Clio Becomes First Legal Software to be an Officially Sanctioned Google App

Arita with George Psiharis, Clio Channel Program Manager

Clio recently added integration with Google Apps to its feature set. This means you may synchronize your Google contacts and calendar with Clio. Clio is by By Themis Solutions Inc., Vancouver, British Columbia, and is an award-winning web-based case management solution that offers:

• Contact management with a good method for handling of people and companies

• Document management including Client Connect that allows you to share documents and invoices with your clients.

•  iPhone interface

• Time and Expense Tracking

• Billing – Allows for varying bill formats (Themes), statements of account, discounts and taxes, multiple general and trust accounts; can export bills to QuickBooks; includes Accounts Receivable, Billing History and Productivity reports.

• Calendaring with option to allow others to view your calendar; includes a Firm calendar

• Stores documents via manual upload and connects them to matters.

• Notes connect to Contacts to provide additional information beyond basic contact information.

• Matters – view open, closed or all matters with related contacts, tasks, notes, time & expense entries and documents, choose from four matter numbering schemes

• Offline option for when you can't connect.

• Synchronization with Outlook

• Off line time entry.

Ask me how Clio can help to streamline your practice.