Walking through Clio 3.0 Integration

Clio 3.0 Integration

Step-by-Step Instruction Article: Using the Clio 3.0 Integration

• Begin by opening your web browser and navigating to the login pages of both your AltFee and Clio accounts.

• Log in to both accounts using your unique credentials.

• Open the existing guideline in AltFee to create new matter and integrate it with Clio for efficient project management and billing.

• In AltFee, create a new matter for a client who is already listed in both AltFee and Clio Manage (ex. Bernie).

• Specify the type of work for this new matter (ex. corporate work).

• Within the new matter, scope the work and add specific projects (ex. shareholder agreement).
• The scoping process within AltFee will remain the same!

• Determine the Descriptions of Services applicable to each project for invoicing purposes.

• In AltFee, choose to connect the matter to Clio for billing purposes.

• Instead of just exporting the data to Clio, you now have the option to connect and view the existing matters for a specific client in Clio Manage.

• Select the relevant matter in Clio that corresponds to the work you are managing in AltFee.

• Review the list of projects, dollar amounts and selected Descriptions of Services that you are about to sync with Clio.

• Connect the matter to Clio and you will receive a confirmation that the integration has been successfully set up.

• Switch to Clio to see the individual projects (ex. incorporation, shareholder agreement) recorded as flat fee activities.

• Once in Clio, switch into “Matters” and then “Activities” to see that these will be recorded as flat fees.

• Verify the descriptions of services have been imported from AltFee.

• Access the invoice in Clio where the descriptions and dollar amounts are reflected.

• Review the invoice with bullet points and project names generated from AltFee.

• The dollar amounts that are scoped and priced in AltFee will be directly reflected in the bill that is produced by Clio.

• Monitor the Clio status of the matter, which may progress from “Unbillable” to “Draft” to “Invoice”.

• Note that projects will be locked in AltFee and cannot be edited once they reach “Draft” status in Clio. This is for consistency amongst the two platforms.

• Maintain consistency between AltFee and Clio by locking projects in AltFee once they are in draft form in Clio.

• If changes are required, you can disconnect from Clio, work on the matter in AltFee and subsequently reupload to Clio.