As a software consultant, I work with a lot of different providers of software and services. Some good, some not so good. And then there is Clio—head and shoulders above the rest. I am now in my 7th year working
Training works. I have seen it work. I have been training the legal industry for quite a few years now and the investment pays off—many times over. I know software companies love to sell you stuff and tell you that it’s
In your awesome database, it had better be a snap to keep track of your time. Whether you are hourly, flat fee or both, logging your time accurately adds value to your firm’s bottom line. Here is a view of
Your awesome database had better let you generate and capture documents and other file types that can be quickly retrieved. Here is a great example of what it means to let the software generate your filing system and put documents at
Your asking “how can I get a client or prospect to provide me with information that can go directly to my database?” Maybe you want an intake form, survey or more detailed information for a matter. Well, here you go. Create
Put your clients to work—they complete & submit a Google Form, and voila, the info is zapped to your awesome database. You’ll get an email telling you of the submission, and the matter is automatically created in Clio. What!? Watch the video.