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Top Strategies for Client Intake and Onboarding for Law Firm Administrators

Read this guide to learn how to optimize your firm’s client intake and onboarding processes to maximize your firm's success.

Guide
Meta Image Client Intake and Onboarding for Law Firm Administrators Guide

‘The time savings are extraordinary’—why Reynolds and Associates switched to Clio

Reynolds and Associates tried several legal software options, but nothing fit their needs—until the firm switched to Clio in 2022. They haven’t looked back…

Customer Story
CS Landing Page Header Reynolds and Associates

How Silver Immigration Saves 4 Hours Per Client Intake with Clio Grow

Silver Immigration knew that from day one that they needed effective systems to help them save time, work effectively & decrease stress levels. That's…

Customer Story
LinkedIn Email Header Instagram CS Landing Page Header Silver Immigration

How the Hemmat Law Group, tripled their revenue, gets paid 4.9× faster, and opened a consulting group with Clio

The Hemmat Law Group has seen incredible growth in just a few years as a result of transitioning to Clio - including efficiency, revenue…

Customer Story
CS Landing Page Header Hemmat Law

Commingling of Funds: What Lawyers Need to Know

As a lawyer, commingling funds is never okay. Learn how to avoid commingling, keep track of client funds, and protect your firm.

Article 7 minutes well spent
Commingling of Funds

Reconciliation in Accounting: What Lawyers Need to Know

Discover the importance of reconciliation in accounting for lawyers and learn best practices to ensure financial accuracy and compliance.

Article 12 minutes well spent
A lawyer holding 3 accounts.

What Is an IOLTA Account? A Comprehensive Guide

Need a primer on IOLTA accounts? Read this blog post to learn more about IOLTA accounts, their history, and how Clio makes trust and…

Article 6 minutes well spent
Clio Resource
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