{"id":11803,"date":"2024-11-05T13:29:30","date_gmt":"2024-11-05T13:29:30","guid":{"rendered":"https:\/\/www.clio.com\/uk\/?p=11803"},"modified":"2026-02-27T23:53:28","modified_gmt":"2026-02-27T23:53:28","slug":"legal-technology-features-client-relationships","status":"publish","type":"post","link":"https:\/\/marketing.dev.clio.systems\/uk\/blog\/legal-technology-features-client-relationships\/","title":{"rendered":"Clio Features to Build &amp; Maintain Trusted, Lasting Relationships with Your Clients"},"content":{"rendered":"<p><span style=\"font-weight: 400\">Referrals and repeat business are so important for law firms. Providing an exceptional client experience can help win the trust of the clients who come through your door and keep them coming back.<\/span><\/p>\n<p><span style=\"font-weight: 400\">While the premise of this post may seem lighthearted, the impact on your law firm is not. A recent <\/span><a href=\"https:\/\/www.lexisnexis.co.uk\/blog\/future-of-law\/the-importance-of-client-experience-in-the-legal-sector\"><span style=\"font-weight: 400\">LexisNexis report<\/span><\/a><span style=\"font-weight: 400\"> declared that \u201cclient experience is emerging as the new frontier on which law firms are competing.\u201d Not only can a positive client experience get new clients in the door\u2014<\/span><a href=\"https:\/\/marketing.dev.clio.systems\/uk\/guides\/2019-legal-trends-report\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">42% of consumers surveyed<\/span><\/a><span style=\"font-weight: 400\"> say that if they like the first lawyer they speak with they won\u2019t need to speak with any others, and firms that focus on client experience are likely to make a better first impression\u2014but it can help drive new business your way with 82% of legal consumers seeking reviews, and 81% of legal consumers depend on referrals when selecting a lawyer.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Clio customers have access to a wide range of features designed to help you manage your clients more efficiently and effectively, but the impact of some of these features on how your clients feel about <\/span><i><span style=\"font-weight: 400\">you<\/span><\/i><span style=\"font-weight: 400\"> might surprise you.<\/span><\/p>\n<h2><a href=\"https:\/\/help.clio.com\/hc\/en-150\/articles\/9285345945243-Bill-Reminders\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">Automated Bill Reminders<\/span><\/a><\/h2>\n<p><span style=\"font-weight: 400\">While billing practices can strain the relationship between a law firm and a client, they can also be used to build trust. With the automated bill reminders feature available to you, you won\u2019t need to worry about investing your time and energy chasing down delinquent payments. Your clients will simply receive an email notifying them of any outstanding bills at an interval you select.<\/span><\/p>\n\n\t\n\t\t\t\n\t\t\t\t\n\t\t\n\t\t\t\t\t\t\t\t\t\n\t\t\n\t\t\t\t\n\t\t\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\n\n<div\n\tclass=\"o-image l-image aligncenter wp-image-8299 size-large \"\n\t\tstyle=\"max-width: 46.875rem;  width: 1024px;\"\n\t\t>\n\t<div\n\t\tclass=\"o-image__wrap l-image__wrap js-lazy-image-wrapper\"\n\t\t\t\t\tstyle=\"padding-top:80.3821656051%;\"\n\t\t\t>\n\t\t\t\t\t<noscript>\n\t\t\t\t<img\n\t\t\t\t\ttitle=\"Clio Manage_Billing_EMEA_Automated BIll