Search this site
Embedded Files
Standard Operating Procedure
  • HOME
  • INFORMATIVE GUIDE
    • SEQUENCE OF LEGAL PROCEEDINGS
    • HANDLING CLIENT CONSULTATIONS & SCHEDULING
    • UNDERSTANDING BREACH OF CONTRACT
    • DRAFTING COMPLAINT IN MARYLAND DISTRICT COURT
    • FILING A MOTION FOR ALTERNATIVE SERVICE
    • FILING A MEDIATION REQUEST IN MARYLAND
    • UTILIZING ONLINE RESOURCES FOR DISTRICT COURT PRACTICE
    • ISSUING SUMMONS IN DISTRICT COURT
    • FILING MOTIONS IN DISTRICT COURT
    • DISMISSALS IN DISTRICT COURT
    • STEPS TO COLLECT A JUDGEMENT IN MARYLAND
    • WEBSITES FOR WATER BILLS IN MARYLAND COUNTIES STATEWIDE AND MAJOR PROVIDERS
    • MD DISTRICT COURT OF MARYLAND COST SCHEDULE
    • Clio Basic - How To
      • Instructions for Client Intake
      • After the Initial Intake
    • Site & Referral
    • Forms for Clio
      • Eviction Forms
        • 10 Day Notice Form
        • Breach of Lease Form
        • FTPR Form
        • Tenant Holdover Form
        • Warrant of Restitution Form
        • Wrongful Detainer Form
      • Probate Forms
        • Foreign Proceedings Form
        • Information Report Form
        • Inventory Report Form
        • Regular Estate Petition Form
        • Small Estate Petition Form
    • Mediation Request & MREC Complaint
      • MD Real Estate Mediation Request
      • Mediation Request Guide
      • MREC Complaint Guide
    • Real Estate Issues
    • Templates
      • Copy of Motion/Pleading/Complaint Template
      • Demand Letter_U. Uzoechina
      • Filing A Motion for Alternative Service
      • Foreclosure on 1657 Darley Avenue-Case No. C-24-CV-24-004628
      • Motion/Pleading/Complaint Template
      • Template Letter Head
    • Terms, Examples, Filing Fee Schedule
      • Complaint and Pleading Example
      • Example Demand Letter
      • Fees and Services for Filing
      • Stipulaton of Dismissal Without Prejudice
      • Md. Rule 2-613
      • Terms
    • Guides
      • Documents
      • Trial Command Guide
    • FEE PETITION CHEAT SHEAT
    • WAGE GARNISHMENT PROCESS
    • PULLING A WATER BILL PAYOFF IN MARYLAND
    • HOW TO FILE MECHANIC'S LIEN
    • FILING AN MREC COMPLAINT IN THE STATE OF MARYLAND FOR AN ATTORNEY REPRESENT
    • PARALEGALS HANDLING CLIENT CALLS
    • PARALEGALS HANDLING PROBATE
    • Untitled page
  • Receptionist Guides
    • Client Intake
    • Clio Grow/Clio Manage
    • Guide to EOD Emails Sent to Sophia
    • Missed Call Backs
    • Referral Sheet
    • Scheduling Instructions
    • Weekly Task Instructions
  • Service How To ( & Motion For Alternative Service)
    • Serving a Business How To
    • Motion For Alternative Service
  • Probate
    • Beginner's Guide to Estate Administration
    • Probate Process
    • Basics of Maryland Estate Conveyances and Death Taxes Handout Updated
    • Estate Administration
    • Probate Guide for Real Estate Transactions
    • Probate Glossary Public
    • Selling a House in Probate
  • Estate Planning
    • Management Guidelines
    • Instructions for Employee Handling Trust/Wills
    • How to Use Wealth Counsel for Creating Trusts and Wills
  • Collections
    • Calculating Interest and Attorney's Fees in Collections Cases
    • Collections & Wage Garnishments
    • Collection Process Workflow: Tasks and Stage Transitions
    • Collections Procedure/Updates
    • Motion For Default Judgement Instructions
    • Order For Default Information - Circuit Court
    • Post Judgement Collections
  • Family Law
    • Example of Divorce Pleading
    • Example of Marital Settlement Agreement
    • Example of Pre-Nuptial Agreement
    • Standard Operating Procedure (SOP) for Uncontested Divorce Hearings
  • BUSINESS SET UP AND PLANNING
    • Business Planning
  • GUARDIANSHIP
    • GUARDIANSHIP STEPS
    • GUARDIANSHIP IN MARYLAND
  • EVICTIONS
    • HANDLING WRONGFUL DETAINER CASES
    • HANDLING BREACH OF LEASE CASES
    • FAILURE TO PAY RENT
    • FTPR, THO, COLLECTIONS & WAGE GARNISHMENTS
    • HANDLING TENANT HOLDING OVER CASES
    • RENTERS’ RIGHTS & STABILIZATION ACT of 2024
      • RENTERS’ RIGHTS & STABILIZATION ACT FOR COUNTY AND MUNICIPAL OFFICIALS
      • RENTERS’ RIGHTS AND STABILIZATION ACT (HB 693) FREQUENTLY ASKED QUESTIONS
    • Eviction Proceedings
  • UNDERSTANDING CLIO
    • HOW TO USE CLIO
    • CLIENT INTAKE AND CLIO GROW/MANAGE
  • SAMPLE FORMS
    • DIVORCE AND SEPARATION QDRO
    • SAMPLE MARITAL SETTLEMENT AGREEMENT
    • DOWNLOADABLE FORMS
  • LEGAL REFERENCE BOOKS
  • VIDEO TUTORIALS
Standard Operating Procedure

HOW TO USE CLIO

CLIENT INTAKE AND CLIO GROW / MANAGE

Report abuse
Page details
Page updated
Report abuse