Time & Price Tracking Observe time and charges throughout scenarios. Include expenses to invoices. Get prompts to trace time whenever you log a phone, ship an electronic mail, save a Take note, and add a document.
Observe potential customers because they shift via Every single stage in the pipeline. Watch signature requests. Assign open up jobs to crew customers.
Accelerate your casework with Clio Duo. From finishing every day responsibilities to transforming information into actionable insights, Clio Duo can take care of it so that you can shell out more time on strategic function.
Situation management methods enable lawyers spend a lot more time focusing on working towards regulation and serving shoppers, and fewer time carrying out administrative and non-billable duties.
MyCase has become the technological, and situation administration backbone of supporting our firm's case administration and making sure timeliness in our situations.
Look at an itemized list of popular billable routines you’ve done in MyCase for your presented working day. Instantaneously include any missed time entries to customer invoices.
Usually know just what to prioritize. Clio Duo’s wise recommendations assistance target your time and energy on circumstances that need to have your awareness.
Check out an itemized list of frequent billable things to do you’ve executed in MyCase to get a offered working day. Right away incorporate any missed time entries to customer invoices.
Workflow Automations Generate automatic workflows that set off any time a new case is made, job is completed, and a lot more.
Rely on accounting: The opportunity to monitor transactions relevant to working accounts and belief accounts independently. The program should also allow you to ship notifications through to trustees when their account has reached the minimal volume and needs topping up.
With over 250 applications obtainable in the Clio Application Listing, the applications your organization enjoys and needs are only a click on away.
Clio is the only lawful program in the marketplace authorised by all 50 state bar associations in the United States.
Personal bankruptcy Legislation Employ limitless storage for all case specifics and obtain from any where Along with the MyCase Application. Automate standardized practices to create tasks, deadlines, situations, and templates with 1 click.
We fully grasp migrating information from a single technique to another can be overpowering. That’s why our committed onboarding team is ready to support your business’s changeover to Clio.
CRM. Access your shopper contacts in a single lawyer program. Send on the internet consumption forms. Crank out and Best SaaS Lawyer control consumer documents
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