Since its introduction in 2001, the Agile methodology has radically changed how companies work – making its way from high growth tech companies, such as Spotify and Facebook, and into the legal sphere. Agile and Lean project management methods may seem inapplicable to law, but are very much relevant to developing an efficient practice. As an Agile company, Clio has integrated responsive, flexible features to help firms elevate the day-to-day practice of law.
Is Clio Agile?
The answer is YES.
Clio has partnered with Zapier to offer task-driven lawyers a flexible and dynamic solution for managing their practice. Zapier allows you to customize your Clio experience and workflow by connecting to any of their 500+ apps – including the leading Agile project management software, Trello.
Clio, Trello, Zapier – Agility
Our latest Clio Support Tutorial features a rundown of actions to prep your firm before, during, and after you set up Clio to integrate with Trello. Lay the foundation for a new life as an Agile lawyer.
By connecting Clio to Trello via Zapier, you can seamlessly incorporate an Agile workflow into your legal practice management. Once you have started integrating Agile methods into your practice, you can further complement your task management workflow by adding connections to any of Zapier’s numerous collaboration tools.
What is a Multi-Step Zap?
Moving on from creating an Agile workflow with Trello, the introduction of Zapier’s latest feature, Multi-Step Zaps, can automate and leverage your workflow by connecting Clio to each of your favorite cloud apps.
Treat Clio as your hub of legal practice management – and you can incorporate Agile specific abilities to this hub with the integrations that suit you best. Integrations such as Evernote, Google Drive, Slack, Office 365 and more all create a platform for collaboration and feedback.