Reminders\"\n\t\t\t\t\talt=\"\"\n\t\t\t\t\tsrc=\"https:\/\/marketing.dev.clio.systems\/uk\/wp-content\/uploads\/sites\/3\/2021\/08\/Clio-Manage_Billing_EMEA_Automated-BIll-Reminders-750x603.png\"\n\t\t\t\t\twidth=\"750\"\n\t\t\t\t\theight=\"603\"\n\t\t\t\t\/>\n\t\t\t<\/noscript>\n\t\t\t\t<picture>\n\t\t\t\t\t\t\t<source\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tsrcset=\"data:image\/gif;base64,R0lGODlhAQABAIAAAP\/\/\/wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==\"\n\t\t\t\t\t\t\tdata-srcset=\"https:\/\/marketing.dev.clio.systems\/uk\/wp-content\/uploads\/sites\/3\/2021\/08\/Clio-Manage_Billing_EMEA_Automated-BIll-Reminders-750x603.webp 1x, https:\/\/marketing.dev.clio.systems\/uk\/wp-content\/uploads\/sites\/3\/2021\/08\/Clio-Manage_Billing_EMEA_Automated-BIll-Reminders-1500x1206.webp 2x\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\ttype=\"image\/webp\"\n\t\t\t\t\/>\n\t\t\t\t\t\t<img\n\t\t\t\ttitle=\"Clio Manage_Billing_EMEA_Automated BIll Reminders\"\n\t\t\t\talt=\"\"\n\t\t\t\twidth=\"750\"\n\t\t\t\theight=\"603\"\n\n\t\t\t\t\t\t\t\t\tloading=\"lazy\"\n\t\t\t\t\tdata-src=\"https:\/\/marketing.dev.clio.systems\/uk\/wp-content\/uploads\/sites\/3\/2021\/08\/Clio-Manage_Billing_EMEA_Automated-BIll-Reminders-750x603.png\"\n\t\t\t\t\tsrc=\"data:image\/gif;base64,R0lGODlhAQABAIAAAP\/\/\/wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==\"\n\t\t\t\t\tclass=\"is-lazy js-lazy-image\"\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tdata-srcset=\"https:\/\/marketing.dev.clio.systems\/uk\/wp-content\/uploads\/sites\/3\/2021\/08\/Clio-Manage_Billing_EMEA_Automated-BIll-Reminders-750x603.png 1x, https:\/\/marketing.dev.clio.systems\/uk\/wp-content\/uploads\/sites\/3\/2021\/08\/Clio-Manage_Billing_EMEA_Automated-BIll-Reminders-1500x1206.png 2x\"\n\t\t\t\t\t\t\t\t\t\t\t\t\/>\n\t\t<\/picture>\n\t<\/div>\n\t<\/div>\n\n\t\t\t\n\n<p><b>How to turn on automated bill reminders:<\/b><\/p>\n<ol>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Head to the <\/span><a href=\"https:\/\/app.clio.com\/nc\/#\/bills\"><b>billing<\/b><\/a><span style=\"font-weight: 400\"> tab.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Select <\/span><a href=\"https:\/\/app.clio.com\/nc\/#\/bills\/outstanding_balance\"><b>outstanding balances<\/b><\/a><span style=\"font-weight: 400\">.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Click <\/span><b>columns<\/b><span style=\"font-weight: 400\"> to verify that <\/span><b>reminders<\/b><span style=\"font-weight: 400\"> are checked.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Under the <\/span><b>reminders<\/b><span style=\"font-weight: 400\"> column, toggle the button <\/span><b>on<\/b><span style=\"font-weight: 400\">.<\/span><\/li>\n<\/ol>\n<p><iframe loading=\"lazy\" allowfullscreen=\"true\" title=\"Set up and Enable Bill Reminders in Clio Manage\" src=\"https:\/\/player.vimeo.com\/video\/772343523?dnt=1&amp;app_id=122963\" width=\"500\" height=\"281\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\"><\/iframe><\/p>\n<p>&nbsp;<\/p>\n<h2><a href=\"https:\/\/help.clio.com\/hc\/en-150\/articles\/15083241879195-Matter-Stages\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">Matter Stages<\/span><\/a><\/h2>\n<p><span style=\"font-weight: 400\">For law firms, the most critical step in any client relationship is knowing where you stand. With Clio\u2019s Matter Stages feature, law firms can visually track progress, identify blockers, and take swift action where needed. It also helps you understand what to communicate to the client, or if any action is required from them.