Clio 2.0 Integration
Step-by-Step Instruction Article: Using the Clio 2.0 Integration
Step 1: Accessing the Guideline
- Open the existing guideline in AltFee.
Step 2: Creating a New Matter
- Create a new matter for a client (e.g., Bernie) who is already a client within both AltFee and Clio Manage.
- Specify the type of work (e.g., corporate work).
Step 3: Scoping and Pricing
- Scope the work and add projects to the matter (e.g., shareholder agreement).
- Determine the applicable descriptions of services for invoicing.
Step 4: Connecting to Clio
- Choose to connect the matter to Clio for billing.
- Select the relevant matter in Clio (e.g., corporate work).
Step 5: Confirming the Connection
- Review the list of projects, dollar amounts, and selected descriptions of services.
- Connect the matter to Clio and receive confirmation.
Step 6: Viewing the Result in Clio
- Switch to Clio and see the individual projects (e.g., incorporation, shareholder agreement) recorded as flat fee activities.
- Check the descriptions that have been imported from AltFee.
Step 7: Invoicing and Billing
- Access the invoice in Clio, where the descriptions and dollar amounts are reflected.
- View the invoice with bullet points and project names generated from AltFee.
Step 8: Tracking Status
- Monitor the Clio status of the matter, from unbillable to draft to invoice.
- Note that locked projects in AltFee cannot be edited once they reach draft status in Clio.
Step 9: Consistency and Disconnecting
- Maintain consistency between AltFee and Clio by locking projects in AltFee once they are in draft form in Clio.
- Disconnecting from Clio allows further work on the matter in AltFee, with the option to reconnect and update in Clio.
Congratulations! You have successfully integrated your AltFee account with Clio.
Still Need Some Help? Contact our support team by email