Access Legal vs. Yourefolio

When you need to have effective communication and records of it with coworkers and/or clients. Calendar function sends a notification 15 minutes prior [to] an appointment or event and at the specific time of the appointment. Is not as well suited on calendar as it is not [very] intuitive.

Incentivized

Yourefolio is well suited there, where we/the client can view the important documents, instructions, policies, net worth e.t.c. It also gives great service with developing the application and providing the services with the same. Where they provide many useful tools such as many important functionalities. This is a great platform.

Incentivized

• Having everything centrally located is very convenient.
• I really like how I can deal with accounting and billing within the program.

Incentivized

• Notifications when you receive an email on filtered folders.
• Give extra time when you want to cancel an email recently sent.
• Improve calendar to be more intuitive.

Incentivized

Clio provides a web-based practice management, time and billing, and client collaboration platform for small to mid-sized law firms.

Incentivized

Yourefolio has an advantage that we use in our company for providing different advantages for the clients. This also provides a platform where can do legacy planning as per requirement and as per we want the folio to show things. These are all the things we selected the Yourefolio for a better experience.

Incentivized

• Communication with coworkers.
• Communication with other departments.
• Communication with clients.
• Filters a lot of spam.

Incentivized