Go to Settings / Preferences | Build, Execution, Deployment | Toolchains and select Remote Host from the list of toolchains or click and select Remote Host from the drop-down menu to create a new toolchain. Click next to the Credentials field.
Full Answer
Where can I work remotely at Clio?
Unless otherwise specified, most roles at Clio can be performed remotely across Canada and the United States (some exclusions apply), the Republic of Ireland, or from one of our thoughtfully designed offices in Vancouver, Calgary, Toronto, and Dublin.
What is a remote-access virtual private network?
A remote-access virtual private network (more often referred to as a VPN) is exactly what it sounds like: It allows users (e.g., lawyers) to securely connect to a private network (e.g., one at a law firm) from a remote location.
How do you stay connected when you are working remotely?
If you’re sharing limited space with someone else who’s also working remotely, set a clear schedule for video meetings in the most appropriate locations, and/or stake out your own clear workspaces. Call a friend or coworker. Depending on where you are or why you’re remote, you may not regularly be in contact with others.
What services do you need when you work remotely?
A service like Casemail is essential for making sure the mail gets out on time when you’re working remotely. If you need to file documents with the courts, and e-filing is an option in your area, consider investing in an e-filing service like Infotrack.
How do I invite someone to my Clio?
Go into Settings in Clio Manage.Select Manage Users.Select the green Add button on the right-hand side or the Invite User button in blue.Populate the Email field for the user that will be added.Select Attorney or Non-Attorney under Subscriber Type.Enter a Message (optional)Assign them to a Group (optional)More items...•
How do I add another client to my Renault Clio?
Click Contacts.Click New Person.Enter the Client's name.Click Save New.
How do I connect Clio grow to Clio?
0:244:13How to Connect Clio Grow with Clio Practice Management - YouTubeYouTubeStart of suggested clipEnd of suggested clipClick the sync Clio custom fields button towards the top right corner. This action will sync all ofMoreClick the sync Clio custom fields button towards the top right corner. This action will sync all of the custom fields. Created in Clio to your Clio Gro.
How do you sync Clio grow and Clio manage?
Procedure:Ensure that Clio Grow is Connected with Clio Manage by going to Settings > Integrations in Grow and clicking Connect under Clio.In Clio Grow go to the Settings page.Click on the Custom Fields tab.Click Sync Clio Manage Custom Fields button.Wait for the page to refresh.More items...•
Does Clio have a client portal?
Legal Client Portal. Clio for Clients is a portal designed for legal clients to securely communicate and share information with their lawyer. Law firm clients can sign in to Clio for Clients here.
How do I use Clio clients?
2:2421:53Clio for Clients: New Features in the Client Portal - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd you can see that no client portal has been created yet. And it's super simple to get started youMoreAnd you can see that no client portal has been created yet. And it's super simple to get started you just click new client portal. And create the client portal.
Does Clio grow have an app?
Answer: Clio Grow currently doesn't have a mobile application available for iOS or Android devices, but Clio Grow has been optimized to work using a mobile browser.
What is Clio grow?
Clio Grow is the complete client engagement platform that streamlines acquiring, qualifying, and converting law firm leads to cases. Clio Grow provides an unmatched offering for modern law firms; placing the client experience at the heart of growing your business.
What is quick intake in Clio grow?
Quick Intake An easy way to input new matters into Clio Grow would be via the Quick Intake icon on the upper right side. In Clio Grow, click Quick Intake on the upper right. Fill in the relevant information and click Create matter.
Is Clio a CRM?
Clio Grow is a law firm Customer Relationship Management system (CRM).
How do you export contact from Clio grow to Clio manage?
Procedure:Click on Contacts on the main navigation bar.Ensure that the View All tab in the sub-navigation is selected.Scroll to the bottom of the page.Click Export all contacts to CSV.Open the exported CSV in Excel or Google Sheets.
What is Clio Connect?
Part of your subscription to Clio Manage, Clio Connect is a secure client portal that lets you easily share whatever you need with clients.
What is Clio Manage?
Case management software like Clio Manage allows you to keep all your cases, contacts, bills, calendars, and more organized in one place. With unlimited document storage and the ability to access case details from anywhere, a solution like this will be your law firm’s critical hub when working remotely.
What does it mean to work remotely?
As mentioned earlier in this guide, working remotely means you’ll need a replacement for meeting clients in-person. You need to look sharp, but communications need to stay secure. Legaler and Jive both fit the bill.
What is virtual receptionist?
Whether you’re working irregular hours and don’t want to miss a call, or whether you’re simply trying to keep your remote working experience as smooth as possible, a virtual receptionist service can help ensure no call goes unanswered. There are plenty of options available, including Ruby and Smith.ai.
Is working remotely a perk?
Working remotely as a lawyer or legal professional might seem like a perk. An unorthodox lifestyle choice. A nice idea, but an approach that’s too difficult for the demands of an age-old profession like law.
What does screen pops mean in Clio?
Screen Pops – When your clients call, GoToConnect automatically searches for a matching number in Clio then identifies the client to the employee. Is the number not associated with an account? No problem. Agents can quickly add the contact to Clio right from GoToConnect.
How does GoToConnect work?
When you initiate a call from the app, it first sends the call to your desk phone or GoToConnect, waits for you to pick it up, and then finally completes the call to the outbound number.
Apple iOS 8 – hCare Access (VDI)
iOS is now supported with hCare Access after updating to the new version of Citrix Receiver in the App Store.
For Employees
Simplified Remote Access (SRA) is a way for employees using HCA owned devices to quickly, easily, and securely access the HCA network from outside the hospital. Users will no longer need security tokens to connect to the hospital systems; instead, they will use a 3-4 ID and password.
Apple iOS 8 – hCare Access (VDI)
iOS is now supported with hCare Access after updating to the new version of Citrix Receiver in the App Store.
For Employees
Simplified Remote Access (SRA) is a way for employees and vendors to quickly, easily, and securely access the HCA network from outside the hospital. Users will no longer need security tokens to connect to the hospital systems; instead, they will use a 3-4 ID and password.
