Time & Price Monitoring Observe time and expenses throughout conditions. Incorporate expenditures to invoices. Get prompts to trace time when you log a phone, ship an e-mail, preserve a Take note, and add a doc.

This portal should also permit you to timetable shopper appointments and telephone phone calls so as to ensure that They're properly seemed after, for that reason, contributing to increase a reliable business enterprise marriage using your clientele.

Speed up your casework with Clio Duo. From completing day-to-day tasks to reworking info into actionable insights, Clio Duo can take care of it to help you devote much more time on strategic do the job.

Email: Your authorized situation software really should combine along with your decided on e-mail supplier. This makes it less complicated for lawyers to file e-mails to instances and abide by-up on any developments.

MyCase has been the technological, and situation administration backbone of supporting our firm's situation management and making certain timeliness within our instances.

Own Personal injury Regulation Textual content reminders to equally present-day and future consumers and decrease no-displays. Automate process and deadline development for your team with custom made templates merged with consumer data.

Billing, Invoicing, and Payments Instantly generate invoices from tracked time with guidance for several billing charges. Easily apply split billing for a number of get-togethers, making it possible for you to definitely divide invoices precisely.

Timekeeping: The chance to enter time as you're employed or following the fact. Circumstance management application with timers will help you capture much more billable time When you SaaS Startup Lawyer work. What this means is you can streamline your billing process and preserve in addition to all the cases your follow handles.

“Use Clio and you will have all the things in a single place – from clients and matters to payments. It’s essentially the most person-friendly, intuitive program on the market.”

Doc Creation & Administration Deliver new client documents. Populate each document for a similar circumstance simultaneously. Retailer all paperwork in one location and share with consumers through their portal.

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CRM Keep track of all consumer and speak to facts in one place. Add pre-constructed forms to your web site to capture new prospects and immediately comply with up.

Always know what exactly to prioritize. Clio Duo’s good recommendations assistance target your time and efforts on conditions that need your attention.

We recognize migrating knowledge from a person technique to another might be overwhelming. That’s why our focused onboarding crew is able to aid your agency’s transition to Clio.

How do I transfer my existing scenarios into my new software? Our details migration crew can support in bringing above information from A further legal situation management Alternative to our program so you don’t have to do it manually.

Time keeping is incredibly easy to use, the invoicing and ability for purchasers to pay for is astounding, a chance to execute documents remotely is unparalleled and the possibility to communicate with our consumers with the portal can not be conquer.