Did you know the Clio Operate Client Portal comes out of the box with the solution?
It enables law firms to interact closely with their clients for real time reporting and status updates.
This greatly minimises interruptions and distractions to the legal team by empowering clients to answer key questions and track matter velocity.

Lawyers should not rely on their memory, paper files, email reminders or even static documents to remember key case related dates –  particularly those dates that impact a firm’s ability to meet SLAs.
Each Clio Operate matter is linked to a Statement of Work defining client SLAs and agreed rates.

These days, the more data you capture, the more control you have over your case or matter.
But it’s also important to know when to capture it. Clio Operate’s data quality rules ensure that critical data is captured as the case progresses through the pre-defined stages.
This is important to ensure that prior to entering stages such as litigation, that you have recorded all the information needed for this process to run smoothly and efficiently.

We’ve worked with so many legal operations and workflow solutions, and we know intimately how rare it is to not tweak a workflow over time. Changes in legislation, client SLAs and court filing processes happen often – which is why we love love love Clio Operate’s visual workflow builder. It’s easy to update processes to include additional steps without breaking the entire flow and needing to start again.

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