From intake to payment, Clio supports every step of the way

Schantell Comegys, Attorney and Business Owner, runs two practices—SSC Professional Services and the Law Office of Schantell S. Comegys, PLLC—each prioritizing a high degree of ease, convenience, and efficiency for herself—and especially her clients.

She operates a legal consulting firm for small businesses that helps with regulatory compliance and transactions, as well as a law firm that works with the Veterans Consortium to offer representation in the US Court of Appeals for Veterans Claims. She also offers pro bono services to victims of domestic abuse.

In working across so many areas of law between two small firm operations, being able to work entirely remote through Clio has helped her achieve a level of efficiency that sees her deliver exceptional impact on a day-to-day basis.

How Clio sets Schantell up for success

1. Clio was the clear winner over other solutions

When Schantell first started her practice, she used a free time and billing software. She quickly realized that—in order to grow and stay organized—she needed a more comprehensive solution that would allow her to manage more of her practice in one place.

She looked at another practice management solution, but she didn’t like how it was organized, and it didn’t offer built-in payment processing or have an integration with Zoom. The DC bar offered training for small firms that featured a discussion on the benefits of Clio. From there, her decision was easy.

2. Streamlining intake and finding new business

Schantell uses Clio Grow to run a fully remote intake system, which means that clients can see her availability when booking a consultation online, and they can pay their consultation fee upfront.

Before booking an appointment, her clients have all the information needed to make a good decision on whether the firm is a good fit for what they need.

Prior to meeting, instead of having to email an intake form, everything is done automatically with Clio Grow. The intake form gets filled, the meeting is in her calendar, the consultation fee is paid, and any documentation has been submitted for Schantell to review.

3. Better, more secure communication with clients

Clio for Clients offers a convenient and secure location for communicating with clients—which, for many of her clients who are victims of domestic abuse, that privacy and discretion is of utmost importance. Any information shared through Clio remains private and secure—and Clio uses unique text and email IDs that offer a layer of discretion for clients that need it.

Clio also keeps all communications—whether through text, email, or phone—organized and accessible. Email notifications keep Schantell organized and able to prioritize important communications, without having to rely on her assistant.

4. Keeping organized and on-deadline

For any trial-based work she does, Clio’s court calendaring keeps Schantell organized and on-deadline by automatically calculating all dates and deadlines for her. Since it all gets put into her calendar, she gets automated reminders that help keep her on track.

5. Full-service document management

Documents make up a significant amount of the information that Schantell manages on behalf of her clients—which she’s able to do entirely in Clio Manage.

While storing, sharing, and requesting signatures are all key, Clio Manage also offers transparent versioning that allows her to keep track of who made what changes to a document—which is useful when collaborating with clients.

6. Quick, easy, and IOLTA-compliant payments and trust requests

Online payments and trust requests are one area of Clio that Schantell couldn’t live without. Clio makes it extremely easy for her to bill her clients and request payments—and it keeps all payments organized so that she can keep any IOLTA funds separate from her firm’s operating account.

7. Support every step of the way

Clio’s 24/5 customer support has been incredibly valuable to Schantell. From the start, Clio transferred all of her information from her previous solution and offered training. When she brought on her associate and of-counsel, her team did a whole week’s training to learn all the features.