Clio is a legal software that can handle everything from clients and cases to billing. With its billing tools, you can create custom bills and set up automated payment plans within seconds. The tools can also be used to send invoices through email or through Clio’s client portal, accept credit and debit card payments, and add click-to-pay links on your website and landing pages. Other useful tools from Clio will make setting up online appointments, document management, and legal calendaring much easier.
Live chat can be integrated into Clio’s client intake automated system to improve lead generation. Certain prospects will have a question or two before converting, and if these questions are not answered, the prospects are likely to fall out of the sales funnel. This is why having a 24/7 live chat on your website can improve client intake and lead generation. All a prospect has to do is click on a button on your website to talk to one of your representatives, receive the information they need, and then within a few clicks, set up an appointment that is automatically scheduled in your calendar by Clio.
Live chat can also be integrated with Clio’s CRM. If a prospect has a conversation with one of your live chat representatives, this conversation can be saved in the CRM. The conversation can then be reviewed before approaching the prospect or client in the future, and this will improve the odds of a conversion and improve the customer’s experience with your firm. Saving these conversations and reviewing them as a whole can help you gain insights into how you can better target certain segments of your client base, so that your marketing and advertising campaigns have higher conversion rates and better ROIs. Over the long term, the information gathered through your live chat can be invaluable.