30 Oct Clio
Posted at 12:30h
in
blog
by admin
br>Clio is a cloud-based software designed to simplify the running and managing of firm. Clio was the first to bring cloud-based legal practice management software to market. It helps in tracking important deadlines, managing cases and documents, and billing and collections from clients.
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Feature
Contact management
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Advantages
- Single dashboard handling
- Link every contact, event, task, communication, and time-entry to the appropriate matter
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Limitation
- Does not have a provision for sending emails to clients
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Feature
Matter Management
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Advantages
- Captures important case information through custom fields
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Limitation
- Lack of customisation in listing of clients and matters
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Feature
Document Management
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Advantages
- Catagorises and manages documents efficiently
- Allows document collaboration with clients
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Limitation
- Only basic reports are available
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Advantages
- Tracks updates and change history by author
- Track time from calendar events, communication logs, activity updates
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Feature
Billing and Invoicing
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Advantages
- Handles your billing, accounting and basic bookkeeping
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Limitation
- Does not integrate cheque writing
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Advantages
- Safely share documents with a private portal
- Uses SSL to secure your session
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