Streamlining Tools
Manage and plan your work more efficiently with these optional features.
- Request an OCR Case Consultant
- All Activities Across Cases
- Associated Appointments
- Attach a Document
- Bookmark an Appointment
- Importing Activities from CARES to Clio
- My Contacts
- My Placements
- Receive Invoice Update Emails
- Record Non-Child Parties and Other Professionals
- Schedule Upcoming Activities
- Set Your Default Judicial District
- Substantiate Billing with Activity-Specific Notes
- Understanding & Managing Electronic File Sizes