AppsForOps TimelineAppsForOps
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Timeline MattersStrater
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Related Products
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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.
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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.
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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
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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
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Audience
Timeline platform for businesses
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Audience
Legal professionals looking for a tool to visualize Clio matter in a timeline with a single click
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$10 per user per month
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationAppsForOps
Founded: 2015
Australia
www.AppsForOps.com
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Company InformationStrater
Founded: 2021
Slovenia
timelinematters.com
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Alternatives |
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Categories |
Categories |
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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
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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
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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
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