博狗体育在线成长

There’s a better way to do client intake—for your firm and your clients—in the cloud

Clio’s cloud-based client intake and legal client relationship management (CRM) software transforms the way your firm attracts and retains prospective clients.

*博狗体育在线成长 is available to 博狗体育在线管理 customers or as part of 博狗体育在线完成.

Attract and retain new clients online—even while working remotely

  • 使你的接收过程自动化

    使用共享, 在线进气形式, 电子标签批准, and document automation to turn your firm’s client intake process into a simple, 云中的组织系统.

  • 安排咨询并在线接受付款

    Enable effortless appointment booking with Clio Scheduler—and integrate it with 博狗体育在线管理’s Payments functionality to accept payment before you meet and reduce the risk of no-shows.

  • 自动化冗余的任务、电子邮件和工作流

    Streamline day-to-day tasks like email follow-up and data entry, lowering overhead and freeing up time for more profitable tasks—so you can focus on what matters most.

法律客户关系管理(CRM)

组织和培养你潜在的新客户, 现有客户, and professional contacts from one convenient platform.

克里欧生长物质管道
  • 客户管理

    Manage your contacts and email lists with a cloud-based legal CRM to ensure that no relationship or business opportunity falls through the cracks.

  • 将最重要的任务自动化

    “Set and forget” essential aspects of client retention and communication—like client intake, 预约提醒和邮件跟进.

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  • 联系组织

    搜索, 标签, 并过滤您的联系人列表, so you can easily access your entire contact database whenever and wherever you need to.

网上客户的摄入量

Eliminate data entry and non-billable tasks with customizable, public-facing 在线进气形式 and other easy-to-use, 节省时间的功能.

博狗体育在线成长 Simplified UI 客户端摄入 Online Intake Tools
  • 摄入组织

    View potential clients in one centralized location with 博狗体育在线成长’s robust Matter Pipeline. 同步Clio增长与您的网站, 虚拟的接待员, and other marketing channels so potential clients show up in your Lead Inbox automatically.

  • 进气形式定制

    Create custom intake forms (or have us build them for you), and then share the forms online via email and SMS—or post them on your website—so potential new clients can submit their information straight into 博狗体育在线成长.

  • Lead和revenue tracking

    Gain valuable data insights with 博狗体育在线成长’s in-depth reporting metrics. 学习 how potential clients find you, and which referrals generate the most revenue.

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方便的电子签名和法律文件自动化

Take the complexity out of documentation by automating legal documents that your clients can sign instantly from their computer, 电话, 或平板电脑.

博狗体育在线成长 Simplified UI 文档自动化 电子签名 Documents and 电子标签批准
  • 自动文档生成

    Generate documents that clients can sign and return electronically—all online—so there’s no mailing, 传真, 或等待.

  • 安全云协作

    Draft, review, and sign legal documents—at any time—using 博狗体育在线成长’s secure, cloud-based platform.

发展你的律所所需要的一切

获得的不仅仅是软件

收到获奖的支持, 行业领先的安全, 获得Clio集成, 而且不需要额外的成本.

今天开始

See how 博狗体育在线成长* can help your law firm get organized and practice more efficiently.

*Available to 博狗体育在线管理 customers or as part of 博狗体育在线完成.

参见Clio成长行动
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