How I use TASKS in CLIO Manage (as a law firm owner)

I love using Tasks in Clio Manage. It helps me be way more productive and have better communication within my law firm. In this Clio tutorial, I walk you through my system for the tasks area and how to assign a Task in Clio. You can assign a Clio task to yourself or to an employee, and I also talk about how it's helpful to assign it to a matter. Let me know if you use Tasks, and what other Clio tutorials you'd like to see!
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▶ About Nate Law
I want make it easier for you to run your law firm. This channel has strategies and tips to help you manage your firm with less stress. I own a mid-sized law firm in Oregon, and have learned a lot along the way. Just a handful of years out of law school, I found myself buying a 30-year-old law firm. Blessing or disaster? Well, a bit of both. Here's hoping you can learn from MY mistakes.
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[@kristagranshaw2312]

I've never used Clio, thanks for showing us how it works!

[@CoachNateLaw]

Glad to help!

[@gabecox]

This seems really intuitive for organization

[@CoachNateLaw]

Thanks for watching

[@MJMorleyLaw]

Love this! Thanks, we will not be using Asana any more thanks to this.

[@CoachNateLaw]

Glad it was helpful!

[@FinePointsBookkeeping]

👏

[@CoachNateLaw]

Thanks for watching!