Law Practice Management software is a program designed to manage nearly every aspect of legal concerns, including expense tracking, task management, billing, and many more.
Clio is a practice management solution for law firms offering legal services. It's cloud-based and applies to both small and large firms. Clio is based in Canada, serves legal firms and businesses throughout North America, and is used in case management, documentation, and payment acceptance.
Its dashboard shows hour targets, goals, and performance track. Among its features is the billing capability, making it possible for users to create custom bill plans, bill through email, and access information through a secure client portal.
Key Features of Clio Law Practice Management Software
Clio manage has four primary features:
- Ease of use for small companies. Using Clio is easy as it's user-friendly.
- Flexibility. It can work with both Windows and Mac computers.
- Web-based. It doesn't require servers.
- Easily integrate with other software. It works well with other cloud-based tools such as Airtable, Office 365, and Asana.
- Easy for user adoption. It enables the company to get started quickly.
How to Get Started with Clio
- Register and confirm your email. This gives you access to the Clio platform. You don't need to download or install anything as Clio Manage is cloud-based.
- Log in and set up your account. Update your profile by updating your firm name, address, and billing rates.
- Send invitations to the attorneys you intend to use your Clio platform. The platform will send a confirmation link via email to the attorneys, with a confirmation link. They will be able to use the Clio after clicking on the link and have their billing rates. They can set their default billing rates and contact information.
- Clio provides training material that will help you learn the software with easer. Along with it are webinars and training videos which are also helpful in your software learning process.
What's the Difference Between Clio and Other Law Practice Management Softwares?
Clio has some outstanding features that distinguish it from the rest of the law practice management software, including:
- Clio Connect. This allows users to keep in touch with clients using a well-secured communication system. Clio Connect offers efficiency and speed in the communication process. You have the option to show anything, ranging from billing invoices and case files to messages to your clients, without exiting the platform. You can share case files, calendars, secure messages, billing invoices, and more without ever leaving Clio.
- Clio's Gmail extension. Clio has an extension for Gmail, allowing you to access and use Clio's management features right away from Gmail. This feature was developed to address the growing number of cases lawyers, attorneys, and other law professionals handle.
- Task Lists. With this, you can group similar tasks. Task automation in task listing saves time.
Critical Functions of Clio Manage
Individual cases in Clio legal practice management platform are referred to as matters. Their creation and category take different shapes, and they can be customized in different ways.
To create a case in Clio, follow the steps below:
- Input the client's information on the contact page in the system. If the client is an existing one, the go-ahead is to assign them to the case.
- Come up with a case description. It should give a clear introduction to the case. The description should be able to distinguish one case from another in the dashboard without opening it.
- Grant permissions. You can grant permission to only you, the case creator, or extent permission to everyone. In larger firms, it's recommended to create custom groups so that you can only grant permission to a given group.
This list provides the primary case creation procedure. However, there are several other variants for case creation. You also have the option to set your default billing right away at the initial stages of the case creation process.
Being a cloud-based program, Clio allows you to save your information in the cloud storage, which you can access or change anytime from anywhere.
The program will organize all the cases based on details such as billing details and group them into different folders for easy access. This saves large firms lots of time when accessing the case files. Timekeeping information is also held on the program.
Clio also has a mobile application that you can use to access or change case information from anywhere. Filtering cases is also easy, as they are arranged in folders.
In a short conclusion, Clio saves time in case management, besides the program is affordable.
Document automation is an essential aspect of Clio management. The available templates eliminate human error, which could result in legal malpractice claims. This also saves the firm plenty of time which they would otherwise spend creating documents from scratch.
Document automation may also improve your firm's reputation. Pre-made templates have minimum errors such as spelling and grammar errors. This is essentially applicable in large firms that deal with many documents. One thing to remember is to test the template for quality.
How it Works
Start by creating a template you'll be using to write your documents. Creating a template should not give you a hard time, and you'll become used to it with practice. Clio user interface does not support template creation, so you'll have to do it manually.
You can create the templates from Excel, Microsoft Word, or Powerpoint. You can create a template from a document you have already written.
Clio Documents management works similarly to Google Drive, only that it has some added features useful for law professionals. It groups documents into folders based on cases and archives them. The documents are then stored in cloud storage. You can filter between the documents quickly, without much struggle.
It's a law requirement for all law firms to archive their legal documents for up to six years after completing their client's case. This can become daunting for any large law firm due to the pile of documents. Document Management Software comes in handy to address this issue. With DMS, you can archive tens of thousands of documents in cloud storage, which you can retrieve any time you may need it.
Timekeeping & Billing
Clio Manage enables users to keep track of their firm expenses in a more effortless and better way. It also keeps track of time in several ways.
The program allows you to keep track of the time you use for each activity. It inputs your billing data to case-specific folders and records the time spent on each case. This will help you cut on the time you spend on the billing process for un-billable activities.
Clio's accounting interface, Clio Payments, is a payment platform that integrates with third parties accounting software. It's available for the United States and Canadian citizens, and its service fee is low. You can't access Clio payments if you are a new subscriber.
Clio's payment came as a result of a partnership between Clio and Laway in 2015. It was meant for its users to use the Lawpay platform within Clio. Users outside the U.S and Canada can integrate third-party accounting software like Xero and Quickbooks online with Clio.
The dashboard displays an overview of all the activities going on in your law firm. It shows the time you spend on every case, billing information, and all other activities with their time frame.
The primary navigation menu is found on your left.
Our Clio review shows that some features on the dashboard, such as the calendar, need too much clicking. This makes the user experience awful. This is the only area that needs some improvement. Despite this, the user interface is attractive and valuable.
Clio's Mobile Application
Clio's mobile app is still new, meaning it's subject to updates. It's not yet perfect as expected. It will help to stick to the desktop version if you want to focus on Clio.
You can use the mobile app to check for notifications, but your actual work shouldn't be done from it.
The mobile app is very useful in tracking billing information and client intake management.
To review Clio, we've considered a lot of factors. It is for sure a well-designed and secure platform. Getting to know the software may take time, but it's worth it in the end and may boost your company's review.