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.

Speakers:
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