Overview Webinar Quiz
During the Overview Webinar presentation, the following questions are posed between each module section. When the "Active Poll Running" slide displays, answer the corresponding question in this Quiz. Remember, the video can be paused at any time to allow you more time to answer the questions.
When did you review the Overview Webinar?
What is your position in the firm?
Review in your account:
Create a new Contact in your account and review the corresponding options.
How many types of Phone Numbers can be stored on a Contact?
Review on the Support Site:
Click on the question mark at the upper right of your page, and from the drop-down select Clio Support
Which plan allows for Matter Budgets?
Review in your Clio account:
Click through the different tabs at the top of Clio
Where can Trust Requests be created?
From the Contact
From the Contact and the Matter
From the Contact and the Matter and the Bills page
How do you find unassigned Time Entries?
Filter Dates, and select the Matters column
Filter Dates, and select the Matters column, and type into the Search field
Filter Dates, and select the Matters column, and select "All Users"
When can Taxes be applied to Bills in Clio?
Upon Generation and when Editing the Bill
Upon Generation of the Bill
Upon Generation of the Bill and when sharing Bills
Which file types are accepted for your firm's logo?
JPEG, Zip, PDF
JPEG, PDF, CSV
Zip, .DocX, CSV
JPEG, PNG, Gif
Thank you for attending today's presentation!
The following questions are posed to assist in future presentations.
What is your comfort level with today's topic?
What did you or members of your firm learn from today's presentation? Feel free to include any feedback you may have.
Thank you for reviewing the Webinar, and completing the assignment!
Send me a copy of my responses.
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