Clio Features that Will Make Clients Fall in Love With You

On the earth of legislation, love might not be the primary phrase that involves thoughts, however offering an distinctive shopper expertise can assist win the belief of the purchasers who come by means of your door. 

Whereas the premise of this submit could seem lighthearted, the affect in your legislation agency shouldn’t be. A current LexisNexis report declared that “shopper expertise is rising as the brand new frontier on which legislation corporations are competing.” Not solely can a optimistic shopper expertise get new purchasers within the door—42% of consumers surveyed say that in the event that they like the primary lawyer they converse with they received’t want to talk with any others, and corporations that target shopper expertise are prone to make a greater first impression—however it could possibly assist drive new enterprise your method with 82% of authorized customers looking for evaluations, and 81% of authorized customers depend upon referrals when choosing a lawyer.

Clio clients have entry to a variety of options designed that can assist you handle your purchasers extra effectively and successfully, however the affect of a few of these options on how your purchasers really feel about you may shock you.

Who says you need to select between love or cash? Whereas billing practices can pressure the connection between a legislation agency and shopper, they will also be used to construct belief. With the automated invoice reminders characteristic accessible to you, you received’t want to fret about investing your time and power chasing down delinquent funds. Your purchasers will merely obtain an e mail notifying them of any excellent payments at an interval you choose.

How you can activate automated invoice reminders:

1. Head to the billing tab.
2. Choose outstanding balances.
3. Click on columns to confirm that reminders are checked.
4. Beneath the reminders column, toggle the button on.

For legislation corporations, essentially the most important step in any shopper relationship is understanding the place you stand. With Clio’s Matter Levels characteristic, legislation corporations can visually observe progress, establish blockers, and take swift motion the place wanted. It additionally helps you perceive what to speak to the shopper, or if any motion is required from them.

Matter levels are visible kanban fashion boards that assist drive effectivity and stability distribution of labor making certain all of your purchasers get the equal consideration they want. You too can use these boards to get overview of how lengthy every case has been at which stage and comply with up on ones which have been pending or want consideration to forestall particulars from slipping by means of the cracks.

How you can arrange matter levels:

1. Head to your matters and choose levels.
2. Choose the apply space dropdown to view issues assigned to that apply space and to start creating levels for that apply space. 
   • If in case you have not created apply areas but, click on create apply space to get began and are available again to this web page to create matter levels. A matter stage for any new apply space will routinely seem as a dropdown choice.
   • Issues with apply areas will seem in a no stage assigned column and could be moved to a brand new stage column after you could have created your matter levels. This column will probably be hidden as soon as all of your issues are moved to a stage.
3. Click on add a matter stage.
4. Enter the identify for the matter stage after which click on add matter stage.
5. Instance matter levels embody “Pre-trial” for a Prison legislation matter or “Settlement/Trial” for a Private Harm matter. 
6. Repeat steps 3 and 4 to create the remaining levels in your chosen apply sort.
7. You’ll be able to create as much as 15 matter levels for every apply space. 

In any relationship, success is constructed on strong communication—and communication is what Clio for Purchasers does finest. Purchasers can entry all the things associated to their case, together with messages, paperwork, payments, and essential dates, in a single safe location. This characteristic eliminates the necessity for purchasers to dig by means of their emails or make infinite telephone calls to search out related info, making you appear extra communicative, and easing your shopper’s stress ranges. The user-friendly cell app makes it simple in your purchasers to work together together with your agency wherever they’re, and even features a doc scanner to allow them to give you copies of paperwork with out having to attend to connect it to an e mail. Plus, Clio for Purchasers portals are arrange on the matter stage, which means each portal comprises solely info related to that case.

How you can create a shopper portal:

1. Go to the communication tab.
2. Click on the new dropdown and choose new shopper portal.
3. Choose the matter. Your identify and the contact seem. If you’re creating the portal from a matter’s communications subtab, your identify and the contact will routinely populate.
4. Click on create shopper portal.

Persevering with the communication theme, it’s not simply essential what legislation corporations say to their purchasers—however the place they are saying it. Textual content messaging has rapidly changed the oversaturated e mail because the communication medium of selection for customers, and textual content messaging options in each Clio Manage and Clio Grow will let you join together with your purchasers rapidly and conveniently. 

