From personalized automatic responses to uploading important case information with top-level security, there is not a lot of space for missed steps in the client onboarding process which can seem overwhelming at first.
In our experience with these law firms we’ve found that smooth practice management and digital marketing work hand in hand to grow a law practice at a sustainable pace, so it only made sense for our results-driven teams to connect with the leading law practice management software provider, Clio.
Not only is this software designed to save time and in-person resources, as a cloud-based case management software, Clio allows attorneys to work productively from anywhere, anytime, and using any device. It is the most widely recommended cloud-based legal technology, with the approval of over 90 bar associations and law societies around the world, and a global customer base of 150,000.
With easy data synchronization, firms can standardize their processes and automate tasks throughout the client lifecycle. Clio customers get unmatched performance and the industry’s only end-to-end software solution for law firms.
We pulled together the top reasons why law firms choose Clio:
1. Over 200+ Advanced Integrations
The vast majority of firms use multiple tools within the space of any given day: Case management software, email software, accounting software, and so on. Integrating these tools ensures data passes seamlessly from one tool to the next, eliminating the chance of data silos. Conversely, firms that can’t integrate their tools will struggle. Attorneys will waste precious time digging around for disparate data stored here, there, and everywhere. It’s why Clio has over 200+ integrations, to help you work the way you work.
2. Cloud-Based Legal Software
Being a cloud-based case management software, Clio allows attorneys to work productively from anywhere, anytime, and using any device. With remote working set to continue moving forward, this is more important than ever before. Of course, its benefits also extend to attorneys who regularly spend their days in court or meeting clients—in other words, away from their computers. This also is true for Clio for Clients, their client-attorney communication portal that enables clients to work with their lawyers from anywhere.
Protecting the security and privacy of your clients’ confidential data is one of your top priorities as a legal professional. Clio is one of the only legal practice management software companies to offer a 99.9% uptime guarantee. You can learn more about their security here.
4. Reliable Customer Support
Clio has cemented a reputation for many things—its stellar customer support among them. Customers have access to the company’s award-winning team 24 hours a day, Monday through Friday, be it through live chat, phone, or email.
5. Time-Saving Features
Last but not least, firms need case management software that provides valuable features. Clio fits this bill quite nicely with sufficient document storage, provides data-driven insights, improves the client billing experience, and offers advanced client management capabilities.
If you’re looking for the best case management software, look no further. Clio has you covered.
Clio has everything you need to manage and grow your firm, including tools for: client intake, case management, document management, time and expense tracking, billing, online payments, and a whole lot more.