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What is Timeline Matters?

Develop a timeline that highlights tasks and significant milestones straight from Clio, streamlining your workflow thanks to the seamless integration with our tool. You can select which tasks, notes, or calendar events from Clio are pertinent to your client, displaying them on an eye-catching timeline that updates automatically as the case progresses. By sharing this timeline with your clients, you enhance their comprehension of the upcoming steps in the process, which cultivates a more productive collaboration. Timeline Matters aims to increase client trust and satisfaction, allowing them to easily monitor and understand the status of their cases. Whenever a new development arises, you can effortlessly provide an updated timeline snapshot to your client with just two clicks within the app. Furthermore, you have the capability to send an email notification along with a personalized message, ensuring they remain informed about the case's developments. This proactive communication not only fortifies your relationship with clients but also boosts their confidence in your ability to handle their cases adeptly and transparently. With each interaction, clients gain a deeper insight into the legal process, making it easier for them to stay engaged and informed.

What is AppsForOps Timeline?

Engagement includes a variety of elements such as emails, phone calls, tasks, notes, and data flowing in from different systems like sales, marketing, and customer support, among others. Nowadays, it is easier than ever to obtain all the relevant information about a contact or organization, which aids in making informed decisions and taking timely actions. When an email is selected or entered, the timeline automatically updates to show all interactions associated with that contact right within your inbox. This feature enables users to navigate effortlessly between different views; you can quickly switch to the company perspective to understand all activities related to that organization. The contact view will reflect the timeline for the currently selected or entered email address, while changing to the company view will display the timeline for all contacts associated with that domain. This interconnectedness guarantees a thorough understanding of interactions at both the contact and organizational levels, which significantly improves your capability to manage relationships effectively. With such integration, staying organized and informed about your engagements becomes an effortless task, further streamlining your workflow.

Media

Media

Integrations Supported

Clio
Expensify
Gmail
HubSpot CRM
HubSpot Customer Platform
Mailchimp
Microsoft 365
Microsoft Outlook
PayPal
QuickBooks Online
Salesforce
Shopify
Slack
Stripe
Wufoo
Xero
Zendesk

Integrations Supported

Clio
Expensify
Gmail
HubSpot CRM
HubSpot Customer Platform
Mailchimp
Microsoft 365
Microsoft Outlook
PayPal
QuickBooks Online
Salesforce
Shopify
Slack
Stripe
Wufoo
Xero
Zendesk

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$10 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Strater

Date Founded

2021

Company Location

Slovenia

Company Website

timelinematters.com

Company Facts

Organization Name

AppsForOps

Date Founded

2015

Company Location

Australia

Company Website

www.AppsForOps.com

Categories and Features

Categories and Features

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Timeline

Bulk Editing
Collaboration Tools
Connections / Dependencies
Customize Look and Layout
Drag and Drop
For Business Processes
For Creative Writing
For Education
For Historical Data
For Legal Practitioners
For Project Management
For Sales
Layers
Milestones
Percent Complete Tracking
Privacy Controls

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