Can we use our own workflows and court rules?
Yes. Configure case templates, action items, document templates and court-specific notice rules. Firm administrators can maintain jurisdiction details and expiration settings.
What can landlords and property managers see?
Clients can submit intake, upload documents and follow their case timeline in a secure portal. Role-based access controls who can view and work on matters.
Does Dwellex connect to Clio?
Yes. Dwellex supports bidirectional Clio synchronization for case information, tasks and documents, with controls for sync scope and document visibility.
What does getting started involve?
Implementation is scoped around your existing systems and caseload, including data migration, workflow configuration, jurisdiction setup and team training. A demo is the first step toward a plan for your practice.