Gavel 101 - Crash Course

Connecting to Clio

8 Minute Demo Video

8:47

8 Minute Demo Video

8:47

8 Minute Demo Video

Intro to the Questionnaire

Dashboard overview

2:52

Dashboard overview

2:52

Dashboard overview

Adding logic

2:47

Adding logic

2:47

Adding logic

Collecting repeating item (lists)

5:09

Collecting repeating item (lists)

5:09

Collecting repeating item (lists)

Generating Word Documents

Loading the Word add-in

2:38

Loading the Word add-in

2:38

Loading the Word add-in

Setting up Word documents

7:37

Setting up Word documents

7:37

Setting up Word documents

Repeating item deep dive

5:09

Repeating item deep dive

5:09

Repeating item deep dive

Generating PDF Documents

Tagging fillable PDFs

5:13

Tagging fillable PDFs

5:13

Tagging fillable PDFs

Document Customizations

Logic to generated documents

3:26

Logic to generated documents

3:26

Logic to generated documents

Data Integrations

Connecting to Clio

5:53

Connecting to Clio

5:53

Connecting to Clio

Data Manager

4:14

Data Manager

4:14

Data Manager

Lookup tables and spreadsheets

6:24

Lookup tables and spreadsheets

6:24

Lookup tables and spreadsheets

Client Facing Features

Client-facing workflows

5:49

Client-facing workflows

5:49

Client-facing workflows

About This Lesson

Connect your Clio account to create web forms that gather data, access Clio contacts and matters, and populate directly into your documents.

Read Help Article

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