With textual content messaging in Clio Handle, legislation corporations can ship texts from the desktop or cell app to get fast responses to pressing questions, remind purchasers of upcoming conferences or calendar occasions, and even textual content fast fee hyperlinks for invoices. With the textual content messaging performance in Clio Develop, legislation corporations can impress new purchasers by sending consumption types and agreements by way of textual content, providing them a fast and hassle-free technique to fill types and signal paperwork on their telephones.

How you can allow textual content messaging in Clio Handle: 

1. To start the enterprise verification course of in your toll-free quantity, go to the settings web page after which choose text messaging.
2. Click on get began with textual content messaging.
3. Full your agency particulars and call info. Scroll down so as to add another e mail tackle or telephone quantity for purchasers to contact your agency. This quantity will seem within the textual content notification template that your shopper receives if you create, replace, cancel, or ship an automatic reminder for a calendar occasion.
4. Click on subsequent step.
5. Overview the shape info after which click on submit.
6. As soon as your small business has been verified, you’ll obtain an e mail notification that you could start sending and receiving textual content messages.

Relating to shopper expertise, your goal must be to make any interplay with purchasers as stress-free as potential—and nowhere is that this extra true than when it’s time for the invoice to be paid. While client preferences gravitate towards online or automated payments, with 66% of purchasers within the 2021 Authorized Tendencies Report saying they like on-line funds, typically in-person funds are helpful—particularly with the convenience of cell funds. With faucet to pay for iPhone, purchasers can merely faucet their credit score or debit card to your telephone, and even use Apple Pay or Google Pay, with out the necessity for extra {hardware} in your agency.

Think about the delight in your purchasers’ faces once they understand paying their invoice is as simple as shopping for a cup of espresso. This contemporary and handy fee choice provides a contact of sophistication to your shopper interactions, making them fall in love with the simplicity of your providers.

As soon as faucet to pay is enabled in your account, any agency consumer with billing permissions will be capable of settle for funds by way of their cell gadget.

Learn how to enable tap to pay in your account.

Save your purchasers from the trouble of touring or printing by utilizing Clio’s e-Signatures. Purchasers can assessment and signal paperwork rapidly and simply on their cell units or computer systems—not solely enhancing the effectivity of your apply and comfort in your shopper, but additionally demonstrating your dedication to a paperless and environmentally pleasant strategy. 

When your shopper receives the e-mail or textual content message with the e-signature hyperlink, they’ll be capable of assessment and signal the doc straight from their gadget. A replica of the signed doc will routinely be emailed to every signee, in addition to uploaded to the ‘Paperwork’ part inside Clio Handle

How you can ship a doc for signature in Clio Handle:

1. Go to documents.
2. Discover the PDF doc after which click on the down arrow subsequent to view and choose e-sign. The utmost PDF file measurement in Dropbox Signal is 40 MB and 500 pages.
3. Click on put together for signing. The doc will open in Dropbox Signal.
4. Click on and drag the signature area onto the doc and choose the assignee. You too can add preliminary and date fields.
5. Click on subsequent.
6. Optionally available: Change the title, add a message, or add one other recipient.
7. Click on ship for signature.

Identical to in romance, first impressions matter—like we stated earlier than, practically half of purchasers wouldn’t hassle purchasing round in the event that they favored the primary lawyer they spoke to. And the way simple you’re making it for purchasers to talk to you within the first place can have a dramatic affect in your likability. Enter Clio Scheduler, which permits purchasers to simply e book and pay for his or her preliminary session on-line, both by way of your legislation agency web site or a direct reserving hyperlink supplied to the possible shopper. As soon as an appointment has been booked, automated reminders stop no-shows and showcase your communicativeness, making certain a clean and optimistic expertise from the very starting.

Clio Scheduler appointments and settings are all managed by way of Clio Develop as a part of the shopper consumption course of—upon getting Scheduler enabled in Clio Develop, you’ll be capable of sync calendar appointments and bookings on to your Clio Handle calendar, and even create customized reserving sorts for various sorts of consultations.

Learn how to enable Clio Scheduler.

Delivering a shopper expertise that exhibits your purchasers how a lot you worth them isn’t only a process for Valentine’s Day—it requires a persistent effort that may yield vital enterprise advantages in your agency. From shopper consumption by means of to the ultimate bill, these options contribute to a shopper expertise that’s not solely skilled but additionally full of care and consideration—and as you place them into apply, you’ll discover that constructing lasting relationships together with your purchasers isn’t just about offering authorized providers however making a love story that stands the check of time.

We revealed this weblog submit in February 2024. Final up to date: February 7, 2024.

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