multiple clients at the same
00:28:17
time now I know Jack mentioned earlier
00:28:20
about billing week billing week is very
00:28:22
much a thing we do see it every single
00:28:24
month first week of the month all of our
00:28:26
calls and cues go up because everybody's
00:28:29
Billing at the same time if you're being
00:28:31
diligent and doing all this work
00:28:32
throughout the month there's no reason
00:28:34
that you can't bill on a bi-weekly on a
00:28:37
weekly or you know at your leisure as
00:28:40
opposed to having that billing
00:28:41
week but of course um it's easier set
00:28:45
than done but also it only works if
00:28:47
you're being diligent about all these
00:28:49
pieces so what does quick bill look like
00:28:53
if you're in the matter you're going to
00:28:55
press one button and you're going to be
00:28:58
able to generate a draft of your
00:29:00
bill two buttons I lied there's a
00:29:03
generate Bill button so now you've got
00:29:04
the draft of the bill you're able to see
00:29:07
all of the line items everything that
00:29:08
you've been tracking along the way for
00:29:10
your review make sure that you make any
00:29:12
edits that you need to You'll also note
00:29:14
that there is a customized Bill theme
00:29:16
there which I'll get into in a
00:29:18
moment so that's one way to Bill and
00:29:21
then once the bill is generated you can
00:29:22
send that bill to your client either via
00:29:25
email or via Cleo for clients in this
00:29:28
case it's going to be email so you're
00:29:29
going to go to more actions send add the
00:29:33
context
00:29:34
information and ready to go straight to
00:29:37
their
00:29:42
email all right now if you want to send
00:29:45
lots of bills at once that's also an
00:29:47
option you're going to go to the bulk
00:29:48
billing page be able to click all of the
00:29:50
bills that you're wanting to
00:29:52
generate generate them all at
00:29:55
once and then you can review each each
00:29:58
bill in more detail make sure everything
00:30:00
is looking good how you want it before
00:30:02
you press
00:30:06
send so some professional touches let's
00:30:09
go back to the theme of how to make
00:30:12
things shine and cover a couple of quick
00:30:14
wins on that side for Cleo manage number
00:30:18
one is Bill themes so you can customize
00:30:20
the look of your bills you can add your
00:30:22
logo your color scheme and you can have
00:30:25
consistency across all of your bills or
00:30:28
you can customize by matter type
00:30:31
practice area attorney each client you
00:30:33
can be as creative as you want on this
00:30:35
front and make as many of these
00:30:36
templates as you want um in this example
00:30:40
it's
00:30:41
by how the how they're being built so
00:30:44
whatever feels right for your firm but
00:30:46
this is just again another step that's
00:30:48
just going to make things look really
00:30:49
clean and
00:30:50
professional and a quick tip if you're
00:30:53
spending a lot of time chasing down your
00:30:55
clients to collect you can set up
00:30:58
automated Bill
00:31:00
reminders which is great set it up once
00:31:03
you don't have to do the L work of
00:31:05
sending those manual reminders and if
00:31:07
you're worried it's going to not sound
00:31:09
personal or you know feel contrived you
00:31:11
can personalize the message that goes
00:31:13
out and your clients will be thankful
00:31:15
that they got the reminder and be
00:31:18
hopefully paying you more uh
00:31:22
often all right so top three takeaways
00:31:26
for Cleo manage we covered a lot
00:31:28
number one Cleo for clients you're going
00:31:31
to want to set it up it's going to save
00:31:32
you a lot of time it's going to be a
00:31:33
great way to communicate with your
00:31:35
clients and of course text messaging is
00:31:37
also one that you can explore there
00:31:39
number two keep on top of all your work
00:31:42
with tasks and more ideally task list so
00:31:44
that you have that
00:31:46
Automation and number three do the work
00:31:49
upfront to save time later the more that
00:31:52
you can do upfront the more you can
00:31:54
think through how you're setting things
00:31:56
up the better so so as far as um doing
00:31:59
the work up front I would say picking a
00:32:01
date right now if you have your calendar
00:32:04
pick a date when you get back to the
00:32:06
office take a day off when you get back
00:32:07
because if you've traveled here it's
00:32:09
nice to take a moment to let everything
00:32:10
sink in but pick a day and just spend
00:32:12
the day geeking out on all these things
00:32:14
that you can automate take the time
00:32:16
build your documents build your task
00:32:18
lists build your intake forms get it all
00:32:20
ready and that's time that you're going
00:32:22
to get back tenfold I promise you if you
00:32:25
hit any hiccups along the way our Sur
00:32:27
support team is just a phone call or a
00:32:29
chat button away
