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AlphaDrive for Clio – Seamless (and Painless) Document Automation – Alisanne Steele ); Press "Enter" to skip to content

AlphaDrive for Clio – Seamless (and Painless) Document Automation

Alisanne Steele 0

Alisanne Steele | TheSoftwareConsultant | July 16, 2018

So many cloud-based case & matter management systems have a common “Weakest Feature”, the document automation process.  Being cloud-based, the edit-upload-download-edit-upload process for reviewing and editing documents is just plain clumsy in many hosted solutions.

AlphaDrive for Clio changes that! With AlphaDrive added to your Clio solution, document production, review, editing, etc. is as seamless as any on-premise solution out there.  Your Clio cloud documents are seamlessly accessed thru a local “A” drive which are constantly synchronized with one another, ridding the old pattern of edit-upload-download-edit-upload of so many other hosted solutions.  This experience is significantly tighter than the previous synchronization with OneDrive.

In addition to streamlining the process from within Clio, AlphaDrive also has a mass production solution where the same template document can be mass produced over a subset of your clients.  Imagine the time savings for a firm that sends out Resident Agent renewal letters, or other mass client contact documents.

In my opinion, if you have Clio, you need AlphaDrive.  If you have been hesitating to go to the cloud for your case/matter management solution because of ease of use issues, AlphaDrive for Clio solves those issues.

In addition to the above AlphaDrive feature, the latest release (July 2018) has added some got-to-have features as well.

If you are looking to test drive Clio and AlphaDrive, give us a holler, were here to help!  We can set you up with a populated database ready to show off the integration between Clio and AlphaDrive.

As always, we are here to get you on the right path!



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