by Melanie Leonard | Jan 13, 2025 | Clio Features
In the competitive world of legal practice, efficiency is key to staying ahead. Law firm owners often seek ways to optimize their processes and make data-driven decisions that improve client service and profitability. One often-overlooked area is time tracking,...
by Melanie Leonard | Nov 12, 2024 | Clio Features
Ah, Fall. That delightful time of year when the air is crisp, the leaves are crunchy, and the germs are… everywhere. We’re deep into “back-to-school” season, which means, like clockwork, the sniffles are back. Let’s face it—no matter how well you wash your hands...
by Melanie Leonard | Oct 28, 2024 | Clio Features
One of the simplest yet most powerful tools in Clio is the task list. It’s the ultimate way to streamline your operations and keep your law firm productive. Why Task Lists Matter: Better Time Management: Task lists let you see at a glance what needs to be done,...
by Melanie Leonard | Oct 21, 2024 | Clio Features
Managing trust accounts is one of the most critical and regulated aspects of running a law firm. Law firms often collect client funds in trust accounts, and as bills are generated, these funds are used to cover invoices. But how do you accurately track and transfer...
by Melanie Leonard | Aug 26, 2024 | Clio Features
Effective matter management is crucial for law firms looking to streamline their processes and improve client relations. Clio Grow, a leading legal practice management software, offers robust features for managing intakes and assigning matters. However, law firm...
by Melanie Leonard | Aug 18, 2024 | Clio Features
We’re excited to shed light on a newer feature in Clio Manage that enhances how you track and manage contacts within your matters. Though this feature may seem underplayed, understanding it can significantly boost your efficiency. When managing a case in Clio, keeping...
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