Legally Speaking

JANUARY 21, 2023

About Clio Clio is a legal practice management software that is designed to help law firms, solo practitioners, and legal departments manage their practice and client relationships. Document storage recommendations for paperless law firms. Utilising an efficient intake process to increase revenue.

Client Intake 40

Client Intake e-filing e-records Document storage 40

Clio

JANUARY 30, 2024

While each law firm’s optimal tech stack depends on factors like firm size and practice area, it’s a good bet to start with the basics, then add in tech tools to fill gaps, enhance productivity, and better serve your specific client base. Look for online file storage tools that are cloud-based, secure , and easy to use.

Lawyer 98

Lawyer Client Intake e-filing e-discovery 98

Attorney at Work

SEPTEMBER 15, 2022

A client intake staff member can create a new board for each potential client. They can customize each board with columns so that staff members can track or manage the development of a case. Practice Management Software. Clio augments this process with a robust infrastructure for client intake reporting.

Attorney 111

Attorney Client Intake Time-tracking Practice management 111

Clio

FEBRUARY 2, 2023

For example, Clio’s case management software integrates directly with email providers (like Microsoft Outlook 365) and document storage platforms (like DropBox). Handling everything from intake to billing in one software boosts productivity and eliminates errors, making life as simple as possible for law firms.

Software 52

Software Time-tracking Client Intake e-filing 52

Attorney at Work

APRIL 15, 2022

I use GoodNotes to do everything from jotting down notes during client intakes to creating to-do lists, or even writing personalized thank-you notes. ClickUp moves beyond project management to include team messaging (like Slack ) and document storage (like Baseca mp 3 ).

Lawyer 114

Lawyer Time-tracking Document storage Client Intake 114