by streamlined.legal Team | Jun 11, 2025 | Clio Features
Let’s be honest — how many potential clients have you lost because your intake process is “a little behind” on following up with potential clients? I’m talking about the ones who called, left a voicemail, and never heard back because you were in...
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 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...
Recent Comments