Streamline Legal Operations with Our
Clio Integration
Seamlessly integrate RECORD with Clio to streamline client engagement and case management!
Enhance Client Engagement with Automated Data Processes
In the demanding environment of legal practice, maintaining thorough and accurate case information is crucial. Our Clio integration ensures clients provide comprehensive data through automated reminders, making them more likely to self-manage their own cases.
RECORD seamlessly integrates with Clio to facilitate automatic reminders for clients to update their case information. This includes logging appointments, tracking pain levels, journaling, uploading documents, and more, ensuring that all necessary information is collected without the need to constantly check in with each client.
Tired of checking if your client has been contacted at least once every 30 days? What if instead you were able to ask your client why they haven't sent you any information in the past 30 days? Like others in the space, we also support automated client updates and messaging functionalities, keeping clients informed and engaged throughout their case.
Automated Client Data Tracking
Ensure clients stay on track with their treatment plans through automated reminders and notifications. Keep legal teams updated on client recovery progress with regular pain score updates and detailed case journaling.
Advanced Scheduling Capabilities
Manage appointments and reduce no-shows with our intuitive scheduling features. Link providers to patients and monitor treatment progress all in one place.
Secure Communication Channels
Foster strong relationships with clients and legal teams. Our secure communication tools allow for efficient collaboration and information sharing, expediting case resolution.
Comprehensive Case Management
Simplify case management with seamless integration of treatment tracking and legal documentation. Keep all your case information centralized and easily accessible.
Transform Your Legal Practice with our
Integration
- Automate treatment reminders and reduce administrative burdens.
- Schedule appointments and automate reminders to reduce no-shows.
- Facilitate seamless communication between legal teams and clients.
- Securely manage and sign documents online.
- Empower clients with self-service tools to manage their treatment and case progress.
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