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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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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
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$10 per user per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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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 |
Alternatives |
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Categories |
Categories |
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Customer Success Features
Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis
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Integrations
Clio
Expensify
Gmail
HubSpot CRM
HubSpot Customer Platform
Mailchimp
Microsoft 365
Microsoft Outlook
PayPal
QuickBooks Online
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Integrations
Clio
Expensify
Gmail
HubSpot CRM
HubSpot Customer Platform
Mailchimp
Microsoft 365
Microsoft Outlook
PayPal
QuickBooks Online
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