Case law Client Intake Document storage 
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. Clio augments this process with a robust infrastructure for client intake reporting.
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. Fastcase , for example, has one of the largest online law libraries in the world.
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