<\/span><\/p>\n\n\t\n\t\t\t\n\t\t\t\t\n\t\t\n\t\t\t\t\t\t\t\t\t\n\t\t\n\t\t\t\t\n\t\t\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\n\t\t\t\t\t\t\t\n\t\t\n\t\t\t\t\n\t\t\t\t\t\n\n<div\n\tclass=\"o-image l-image aligncenter wp-image-14517 size-full \"\n\t\tstyle=\"max-width: 80rem;  width: 1280px;\"\n\t\t>\n\t<div\n\t\tclass=\"o-image__wrap l-image__wrap js-lazy-image-wrapper\"\n\t\t\t\t\tstyle=\"padding-top:62.890625%;\"\n\t\t\t>\n\t\t\t\t\t<noscript>\n\t\t\t\t<img\n\t\t\t\t\ttitle=\"Clio Manage Case Management NA Matter Stages Animation\"\n\t\t\t\t\talt=\"Clio&#x20;Manage&#x20;Case&#x20;Management&#x20;NA&#x20;Matter&#x20;Stages&#x20;Animation\"\n\t\t\t\t\tsrc=\"https:\/\/marketing.dev.clio.systems\/uk\/wp-content\/uploads\/sites\/3\/2024\/11\/Clio-Manage-Case-Management-NA-Matter-Stages-Animation.gif\"\n\t\t\t\t\twidth=\"1280\"\n\t\t\t\t\theight=\"805\"\n\t\t\t\t\/>\n\t\t\t<\/noscript>\n\t\t\t\t<picture>\n\t\t\t\t\t\t<img\n\t\t\t\ttitle=\"Clio Manage Case Management NA Matter Stages Animation\"\n\t\t\t\talt=\"Clio&#x20;Manage&#x20;Case&#x20;Management&#x20;NA&#x20;Matter&#x20;Stages&#x20;Animation\"\n\t\t\t\twidth=\"1280\"\n\t\t\t\theight=\"805\"\n\n\t\t\t\t\t\t\t\t\tloading=\"lazy\"\n\t\t\t\t\tdata-src=\"https:\/\/marketing.dev.clio.systems\/uk\/wp-content\/uploads\/sites\/3\/2024\/11\/Clio-Manage-Case-Management-NA-Matter-Stages-Animation.gif\"\n\t\t\t\t\tsrc=\"data:image\/gif;base64,R0lGODlhAQABAIAAAP\/\/\/wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==\"\n\t\t\t\t\tclass=\"is-lazy js-lazy-image\"\n\t\t\t\t\n\t\t\t\t\t\t\t\/>\n\t\t<\/picture>\n\t<\/div>\n\t<\/div>\n\n\t\t\t\n\n<p><span style=\"font-weight: 400\">Matter stages are visual Kanban-style boards that help drive efficiency and balance the distribution of work ensuring all your clients get the equal attention they need. You can also use these boards to get a good overview of how long each case has been at which stage and follow up on ones that have been pending or need attention to prevent details from slipping through the cracks.<\/span><\/p>\n<div class=\"wistia_responsive_padding\" style=\"padding: 56.25% 0 0 0;border: none;display: block\">\n<div class=\"wistia_responsive_wrapper\" style=\"height: 100%;width: 100%\">\n<p><iframe loading=\"lazy\" allowfullscreen=\"true\" title=\"Create Matter Stages in Clio Manage\" src=\"https:\/\/player.vimeo.com\/video\/823776046?dnt=1&amp;app_id=122963\" width=\"500\" height=\"281\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\"><\/iframe><\/p>\n<\/div>\n<\/div>\n<p><b>How to set up matter stages:<\/b><\/p>\n<ol>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Head to your <\/span><a href=\"https:\/\/app.clio.com\/nc\/#\/matters\"><b>matters<\/b><\/a><span style=\"font-weight: 400\"> and select <\/span><b>stages<\/b><span style=\"font-weight: 400\">.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Select the practice area dropdown to view matters assigned to that practice area and to begin creating stages for that practice area.\u00a0<\/span>\n<ul>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">If you have not created practice areas yet, click<\/span><b> create practice area<\/b><span style=\"font-weight: 400\"> to get started and come back to this page to create matter stages. A matter stage for any new practice area will automatically appear as a dropdown selection.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Matters with practice areas will appear in a <\/span><b>no stage assigned<\/b><span style=\"font-weight: 400\"> column and can be moved to a new stage column after you have created your matter stages. This column will be hidden once all your matters are moved to a stage.<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Click <\/span><b>add a matter stage<\/b><span style=\"font-weight: 400\">.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Enter the name for the matter stage and then click <\/span><b>add matter stage<\/b><span style=\"font-weight: 400\">.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Repeat steps 3 and 4 to create the remaining stages for your selected practice type.