Clio This Month: Timer Update, In-App Support, and Intake Via Trust Requests

Spring is in the air at Clio, and we’ve got plenty of improvements to help you run your practice more efficiently this season. An update to our timer means that tracking billable hours is simpler than ever before. We’ve also added in-app support, so that you can get the help you need as quickly as possible.

Read about all of this and more in this month’s update below.

Timer update

Tracking billable time is top of mind for every lawyer, and their support staff. Lost seconds can quickly turn into lost hours, so you need to be diligent about tracking time to keep your practice profitable.

The tool you use to capture time needs to be available at a glance—and in Clio, it now is.

We heard our customers when they said that capturing time wasn’t as intuitive as it could be, so we repositioned the Clio Timer—placing it conveniently in the header of every page in Clio.

Screenshot of the new Clio timer, which appears at the top righthand corner of every page in Clio next to the inbox icon.

Now, your timer is more visible and more accessible, allowing you to easily capture more billable time within Clio.

Note: To ensure your workflow isn’t disrupted, the timer in Clio will continue to appear in its previous position until May 2nd as you transition your time capture.

Introducing in-app support

When you have a question about running your practice, you need to have it answered quickly. At Clio, we’re constantly striving to make this easier. Our latest development? You’ll be able to talk to our award-winning support team from right inside Clio.

Rolling out over the coming months, you’ll be able to ask questions right from your dashboard.

Screenshot of a lawyer asking for help voiding an invoice and receiving help via Clio's in-app chat option at the bottom right-hand corner of the screen.

Note: You’ll receive an in-app notification when in-app support has been enabled for your account.

Live chat is available from 5:00 a.m. to 5:00 p.m. PT (8:00 a.m. to 8:00 p.m. ET). Have a question outside of those times? No problem. Clio’s support agents will receive your question as email for immediate follow up.

Integration partner: FilePilot

Submitting filings can be stressful. How can you be sure they everything was done correctly? FilePilot tells you, so that you can enjoy peace of mind during the filing process.

FilePilot lets you know right away if your filing was received and completed correctly. It’s clean interface eliminates unnecessary and cumbersome data entry, and lets you easily view, search, and highlight within current and past filings. Also, FilePilot integrates with Clio, so you can keep all the information you need for your filings in one place.

With Clio and FilePilot, you’ll spend less time worrying about filing submissions and more time working on your cases.

Create your account with FilePilot today, and place your first three filings for free! Discover a new way to simplify your entire workflow with FilePilot and Clio.

Create an account

Tip: Client intake via Trust Requests

Clio saves you time on every task related to your practice, making every minute more lucrative for your firm.

Take client intake, for example. This can often be cumbersome, as it involves repeat data entry, and it’s a non-billable task. But with Clio, you can onboard clients and receive trust payments in one smooth process.

Here’s how it works:

For more advanced workflows and time-saving solutions, see our on-demand training videos, and register for our upcoming Clio Training webinar, covering Advanced Billing.

Register for webinar

DISCLAIMER: The features covered in this post are not currently available for our users in Europe. We hope to make them available soon.

What Clio users are saying about us:

We’re focused on helping lawyers manage their practices better. Here’s what our customers have to say about how we’re doing:

“Clio seems to be the best all-in-one software for law firm management. It is the Swiss Army Knife of management software with its efficiency, scalability and reliability.”

– Graham Theriault, Paralegal, Lockhart Law Firm

“Clio is a beautifully and thoughtfully designed case management program, with wonderfully responsive support. Clio helps me be a better attorney.”

– Tom Stubbs, Attorney, Stubbs Law

How do you want to find out about new features in Clio? Tell us in the comments below.

 

Categorized in: Clio

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