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KCS - What Features are Included in the Trial that I'll lose if I Open a Starter Account?

Objective:

  • What are the features am I using on this trial basis that will not be available to me if I subscribe at the starter level?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

Accounting Integrations, Integrated Credit Card Processor Clio Payments (LawPay Integration), Custom Fields, Advanced Document Automation, Office 365 Business and Enterprise Integration, Trust Requests, Approve and Apply Trust, Third Party Integrations, and Alternative Fee Billing.

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