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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.

About

Automate your processes with TimelinesAI, manage WhatsApp for your business and improve your sales and customer support teams. You can create your rules on WhatsApp and focus on business growth. Set the integration once, and always get automatic updates into your CRM. Your team will always know if there are any special deals, offers, or meaningful discussions with your clients. TimelinesAI supports the connection of multiple Whatsapp numbers and groups. You can send mass marketing messages to your contacts. You can upload a CSV list with contact numbers and send the Mass messaging campaign on Whatsapp. If there was no previous communication with the person, TimelinesAI will automatically start a new chat. Your users can gain shared access to the Whatsapp account from multiple devices. You can connect a Whatsapp account to up to 4 additional Whatsapp Web or Desktop applications of your employees. Connect Shared Inbox and review how your team members communicate with your clients.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Companies looking for a Customer Communications Management solution to improve support and sales

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$10 per user per month
Billed annually
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Strater
Founded: 2021
Slovenia
timelinematters.com

Company Information

TimelinesAI
Founded: 2018
Israel
timelines.ai/

Alternatives

Alternatives

Case Timeline

Case Timeline

Thomson Reuters
Case Notebook

Case Notebook

Thomson Reuters
SendSeven

SendSeven

SendSeven GmbH
WhatsApp

WhatsApp

Meta

Categories

Categories

Customer Communications Management Features

Batch Communications
Chat / Messaging
Content Management
Email Distribution
Interactive Content
Multi-Channel Communications
On-Demand Communications
Personalization
Print Management
Template Management
Video Content

Integrations

Axis LMS
Clio
HubSpot CRM
HubSpot Customer Platform
Pipedrive
WhatsApp

Integrations

Axis LMS
Clio
HubSpot CRM
HubSpot Customer Platform
Pipedrive
WhatsApp
Claim Timeline Matters and update features and information
Claim Timeline Matters and update features and information
Claim TimelinesAI and update features and information
Claim TimelinesAI and update features and information