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">You can create up to 15 matter stages for each practice area.\u00a0<\/span><\/li>\n<\/ol>\n<h2><a href=\"https:\/\/help.clio.com\/hc\/en-150\/articles\/9043484357147-Clio-for-Clients-Law-Firm-Setup\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">Clio for Clients<\/span><\/a><\/h2>\n<p><span style=\"font-weight: 400\">In any relationship, success is built on solid communication\u2014and communication is what Clio for Clients does best. Clients can access everything related to their case, including messages, documents, bills, and important dates, in one secure location. This feature eliminates the need for clients to dig through their emails or make endless phone calls to find relevant information, making you seem more communicative, and easing your client\u2019s stress levels. <\/span><\/p>\n<p><span style=\"font-weight: 400\">The user-friendly mobile app makes it easy for your clients to interact with your firm wherever they are and even includes a document scanner so they can provide you with copies of documents without having to wait to attach them to an email. Plus, Clio for Clients portals are set up at the matter level, meaning every portal contains only information relevant to that case.<\/span><\/p>\n\n\t\n\t\t\t\n\t\t\t\t\n\t\t\n\t\t\t\t\t\t\t\t\t\n\t\t\n\t\t\t\t\n\t\t\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\n\n<div\n\tclass=\"o-image l-image aligncenter wp-image-11741 size-large \"\n\t\tstyle=\"max-width: 46.875rem;  width: 1024px;\"\n\t\t>\n\t<div\n\t\tclass=\"o-image__wrap l-image__wrap js-lazy-image-wrapper\"\n\t\t\t\t\tstyle=\"padding-top:66.6666666667%;\"\n\t\t\t>\n\t\t\t\t\t<noscript>\n\t\t\t\t<img\n\t\t\t\t\ttitle=\"Product Screenshot Clio for Clients Device Lockup\"\n\t\t\t\t\talt=\"Product&#x20;Screenshot&#x20;Clio&#x20;for&#x20;Clients&#x20;Device&#x20;Lockup\"\n\t\t\t\t\tsrc=\"https:\/\/marketing.dev.clio.systems\/uk\/wp-content\/uploads\/sites\/3\/2024\/07\/Product-Screenshot-Clio-for-Clients-Device-Lockup-750x500.png\"\n\t\t\t\t\twidth=\"750\"\n\t\t\t\t\theight=\"500\"\n\t\t\t\t\/>\n\t\t\t<\/noscript>\n\t\t\t\t<picture>\n\t\t\t\t\t\t\t<source\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tsrcset=\"data:image\/gif;base64,R0lGODlhAQABAIAAAP\/\/\/wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==\"\n\t\t\t\t\t\t\tdata-srcset=\"https:\/\/marketing.dev.clio.systems\/uk\/wp-content\/uploads\/sites\/3\/2024\/07\/Product-Screenshot-Clio-for-Clients-Device-Lockup-750x500.webp 1x, https:\/\/marketing.dev.clio.systems\/uk\/wp-content\/uploads\/sites\/3\/2024\/07\/Product-Screenshot-Clio-for-Clients-Device-Lockup-1500x1000.webp 2x\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\ttype=\"image\/webp\"\n\t\t\t\t\/>\n\t\t\t\t\t\t<img\n\t\t\t\ttitle=\"Product Screenshot Clio for Clients Device Lockup\"\n\t\t\t\talt=\"Product&#x20;Screenshot&#x20;Clio&#x20;for&#x20;Clients&#x20;Device&#x20;Lockup\"\n\t\t\t\twidth=\"750\"\n\t\t\t\theight=\"500\"\n\n\t\t\t\t\t\t\t\t\tloading=\"lazy\"\n\t\t\t\t\tdata-src=\"https:\/\/marketing.dev.clio.systems\/uk\/wp-content\/uploads\/sites\/3\/2024\/07\/Product-Screenshot-Clio-for-Clients-Device-Lockup-750x500.png\"\n\t\t\t\t\tsrc=\"data:image\/gif;base64,R0lGODlhAQABAIAAAP\/\/\/wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==\"\n\t\t\t\t\tclass=\"is-lazy js-lazy-image\"\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tdata-srcset=\"https:\/\/marketing.dev.clio.systems\/uk\/wp-content\/uploads\/sites\/3\/2024\/07\/Product-Screenshot-Clio-for-Clients-Device-Lockup-750x500.png 1x, https:\/\/marketing.dev.clio.systems\/uk\/wp-content\/uploads\/sites\/3\/2024\/07\/Product-Screenshot-Clio-for-Clients-Device-Lockup-1500x1000.png 2x\"\n\t\t\t\t\t\t\t\t\t\t\t\t\/>\n\t\t<\/picture>\n\t<\/div>\n\t<\/div>\n\n\t\t\t\n\n<p><b>How to create a client portal:<\/b><\/p>\n<ol>\n<li style=\"list-style-type: none\">\n<ol>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Go to the <\/span><b><a href=\"https:\/\/app.clio.com\/communications_v2\">communication tab<\/a>.