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Features: Client communications : Keep clients informed and engaged, whether theyre elderly, remote, or coordinating on behalf of an estate, with secure and flexible messaging options. Features: Case and document summarization: Instantly review key points from long case files or estate planning documents. Enhanced data security.
If you’re struggling to bring on new clients, it can help to consider whether your clientintake process is working for you—or against you. Your clientintake process combines marketing strategies, operational workflows and processes, and client experience strategies. The four-step clientintake process.
Clio Grow pairs with Manage, automating your clientintake process. Clio Grow captures client information with online intake forms, manages appointment scheduling, sends text reminders for appointments, sends docs for e-signatures, and keeps everything neatly organized on the cloud for easy access.
Legal client relationship management (CRM) software helps you maximize your time and resources with automated messaging, marketing task management, and other tools to streamline your work, from clientintake to case wrap-up. Clientintake. The clientintake process can be fraught with potholes.
Book a demo ! Whether handling clientintake, managing case timelines, or automating routine tasks, having the right tools in place will help your firm stay organized and focused on your clients. Offers large file storage. What is legal workflow management software? Provides access to reporting and insights.
Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Get free e-book What will the future of law firms look like in a few years? Everything is centralized, so your team isnt wasting hours searching for files or resolving version conflicts.
Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Get free e-book Legal brilliance alone doesn't guarantee the success of a law firm. Running a thriving practice requires a strong foundation in law firm management.
Make it easy for clients to find you After youve developed a solid understanding of your clients needs, youll want to make sure they can easily find your firm. In fact, our most recent Legal Trends Report found that 74% of lawyers use their law firm website to promote or market their services to potential clients.
Many AI-powered solutions now assist lawyers with a wide range of tasksfrom automating operational workflows to drafting and analyzing legal documents to streamlining e-discovery and beyond. Book a demo today. Curious about how Clio Duo can accelerate your case and client work and help you work smarter? Tools like Smith.ai
In the last few years, Clio has been working towards this vision with the launch of multiple product features, such as Clio Accounting , Clio Payments , Clio Grow , Clio Draft , Clio File , and now, our AI-powered tool, Clio Duo –with Clio Manage acting as your firm’s central intelligence hub.
Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Get free e-book Lawyers lose 40% of the time they spend working to inefficient, manual processes that cover work outside the practice of law.
Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Get free e-book Lawyers lose 40% of the time they spend working to inefficient, manual processes that cover work outside the practice of law.
These challenges are often related to: Administrative Inefficiencies Handling administrative tasks is a common pain point in many firms, which requires substantial time and resources that could otherwise be used for client-facing legal work. Confident employees are happy employees, and happy employees stay with the company.
No more lost files or switching back and forth as you navigate multiple separate apps. Lawyers can access case files, collaborate with colleagues, and communicate with clients no matter where they work Reduce redundancies According to the 2022 Legal Trends Report , lawyers bill just 33% of their time (2.6 hours per day).
Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Get free e-book When considering how to grow a law firm and the investment in technology that today’s expanding digital landscape needs, statistics put everything into some sort of perspective.
Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Get free e-book Legal brilliance alone doesn't guarantee the success of a law firm. Running a thriving practice requires a strong foundation in law firm management.
This allows you to provide features such as a secure online client portal , online payment processing , and file sharing and e-signatures right on your website for the ultimate client experience. Schedule a demo to see how we can help propel your law firm to new heights.
Online payments software benefits your clients, too, because it makes it more convenient for them to work with you. . Offer clients flexible online payments, including debit cards, credit cards, or e-checks. Email drip campaigns to stay top-of-mind with previous clients (and score those referrals from happy customers).
For example, in May 2023, a New York judge imposed $5,000 fines on two attorneys who used fake citations and legal opinions retrieved on the AI website ChatGPT to help write court filings for an aviation injury claim. Enhanced customer service: Clients expect their lawyers to provide a modern and efficient experience.
Here are just a few things Clio accomplished in 2024: Funded a $900 million Series F round, Clio’s valuation climbed to $3 billion Hosted the biggest ClioCon yet with over 5000 attendees Launched three new products: Clio Duo, Clio Accounting, and Clio File Partnered with over 100 bar associations and law societies worldwide And thats not all!
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