Running a law firm is complex. There are many moving parts—both at the case level and firm level. Add to the mix that you need to be in many places throughout the day—at the office, in court, and everywhere in-between—and you’ve quickly built a great argument for moving your practice to the cloud. Which also opens you to the many benefits of using mobile practice tools.
You’ve Dreamt of Cloud Computing—Here it Is
Cloud-based practice management software creates a real-time database environment, making it accessible for any member of your firm. Any additions or changes to matters and cases get updated automatically, preventing conflicting versions, and ensuring the most recent information is available to everyone at all times.
This means that you and your staff don’t need to be tied to an office VPN to access your firm’s data and in-house communications. You can be out of office, in court, in transit, or on vacation, and still track tasks, monitor workflow and communications, and have full access to all your firm’s data. All this with bank-grade encryption and security.
Get the Most Out of Mobile Practice Management
Mobile access to your firm’s data is one thing. But smartphone and tablet technology has come a long way, opening up new opportunities, which has changed the way lawyers practice law. Below are seven ways to get the most of your mobile device with Clio – and the most robust practice management app for lawyers.
1. Store Contact Information in Clio
Storing contact information in Clio avoids duplicating entries between your office and mobile device. It also keeps your work contacts—and record of communications—separate, which can help avoid mix-ups and allow you to track calls more efficiently.
3. Scan Documents and Expenses
Use your smartphone or tablet’s camera to scan documents and receipts, which you can then attach to specific matters as documents for future billing and reference. Do the same with business cards, especially after a busy networking event, and make brief notes to yourself so you don’t forget about new potential opportunities.
3. The Exact Information, Exactly When You Need it
Access to information is great, except when you can’t find what you need. Sort and filter through information effortlessly with our new and intuitive preset filters. Have the specifics on hand for quick reference—whether it be for clients, opposing counsel, or courtroom appearances.
4. Your Day and Demands at a Glance
Never miss an important meeting or appointment and jeopardize the health of your reputation or case. Sync your firm’s calendars so you can track meetings and associated activities at a glance. Set notifications in advance so you always have ample time to prepare. Having your calendar on hand means you can make entries as soon as they come up, not later when details can get foggy.
Received an alert for an upcoming statute of limitations deadline? With calendars synced to multiple staff and even clients, you can assign them tasks as soon as they come up.
5. Access Files via Tablet, Ditch the Paper
If you have access to all your files at all times, there’s no risk of forgetting something. (Just make sure you bring your device.) In fact, not storing your files in the cloud makes for a greater liability, as physical documents are subject to getting damaged or lost due to acts of God.
6. Take Note of Productive Legal Practices
Juggling different jobs on-the-go is no easy feat, and neither is juggling a multitude of miscellaneous apps used for the same purpose. Why not save your phone’s memory—and your own? Use Clio to keep track of thoughts, quick notes, and jobs to be done—and avoid losing them on pieces of paper, or deep in apps you rarely use. Easily create and access all your notes out of office in Clio Notes and link them to clients, matters, and events when necessary.
7. Track Time and Never Lose a Minute
The Clio app has a timer that can log time directly to a matter. Run your timer while taking calls, attending meetings, or appearing in court. Even when you’re in the office, tracking time on your phone or tablet avoids cluttering your desktop, and lets you log time seamlessly.
Maximize your time and stay connected to your firm and cases while on-the-go by downloading Clio’s mobile app today!