Time & Expenditure Monitoring Monitor time and costs throughout cases. Incorporate expenditures to invoices. Get prompts to track time after you log a call, send an e mail, help you save a Observe, and add a document.
Track potential customers as they shift by Every phase in the pipeline. View signature requests. Assign open jobs to crew members.
Bankruptcy Legislation Make the most of limitless storage for all case aspects and entry from anywhere Along with the MyCase Application. Automate standardized tactics to produce responsibilities, deadlines, situations, and templates with one particular click on.
The client conversation and the customer portal are among the best matters Now we have ever had to assist with interaction Together with the purchasers.
Instantly crank out situation files and process lists when consumption varieties are submitted. Generate calendar situations and court policies when conditions are developed. Schedule shopper phone calls prior to and right after any crucial date or deadline.
Immediately delegate assignments to Clio Duo, despite in which you’re Doing the job in Clio Deal with. Inquire Duo to make a process or calendar celebration, liberating you up to deal with your recent priorities.
Billing, Invoicing, and Payments Immediately create invoices from tracked time with guidance for multiple billing premiums. Easily put into action split billing for many functions, making it possible for you to divide invoices correctly.
The best issue relating to this program program is usually that we only have to have this one application for all of our demands.
“Use Clio and you should have all the things in a single spot – from consumers and matters to payments. It’s quite possibly the most user-friendly, intuitive computer software on the market.”
Trust accounting: The ability to monitor transactions relevant to running accounts and believe in accounts separately. The computer software should also permit you to send out notifications by means of to trustees when their account has achieved the minimum amount quantity and desires topping up.
Integrations: Your follow management application is definitely the central hub for your regulation firm, but it demands to attach Together with the equipment you previously use and resources you might like to use Later on.
You may as well use the application to build Bill reminders and automate the collections approach. Therefore, this cuts down some time you devote chasing up invoices, asking lawyers to mail out invoices or finding invoices validated.
Why really should my law agency use case administration application? From automation to doc creation, legal situation management software package retains you arranged on issues and conditions, so you're able to handle additional consumers in much less time and streamline your online business at each and every action.
We recognize migrating data from one particular technique to another might be overpowering. That’s why our committed onboarding team is able to support your business’s transition to Clio.
How do I transfer my existing circumstances into my new program? Our knowledge migration group can assist in bringing Find The Top SaaS Lawyer around facts from A different legal scenario administration Option to our program so that you don’t have to make it happen manually.
Enough time holding is incredibly simple to use, the invoicing and talent for consumers to pay for is amazing, a chance to execute documents remotely is unparalleled and the prospect to talk to our clients throughout the portal cannot be conquer.