Inside District Court
next best thing. Each case is given a unique e-mail address. When an e-mail comes in that is related to a specific case, the user can forward it to the unique e-mail, and it will be delivered into the Clio Communications tab for that case. Using Rules (Outlook) or Filters (Gmail), the user can even make e-mails that fit certain criteria automatically forward to Clio through the unique e-mail address. For outgoing mail, a good option is the blind carbon copy (bcc) the unique e-mail address. When linked e-mails contain documents,
those
documents are automatically saved and linked in the Documents tab. Te only difficulty here is that there is no notation identifying which e-mails had attachments. Like Notes, the e-mails are awkward to view—they are
shown on a very narrow screen, and they lose all of their formatting (hyperlinks, bold, italics, etc.) when linked to Clio.
Documents Te Documents tab is the best feature of Clio. It excels
in almost every way. Te heart of any case management system is the
documents. Tis allows lawyers to go green, to go paperless, and to carry voluminous medical records wherever they go. Clio does an excellent job of document storage and linking. Any document can be linked—PDF, Word, WordPerfect, Excel, or Powerpoint, to list a few. Te best feature by far is the ability to link numerous documents simultaneously by dragging them from the computer’s file folder to the Documents tab.
Unlike
e-mails, phone calls and notes, documents can be assigned categories. Users can select from predetermined categories (like correspondence, contracts, agreements) or create their own (pleadings, medical records, medical bills, etc…). Te only problem with managing categories is that if a document is uploaded and it needs a new category, there is no way to quickly add the category without having to reload the document. Also, documents can only have one category. In a personal injury practice, it is not uncommon to have letters that include discovery; or pleadings that are also discovery. Each document can also be shared with clients or
anyone outside of the office using Clio Connect. Te user simply clicks the Clio Connect button next to the document, types the name of contact to share it with, and an e-mail is generated and sent to the contact, with a link to Clio’s secure viewer. Te contact must make a temporary login to Clio, but then can view those documents submitted by the user. Tis user portal is a simple and effective way to keep clients informed about their case—a lawyer can share complaints and other pleadings, important correspondence, and copies of medical records with the curious client. Te user can also see when the contact has viewed the document.
If You Build It, They Will Come
Your website can help you to attract new clients. How many pages does your website have? 5? 10? 30?
When was the last time you added keyword-rich content?
The more unique pages you have, the more Google recognition you will get. Fresh content makes the search engines take notice.
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John J. Cord John Cord Law, LLC (443) 850-4426
jcord@charmcitylawyer.com www.charmcitylawyer.com
www.marylandcaraccidentlawyersblog.com www.facebook.com/charmcitylaw
Other Services Include...
• PowerPoint for Trial • Overflow District Court Trials and Workers’ Compensation Hearings • Personal Injury Blog Writing
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Trial Reporter / Summer 2012 53
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