What does a Boutique Subscription Offer?

Objective:

• Boutique Account features 

Environment:

• Clio Manage

Additional Information:

• For a list of Starter features, click here. 
• For Clio Pricing Page, click here.

Answer:

• All features included in Starter, plus:

• Contingency Fee Billing
• Custom Fields 
• LEDES Billing/UTBMS Codes
• Accounting Integrations
• Advanced Document Automation
• API access
• 3rd Party Integrations & Syncs
• Data Escrow
• Office 365 / OneDrive for Business Integrations: 
  • Video: Clio + Office 365 Calendar and Contacts Sync
  • OneDrive for Business: Setting Up and Using the Integration

• Clio Payments (Online Credit Card Payments feature)
• Evergreen Management
• Trust Requests
• Trust Management Report
• Approve and Apply Trust
• e-Signature (NEW)
• Clio Launcher 
• Sharing Bills
• Payment Plans