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Consumer administration is the guts and soul of any legislation agency.
It is all about nurturing relationships, understanding consumer wants, and successfully managing communications.
Nice consumer administration can result in a thriving legislation apply when executed appropriately.
Fortunately, Clio has unbelievable consumer info administration capabilities designed to assist legislation companies do exactly that.
For instance, let’s take a look at a household legislation consumer I had at my company (who was capable of scale her apply utilizing Clio).
Initially, her apply 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:
- Consumer identify
- Contact info
- Related web site
- Customized fields
- Billing preferences
One purpose that I’ve advisable Clio to so many consumers is that it is extraordinarily customizable.
Inside every card, you possibly can simply create customized fields to trace any info associated to your apply.
This makes Clio good for area of interest legislation companies that require loads of detailed info 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 have been added.
All in all, concerning consumer administration, Clio is each highly effective and simple to make use of. Primarily based on our expertise testing a whole bunch of different packages, that is a reasonably uncommon combo.
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