New Clio Feature: Kanban Boards are finally here!
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- เผยแพร่เมื่อ 13 ก.ย. 2024
- New Clio Feature: Kanban Boards are finally here! #streamlinedlegal
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Melanie - maybe you can persuade them to show a view of ALL practice areas. Your suggestions have more sway than do mine. And another would be to have a way to copy a stage set from one area to another.
That would make things easier!
I presently use LegalBoards and have liked it a lot, but really glad for this feature. I would lose the automations that LB does and wonder what your thoughts are about filling in that gap. Kudos on this video!
Agreed! If you’re using the automations I’d stick with it.
How do you manage the insane amount of practice areas that builds up when each practice area has its own stages?
Great question! Are you also using Tasks to direct the steps within each Stage? If you do, you may find that your stages are more general and can be used with multiple different case types.
I never thought I would geek out so much over a feature!
Definitely “geek out” worthy!
Thanks!!
Glad to help!
Is this for only certain types of subscriptions, because I have not seen it yet?
Yes, the Stages feature is only available on Advance and Complete Plans. However, on other plans, you can create a custom field to show the stage of your matters and then filter the matter list by that custom field. It does not provide a nice Kanban view but it does give you the information.