What happens when a potential shopper actually will become a shopper? We offer an stop-to-conclude Alternative to handling and increasing your agency. The moment a consumer is secured, you'll be able to seamlessly transition their case data into our authorized scenario administration computer software.

Track potential customers because they transfer as a result of Each and every stage on the pipeline. See signature requests. Assign open up jobs to workforce members.

Accelerate your casework with Clio Duo. From completing day-to-day jobs to transforming information and facts into actionable insights, Clio Duo can take care of it to help you commit more time on strategic function.

 You need to verify it connects on your email client, your accounting software package, and every other instruments you would like. Integrating all those resources will permit for the smoother workflow and increased efficiency.

Instantly make case documents and job lists when intake varieties are submitted. Create calendar activities and courtroom principles when circumstances are made. Schedule consumer calls before and right after any significant date or deadline.

Particular Injury Legislation Textual content reminders to both present-day and prospective purchasers and decrease no-reveals. Automate undertaking and deadline development to your team with customized templates merged with shopper facts.

Constantly know just what to prioritize. Clio Duo’s sensible recommendations help concentrate your time and efforts on cases that need your interest.

Timekeeping: A chance to enter time as you're employed or once the point. Situation administration software package with timers will help you capture more billable time while you operate. This means you should be able to streamline your billing approach and retain in addition to every one of the instances your exercise handles.

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Rapidly delegate assignments to Clio Duo, it doesn't matter where you’re Doing the job in Clio Manage. Question Duo to create a endeavor or calendar occasion, freeing you as many as deal with your present priorities.

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Insurance plan Protection Instantly hook up time entries to scenarios to seamlessly consolidate billable several hours. Enable LEDES billing and include customizable fields to make certain timely authorized invoices.

The best detail relating to this software program plan is the fact we only will need this one system for all of our needs.

What type of buyer aid is incorporated? The best guidance. We provide endless help 24 several hours each day, 5 days a week, so we can easily answer any questions You may have without having impairing your Operating working day.

Shopper/Get in touch with SaaS Startup Lawyer management: Scenario management also takes position on the for each-shopper or for each-Make contact with basis, so taking care of your confront to conferences and calls Along with the consumer is critical.

Time trying to keep is very simple to use, the invoicing and ability for clients to pay is fantastic, a chance to execute documents remotely is unparalleled and the chance to talk to our consumers from the portal cannot be conquer.