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
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Name the document with the date first. (YYYY_MM_DD) eg. 2016_03_21
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The date of the document must be the date relevant, not the date the file was scanned.
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After the date, add an underscore followed by the client's name.
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Put a dash and type in the case name.
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eg. 2016_03_21_HART-Engagement Agreement
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Right click on the file and cut it.
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Go over to the Dropbox and click on Clio.
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Look for your client's folder.
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Paste the selected item onto the "CLIENT DATA AND WORK PRODUCT" folder found in your client's folder.
Uploading the document to Clio
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Go back to Clio.
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Type in your Client's name on the Search bar found on the upper right of your screen.
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Go over the Documents section.
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A drop down menu will appear when you click on the "New". Select "File Upload".
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Select the file you wish to upload.
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Type in the category name so it will be easier to find.
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Once the upload is complete, you can now share the document to your client.
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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.
