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Evergreen Retainers Using Clio and Gravity Legal

Posted by Emery Wager on June 17, 2021

This article covers how to manage evergreen retainers using Clio and Gravity Legal. With Gravity Legal's split trust/operating payments, firms can implement evergreen retainers without forcing the client to make multiple payments when their trust balance is depleted. 

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Topics: Clio, Invoices, Integrations


Clio Integration - Billing Clients

Posted by Emery Wager on May 13, 2020

 

This page outlines the following features related to the Gravity Legal Clio integration:

  • Clio synchronization
  • Billing clients
  • Accounting for payments

For instructions on how to enable your integration, see Clio Integration - Setup.

For instructions on managing your Clio Integration settings, see Clio Integration - Settings

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Topics: Clio, Integrations


Clio Integration - Settings

Posted by Emery Wager on May 13, 2020

This page outlines the following features related to the Gravity Legal Clio integration:

  • Enabling Aggregate Payment Links
  • Setting Default Client Email Messaging 

For instructions on how to enable your integration, see Clio Integration - Setup.

For instructions on billing clients and accounting for payments through the integration, see Clio Integration - Billing Clients.

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Topics: Clio, Integrations


Clio Integration - Setup

Posted by Emery Wager on May 13, 2020

 

This page outlines how to setup your Gravity Legal Clio integration.

For instructions on billing clients and accounting for payments through the integration, see Clio Integration - Billing Clients 

For instructions on managing your Clio Integration settings, see Clio Integration - Settings

Read More

Topics: Clio, Integrations


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