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...
by Melanie Leonard | Jul 7, 2024 | Clio Features
At streamlined.legal, we’re always exploring new ways to enhance efficiency and improve outcomes for law firms. Today, we’re diving into a strategy that can revolutionize how you manage billing and get paid faster—sending payment links via text message. In...
by Melanie Leonard | Jul 1, 2024 | Clio Features
At streamlined.legal, we’re always on the lookout for features that enhance the efficiency and effectiveness of your law practice. We’re thrilled to announce a game-changing update from Clio that many of you have been eagerly awaiting: the ability to...
by Melanie Leonard | Jun 3, 2024 | Clio Features
Today, we’re diving into a crucial aspect of practice management: non-billable time. Join us as we explore why effectively tracking non-billable time is essential for legal professionals and how recent updates in Clio can revolutionize this process. Non-billable...
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