You have a million things to do, and precious few of them involve actually practicing law. Such is life when you're running a successful law practice.
You've invested in Clio to help you manage your matters, but what if it could be even more powerful?
Imagine for a minute, if you could onboard an excited new client, and all you'd have to do is show up for a consultation with a prepared and invested prospect.
You take a phone call, have your consultation and send an auto-generated fee agreement. That's it.
You've just closed a new client, YAY! You're ready to get to work. But what's this? We need to get the information into Clio first? It's a drag. Instead of jumping right in to help your client, you (or your unlucky staff) are stuck typing basic information into Clio.
Let's do away with going back and forth between browser tabs copying and pasting names, addresses phone numbers, dates of birth, social security numbers, bank account details, etc., etc., etc. When you close an intake, all of the personal information your client has entered about themselves and any other parties to the matter get created in Clio.
Custom fields are the key to leveling up your firm's automation. By creating custom fields and linking them to your ClientSherpa forms, seemless document generation is just a few clicks away. You can link almost any client response to a Clio custom field that can be automagically sucked into your document templates. It really is like magic.
We use bank grade encryption, both in transit and at rest to allow your clients to upload their files in a secure environment. Those files are automatically sent to your Clio matter as well so that you have those files at your fingertips as you work.
"If you've gone for years with an intake process that seems to change every few weeks. If you've spent countless hours wondering if you remembered to get back to a potential client. If you've ever lost a client because things got too hectic and they fell through the cracks. You owe it to yourself to sign up and get a fully functional, standardized intake process that just works."Start Your Free Trial