Clio

JANUARY 30, 2024

Look for online file storage tools that are cloud-based, secure , and easy to use. Dropbox —one of the world’s most popular document storage apps—is likely your first option for online file storage. Clio’s Mobile App lets you scan paper documents using your phone and save them as PDFs to Clio.

Lawyer 98

Lawyer Client Intake e-filing e-discovery 98

Legally Speaking

JANUARY 21, 2023

Clio also offers collaboration tools that allow multiple members of a legal team to work together, as well as integrations with other legal-specific technologies such as court rules and e-filing. Tips for dealing with existing paper files. Document storage recommendations for paperless law firms.

Client Intake 40

Client Intake e-filing e-records Document storage 40

Clio

FEBRUARY 2, 2023

No more lost files or switching back and forth as you navigate multiple separate apps. For example, Clio’s case management software integrates directly with email providers (like Microsoft Outlook 365) and document storage platforms (like DropBox). It can automate time tracking but can’t apply this to the client intake process.

Software 52

Software Time-tracking Client Intake e-filing 52