What takes place when a possible shopper essentially will become a consumer? We provide an conclusion-to-conclude Alternative to controlling and increasing your company. Once a consumer is secured, you'll be able to seamlessly changeover their case data into our lawful circumstance administration software package.
This portal also needs to let you program customer appointments and cell phone phone calls to be able to make sure They are really perfectly looked after, therefore, contributing to increase a sound enterprise partnership using your clientele.
Speed up your casework with Clio Duo. From completing daily jobs to reworking information and facts into actionable insights, Clio Duo can take care of it in order to expend additional time on strategic perform.
Case administration methods aid lawyers shell out a lot more time specializing in practising regulation and serving shoppers, and less time accomplishing administrative and non-billable duties.
Particular Harm Legislation Text reminders to both equally latest and prospective customers and minimize no-demonstrates. Automate task and deadline generation on your workforce with custom templates merged with client data.
Quickly delegate assignments to Clio Duo, irrespective of in which you’re Operating in Clio Deal with. Check with Duo to make a activity or calendar event, liberating you as many as focus on your current priorities.
Billing, Invoicing, and Payments Mechanically generate invoices from tracked time with assist for numerous billing rates. Very easily employ split billing for a number of get-togethers, making it possible for you to definitely divide invoices correctly.
The best factor concerning this software program program is always that we only have to have this 1 method for all of our requires.
“Use Clio and you will have every thing in one position – from shoppers and matters to payments. It’s one of the most consumer-friendly, intuitive software package out there.”
Rapidly delegate assignments to Clio Duo, despite where you’re Operating in Clio Deal with. Request Duo to make a activity or calendar event, liberating you nearly give attention to your current priorities.
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Insurance Protection Routinely join time entries to scenarios to seamlessly consolidate billable several hours. Allow LEDES billing and incorporate customizable fields to be sure well timed legal invoices.
The best detail concerning this software package plan is the fact that we only need to have this one system for all of our wants.
We realize migrating information from 1 system to another is often overwhelming. That’s why our focused onboarding team is ready to aid your organization’s transition to Clio.
Routinely generate scenario documents and activity lists when intake sorts are submitted. Build calendar events and court docket procedures when situations are produced. Plan consumer phone calls prior to and immediately after any important day or deadline.
Invoicing and billing: Your exercise administration software program must help you seamlessly create costs and deliver them to shoppers. This saves you substantial money and time and allowing for you to definitely give attention to the greater significant duties like answering customer issues and reassuring purchasers.