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Organize and simplify your firm’s client intake process.
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Save time and avoid errors on routine drafting.
The Essential Guide to Document Automation.
Resources & Events
David A. Goldberg, Partner, at Taylor & Blair LLP knows the pain of using out-dated software. When he signed on with the firm, the…
Need a primer on IOLTA accounts? Read this blog post to learn more about IOLTA accounts, their history, and how Clio makes trust and…
Watch this session to learn how to avoid lawyer burnout, set boundaries, and regain control of your life.
Learn how to build a successful marketing plan for your firm on any budget.
Learn how to use Microsoft Word’s document automation features to build reusable templates and repeatable processes for drafting legal documents.
Watch this session to learn how to uncover and remove bottlenecks in your processes with the help of better technology.
Watch this session to explore in-depth findings on the state of solo practice (that can also apply to small firms).