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Download free guide 2. CasemanagementCasemanagement can be unwieldy, but there are numerous ways automation can simplify your day-to-day work while keeping everyone on the same page. There are just certain things in life that you wouldn’t, even couldn’t, do without a little research and background information.
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Read highlights from the Mid-Market report or download it here. Introducing powerful new metrics for assessing law firms In the 2023 Legal Trends Report , we introduced a new metric, Lockup, to gain a deeper understanding of where firms might be falling short. Read highlights from this year’s report or download it here.
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Download free guide 4. Integrate your CRM with your practice management software Integrating your CRM with your practice management software dramatically reduces the amount of work required to collect accurate data about your clients—how much money they spend, what they spend it on, whether they refer other clients to you, and more.
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You can easily access and manage services for all your upcoming depositions from within each Clio matter. And, you can intuitively view, store, manage, and download transcripts, exhibits, and other files along with the rest of your casemanagement—all right from within the Clio platform. Forgot a document?
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