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In an period the place companies are paying extra consideration to their environmental influence, the best of a paperless follow stays on the minds of regulation companies. And whether or not your focus is on saving time and operating your regulation agency extra effectively, or saving the planet, there are a variety of options included together with your Clio subscription that may show you how to embrace a paper-free way of life.
Digital Invoice Sharing and Funds: Paper-Free Billing
The regulation agency billing course of can typically contain in depth paperwork (and time), from producing invoices, to mailing them to shoppers, to requiring shoppers to mail you fee in return. Digital billing, when mixed with on-line funds, cannot solely get rid of the necessity for paper fully, however shorten the time it takes regulation companies to receives a commission—when payments are shared electronically, coupled with the choice to pay on-line, 57% of payments are paid the identical day shoppers obtain them.
Via your Clio subscription, you’ll be able to generate invoices and share them with shoppers through electronic mail or via the consumer portal. If Clio Funds is enabled, shoppers can then assessment and pay invoices on-line, eliminating the necessity for paper invoices and checks. This not solely accelerates the billing cycle but in addition reduces paper waste related to conventional billing strategies.
To generate payments:
1.Go to Billing and choose New payments.
2. Choose all of the payments you wish to generate.
3. Non-obligatory: Click on Filter to slim your outcomes.
4. Click on Generate.
5. Choose the due date, invoice theme, and invoice choices. Study extra about payments choices right here.
6. Click on Generate payments.
To share payments:
To setup and allow Clio Funds:
With Clio Funds enabled, shoppers who obtain your invoices might be introduced with a hyperlink to submit fee instantly. Clio Funds is accessible to all prospects and subscription tiers. For particulars on how to join Clio Funds, please go to right here.
Digital Paperwork
One of many major culprits behind extreme paper utilization in regulation companies is the requirement for bodily paperwork, typically obligating attorneys, employees, and shoppers to print, signal, and file paperwork. Through the use of the next workflow, you’ll be able to digitally signal, seal, and ship paperwork to your shoppers, with out ever having to go to a submit workplace.
Create a doc template in Clio Handle or in Clio Draft (subscription required)
Draft a brand new doc utilizing the template in Clio Handle or Clio Draft (subscription required). The doc templated you created beforehand might be mechanically populated with info from the related Clio matter.
Ship doc for signature in Clio Handle or with Clio Draft (subscription required)
Notice: The variety of eSignatures obtainable to your agency every month relies on your subscription plan. For Clio Handle, EasyStart plans have three free eSignatures every month, Necessities plans have 15 free eSignatures every month, and Superior and Full plans have limitless eSignatures. Your eSignature rely in Clio Develop is limitless.
Clio Develop Consumption Kinds: Streamlined Consumer Onboarding
Consumer consumption types are the elemental first contact in a regulation agency’s journey with a consumer—however it may be a problem for each events, requiring shoppers to fill out in depth paperwork earlier than authorized proceedings can start. Clio’s Develop consumption types digitize this course of, making consumer onboarding considerably extra environment friendly (to not point out environmentally pleasant.)
With Clio Develop, companies can create customizable consumption types that shoppers can full electronically. From private info to important case particulars, shoppers can enter knowledge straight into the system, eliminating the necessity for paper types.
To create a consumer consumption type:
As soon as a type template has been created, it may be shared through electronic mail or embedded into your regulation agency web site.
Constructing a Sustainable Observe With Clio
As authorized know-how continues to advance and turn into extra widespread, the authorized system generally will turn into much less depending on paper-centric practices, permitting regulation companies to unlock new efficiencies and spend much less time looking out via bodily paperwork. By placing the workflows described above into follow, your regulation agency could have a head begin on decreasing your reliance on paper—and whether or not you plan it or not, the timber will thanks.
We revealed this weblog submit in April 2024. Final up to date: April 10, 2024.
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