“In some traditional law firms, it can take days or weeks to get a client to sign an engagement letter and pay the trust request. At our firm, it takes 30 minutes.”
Natasha M. Nazareth Esq. Partner, Nazareth Bonifacino Law Benefit LLC
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From securely holding retainers to precisely applying funds, Clio gives you the peace of mind that every client transaction is properly tracked.
In this free guide, you’ll learn:
- How Clio helps you protect funds held in trust and prevent trust overdrafts
- Best practices to efficiently manage trust requests, from customizing invoices to activating alerts for low balances
- A real life example of how Natasha uses Clio to collect trust requests in only 30 minutes
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Best Practice Guides
Learn how to get the most out of Clio's most popular features.
