Key features of Clio’s legal software for elder law
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Legal case management
Keep all case and matter files in one secure, central location—accessible from anywhere. View real-time updates from a single dashboard, track who made changes and when, and improve collaboration across your team and with clients.
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Document management
Securely store and access all your legal files in one place, with no limits on document storage. Quickly find what you need from anywhere using powerful search. Manage your document workflows with ease, from preparation and court filing to collecting signatures.
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Legal billing and time keeping
Create professional, customized invoices in minutes from any device using Clio’s online portal. Automate payment plans to reduce time spent on collections and improve cash flow.
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Payments
Give your clients the ability to pay you instantly using a credit card, debit card, or eCheck. Accelerate collections by sending a secure payment link through Clio, and set up payment plans for those who need them.
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Legal calendaring
Keep track of your entire firm’s schedule so nothing falls through the cracks. See case schedules and updates at a glance. Log more billable hours by creating time entries for every client appointment. Set custom reminders so you never miss a meeting or deadline.
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Legal accounting
Manage separate ledgers for trust and operating accounts with Clio. Generate trust accounting reports to stay compliant, and integrate with leading accounting software like QuickBooks Online and Xero.
Clio’s elder law software testimonials
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Elder law software FAQs
Is Clio’s law software built specifically for elder law practices?
Clio is an excellent fit for lawyers focused on elder law, including estate planning, guardianship, and elder care. Its comprehensive task management, secure document storage, and client intake tools help you stay on top of critical deadlines, sensitive information, and complex family dynamics. While Clio supports a wide range of practice areas, its flexibility and depth make it especially effective for managing the detailed, often sensitive work involved in elder law.
Not only can you communicate securely with clients and their families from anywhere, but Clio also helps you keep cases and documents organized and accessible. With Clio, you’ll spend less time on administrative tasks, make better-informed decisions, and deliver the compassionate service your clients expect.
With Clio Grow, you can attract and retain elder law clients online—even when working remotely. Automate your client intake, schedule consultations, accept payments securely, and streamline routine communications, allowing you to focus on what matters most: your clients’ peace of mind.
Can Clio help manage sensitive medical and financial information?
Absolutely. Clio provides secure document storage and encrypted communication channels to protect confidential medical, financial, and legal information involved in elder law cases.
Does Clio support managing multiple related parties, such as family members and caregivers?
Yes. Clio lets you link related contacts and manage cases involving multiple family members, guardians, and healthcare providers, keeping everyone coordinated and informed.
How does Clio assist with estate planning and document management?
Clio enables you to store, organize, and easily access key estate planning documents such as wills, trusts, and powers of attorney, helping you stay prepared and provide timely advice.
Can Clio streamline client intake and ongoing communication in elder law?
Yes. With Clio Grow, our client intake and CRM software, you can simplify client intake through online forms and automate routine communications—making it easier to manage ongoing relationships with elder law clients and their families.
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