Managing a law firm can be complicated. A successful law office must attract new clients, draft contracts, synchronize calendars, manage documents, track billable hours, and process payments. Before employees even start on legal procedures, they often have to sift through mountains of clerical work.
That’s where Clio can help. Clio is a comprehensive software suite for law firms. From client intake to trust management, this program can streamline every part of a law firm’s day-to-day work. Clio’s intuitive interface makes it easy for your whole office to collaborate on a variety of cases.
Clio also offers simple integration with ScanSnap technology, which lets you easily scan documents and convert them into digital formats. Using Clio’s innovative software and ScanSnap’s intuitive features, law firms can seamlessly digitalize their workflows. That could mean less work for employees and better results for clients.
What is Clio?
Clio is a legal software suite that helps law firms manage every step of a case. Here are just a handful of features that Clio offers:- Client intake: You can add names, addresses, phone numbers, and other clerical details for prospective clients. You can also let clients do this themselves with simple online forms. If you take a case, you can transfer all client details into a comprehensive case file.
- Case management: Clio organizes case files on an intuitive dashboard, letting you view all relevant people, documents, budget requirements, and calendar notes. You can also share access on a case-by-case basis and collaborate with coworkers.
- Document storage: You can upload an unlimited number of files to Clio’s secure servers. You can also organize files manually or search through them with automatically generated metadata.
- Court form completion: Clio maintains a library of common court documents throughout the U.S. You can save common answers and auto-populate documents, rather than retyping information manually.
- Calendar syncing: Every member of your organization can add calendar information and view each other’s schedules. They can also color code time slots to denote consultations, internal meetings, court dates, and other important engagements.
- Online payments: Clio lets clients pay online via either credit card or eCheck. Law firms can also create individualized payment plans to help clients settle their bills over time.
This is not a comprehensive list. Clio can also handle business expenses, electronic signatures, trust management, and more. Clio has also earned high praise within the legal profession. In the United States, the bar associations of all 50 states have approved the program for use. Other legal services organizations, such as the American Academy of Attorney CPAs and IR Global, have also partnered with Clio.
Did You Know?: The ScanSnap iX1600 can perform up to 40 double-sided scans per minute and allows up to 30 pre-configured profiles, optimizing scan workflow.
Clio and ScanSnap technology
Clio offers easy integration with more than 200 third-party programs, including email clients, calendar apps, video meeting platforms, online payment apps, and even ScanSnap.
With a ScanSnap scanner and software, you can digitize documents as you scan them. ScanSnap can automatically organize scanned documents, correct image orientation, and convert words on a physical page into digital meta-data that appears as readable text. The software features an intuitive interface and lets you scan documents with a single button press.
Clio’s ScanSnap integration makes digitizing legal documents simple. You can scan documents into the Clio software and use the scanned text to fill out important paperwork, such as client intake forms. With a Wi-Fi-enabled scanner, you can even send documents directly to your Clio account without having to use a computer or smartphone.
How Clio and ScanSnap can help your law firm
With Clio’s software suite, your law firm can enhance your workflow and provide better service for your clients. With ScanSnap technology, your office can easily digitize your existing documents and integrate them into Clio’s platform.
Get in touch with Clio today to try the industry’s leading legal software for yourself. You can also learn more about how ScanSnap supports law offices.
Note: Information and external links are provided for your convenience and for educational purposes only, and shall not be construed, or relied upon, as legal or financial advice. PFU America, Inc. makes no representations about the contents, features, or specifications on such third-party sites, software, and/or offerings (collectively “Third-Party Offerings”) and shall not be responsible for any loss or damage that may arise from your use of such Third-Party Offerings. Please consult with a licensed professional regarding your specific situation as regulations may be subject to change.
Clio and the Clio logo are registered trademarks of Themis Solutions Inc.