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Using Clio as a Case Management System – Part Three – Document Templates

We are going to continue to build on the theme of using your practice management system (PMS) for more than just time and billing functions. In our last two articles, we talked about leveraging the calendar in Clio or in your own practice management system (PMS) to schedule calendar events and working with Clio’s custom …

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Using Clio as a Case Management System – Part Two – Custom Fields

Welcome back, and we are going to continue the theme about using your practice management system (PMS) for more than just time and billing. In our last article, we talked about leveraging the calendar in Clio or in your PMS to schedule calendar events, sync to your Outlook, Microsoft 365, or Google Workspace account, as …

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Using Clio as a Case Management System – Part One – Calendar

As the pandemic is waning, lots of law firms have come to me with interest in digging deeper into their existing software. Firms want to leverage more of the tools they are already using or in many instances, underutilizing.  Many firms are using a practice (case) management system (PMS) primarily for their time and billing system, …

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