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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Create a timeline that showcases tasks and key milestones directly from Clio, eliminating the need for additional work due to seamless integration with our tool. You have the flexibility to choose which tasks, notes, or calendar events from Clio are relevant for your client, presenting them on a visually engaging timeline that automatically refreshes as the case advances. By sharing this timeline view with your clients, you can enhance their understanding of the upcoming steps in the process, fostering a more effective collaboration. Timeline Matters is designed to boost client trust and satisfaction, allowing them to easily grasp and track the progress of their cases. Whenever there is a new development in the case, you can provide your client with an updated timeline snapshot with just two clicks in the app. Additionally, you have the option to send an email notification along with a personalized message to keep them informed about the case's status, ensuring they feel connected and engaged throughout the process. This level of communication not only strengthens your relationship with clients but also instills confidence in your ability to manage their cases efficiently.

Description

Streamline your operations using TimelinesAI to oversee WhatsApp for your business, enhancing both sales and customer support efforts. With the ability to establish personalized rules on WhatsApp, you can concentrate on scaling your business effectively. After a one-time setup for integration, your CRM will receive updates automatically, ensuring your team is always informed about special promotions, offers, and important conversations with clients. TimelinesAI allows for the connection of numerous WhatsApp numbers and groups, enabling the dispatch of bulk marketing messages to your audience seamlessly. By uploading a CSV file containing contact numbers, you can initiate a mass messaging campaign on WhatsApp, and if there has been no prior communication with a contact, TimelinesAI will instantly create a new chat. Your team members can access the shared WhatsApp account from multiple devices, and you can link one WhatsApp account to up to four additional WhatsApp Web or Desktop applications used by your staff. Furthermore, by integrating a Shared Inbox, you can monitor and analyze your team's interactions with clients to ensure effective communication. This comprehensive approach not only optimizes workflow but also enhances customer engagement significantly.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Axis LMS
Clio
HubSpot CRM
HubSpot Customer Platform
Pipedrive
WhatsApp

Integrations

Axis LMS
Clio
HubSpot CRM
HubSpot Customer Platform
Pipedrive
WhatsApp

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$10 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Strater

Founded

2021

Country

Slovenia

Website

timelinematters.com

Vendor Details

Company Name

TimelinesAI

Founded

2018

Country

Israel

Website

timelines.ai/

Product Features

Product Features

Customer Communications Management

Batch Communications
Chat / Messaging
Content Management
Email Distribution
Interactive Content
Multi-Channel Communications
On-Demand Communications
Personalization
Print Management
Template Management
Video Content

Alternatives

Case Timeline Reviews

Case Timeline

Thomson Reuters

Alternatives

Case Notebook Reviews

Case Notebook

Thomson Reuters
WhatsApp Reviews

WhatsApp

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