Downloading clio practice files

Get Started See Clio in Action. Do more billable work Make the most of your time, while Clio automates tasks, minimizes paperwork, and eliminates redundancies. Take the guesswork out of business decisions Work in compliance with regulatory standards using straightforward financial tools. Deliver the service your clients want Accommodate your clients with flexible e-signatures, online payments, and more. Make it easier for clients to pay Clio helps provide a client-centered billing that gets you paid faster.

Information Categorization Keep information consistent across your matters by using Custom Fields to record your most important case details. Matter Organization Link every contact, task, invoice, and time entry to the appropriate matter—and add notes for you and your staff at any time. Centralized Overview Get a view into firm finances, key tasks, upcoming appointments, and more from a single dashboard. Real-Time Updates Track every development in Matter Timelines, and see who made what change and when.

Learn more about Case Management. Unlimited Document Storage Store any file type—including text, image, audio, and video. Advanced Document Editing and e-Signatures Work efficiently by directly editing documents in your favorite software, and saving them to Clio in one click.

Document Automation Compile legal documents with easy-to-use templates. Learn more about Legal Document Management. Invoice Management Track the status of unpaid bills, apply discounts to early payments, or add automated interest to late payments.

Reimbursable Expenses Categorize hard and soft costs with ease. Branded Bills Create professional invoices with aggregated or expanded activity lists, detailed statements of accounts, and your firm logo. Online Payments Make it easy to get paid—accept credit, debit, or eCheck payments securely with one flat rate and no hidden fees. Learn more about Billing. Contact Management Easily organize contact details, documents, and communication logs from intake to invoice.

Learn More. Calendaring Stay on top of deadlines, with legal-specific features like Court Rules. Accounting Simplify reconciliations and comply with trust accounting regulations.

Task Management Assign and track tasks. Online Payments Get paid faster and make it easier for client to pay with online payments. Law Firm Insights Dashboard See how many hours your firm has captured, billed, and collected in one dashboard. Client Portal A desktop and mobile app for clients to communicate and collaborate with their lawyer.

Discover All the Benefits. Pastebin API tools faq. Login Sign up. Downloading clio practice files. Nov 23rd, Not a member of Pastebin yet? Sign Up , it unlocks many cool features! Clio is a web-based legal practice management platform available from any If you don't want to download the file, simple click 'Preview' and you will be. With Clio, law firms can easily manage their clients, matters, and billing.

Add Formstack Documents into. Procedure: Go to the Documents page or tab for a specific Contact or Matter.