Clio Manage for Law Firms helps firms to boost productivity and performance – this is one of many reasons why we partner with the #1 Legal Practice Management Software pros, Clio!
With the Advanced Document Management and next-level Automation that Clio Manage offers, it will revolutionise the way your law firm works.
In Clio’s words…
“The law is complicated enough — simplify managing your firm”
The cloud-based legal practice management software makes running your law firm, organising cases, and collaborating with clients from one place a piece of cake.
Benefits of Clio Manage for your Law Firm
Clio Manage makes running your law firm easier, it’s that simple!
- Do more billable work – Make the most of your time, while Clio automates tasks, minimises paperwork, and eliminates redundancies. Streamline day-to-day tasks, so you can get back to what matters most.
- Take the guesswork out of business decisions – Work in compliance with regulatory standards using straightforward financial tools. Improve your processes and profit—it’s a win, win.
- Deliver the service your clients want – Accommodate your clients with flexible e-signatures, online payments, and more. Clio helps you with the moving parts of case management, so you can focus on your clients.
- Make it easier for clients to pay – Clio helps provide a client-centered billing that gets you paid faster. Accept online payments in accordance with trust accounting rules, set flexible payment plans, and more.
Clio’s Comprehensive Case Management for Law Firms
Clio Manage is the business when it comes to comprehensive case management for law firms! Stay organised, and manage your cases—from anywhere, anytime.
Clio Manage Console
- Information Accuracy and Consistency – Ensure information is consistent and accurate across all of your cases. Accelerate your matter creation process with templates and use custom fields to record your most important case details.
- Matter Organisation – Link every contact, task, invoice, and time entry to the appropriate matter—and add notes for you and your staff at any time.
- Centralised Overview – Get a view into firm finances, key tasks, upcoming appointments, and more from a single dashboard.
- Real-Time Updates – Track every development in Matter Timelines, and see who made what change and when. See new time entries, document uploads, and more—so you can be on top of every detail as it happens.
Clio Manage Advanced Document Management
The area where Clio Manage for Law Firms really packs a punch is its Advanced Document Management.
“Absolutely love Clio’s document management features and ability to send e-mails to Clio’s ‘communications’ section for each client and matter. Centralized storage of documents and e-mails is a lifesaver.”
Felicity Hardee Law Practice
Edit, store, and organise documents securely in the cloud. Reduce clutter and save time — no more lugging case files around.
- Unlimited Document Storage – Store an unlimited amount of legal documents. Save thousands of document, image, audio, and video files in our unlimited storage where files are automatically backed up. Bulk upload and download entire folders of documents.
- Easy File Search – Use Clio’s Global Search to retrieve a document based on terms in the title, text, or metadata. Filter and sort files by custom categories, folders, authors, and dates. Navigate and preview files from nested matter and contact folders on your desktop.
- Advanced Document Editing and e-Signatures – Work efficiently by directly editing documents in your favorite software, and saving them to Clio in one click. Send documents for electronic signature right from Clio—without printing, downloading, or scanning—and have them automatically saved.
- Document Automation – Compile legal documents with easy-to-use templates. Use Conditional Fields to pull information from your case records and swiftly create a new document.
- Access Documents from Anywhere – Pull up any legal document on your mobile phone or laptop at any time to redline, annotate, and more. Spend less time preparing stacks of documents—and more time preparing your case.
- Intuitive Desktop File Management – Use Clio’s collection of desktop solutions for Windows and Mac to quickly and easily manage your files.
Meet Vin Chauhan – Our Clio Manage Expert!
Vin Chauhan Clio Manage Certified
The man who knows all about Clio Manage and specialises in their Document Management and helping law firms with file-intensive Document Migrations is our in-house champ, Vin Chauhan!
Vin is our Head of Professional Services Delivery and he powered SP1 IT Solutions into the prestigious Clio Certified Partner Directory when he became Clio Manage Accredited in July 2023.
Vin Chauhan Clio Manage Certificate
So if you’re loving the sound of Clio Manage for your Law Firm, let’s get started and get in touch with us today!