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Shopper administration is the center and soul of any regulation agency.
It is all about nurturing relationships, understanding consumer wants, and successfully managing communications.
Nice consumer administration can result in a thriving regulation observe when executed accurately.
Fortunately, Clio has improbable consumer data administration capabilities designed to assist regulation companies just do that.
For instance, let us take a look at a household regulation consumer I had at my company (who was capable of scale her observe utilizing Clio).
Initially, her observe was fighting consumer outreach and administration.
Some points she confronted earlier than Clio included:
- Issue monitoring consumer communications
- Lack of visibility into issues, contacts, and paperwork
- Inefficient billing course of
Clio offered an answer for all of those points (and extra).
Here is a sneak peek on the “new contact” web page that my consumer was capable of simply navigate.
Inside every contact card, she might handle the next with ease:
- Shopper identify
- Contact data
- Related web site
- Customized fields
- Billing preferences
One motive that I’ve beneficial Clio to so many consumers 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 regulation companies that require loads of detailed data for every consumer.
We additionally like how clear and simple to learn the dashboard is. Simply have a look at our consumer’s view as soon as her agency’s shoppers had been added.
All in all, concerning consumer administration, Clio is each highly effective and simple to make use of. Based mostly on our expertise testing a whole bunch of different packages, that is a fairly uncommon combo.
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