Clio Shows You How Their Platform Can Help You Get More Done Each Day
There’s so much competition today in the legal world. How can you compete with large law firms who have virtually unlimited budgets? The answer lies in using the right practice management software. With the right software platform, your staff can work smarter, not harder. You can focus on clients and cases and allow Clio to handle mundane tasks.
With so many software programs now available to attorneys, you can spend lots of time checking out the features in each one. It can really become time-consuming and confusing. A good way to begin is to make a list of the things that are most important to your firm.
Naturally, the size and type of firm will factor in. Clio is a cloud-based solution designed for solo practices and small law firms. So it might not work as well if you have dozens of attorneys on staff. Though Clio comes highly recommended by users, it may have drawbacks for larger firms.
It’s being used all over the world in all types of law practices. So the company must be doing something right. Let’s examine a few of their best features:
- Set up reminders so you don’t miss another important deadline or appointment.
- Easily track time from any screen. This can increase your billable hours.
- Send secure messages to clients and co-counsel. This helps with compliance regulations.
- Expedite the billing and payment process so you can focus on your cases and clients.
- Create custom templates and document views.
- Make task lists to automate your daily activities.
- Keep up with appointments and special dates with multiple calendar functions.
Managing all the details of a case can be time-consuming, but with Clio, you can manage everything from one single dashboard. The dashboard allows you to include audio and video files along with contacts, emails, notes and all documents. Plus, there’s unlimited storage so you don’t have to worry about running out of space. You can track creditors, clients, cases and other important information while staying on top of important dates. It’s easy to share documents with trustees.
Clio is designed for all types of law firms including bankruptcy, immigration, criminal, civil litigation, business formation, intellectual property, real estate, personal injury and many more.
Complimentary Data Migration
Clio offers a free service where they will transfer all your files and data from your old software program to theirs. They boast that they’ve performed this data migration for thousands of clients with great success. That means you can expect the company to handle all the heavy lifting. You might benefit from having your IT department get all employees up to speed but it’s a big advantage to have their team handle most of the software installation and data migration.
Clio provides strong security measures which can help your practice remain compliant to regulations. They use Digicert verification, 256-bit SSL encryption, storage redundancies, and other methods to ensure your data is safe whether in transit, at rest, or in storage. With today’s technology, you shouldn’t have to worry about whether your database is secure.
Easy Time Tracking
Clio’s Timekeeper helps you track important deadlines and manage your cases, documents, billing and collections. Plus, you can access your data in Clio via your desktop or mobile devices, including iOS and Android phones. Start time tracking from any screen and capture your work in real-time, so it’s always logged accurately for billing. Pause the timer and start it later –Timekeeper picks up where you left off.
Send e-bills via email or from your secure client portal so clients can pay you instantly. Invoicing with Clio is simple, and pairing billing with LawPay makes it easy for you to get paid online via credit card. Clio Payments lets you receive payments to either a client’s trust or operating account. You can track bills and trust balances at a glance and set and track goals for your billable time.
Seamless Web-Based Document Management
Stay linked to your cases with an electronic filing system that stores, tracks and manages all of your legal documents. Benefit from no more piles of paper and files that clutter your desk. Clio’s legal document management program keeps your files secure, easy to access and helps you meet compliance for long-term storage. Plus, you can access your documents from any computer or mobile device.
- You’ll have unlimited storage for any file type, including text, image, audio, and video.
- Search documents by title, or filter and sort them by category, author, and date within each of your matters.
- Edit any file type with a single click in the editing software used by your firm.
- Save updated documents to matter folders with automatic sync, and track time-stamped versions and creators.
- Share information easily with your team while keeping control over your case documents.
With features like billing, time tracking, calendars, research, matter management and legal accounting, Clio can be the foundation for everything that your law firm does.
The list of positives and great reviews for Clio goes on and on. As a trusted IT consultant for attorneys in Las Vegas, NV we can help you find the IT solutions that work best for your firm. Check back for more information about Clio and other practice management software. Network Heroes is here to answer any questions you may have.
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