by streamlined.legal Team | Feb 3, 2025 | Clio Features
Are You Using Photos in Your CRM or Case Management Software? Hey, law firm professionals! Have you ever noticed the option to upload a client’s photo in your case management or CRM software? Some platforms even pull images from social media automatically. But here’s...
by streamlined.legal Team | Jan 21, 2025 | Clio Features
The Problem: Risky Credit Card Practices Let’s face it: the way many law firms handle credit card information makes me nervous. I’ve seen too many firms write down credit card numbers on paper, save them as PDFs, or store them in other insecure ways. These methods...
Recent Comments