Time & Price Monitoring Keep track of time and bills across circumstances. Add expenses to invoices. Get prompts to trace time if you log a connect with, send out an email, help you save a Be aware, and upload a doc.

Document Generation & Management Create new client documents. Populate each and every doc for a similar scenario at once. Retail store all files in one put and share with consumers through their portal.

Speed up your casework with Clio Duo. From finishing every day duties to reworking data into actionable insights, Clio Duo can take care of it in order to shell out a lot more time on strategic function.

Scenario management alternatives assistance lawyers spend extra time focusing on practising legislation and serving purchasers, and less time accomplishing administrative and non-billable jobs.

Private Personal injury Law Textual content reminders to both equally recent and prospective customers and reduce no-displays. Automate job and deadline creation for your personal workforce with custom made templates merged with shopper information and facts.

Document administration: Can you use it to prepare and retail store paperwork, and collaborate on them? Does it integrate with GSuite or your Microsoft Business package? They're inquiries that require answering so you can entirely integrate your picked out application Option into your workflow.

“I could not visualize operating this firm with out Clio. I could well be paying out fifty percent of my day on SaaS Startup Lawyer administrative duties. It would not be successful. If you’re looking at adopting Clio, it’s simple. Do it. Get it done yesterday.”

Workflow Automations Build automatic workflows that bring about each time a new case is made, process is concluded, and more.

Workflow Automations Produce automatic workflows that induce every time a new situation is designed, job is concluded, and even more.

Consumer portal: For sharing sensitive files and communications, an encrypted client portal with your scenario management computer software may be the best choice for ensuring customer information is kept confidential.

Can I established permissions and restrict access to unique files? Certainly, You may use Clio’s person permissions to restrict access to unique users with the Make any difference amount. Only those who have authorization to the Make any difference should be able to accessibility the files inside of that Matter.

CRM Observe all consumer and make contact with data in one put. Increase pre-designed varieties to your site to capture new prospects and automatically stick to up.

Individual bankruptcy Regulation Benefit from endless storage for all case facts and entry from anywhere Using the MyCase Application. Automate standardized methods to create tasks, deadlines, activities, and templates with just one click on.

We realize migrating facts from 1 system to a different could be mind-boggling. That’s why our focused onboarding staff is able to assist your firm’s changeover to Clio.

CRM. Accessibility all of your customer contacts in one lawyer application. Deliver on the net ingestion varieties. Crank out and manage shopper paperwork

We've got a small agency, but considering that using MyCase we are more structured and file reviews can be a breeze. It is amazingly person welcoming. It's assisted us keep an eye on bills, upload template files, which will save time and cash. I'd advise this circumstance administration procedure to each legislation Business office.