Faster Lawcademy

Modified on Thu, 27 Jul, 2023 at 11:31 AM

These articles answer 99% of questions regarding Faster Suite

The following is an important list of short videos and articles that every new Faster Suite user should watch in order to get the most out of Faster Suite.

These articles are intended to be reviewed in the order listed below but are designed to stand on their own and can be reviewed individually as well.

Chapter 1: An Introduction to Faster Suite

Section 1: Faster Suite Basics

1.1.1: What is Faster Suite?

"What does Faster Suite do and what will I learn in Faster Lawcademy?"

1.1.2: Installing Faster Suite for PC

"How do I install Faster Suite into a Windows PC?"

1.1.3: How Faster Suite Syncs Data from Clio

"How often does Faster Suite get new information from Clio?"

1.1.4: How to Schedule a Support Session

"How do I get in touch with a Faster Law support specialist?"

Section 2: Navigating Faster Suite

1.2.1: The Faster Ribbon

"How do I access different features contained in Faster Suite?"

1.2.2: The Refresh Button

"Can I manually tell Faster Suite to get new information from Clio?"

1.2.3: Using Keyboard Shortcuts in Faster Suite

"How do I quickly navigate through Faster Suite windows with my keyboard?"

Chapter 2: Faster Drive and Document Management

Section 1: Faster Drive Basics

2.1.1: What is Faster Drive?

"What is Faster Drive and how does it work with Clio?"

2.1.2: Virtually Created Organizational Folders

"How do I find the files I have stored in Clio through Faster Drive?"

2.1.3: Matter Folders

"What can I do with the files I have stored in Clio through Faster Drive?"

2.1.4: Storage for Personal or Firm Files

"Can I store non-matter-related files in Clio or Faster Drive?

2.1.5: Folder Permissions in Faster Drive

"How do I make sure only I or a group of people at my firm can access certain documents?"

2.1.6: Keyboard Navigation in Windows File Explorer

"Is there a faster way to navigate through lots of files and folders using my keyboard?"

Section 2: Faster Drive Settings

2.2.1: Faster Drive Settings Overview

What configuration options are available for my Clio Cloud Drive?"

2.2.2: Configuring Faster Drive's File and Folder Settings

"Am I able to customize how things are organized in Faster Drive?"

2.2.3: Recommended Organization Settings for Large and Small Firms

"What do you see other large/small firms doing with their files?"

2.2.4: Optional Virtual Folders in Faster Drive

"What else can I display and work with in Faster Drive besides documents?"

Section 3: Other Document Features

2.3.1: Matter Match Migrator

Matter Match Migrator is now supported by Universal Migrator.

2.3.2: Sharing Documents Internally

"Can I share a link to a document with other members of my firm?"

2.3.3: Comparing Different Versions of the Same Document

"How do I see what changes have been made to a document?"

Feature Update

2.3.4: Requesting Electronic Signatures

"How do I request signatures electronically through Faster Suite?"

2.3.5: Working With Clio Templates in Faster Drive

"Is there an easier way to edit my document automation templates?"

2.3.6: Mass Producing Documents from Clio Templates

"Can I generate more than one document at a time using Clio templates?"

2.3.7: Converting PDFs to Word Documents for Use as Templates

"Can I use a PDF as a Clio template for document automation?"

2.3.8: Automated Drafting with Draftify and Finalize

"Is there a faster way to add watermarks or version information to draft and final documents?"

2.3.9: Automatically Importing Scanned Documents to Clio

"How do I scan documents directly to Clio?"

2.3.10: Exporting Documents from Clio

Backing up Clio Documents is now supported by Universal Migrator.

Section 4: Additional Faster Drive Learning

2.4.1: Creating a Standard Set of Folders in a New Matter

"Can I automatically put the same folders in every matter I create?"

2.4.2: Recovering Trashed Files (Update Coming Soon)

"I accidentally deleted a document, can I recover it?"

2.4.3: Viewing Recently Modified Files

"How do I quickly access or work with documents that I've viewed recently?"

2.4.4: Creating Shortcuts to Faster Drive Locations

"Can I create a shortcut in Windows to a specific client or matter?"

