Use of Clio Suite – Powers of Clio Manage and Clio Grow Combined

According to the 2018 Legal Trends Report, many consumers are concerned that hiring a lawyer is overwhelming (39%) or too much trouble (32%).

The use of Clio Manage and Clio Grow brings about a management platform that streamlines every touch point in the lifecycle of a potential client to a closed case-capturing valuable data and intelligent business metrics all the while. Before we move further into the discourse, however, it may be worthy of note that Clio Grow was originally called Lexicata, but was acquired by Clio in 2018.

The integration of Clio Grows into a law firm’s existing Clio Manage account creates the most complete, end-to-end solution- ensuring client and case information is synced seamlessly across both your platforms, tracking valuable metrics from intake through to invoice, with the guarantee of Clio’s award-winning support and product teams. The Clio suite requires that the firm has the same number of Clio Manage users as Clio Grow users. It also requires that both Clio Manage and Clio Grow be in the same billing cadence, which could either be monthly or annually. There are certain advantages to the use of Clio Suite and they shall be subsequently highlighted.

1. First, it automates tedious client intake and case management tasks and focuses on work that benefits the firm and the clients-the most. Also, it adds potential client information and opens new matters easily with Quick Intake. Additionally, a firm can sync its intake and practice management calendars across Clio Grow and Clio Manage using one scheduling platform. Clio Suite also uses checklists and automated reminders to stay on top of tasks and appointments.
2. Clio Suite ensures unparalleled accuracy and eliminates duplicate data entry, with easy data synchronization across Clio Grow and Clio Manage. The Suite tracks potential clients and collects details in Clio Grow, with features like Online Intake Forms and the Matter Pipeline.
3. A firm that uses Clio Suite can also export relevant documents and information from Clio Grow to Clio Manage so that every detail is ready to go. The Suite also enables the firm to access everything-cases, scheduling, and contacts-whenever the firm needs it, securely from the cloud. Clio suite is also very powerful because it is far broader in scope than traditional practice management software.
4. Additionally, the Suite nurtures relationships by keeping clients updated with automated follow-up emails and reminders. The suite also uses features such as Clio Manager’s secure client portal for efficient client collaboration. It also offers flexible payment plans and makes getting paid easy.
5. The suite also helps a firm to realize its main driving force by identifying the firm’s most valuable referral sources, clients, and matter types. It also estimates matter values in Clio Grow, and tracks the amounts billed, unbilled, and collected in Clio Manage to compare estimates to your actual matter totals.
6. Finally, it is suited for solo to midsize firms for an affordable case management platform with a large number of integrations.

We know how much organization and accuracy mean to a law firm. This is why we propose: Clio. It would prove vital in helping you manage your schedules easily, and enhance your efficiency at exponential levels.

You can now ensure your law firm’s exponential growth! Contact Dushyant’s Legal Services today!