Observation
1
The Swiss Army Knife of Practice Management Systems - meaning it doesn't do anything very well
2
The fact that you have to add 5-10 integrations to it just to get it to do the basics.
3
Saves me a lot of time! I love that I can send scheduled emails, you can e-sign documents, upload documents, create email templates, and it is very easy to keep track of client intake!
4
we had splintered information – billing on one application, calendars on another, contact information on another .. no integration. There was difficulty in keeping everything synced up.
5
Nothing worse than needing to return a call to an important contact while out of the office and not able to access the contact information because it’s on a desktop back at the office!
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Tags
Quotable
Insight Source
Related Solution
Experiment Idea(s)
Timestamp
Interview
Discovery Sprint
Personas
Struggling Moment
https://www.g2.com/products/clio/reviews?utf8=%E2%9C%93&filters%5Bnps_score%5D%5B%5D=1&filters%5Bkeyphrases%5D=&order=g2_default&filters%5Bcomment_answer_values%5D=#survey-response-5059073
Clio
Position as a vertical solution for a single pain point
10/28/2021
5:32pm
Research Playbooks Example
Struggling Moment
https://www.g2.com/products/clio/reviews?utf8=%E2%9C%93&filters%5Bnps_score%5D%5B%5D=1&filters%5Bkeyphrases%5D=&order=g2_default&filters%5Bcomment_answer_values%5D=#survey-response-5059073
Clio
Highlight an end to end solution for a pain point
10/28/2021
5:34pm
Research Playbooks Example
Driving Forces
https://www.g2.com/products/clio/reviews?utf8=%E2%9C%93&filters%5Bnps_score%5D%5B%5D=5&filters%5Bkeyphrases%5D=&order=g2_default&filters%5Bcomment_answer_values%5D=
Clio
Position the value of spending time on non-menial tasks
10/28/2021
5:37pm
Research Playbooks Example
Struggling Moment
https://lawyerist.com/reviews/law-practice-management-software/practicepanther/#h-who-practicepanther-is-for
PracticePanther
Position the value of spending time on non-menial tasks
10/28/2021
5:46pm
Research Playbooks Example
First Thought
https://lawyerist.com/reviews/law-practice-management-software/practicepanther/#h-who-practicepanther-is-for
PracticePanther
Highlight an end to end solution for a pain point
10/28/2021
5:47pm
Research Playbooks Example
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