Clio Manage is a Cloud-based legal practice management software that makes running your firm, organizing cases, and collaborating with clients and staff from one space possible.
Make the most of your time while Clio automates tasks, minimizes paperwork, and eliminates redundancies. Streamline day-to-day tasks, so you can get back to what matters most. Firms can accommodate their clients with flexible e-signatures, online payments, and more. Clio helps with the moving parts of case management, so the firm can focus on their clients.
Included in Clio is an expertly designed billing module that allows the user to bill clients and keep track of unpaid invoices. Clio does not include Accounts Payable, General Ledger or Bank Account Maintenance functionality. To prevent having to enter information twice, Clio includes an optional link to QuickBooks Online. Law Tech Consultants, as a Certified QuickBooks Online Pro Adviser, can provide the support needed to integrate, configure, and support the firm's use of QuickBooks Online.
If you would like to have a 7-day free trial of Clio Manage, click here.
Clio Grow is a Client Relations Manager (CRM) that provides structure and organization to a firm's marketing activities.
From within Clio Grow, the firm can add potential clients as new contacts, develop marketing campaigns through workflows and provide statistical feedback regarding the firm's marketing endeavors.
Clio Grow will track the prospect from their first encounter until firm engagement or declination.
Clio Grow can:
Copyright © 2021 LawTech Consultants
All Rights Reserved.