<\/b><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Click the <\/span><b>new<\/b><span style=\"font-weight: 400\"> dropdown and select <\/span><b>new client porta<\/b><span style=\"font-weight: 400\">l.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Select the matter. Your name and the contact appear. If you are creating the portal from a matter\u2019s <\/span><b>communications<\/b><span style=\"font-weight: 400\"> subtab, your name and the contact will automatically populate.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Click <\/span><b>create client portal<\/b><span style=\"font-weight: 400\">.<\/span><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<h2><a href=\"https:\/\/help.clio.com\/hc\/en-150\/articles\/18563257786139-Mobile-App-Billing-and-Payments\"><b>QR Codes<\/b><\/a><\/h2>\n<p><span style=\"font-weight: 400\">When it comes to client experience, your aim should be to make any interaction with clients as stress-free as possible\u2014and nowhere is this more true than when it is time for the bill to be paid.<\/span><a href=\"https:\/\/marketing.dev.clio.systems\/uk\/guides\/2021-legal-trends-report\/\"> <span style=\"font-weight: 400\">While client preferences gravitate towards online or automated payments<\/span><\/a><span style=\"font-weight: 400\">, with 66% of clients in the 2021 Legal Trends Report saying they prefer online payments, sometimes in-person payments are beneficial\u2014especially with the ease of mobile payments. <\/span><\/p>\n<p><span style=\"font-weight: 400\">If you need your client to make an in-person payment into one of your accounts without connecting the payment to a bill (e.g. if you are holding your client&#8217;s money for a retainer), you can generate a QR code on the mobile app and have your client scan it with their mobile device to make the payment.<\/span><\/p>\n\n\t\n\t\t\t\n\t\t\t\t\n\t\t\n\t\t\t\t\t\t\t\t\t\n\t\t\n\t\t\t\t\n\t\t\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\n\t\t\t\t\t\t\t\n\t\t\n\t\t\t\t\n\t\t\t\t\t\n\n<div\n\tclass=\"o-image l-image aligncenter wp-image-11172 size-full  o-image__tall\"\n\t\tstyle=\"max-width: 45rem;  width: 720px;\"\n\t\t>\n\t<div\n\t\tclass=\"o-image__wrap l-image__wrap js-lazy-image-wrapper\"\n\t\t\t\t\tstyle=\"padding-top:121.666666667%;\"\n\t\t\t>\n\t\t\t\t\t<noscript>\n\t\t\t\t<img\n\t\t\t\t\ttitle=\"Mobile QR Code for Payments\"\n\t\t\t\t\talt=\"\"\n\t\t\t\t\tsrc=\"https:\/\/marketing.dev.clio.systems\/uk\/wp-content\/uploads\/sites\/3\/2024\/03\/Mobile-QR-Code-for-Payments.png\"\n\t\t\t\t\twidth=\"720\"\n\t\t\t\t\theight=\"876\"\n\t\t\t\t\/>\n\t\t\t<\/noscript>\n\t\t\t\t<picture>\n\t\t\t\t\t\t<img\n\t\t\t\ttitle=\"Mobile QR Code for Payments\"\n\t\t\t\talt=\"\"\n\t\t\t\twidth=\"720\"\n\t\t\t\theight=\"876\"\n\n\t\t\t\t\t\t\t\t\tloading=\"lazy\"\n\t\t\t\t\tdata-src=\"https:\/\/marketing.dev.clio.systems\/uk\/wp-content\/uploads\/sites\/3\/2024\/03\/Mobile-QR-Code-for-Payments.png\"\n\t\t\t\t\tsrc=\"data:image\/gif;base64,R0lGODlhAQABAIAAAP\/\/\/wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==\"\n\t\t\t\t\tclass=\"is-lazy js-lazy-image\"\n\t\t\t\t\n\t\t\t\t\t\t\t\/>\n\t\t<\/picture>\n\t<\/div>\n\t<\/div>\n\n\t\t\t\n\n<p><span style=\"font-weight: 400\">Imagine the delight on your clients&#8217; faces when they realize paying their bill is as easy as buying a cup of coffee. This modern and convenient payment option adds a touch of sophistication to your client interactions, making them fall in love with the simplicity of your service.