Timeline Matters 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.
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Pricing
Free Trial:
Yes
Integrations
Company Details
Company:
Strater
Year Founded:
2021
Headquarters:
Slovenia
Website:
timelinematters.com
Media
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Product Details
Platforms
Web-Based
Customer Support
Online Support
Timeline Matters Features and Options
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