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...
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...
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...
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...
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