Time & Price Tracking Track time and fees throughout situations. Add expenditures to invoices. Get prompts to track time after you log a call, ship an electronic mail, conserve a Observe, and upload a document.
This portal must also help you schedule consumer appointments and cell phone calls to be able to ensure They are really properly seemed right after, for that reason, contributing to building up a strong organization partnership with all your clientele.
Accelerate your casework with Clio Duo. From finishing every day jobs to reworking details into actionable insights, Clio Duo can take treatment of it so you're able to expend additional time on strategic do the job.
Email: Your lawful situation program should really integrate with your chosen electronic mail supplier. This causes it to be much easier for lawyers to file emails to cases and adhere to-up on any developments.
Private Injury Regulation Text reminders to both equally current and future consumers and lower no-shows. Automate undertaking and deadline development to your staff with personalized templates merged with shopper info.
Document management: Can you employ it to organize and retail outlet documents, and collaborate on them? Will it combine with GSuite or your Microsoft Office environment offer? These are generally concerns that need answering so you're able to thoroughly integrate your decided on program solution into your workflow.
CRM Track all client and phone facts in a single location. Increase pre-crafted forms to your website to seize new sales opportunities and mechanically adhere to up.
Rely on & Estate Legal guidelines Manage potential have faith in and estates regulation clients in one area. Assign tasks, set automatic reminders, and make appointments from your dashboard.
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Immediately delegate assignments to Clio Duo, it doesn't matter in which you’re Doing work in Clio Regulate. Question Duo to make a task or calendar party, liberating you up to center on your recent priorities.
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On the web bank card payments: An increasing number of customers choose to pay back their lawyers by using charge card or on-line. Your exercise administration computer software really should give the option to process payments by way of charge card, which makes it extra effortless in your shoppers.
Bankruptcy Legislation Use unrestricted storage for all circumstance specifics and access from everywhere Along with the MyCase Application. Automate standardized techniques to create responsibilities, deadlines, functions, and templates with a person simply click.
Keep track of prospects because they move through each phase from the pipeline. Perspective signature requests. Assign open jobs to group customers.
Customer/Get in touch with management: Situation management also requires put on a for every-customer or per-Call basis, so handling your facial area to conferences and calls Using the customer is critical.
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