From Clio to Syno Studio Office
Matters, deadlines, time and engagement letters, done with the law firm template
Side by side
| What they are known for | Here | How |
|---|---|---|
| Matter management | Yes | Each matter has tabs for parties, evidence, filings, deadlines and time |
| Conflict checks | Yes | Approved by a partner |
| Deadline reminders | Yes | Reminders 7 days and 1 day before |
| Client portal | Works differently | Clients need an account on your NAS and see only their own matters |
| Document signing | Works differently | Engagement letter PDF with a handwritten signature and signing record |
| Time entries | Works differently | Hours entered by hand, no timer |
| Billing and payments | Not available | No billing or online payments |
| Trust accounting | Not available | |
| Court e-filing and deadline rules | Not available | Deadlines are entered by hand |
| AI drafting | Not available | AI builds apps and finds problems, it does not draft legal documents |
What you gain by switching
Matching templates: Law firm matters, Timesheets, Contracts, Invoices
- Data stays on the firm’s own NAS
- Sign in with NAS accounts, no extra accounts
- Internal evidence, drafts and time stay hidden from clients
How to move
-
Export a CSV
Export your data from the old tool
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Install the template
Pick the matching template and map roles to DSM groups
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Import and map columns
Preview first, then match the columns
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Run both for a while
Use both until you are sure, then switch the old one off
Check before you import
CSV or XLSX, imported once the columns match, 2,000 rows at a time or up to 25,000 in the background
Questions
Can it calculate statutory deadlines
No, deadlines are entered by hand and reminders go out before they are due
How do clients follow progress
Clients sign in with an account on your NAS and see only their own progress, hearings, requests and delivered files
Can time entries become bills
No, time can be recorded and exported but billing needs another tool
Is the signature legally binding
It is a handwritten signature with a signing record, not a certificate-based digital signature, so judge whether it suits your use
How do I move old matters
Export a CSV from Clio, then import it and map the columns
Can it handle other firm work
Yes, contracts, invoice logs and work hours each have a template