Chapter 3: Email Preservation with Faster Mail

Section 1: Faster Mail Basics

3.1.1: What is Faster Mail?

"What does Faster Mail do and how is it different than Clio's email preservation tools?"

3.1.2: How to Use Faster Mail

"How do I use Faster Mail to preserve my emails to Clio?"

Section 2: Faster Mail Settings

3.2.1: Preservation Settings

"Can I control what happens when I preserve an email?"

3.2.2: Prompting Settings

"Can I control when the automatic prompt for sent items appears?"

3.2.3: Outlook Organization Settings

"Can I change the folder structure in Outlook for preserved emails?"

Section 3: Additional Faster Mail Learning

3.3.1: How to Manage a Gmail Account with Outlook

"Will Faster Mail work with my Gmail account?"

3.3.2: Selecting Folders for Attachment Storage in Clio

"Can I change where attachments from emails are saved in Clio?"

Chapter 4: Faster Time's Predictive Time Tracking

Section 1: Faster Time Basics

4.1.1: What is Faster Time?

"What can I do with Faster Time and why is it useful?"

4.1.2: Saving Time and Expense Entries with Faster Time

"How do I use Faster Time's predictive time tracking to create activities in Clio?"

4.1.3: Sorting and Filtering the Work Report

"Can I change how activities are organized in the Faster Time work report?"

Section 2: Faster Time Settings

4.2.1: Faster Time Settings

"Can I customize how Faster Time tracks my activities?"

4.2.2: Batch Billing and Time Rounding

"What is batch billing and how does it affect my time entries?"

4.2.3: Custom Application Tracking

"How do I track other applications that I use?

4.2.4: Website Tracking

"Can I use Faster Time to track my web activity?"

Section 3: Additional Faster Time Learning

4.3.1: Related Activities

"How do I find activities that may be related to the ones I'm already billing for?"

Chapter 5: Faster Snippets - Keyboard Macros

Section 1: Faster Snippets Basics

5.1.1: What is Faster Snippets?

"What are snippets and how can they save me time?"

5.1.2: The Edit Snippets Interface and Commonly Used Actions

"Where do I configure snippets and what types of things can I do with them?"

5.1.3: Expanding Text, Populating Clio Fields, and Adding Variables

"What can Faster Snippets do with text?"

5.1.4: How Clio Fields are Organized

"Where do I find the Clio tag for the field I want to use?"

Section 2: Advanced Snippet Functionality

5.2.1: Other Text and Keyboard Actions

"What else can I do with Faster Snippets?"

5.2.2: Advanced Actions

"Wait, there's more?"

5.2.3: Adaptive Case Transformation

"How does Faster Snippets determine which words to capitalize?"

Section 3: Full Snippet Examples

5.3.1: Configuring and Using Simple Snippets

"What is the best way to organize and use simple text expansion snippets?"

5.3.2: Building Email Templates

"How do I build a full email template as a snippet?"

5.3.3: Building Document Templates (Coming Soon)

"Can I create whole documents with only one or just a few snippets?"

5.3.4: Automatically Filling PDF Forms (Coming Soon)

"Can I automatically fill information from Clio directly into PDF forms?"

Section 4: Additional Faster Snippets Learning

5.4.1: Personal and Shared Snippet Libraries

"Can I create snippets for others at my firm to use?"

5.4.2: Snippet Organization and the Snippet Preview Window

"Do I have to remember every snippet abbreviation?"

5.4.3: Cash Coaching (Coming Soon)

"How does Faster Snippets help me get paid?"

5.4.4: Clio Snippets Everywhere

"How do I enable Clio snippets for use in other applications?"

Chapter 6: Other Features

Section 1: Faster Law Browser Link

6.1.1: Installing Browser Link

"How do I manually install Browser Link if it wasn't automatically installed?

6.1.2: Using Browser Link

"What is Browser Link and what can I do with it?

Section 2: Email and Phone Features

6.2.1: Click to Call

"How can I easily dial phone numbers in Clio?"

6.2.2: Creating New Emails with Faster Suite

"How do I easily find email addresses related to a matter in Clio?"

6.2.3: Faster Suite's RingCentral Integration

"Can I connect RingCentral to Clio?'