by streamlined.legal Team | Mar 30, 2025 | Business Growth
The Value of Documented Procedures Let’s be honest—many people dread the thought of creating written procedures. It can feel overwhelming to sit down and document an entire workflow from start to finish. But the reality is: ✔️ Training takes less time when there’s a...
by streamlined.legal Team | Mar 24, 2025 | Clio Features
The Initial Challenge: Team Resistance If you’re implementing custom fields in Clio, you might run into some pushback. Why? Because at first, it feels like extra work without an immediate payoff. For example, if you ask your team to input a complete list of all...
by streamlined.legal Team | Mar 17, 2025 | Clio Features
Are you overwhelmed by payment notification emails? Can’t find the email from your clients with so many payment notifications? Now you can solve that with Clio’s new feature! The Problem: Too Many Payment Notifications For a long time, Clio users faced a...
by streamlined.legal Team | Mar 10, 2025 | Clio Features
How many times have you been frustrated by having to enter a code when logging into your favorite website? And keeping track of those ever changing codes is no easy process! Today, I want to talk about Two-Factor Authentication (2FA) and why your firm should be...
by streamlined.legal Team | Mar 3, 2025 | Clio Features
Are you constantly frustrated by typos in your time entries and invoices? You’re not alone! Many law firms struggle with this issue, but the good news is that there’s an easy fix. This tip actually comes from one of our clients who was tired of seeing mistakes in...
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