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Are You Blocking Travel Time on Your Calendar?

Are You Blocking Travel Time on Your Calendar?

by streamlined.legal Team | Apr 21, 2025 | Business Growth

Let’s talk about something that seems small but can have a big impact on your workflow: putting travel time on your calendar. Yes, I’m serious. It sounds simple, but you’d be surprised how many professionals forget to include it—and how quickly it can lead to...
Clio Notifications: Reduce the Overwhelm

Clio Notifications: Reduce the Overwhelm

by streamlined.legal Team | Apr 14, 2025 | Clio Features

Let’s be honest—when was the last time you clicked on the bell icon in the top-right corner of Clio and didn’t see 99+ notifications? Yeah, same here. That’s because when Clio rolled out its notification feature a couple of years ago, everything was turned on by...
How to Charge Two Stored Credit Cards on the Same Matter using Clio Payments

How to Charge Two Stored Credit Cards on the Same Matter using Clio Payments

by streamlined.legal Team | Apr 7, 2025 | Clio Features

Today, we’re talking about a super practical topic—using stored credit cards in Clio Payments, especially when two clients are splitting a bill. Let’s say you have a matter where two clients are sharing the cost 50/50. Sounds simple, right? But if you’ve ever...
Creating Effective Procedures: Why Video Might Be the Best Option

Creating Effective Procedures: Why Video Might Be the Best Option

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...
How to Get Your Team’s Buy-In on Custom Fields

How to Get Your Team’s Buy-In on Custom Fields

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...
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Recent Posts

  • Are You Blocking Travel Time on Your Calendar?
  • Clio Notifications: Reduce the Overwhelm
  • How to Charge Two Stored Credit Cards on the Same Matter using Clio Payments
  • Creating Effective Procedures: Why Video Might Be the Best Option
  • How to Get Your Team’s Buy-In on Custom Fields

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