Clio Modules Exam Questions And Answers

Which of the following are the five essential characteristics of the cloud? Select all that apply. - ANS -On-demand self service -Broad network access -Resource pooling -Rapid elasticity -Measured service True or False: One of the reasons Clio is on the cloud is because it makes software very easy for law firms to implement. - ANS True. Which statements are true about the benefits of using the cloud? Select all that apply. - ANS 1. Cloud vendors can invest in security infrastructure in ways that law firms can't do on their own. 2. Law firms can see a quicker return on investment by using cloud services. 3. Cloud services are more flexible and able to handle growing case volume and complexity. True or false: Some bar associations require lawyers to maintain education in technology. - ANS True. True or false: two factor authentification in Clio would help prevent someone from accessing your Clio account, even if your password has been compromised. - ANS True. What are "contacts" used for in Clio? - ANS All of the above. Brendan would like to review notes about a phone call with TJ in March. What area of the Contact Detail Page should Brendan click on to see this information? - ANS Communications. Brendan would like to review all of the resources that he has shared with a person through Clio. What area of the Contact Detail Page should Brendan click on to see this information? - ANS Clio Connect. Select all the statements that are true about Custom Fields. - ANS 1. Custom Fields allow you to capture more information about a Contact or Matter. 2. You have the ability to apply multiple Custom Fields to a Contact or Matter. 3. Custom Fields can be grouped into Sets. True or False: Deleting Contacts can result in interrupted workflows with regards to transactions and billing. - ANS True. True or False: A Custom Field has provides additional information for a Contact that can be filtered by users in Clio. - ANS True. Choose all of the statements that are true about Matters: - ANS 1. A contact can be a client on multiple Matters. 2. There are three types of Matters Billing available- hourly, flat rate, and contingency. True or False: I can assign Matter Permission based on a Group created in Clio. - ANS True. Match the Matter Billing type with their definitions. - ANS 1. Hourly- Clients are charged on a per hour basis for the work that a firm performs. 2. Flat Rate- Used where legal services are paid with a single, exact fee, regardless of the hours worked. 3. Contingency- Used for matters where a client only pays where there is an award or settlement at the successful completion of a case. An attorney, Pamela, has secured a client named Jennifer to generate a will and do some estate planning. Pamela's firm charges a single fee for this service regardless of the amount of time it takes to complete. From the options given, what type of Matter should Pamela create? Select the best option. - ANS Open, Flat Rate Matter Match the information to be viewed with the area of the Matter Dashboard it is found in. Here is an example Matter Dashboard you can use. - ANS 1. Timeline- All actions taken on a Matter 2. Contacts- All related persons on a Matter 3. Financial- Quick view of the Matter's trust balance 4. Matter Details- Who the Responsible Attorney is Pamela wants to see the Expenses that have been logged in a Matter so far. Which tab should she view to get this information? - ANS Activities Pamela wants to see the medical file records that have been uploaded in a Matter. Which tab should she view to get this information? - ANS Documents ______ Fields on the Matter allow us to filter for specific information about the case. - ANS Custom True or False: Best practice suggests that Matters should not be deleted where there are transactions associated or documents attached. - ANS True. Select all that apply: From what areas can you create a new calendar event? - ANS 1. Calendar Page 2. Within a Matter's Calendar tab True or False: Law firms can invite their clients to Calendar events in Clio. - ANS True. True or False: Any user in Clio is able to create new calendars. - ANS True. Select all that apply. It's possible to set up Calendar syncs with the following programs: - ANS 1. Office 365 for Business or Enterprise 2. Google Calendar 3. Outlook desktop for Windows Select the best answer. A user is able to delete a Calendar event if the following conditions are met: - ANS The Calendar that the event is on is owned by that user, or has been shared with them with editor permission. Select the best answer. Which Calendar setting should you choose if you would like your colleagues to see your appointment and its details without being able to make changes to them? - ANS Viewer True or False: Automated Calendar Sharing is already set up with your personal calendar. - ANS False. Select all the statements that are true about Tasks. - ANS 1. Tasks can be marked private. 2. You can add a reminder to a Task. Samantha wants to review all the Tasks that have been completed by the entire firm. Select the best filter parameters for her to get this information the fastest. - ANS View the "Completed" tab and ensure that Assigned to is filtered to "Any Users." True or False: When a firm has the same multiple Tasks that occur on a particular type of Matter in Clio, Task Lists will allow the firm to apply them in bulk to Matters of this type and save them time. - ANS True.