Pineywoods Tech announces that it is now an Affiliate Partner with Clio, the #1 Legal Practice Management Software.

What is Clio?

Clio is a software platform that supports a variety of legal operations activities such as client intake and customer relationship management, legal practice management, document automation, and much more. Built to support law firm operations in one platform, Clio covers your business from intake to billing, and also integrates with the most common office software applications such as Microsoft Office. Want to see more? Check it out here.

How does Clio specifically help mass tort firms?

Clio’s case management system can manage medical records, calendaring, and accelerate payout for clients, helping you focus on client needs. Get more info here.

How does Pineywoods Tech work with Clio?

While Clio already has integrations for the more common office applications like Outlook, Quickbooks, and Zoom, they won’t necessarily have plug-and-play integrations with the smaller companies that you’re likely using as vendors, such as your local records companies, your specific calendaring provider, and any others used to run your operation that aren’t a part of the existing Clio integrations. But we can fix that!

Pineywoods Tech creates the data connections between your vendors and Clio so every step of your litigation process is data-enabled and automated. That equates to reducing unnecessary man hours, eliminating redundant tasks, and increasing data security. And even better, if you decide your workflows need to be set up differently than what comes ‘out-of-the-box,’ we can build those to your custom needs. We’ve done it for other companies and can do the same for you. Read our case studies here.

We’re here to help make your operations as smooth and easy as possible—contact us to have an initial discussion.

Want more? Read this case study