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What Features Do I Lose When Moving From Legacy to Starter?

Objective:

  • Legacy to Starter
  • Legacy vs. Starter Features

Environment:

  • Clio Manage

Additional Information:

  • When you downgrade, there may be data loss associated with the removal of those features.

Answer:

  1. Contingency Fee Billing
  2. Custom Fields
  3. UTBMS Codes
  4. 3rd Party integration partners 
  5. Data Escrow
  6. Originating Attorney Report

 

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