Thursday, January 29, 2009

More On Clio Practice Management

I am continuing with great interest to follow the evolution of the Clio web-based practice management application. More specifically, I am desperately looking for a replacement for Amicus Attorney, that means Clio gets my attention. Now I get more news that Clio may make my eventual choice. They have announced ClientConnect which is a secure web-based client portal, allowing Clio users to share information and collaborate with clients through an easy-to-use online interface.

But it doesn't stop there. ClientConnect also enables online bill-paying for the attorney’s clients. Attorneys simply send their clients a link to an outstanding invoice, and the client can easily pay the invoice via PayPal or other online payment systems.

From my TechnoLawyer.com newsfeed comes a fresh Clio press release about ClientConnect (I tried to find the actual press release on the Clio website without success, which I find odd?)

January 29, 2009 — Vancouver, BC — Continuing the momentum of their highly successful October 1st launch of Clio, a web-based practice management application for solo and small law firms, Themis Solutions Inc. announces launch of Clio ClientConnect, a secure web-based client portal, which will be introduced at New York LegalTech (February 2-4). Clio ClientConnect will be available free of charge to all Clio subscribers.

Clio ClientConnect works seamlessly as a value-added feature of the main Clio system. It allows Clio users to share information and collaborate with clients through an easy-to-use online interface. ClientConnect will also enable online bill-paying for the attorney's clients. Attorneys simply send their clients a link to an outstanding invoice, and the client can easily pay the invoice via PayPal or other online payment systems.

Highly secure, Clio ClientConnect is password-protected so only authorized parties, namely Clio users and their clients, can access sensitive client information. This means that, rather than managing large quantities of non-secure e-mail, lawyers can leverage Clio's bank-grade security technology to safely share information and collaborate on key aspects of a case.

CLIO CLIENTCONNECT HIGHLIGHTS

* Document Sharing and Collaboration with Clients: Clio ClientConnect allows attorneys to give clients password-protected access to documents, and to collaborate on revising documents. The following information can be shared using ClientConnect:
o At-a-glance information on a file/matter, including recent activity, outstanding balances, etc.
o Notes/Correspondence
o Documents, such as Word, Excel and PDF files
o Comments on Documents
o Bills/Invoices

* Online Bill Paying: Attorney can use the ClientConnect e-mail system to send clients links to outstanding invoices. Clients can then use online applications such as PayPal to remit payment.
* Rigid Security and Password Protection: ClientConnect is highly secure, incorporating leading edge security and encryption tools to protect communications and sensitive client information. Client documents and data are safely stored and accessed within ClientConnect's easy-to-use interface.
* A No-Charge, Value-Added Addition to Your Clio Subscription.

ABOUT CLIO

Clio, a comprehensive web-based practice management Software-as-a-Service (SaaS) offering for lawyers, is specifically designed for solo practitioners and small law firms using PCs and Macs. It can be accessed from any Internet enabled computer and from mobile devices.

Secure and easy-to-use, Clio provides case/matter management, time tracking, billing/reporting, client contact and document management, task scheduling, trust accounting, and performance metrics for independent lawyers to benchmark their business goals.

SPECIFICATIONS AND PRICING

Clio and Clio ClientConnect are operating system-independent and can run on PC, Macintosh and Linux computers. Both systems support Internet Explorer 6.0 and 7.0, Mozilla Firefox 2.0 and 3.0, Safari 3.0 and Google Chrome.

Clio is affordably priced by monthly subscription, and ClientConnect access is included in Clio's subscription fee. Pricing is $49/month for lawyers and $25/month per support staff member. This cost includes all technical support, maintenance and upgrades.

Clio people be sure to let me know when you have e-mail integration and smartphone synchronization and I will be hard pressed to say no to at least the 30 day free trial.

Please be sure to visit www.hardinglaw.com, the website for the law firm of Harding & Associates, for more information on California family law.

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