Power Up With Clio

Manage

Setting up matters the right way from the start keeps your cases organized and on track. Matter templates in Clio Manage take the manual work out of creating matters each time, reduce errors, and keep information consistent across all cases.

Supporting materials: Get the Guide.

Manage

Staying on top of case deadlines and making sure no steps are missed is essential for effective case management.

Supporting materials: Get the Guide.

Manage

Using Clio’s Tasks & Task Lists can help make sure that your team is “rowing in the same direction.”

Supporting materials: See other resources.

Manage

Learn how to efficiently track case progress, spot blockers, and quickly take action on cases that need attention.

Supporting materials: Get the Guide.

Manage

Deadlines drive everyday workflows in your law firm and it’s important to get them right.

Supporting materials: See other resources.

Manage

Learn more about the communication channels, tools, and best practices that will help your firm collaborate with clients with less effort.

Supporting materials: Get the Guide.

Manage

Intake is critical in procuring new business so let’s make sure that it is handled quickly even when you’re busy helping existing clients.

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