Legal Practice Management Software

From Intake to Invoicing

Are you taking a 360 degree view when handling your cases?

“Look on every exit as being an entrance somewhere else.”
― Tom Stoppard, Rosencrantz and Guildenstern Are Dead

Opening and closing a case can be filled with minefields for law firms. Conflict checks, information gathering, file handoff and bill collections all can impose burdens on lawyers - taking them away from the valuable time actually servicing their clients' legal needs. If you hit a roadblock while on-boarding a new client, you can be setting your firm up for a future complaint. If you fail to close a file properly, your firm may be writing off legal fees that you've earned, and lose a client.

The entries and exits matter just as much in legal services as handling the case. In this free, 1-hour Clio webinar, learn what you need to know about handling the bookends of intake and invoicing.

Joshua Lenon, Lawyer in Residence, Clio
David Tulkin, Senior Business Development Manager at Fundbox
Michael Chasin, Founder of Lexicata

Join Clio in this 1-hour session covering:

  • Centralizing and documenting your conflict checks,
  • Tools to help clients organize and share vital information with your firm,
  • Best practices for ethically closing files, and
  • Managing cash flows when invoicing clients