The moment a new case is created, FirmRx sends the welcome letter and retainer, collects signatures, files documents to Clio, and schedules the first meeting — automatically.
A new case triggers the whole workflow — no one on your team has to start it by hand.
Clients sign the retainer digitally, right from the welcome email or the portal. Once every client on the case has signed, the executed agreement saves directly to Clio — no scanning, no manual filing.
Clients upload anything they have related to the case, and it's filed to Clio automatically. They pick a time for the initial meeting from real openings — pulled from the attorney's Clio calendar — and the attorney approves the time that works best.
Make the first step feel effortless. Let’s find the right prescription for your firm.
