E mail: Your lawful scenario software program must combine using your selected electronic mail service provider. This can make it much easier for lawyers to file emails to scenarios and observe-up on any developments.
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What takes place when a possible customer truly turns into a shopper? We offer an conclude-to-conclude solution to handling and escalating your organization. As soon as a consumer is secured, you may seamlessly transition their case information and facts into our lawful situation administration computer software.
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Sign documents or ask for signatures on any device, which include cellular. Recipients don’t need to log in.
Consumer/Get in touch with administration: Case management also requires place on a for every-client or for every-Make contact with foundation, so controlling your confront to conferences and calls Together with the shopper is essential.
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Invoicing and billing: Your practice administration software here package ought to assist you to seamlessly generate bills and send out them to purchasers. This saves you considerable time and expense and making it possible for you to deal with the more critical tasks like answering customer queries and reassuring customers.
We comprehend migrating details from one particular system to another is usually overwhelming. That’s why our committed onboarding team is ready to assist your agency’s check here transition to Clio.
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