At least hundreds, perhaps thousands, of our customer firms in the legal services area are also customers of Themis Solutions’ Clio practice management system. Clio is the best in its space, so it’s no surprise that our customers would favor it. We think highly of Clio and regard its management team as friends, so it’s a real pleasure to announce that Doxserá DB® can now easily access information stored in Clio’s matter files.
All that’s needed is to export the relevant Clio data in CSV format into an Excel file, then use DB’s ability to connect to Excel to access the data to automatically and intelligently assemble or complete your form.
This allows Clio customers to easily and quickly bring the combined power of Doxserá DB® and the convenience of Word to the client and matter data stored in Clio.
It’s the best of both worlds!