ONBOARDING TO CLIO
Stratus will create a specialized onboarding plan for your firm that includes initial account setup, Outlook/Gmail integration, and QuickBooks software integrations if requested. Our training is targeted, so your attorneys and staff will receive exactly the training that they need. We also offer advanced training in task list creation and law office automation. When your firm’s needs require, we provide assistance in working with any of the two hundred Clio-integrated partner companies.
Typically, a firm of twenty employees would require five targeted training sessions, usually completed in multiple small groups. We begin with how to use the calendar, create contacts and matters, and major Clio components. Subsequent training sessions include billing, advance task creation and management, document automation, and reports. We offer additional training for firms wishing to use the powerful integration with Quickbooks or any of the other 200 Clio integrations. Your firm will have regular “office hours” for the first three months, and these can continue depending on your needs. This allows employees or management to meet with us virtually to ask questions, resolve issues, or identify additional needs at a set time every week. We are available through email and phone as well.