Clio is a practice management system that is specifically designed for solo practitioners and small law firms. Your important client data is securely accessible anywhere—from your PC, your Mac, and even your iPhone.
Features:
- Client and Matter Management
- Timesheets/Activity Tracking
- Time Reporting
- Performance Analysis and Reporting
- Calendaring and Reminders
- Trust Accounting / Account Management
- Clio ClientConnect (Client Extranet)
- Client Document Sharing / Collaboration
- Online Bill Payment (Receive payments for bills via Clio ClientConnect)
- QuickBooks Integration
- Reporting
- Multi-user access
- SSL Encryption & Secured Data Storage
- Client Billing and Invoice Generation
- Document Management
Benefits:
- Focus more time on clients and less time on the software and computer infrastructure
- Your calendar is available wherever and whenever you need it
- Simple, cost effective, efficient practice management software for the small firm
- Clean interface. Relatively easy, intuitive to use
- Allows you to keep key client data at your fingertips, wherever you are – using any computer or even your iPhone
- Software updates are free and available when you log in
- Integrated time tracking system makes it easy to keep detailed and accurate time records.
- With Clio Connect users to share information and collaborate with clients through an easy-to-use online interface
- Stay on top of critical deadlines and your day-to-day tasks with Clio’s task management system
- E-mail integration makes it easy to associate e-mails directly with a matter
- Single Sign-On, calendar sync and contact sync all help make sure switching between Google Apps and Clio is completely painless
Contact us to get started or for more information.
