Clio Cloud Conference 2014SEPTEMBER 22 – 23, 2014 · CHICAGO, ILLINOIS

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Brands & Billsby Drew Goddyn & Jarred Bolen

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Drew GoddynTechnical Escalations Agent

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Jarred BolenCustomer Support Specialist

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Clions:

Passionate Clio Employees that love to help others understand and become efficient in Clio

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Branding

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Logo Branding

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Why is a flexible billing tool needed?

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It costs 6 times more to attract a new customer!

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Introducing:Bill Themes

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Template 1 Template 2

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Where can we find Bill Themes in Clio?

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Bill Themes: Interface

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Quick Tip:

Sample Invoice does not pull information from your account

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1 2 3

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Quick Tip:

The shadow can help guide you to the category you want to edit

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Using Bill Themes(Finally!)

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Quick Tip:

Test your changes on a real bill

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Quick Tip:

Visit the Smart Bar for a billing workflow refresher

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Quick Tip:

New bills use the default Bill Theme

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Reminder:

Bill Themes are found on the settings page

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Page setup:

• Margins

• Typography

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Matter:

• Line Items

• Orderings

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Statement of Accounts:

• Summary of Accounts

• Detail of Accounts

• Client Account

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Lets go check out our Invoice!

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Lets make a quick change!

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Lets apply our new theme to our Invoice

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That’s a wrap!

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Questions?