Key benefits for your firm
Client-centric design helps clients to be better clients!An exceptional user experience guides clients to provide all case data and documents. Dramatically streamlines efficiency for case management.
Bank Sync, Marital Balance Worksheet, Income & Expense Reports, Parenting Agreements and more.Clients can link all financial accounts and customize transactional data for divorce. How much to carry an asset or debt? What is spent on each child? Visually intelligible balance sheet and cash flow that helps clients and team better understand the financial picture.
Fully Encrypted Collaborative Platform with Client Commenting and Private Professional NotesCustomize access to each case and team members will have access to all data and documents. Client comments attached to each item while professionals share private notes.
How dtour.life works with Clio
Integrates with Clio Manage so all new client data is synced and bi-directionally updated.
Automatically creates a new case in dtour.life to avoid duplication of effort.
Any new updates to client content in Clio or in dtour.life will be asynchronously updated.
View a tutorial here!
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Getting set up
To get set up, click here.