Objective:

• Move from Boutique pricing plan to Starter
• Change subscription from Boutique to Starter

Environment:

• Clio Manage

Additional Information:

• When you downgrade, there may be data loss associated with the removal of those features. This is only if you were using any of those Boutique features not included in Starter.

Answer:

• Clio Payments
• Payment Plans
• Custom Fields
• Contingency Fee Billing
• UTBMS Codes
• 3rd Party integration partners like Zapier, QBO, & Xero, etc
• Data Escrow
• Office 365 / OneDrive for Business Integrations
• Trust Request Bills
• Clio Launcher
• Approve and Apply Trust
• Firm Dashboard
• Trust Management Report
• Advanced Document Automation
• Expense unit amounts
• Document E-Signatures (New)