<\/span><\/p>\n<h2><a href=\"https:\/\/help.clio.com\/hc\/en-150\/articles\/9207223181979-Get-Started-With-eSignatures\"><b>E-signatures<\/b><\/a><\/h2>\n<p><span style=\"font-weight: 400\">Save your clients from the hassle of travelling or printing by using Clio&#8217;s e-Signatures. Clients can review and sign documents quickly and easily on their mobile devices or computers\u2014not only enhancing the efficiency of your practice and convenience for your client but also demonstrating your commitment to a paperless and environmentally friendly approach.<\/span><\/p>\n<p><span style=\"font-weight: 400\">When your client receives the email or text message with the e-signature link, they\u2019ll be able to review and sign the document directly from their device. A copy of the signed document will automatically be emailed to each signee, as well as uploaded to the \u2018Documents\u2019 section within Clio Manage<\/span><\/p>\n<p><b>How to send a document for signature in Clio Manage:<\/b><\/p>\n<ol>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Go to<\/span><a href=\"https:\/\/app.clio.com\/nc\/#\/documents\"> <b>documents<\/b><\/a><span style=\"font-weight: 400\">.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Find the PDF document and then click the down arrow next to <\/span><b>view<\/b><span style=\"font-weight: 400\"> and select <\/span><b>e-sign<\/b><span style=\"font-weight: 400\">. The maximum PDF file size in Dropbox Sign is 40 MB and 500 pages.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Click <\/span><b>prepare for signing<\/b><span style=\"font-weight: 400\">. The document will open in Dropbox Sign.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Click and drag the <\/span><b>signature<\/b><span style=\"font-weight: 400\"> field onto the document and select the assignee. You can also add initial and date fields.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Click <\/span><b>next<\/b><span style=\"font-weight: 400\">.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Optional: Change the title, add a message, or add another recipient.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Click <\/span><b>send for signature<\/b><\/li>\n<\/ol>\n<h2><a href=\"https:\/\/help.clio.com\/hc\/en-150\/articles\/9192379853979-Clio-Scheduler\"><b>Clio Scheduler<\/b><\/a><\/h2>\n<p><span style=\"font-weight: 400\">Just like in romance, first impressions matter\u2014as we said before, nearly half of clients wouldn\u2019t bother shopping around if they liked the first lawyer they spoke to. And how easy you\u2019re making it for clients to speak to you in the first place can have a dramatic impact on your likability. Enter Clio Scheduler, which allows clients to easily book and pay for their initial consultation online, either via your law firm&#8217;s website or a direct booking link provided to the prospective client. Once an appointment has been booked, automated reminders prevent no-shows and showcase your communicativeness, ensuring a smooth and positive experience from the very beginning.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Clio&#8217;s features, like automatic bill reminders, client portals, text messaging, &amp; easy online payments, can improve your client experience.<\/p>\n","protected":false},"author":178,"featured_media":11804,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[7],"tags":[],"coauthors":[448],"class_list":["post-11803","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-clio","content_category-client-experience","content_category-clio"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.7 (Yoast SEO v24.7) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Clio Features to Build Lasting Relationships with Your Clients | Clio UK<\/title>\n<meta name=\"description\" content=\"Clio&#039;s features, like automatic bill reminders, client portals, text messaging, &amp; easy online payments, can improve your client experience.