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The module includes features such as direct text and video messaging with prospective clients, the ability to send e-signature requests via text and email, and the ability to automate and customize lead-management workflows. This includes the ability to send e-signature requests via text. See all information collected about a lead.
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 documentstorage platforms (like DropBox). Lawyers can even add case information from existing software. hours per day).
The one word that accurately summarizes the events of the past few years is “unpredictable.” The unpredictability of recent events has shaken my confidence! E-filing will continue to gain traction and the number of law offices with paperless workflows in place will increase as well. It’s been quite a year!
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