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About

Activity could include emails, calls, tasks, notes and data flowing in from any of your existing systems: your sales, marketing, customer support systems and more. It's never been easier to see everything you may need on a contact or company to make the right decisions and act on as needed. The timeline loads automatically when an email is selected or entered and will show you all activity for the contact right in your inbox. Activity could include emails, calls, tasks, notes and data flowing in from any of your existing systems: your sales, marketing, customer support systems and more. You can easily switch to the company view to see all activity across the company. The contact view will load the timeline for the selected or entered email address. You can then switch to company view which will load the timeline for any contacts who share the domain name of the selected or entered email address.

About

Generate a timeline with tasks and important milestones directly from Clio. No extra work is required because our tool integrates directly with Clio. You can select which tasks, notes or calendar events from Clio matter you want your client to see and share those on a visual timeline that updates as the case progresses. Share the timeline view with your clients to help them understand the next steps in the process and make your collaboration more effective. Timeline Matters will help you increase the trust and satisfaction of your clients, who will be able to understand and follow their cases more easily. Each time something new happens with the case, you can send an update to your client in the form of a timeline snapshot with just two clicks in the app. You can send them an email notification and add a personal message (optional) to let them know what is happening with the case.

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Timeline platform for businesses

Audience

Legal professionals looking for a tool to visualize Clio matter in a timeline with a single click

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$10 per user per month
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

AppsForOps
Founded: 2015
Australia
www.AppsForOps.com

Company Information

Strater
Founded: 2021
Slovenia
timelinematters.com

Alternatives

Alternatives

Case Timeline

Case Timeline

Thomson Reuters
Glances

Glances

Glances
Timestream

Timestream

Ntrepid
Case Notebook

Case Notebook

Thomson Reuters
Timeline Maker Pro

Timeline Maker Pro

Timeline Maker

Categories

Customer Success Supported
Timeline Supported

Categories

Case Timeline Supported

Customer Success Features

Account Alerts Supported
Account Management Supported
Communication Management Supported
Customer Engagement Supported
Customer Lifecycle Management Supported
Health Score Supported
Onboarding Not Supported
Revenue Management Supported
Usage Tracking / Analytics Supported
Win / Loss Analysis Not Supported

Integrations

Clio Not Supported
Expensify Supported
Gmail Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Mailchimp Supported
Microsoft 365 Supported
Microsoft Outlook Supported
PayPal Supported
QuickBooks Online Supported
Salesforce Supported
Shopify Supported
Slack Supported
Stripe Supported
Wufoo Supported
Xero Supported
Zendesk Supported

Integrations

Clio Supported
Expensify Not Supported
Gmail Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Mailchimp Not Supported
Microsoft 365 Not Supported
Microsoft Outlook Not Supported
PayPal Not Supported
QuickBooks Online Not Supported
Salesforce Not Supported
Shopify Not Supported
Slack Not Supported
Stripe Not Supported
Wufoo Not Supported
Xero Not Supported
Zendesk Not Supported
Claim AppsForOps Timeline and update features and information
Claim AppsForOps Timeline and update features and information
Claim Timeline Matters and update features and information
Claim Timeline Matters and update features and information