Attention all legal professionals! Clio Manage has introduced a game-changing feature that is set to transform the way you manage your cases – Kanban boards called Stages. In our recent YouTube video, we explored how this innovative tool can revolutionize your legal practice.
Stages offer a dynamic and visual approach to case management, allowing you to organize and track your matters with ease. Whether you’re handling real estate transactions, family law cases, or estate planning matters, Stages provide a customizable framework to streamline your workflow.
Creating and customizing Stages in Clio Manage is straightforward. With just a few clicks, you can define stages tailored to your firm’s unique workflow and easily move matters between columns in the Kanban board as they progress. From initial client onboarding to case resolution, Stages offer a bird’s-eye view of your workload, enabling you to prioritize tasks effectively and ensure nothing falls through the cracks.
What sets Clio’s Stages apart is their seamless integration with existing case management features. You can assign matter stages directly when creating or editing cases, ensuring that your Kanban board accurately reflects the status of each matter.
Embrace the future of legal practice management with Clio’s Stages. Say hello to increased productivity, improved workflow visibility, and enhanced client service. Don’t miss out on this transformative feature – unlock the full potential of your legal practice with Clio’s Stages today!
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