by streamlined.legal Team | Mar 3, 2025 | Clio Features
Are you constantly frustrated by typos in your time entries and invoices? You’re not alone! Many law firms struggle with this issue, but the good news is that there’s an easy fix. This tip actually comes from one of our clients who was tired of seeing mistakes in...
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...
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,...
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