Tools to Improve Billing and Payment Workflow

Tools to Improve Billing and Payment Workflow

For most law firms, billing and payment collection is a business-critical activity. This workflow, however, is typically cumbersome, tedious, and time consuming — taking lawyers away from the very work that they can bill for. Until now.

Clio has built-in features that remove the burden associated with billing and collections. These features help law firms through the life of a case: from accepting trust deposits through to invoicing and managing firm finances.

In this webinar, we’ll teach you how to utilize an innovative billing and payment collection workflow that includes our newly released Trust Request feature. Plus, you will learn how to streamline:

  • Collecting payment
  • Documenting work completed and expenses
  • Issuing customized bills
  • Depositing and transferring funds
  • Trust documentation

Joshua Lenon, Lawyer in Residence, Clio
Colin McMahon, Training Expert at Clio

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