Bob Gauvreau walks through Clio, legal practice management software that handles client intake, case management, time tracking, billing with payment plans, and trust accounting. The dashboard shows you where productivity and revenue opportunities are.
I want to introduce you to an absolute game changer for any legal practice looking to scale. It's called Clio, the comprehensive legal practice management software that can help you streamline your client intake, case management, calendar, billing and document automation all on one platform. Clio's legal time and billing software includes easy time tracking, expense tracking, billing, fee options, payment plans, and and a lot more. You can create professional invoices that accept debit credit payments. Clio helps you stay on top of trust transactions to ensure they're recorded in compliant manner across ledgers according to your industry regulations, manage clients, trust funds and accounts, generate reports, set up separate ledgers for trust and operating accounts, and use QuickBooks online to print checks. With Clio's easy to understand visual dashboard, you'll identify opportunities to to improve productivity, efficiency and revenue across your firm in seconds.
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