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
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