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/marketing.dev.clio.systems\/uk\/blog\/legal-technology-features-client-relationships\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Clio Features to Build &amp; Maintain Trusted, Lasting Relationships with Your Clients\" \/>\n<meta property=\"og:description\" content=\"Clio&#039;s features, like automatic bill reminders, client portals, text messaging, &amp; easy online payments, can improve your client experience.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/marketing.dev.clio.systems\/uk\/blog\/legal-technology-features-client-relationships\/\" \/>\n<meta property=\"og:site_name\" content=\"Clio UK\" \/>\n<meta property=\"article:published_time\" content=\"2024-11-05T13:29:30+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-02-27T23:53:28+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/marketing.dev.clio.systems\/uk\/wp-content\/uploads\/sites\/3\/2024\/07\/Screenshot-2024-07-23-at-14.12.41.png\" \/>\n\t<meta property=\"og:image:width\" content=\"745\" \/>\n\t<meta property=\"og:image:height\" content=\"416\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Louise Donnery\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Louise Donnery\" \/>\n\t<meta name=\"twitter:label2\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"7 minutes\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Clio Features to Build Lasting Relationships with Your Clients | Clio UK","description":"Clio's features, like automatic bill reminders, client portals, text messaging, & easy online payments, can improve your client experience.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/marketing.dev.clio.systems\/uk\/blog\/legal-technology-features-client-relationships\/","og_locale":"en_GB","og_type":"article","og_title":"Clio Features to Build &amp; 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Her content has featured in the Law Society of England and Wales, where she writes about all things legal tech, from legal trends to the value on online payments software for law firms.","url":"https:\/\/marketing.dev.clio.systems\/uk\/blog\/author\/louisedonnery\/"}]}},"_links":{"self":[{"href":"https:\/\/marketing.dev.clio.systems\/uk\/wp-json\/wp\/v2\/posts\/11803","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/marketing.dev.clio.systems\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/marketing.dev.clio.systems\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/marketing.dev.clio.systems\/uk\/wp-json\/wp\/v2\/users\/178"}],"replies":[{"embeddable":true,"href":"https:\/\/marketing.dev.clio.systems\/uk\/wp-json\/wp\/v2\/comments?post=11803"}],"version-history":[{"count":0,"href":"https:\/\/marketing.dev.clio.systems\/uk\/wp-json\/wp\/v2\/posts\/11803\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/marketing.dev.clio.systems\/uk\/wp-json\/wp\/v2\/media\/11804"}],"wp:attachment":[{"href":"https:\/\/marketing.dev.clio.systems\/uk\/wp-json\/wp\/v2\/media?parent=11803"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/marketing.dev.clio.systems\/uk\/wp-json\/wp\/v2\/categories?post=11803"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/marketing.dev.clio.systems\/uk\/wp-json\/wp\/v2\/tags?post=11803"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/marketing.dev.clio.systems\/uk\/wp-json\/wp\/v2\/coauthors?post=11803"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}