We live in a fast-paced world, where lawyers must deliver winning results yesterday. There’s pressure to win cases, increase billable hours, and ensure client satisfaction.
Clio provides Legal Calendaring and other management software that helps lawyers manage their tasks to ensure important meetings and other milestones are always met.
Legal Calendaring Software: Stay Organized and Connected
There’s no doubt lawyers have to-do lists a mile long. This makes Clio’s Calendaring Software invaluable as a management tool.
Additional Benefits Include:
- Case milestones are immediately updated as and when necessary.
- Clients are reminded of appointments via text messages.
- One of the most convenient features is organizing your calendar by case. This makes it easy to access case-specific data (e.g., deadlines) when necessary.
- The software automatically creates events that comply with the rules applicable to hundreds of US courts. Events include filing deadlines and court dates.
Case Management Software for a Centralized Overview
The last thing lawyers want to do is sift through reams of case data to find the required information. Clio’s Case Management Software removes the frustration by providing a central dashboard where you can manage and easily access all case-related information.
Additional Benefits Include:
- Case data is accessible wherever there’s an internet connection.
- The software has features that facilitate communication and collaboration among all lawyers at the firm.
- Your dashboard can be customized to reflect your firm’s legal processes. Custom categories include payment profiles, billing rates, and to-do lists.
Legal Collaboration Tools for Efficient Remote Work
Clio’s Legal Software facilitates collaboration with a variety of tools, features, and integrations that provide all parties, including clients and colleagues, with access to case information remotely.
Additional Benefits Include:
- Clio’s Mobile App bolsters client and colleague communication and document management capabilities.
- Integrate Zoom video meetings with a link and login password that is directly added to your calendar.
- Clio for Clients enables advanced client communication and collaboration via e-signatures and online payments.
- Integration with Microsoft Teams gives teams access to all matter details on the Matter Dashboard.
Comprehensive Contact Management for Law Firms
Clio’s legal client management software provides a contact management feature that tracks all the firm’s interactions, including outside counsel, witnesses, and vendors.
Additional Benefits Include:
- An overview of all clients and contacts, for example, transactions and client follow-ups.
- Client interaction history, including in-person and video meetings.
- Client data checks to ensure there is no conflict of interest.
- Custom data fields record contact details and enhance client satisfaction.
- Share information and tasks through Clio’s client portal.
- Clio Grow captures and manages client contact information via online intake forms.
Streamlined Legal Document Management
Clio’s legal document management software is efficient and flexible, streamlining processes and integrating PDFs, Word documents, and e-signatures with advanced features, including secure data storage, sharing, unlimited files, and backups.
Additional Benefits Include:
- Use Global Search to filter and retrieve documents by custom categories.
- Clio’s e-signature feature streamlines legal admin processes, including storage for signed documents.
- Clio Drive and Clio Launcher are compatible with Windows and Mac operating systems.
- Sync documents through integrated tools, including Dropbox, Google Drive, and OneDrive.
- Amendments and conversations are recorded to track previous versions and interactions.
Efficient Law Firm Communications Management
Clio provides a central portal where clients and co-counsel can communicate quickly and easily using different channels, including text messages, phone calls, Zoom calls, and email.
Additional Benefits Include:
- All communications are recorded so you can track and access client history, including timestamps to pinpoint specific interactions.
- Use Clio’s central communication portal to securely share case-related files and documentation.
- Automation features include attorney, co-counsel, and client notifications, so everyone is reminded of upcoming meetings and payments due.
- Track billable hours spent on client communication and interactions, including video conferences.
Legal Aid and Nonprofit Case Management Software
Clio’s legal aid and nonprofit software facilitates monitoring and managing grant-related functions, including eligibility screening and case resolution. Clio is committed to promoting justice and making legal services accessible to underrepresented groups.
Additional Benefits Include:
- Access to intake forms on mobile devices.
- Clio’s calculator determines if clients are eligible for legal aid.
- Use the central platform to monitor and manage grant deliverables, as well as track client/case-specific information.
- Generate reports to ensure efficient use of time and resources. Occasionally, they must be reallocated to where they’ll have the greatest impact.
Personal Injury Case Management Software
Personal injury is a niche field of law and needs software that caters to its unique needs. Clio’s personal injury case management software is designed for lawyers to manage confidential medical information.
Additional Benefits Include:
- A settlement calculator determines a settlement amount, providing a base for negotiations.
- Accelerate settlement payouts through expense tracking which tracks liens, damages, and fees.
- Case-related data, including medical records and damages, is accessed via a central portal.
- Clio’s software complies with HIPAA regulations when it comes to managing sensitive client data.
Mobile App for On-the-Go Productivity
Being on the go doesn’t mean being out of touch. Clio’s mobile app is your office when you’re out of the office, enabling you to access your calendar and case and client information remotely.
Additional Benefits Include:
- Retrieve cases and other information, including bills.
- Use an in-app timer to track billable and non-billable hours.
- Real-time updates, including document creation and editing.
- Tap-to-pay and other mobile tools, including document scanning.
- Windows and Mac compatible.
- Sync documents with tools, including Dropbox and OneDrive, to easily and securely share data with relevant parties.
Legal Task Management Software for Improved Productivity
Clio’s legal task management software enables you to improve productivity using to-do lists and tracking task progress. You can also manage each lawyer’s workload to maximize output.
Additional Benefits Include:
- Access tasks to check due dates and overdue assignments.
- Customize task categories and standardize your firm’s operations.
- Use the secure central portal for collaboration with colleagues and clients.
- You can add time estimates for tasks or cases and compare them with the time taken.
- Generate reports that reveal the entire firm’s task management as it relates to productivity.
In closing, the benefits that Clio’s task management software provides are clearly evident. If you want to improve productivity across your firm, your best bet is to look through Clio’s range of task management systems. The opportunities to increase productivity inevitably boost your bottom line and that’s always a good thing.
