Clio for Clients, Client Portal and Mobile App

Obviously, lawyers need to communicate with their clients. Practically, and ethically, we need to keep them abreast of their situation. But client communication is not easy. And if it is easy, many times, it’s not secure. Text messages and email can be a point where we lose confidentiality or even Attorney-Client privilege. So, most of us communicate with our clients when we must and not much more. Clearly, the less correspondence we send, the less possibility of exposure of sensitive information.

As business owners, however, we need to make our clients happy. And this includes actively communicating with them. Beyond the bare minimum. To the point where we delight them. Which is where Clio’s client portal and mobile app come in.

How do we delight our clients?

To do this consistently, and safely, most of us should use a secure client portal. Essentially, an encrypted location, where we can share messages, documents, and other sensitive information with our clients. When we do this, our correspondence is encrypted in transit (when it’s sent from place to place), and at rest (while it is stored on the servers). 

Clio Manage, Law Practice Management Software, is a relative veteran to the client portal game. However, they are constantly improving their product and adding new features. Their product, Clio for Clients, is no exception. Recently, Clio updated the existing client portal to include features that make client-side usage simpler and more useful. This includes a magic-link login, a mobile app that uses the security features on the client’s phone (rather than an extra, unnecessary layer of login), and the ability to scan documents directly in the application.

Easier Client Experience

Client portals aren’t helpful if our clients don’t want to use them. Downloading an additional mobile app, setting up a new account, and an unfamiliarity with how the new application works, can all lead a client to abandon use no matter how much you educate them on the need. As such, Clio for Clients utilizes existing features on user phones and gives the user the option to either use an app or their mobile browser.

One of these features is called a magic-link login. This is a secure, passwordless, login method that verifies identity-based on access to your email and known device. It reduces the friction for clients when using the portal. You send an update link, which sends them to a login page. Then, a ‘magic link’ is sent to their email address, and once they click on this link, they are given access to the application. 

Mobile Responsive Web Application

Since everyone uses their mobile devices in different ways, many clients want to use a mobile application, while others may simply want to access the platform through their web browser. Clio’s client portal now gives them that option. And since they use a magic link to log in, the burden of creating the user account is no longer on them. 

Once your client has either downloaded the app or decided to use the web application, there are a few mobile-friendly features that should enhance their experience. This includes native in-app scanning. When a client needs to upload a document to their portal, they can simply use the camera to scan and upload directly into the system.

How to Get It

If you’d like to learn more about Clio for Clients, or any other aspects of the Clio Suite, you can visit their website and sign-up for a free trial. Or you can Book a Demo.

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Last updated January 26th, 2024