How to optimise your legal practice with improved operation and business efficiency.
Problems will vary from company to company and law practices are no different. Due to the ever increasing pressure faced by European legal firms to efficiently manage their practices in response to new rules and regulations.
Inherent in the daily operations of legal firms are issues with, time billing clients, securely sharing documents, managing court schedules and of course, client meetings and tasks. Additionally, these same firms have secondarily but pivotal information technology challenges, including maintaining an efficient, well managed practice management platform.
The problem is; most law practice management software available today are based on an expensive and outdated client-server enterprise software models; they are designed to be managed and maintained on a single server – at the company’s expense.
Our solution is Clio practice management software for Google Apps. This combination offers unique features and benefits to any legal practice.
Furthermore, there are also the security and privacy reservations expressed by law firms considering a practice management platform. Any law practice management software must be guaranteed safe from security risks, so that legal professionals will have no difficulty upholding their duty bound ethical obligation to preserve client confidentiality.
Clio offers a simple and affordable web based solution with instant setup, and complies with regional data protection laws. Their tools are ideally suited to those practices that want to gain greater efficiencies and focus on value added services. Clio is also a great solution for those looking for an interface that feels comfortable and helps you organise your day.
Invest in Clio Practice Management Software and Google Apps for Business. Watch how it can work for you!
Additionally, Clio Connect is a secure extranet portal that enables Clio users to collaborate with clients or contacts through messages and document sharing. Google Apps bringing with it the ability to work on the same document at the same time also proving invaluable. Moreover, clients have their own portal login to a dashboard, where they can see activities, documents, and communications with their lawyer or other firm employees.
Distinctively, Clio Practice Management Software features include legal calendaring, task management, time tracking, trust accounting, note-taking, document management, managing retainers and time recording and billing, which are explained in detail below:
Clio is specifically geared towards lawyers and is a time, task, file and billing manager, all in one. Time tracking can be initiated instantly, from anywhere in the app and can be accessed on a desktop, tablet or mobile, quickly and easily. Clio can also use that time tracking to generate invoices so that you can promptly bill clients with just a few clicks.
Your daily, weekly and monthly upcoming meetings at your fingertips—no matter where you are. Entries are easily associated with matters and firm-wide calendaring and sharing of calendars makes it easy to invite specific members of the firm, or the entire firm, to events.
Work in partnership with clients securely and efficiently by seamlessly integrating through apps like Google Apps. Clio Connect also allows clients to upload sensitive or large files directly to their virtual file and to securely share information or documents with their attorney.
Link tasks to matters, assign to-dos to other team members, monitor the progress of tasks and do pretty much anything else needed to keep your practice running
smoothly. Clio makes it simple and easy to directly bill time from tasks, as you work on them.
Keep your clients in the loop with a variety of handsome reports detailing tasks, works in progress and bank account activity reports. As well as, productivity reports on client and attorney activity.
Bank Grade Security
SAS 70 holds the most stringent standards in customer data security with rigorous daily audits of servers by McAfee security. SSL encryption also conducts daily security audits to ensure that your data and your clients’ data are safe and secure.
The benefits of using Clio just keeps stacking up and overall Clio leads the way in open cloud web-based practice management with a rich set of features that make managing everything from intake to invoicing a breeze. Cloud computing is all about lowering IT costs while increasing convenience. There is no software to install or configure and no time-consuming server setup or maintenance.
Only £3.30 per User/Month!
30 Day Proof-of-Concept Trial
To assess whether Clio Practice Managment is right for your legal practice, why not take part in a no obligation 30 day proof-of-concept trial. Use Gmail, Google Calendar, Google Drive and Google Sites and more with no commitment or impact on your current IT services. This is a great way of finding out if the solutions offers the tools and features your users need before making any long term commitment.