Templates /
Scanning and Labeling Documents

Scanning and Labeling Documents

1
Introduction
2
Labeling and transferring the documents
3
Uploading the document to Clio
4
Video Tutorial

Introduction

This is the process for scanning documents into our system, then labeling the documents. Putting them into our filing system , which is in Dropbox, and then taking those items to share them with the clients through Clio. 

Labeling and transferring the documents

  • 1

    Name the document with the date first. (YYYY_MM_DD) eg. 2016_03_21
  • 2

    The date of the document must be the date relevant, not the date the file was scanned.
  • 1

    After the date, add an underscore followed by the client’s name.
  • 2

    Put a dash and type in the case name.
  • 3

    eg. 2016_03_21_HART-Engagement Agreement
  • 1

    Right click on the file and cut it.
  • 1

    Go over to the Dropbox and click on Clio.
  • 1

    Look for your client’s folder.
  • 1

    Paste the selected item onto the "CLIENT DATA AND WORK PRODUCT" folder found in your client’s folder.

Uploading the document to Clio

  • 1

    Go back to Clio.
  • 2

    Type in your Client’s name on the Search bar found on the upper right of your screen.
  • 1

    Go over the Documents section.
  • 2

    A drop down menu will appear when you click on the "New". Select "File Upload".
  • 1

    Select the file you wish to upload.
  • 1

    Type in the category name so it will be easier to find.
  • 1

    Once the upload is complete, you can now share the document to your client.
  • 2

    You may or may not add a message for your client.

Once the documents are scanned, a scanned stamp and entered stamp will be used. The stamps are used to let us know that the documents are completed by just glancing at them.

Video Tutorial

Take control of your workflows today.