Objective:
- Boutique Account features
Environment:
- Clio Manage
Additional Information:
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:
- 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