Clio Assessment 2023: Finest Legislation Agency CRM?

Consumer administration is the center and soul of any legislation agency.

It is all about nurturing relationships, understanding shopper wants, and successfully managing communications.

Nice shopper administration can result in a thriving legislation observe when executed appropriately.

Fortunately, Clio has unbelievable shopper data administration capabilities designed to assist legislation companies do exactly that.

For instance, let us take a look at a household legislation shopper I had at my company (who was capable of scale her observe utilizing Clio).

Initially, her observe was fighting shopper outreach and administration.

Some points she confronted earlier than Clio included:

• Problem monitoring shopper communications
• Lack of visibility into issues, contacts, and paperwork
• Inefficient billing course of

Clio offered an answer for all of those points (and extra).

This is a sneak peek on the “new contact” web page that my shopper was capable of simply navigate.

Inside every contact card, she might handle the next with ease:

• Consumer identify
• Contact data
• Related web site
• Customized fields
• Billing preferences

One motive that I’ve really useful Clio to so many purchasers is that it is extraordinarily customizable.

Inside every card, you possibly can simply create customized fields to trace any data associated to your observe.

This makes Clio excellent for area of interest legislation companies that require quite a lot of detailed data for every shopper.

We additionally like how clear and straightforward to learn the dashboard is. Simply take a look at our shopper’s view as soon as her agency’s purchasers have been added.

All in all, concerning shopper administration, Clio is each highly effective and straightforward to make use of. Primarily based on our expertise testing a whole lot of different applications, that is a fairly uncommon combo.