Clio Certified Consultant

What Can We Build For You?

Elevate your Platform!

With Clio, you can improve your client service delivery while improving profitability and productivity. Bridge the gap between “where you are” and “where you want to be” with robust data insights and management oversight.

As Certified Clio Consultants, our unique set of qualifications combined with CFO Perspectives, guide the development of your business requirements for a smooth implementation and customized training that will give you the transparency to make executive data-driven decisions.

Your new-found Clio data and meta-data are now the vital sources of performance-enhancing opportunities, but without internal CFO expertise, you won’t elevate to your full financial potential. While others move on after implementation, we differentiate ourselves with executive law firm leadership where data-driven decisions drive profitability.

This is not the end, this is the end of the beginning.

To optimize your client delivery, performance and profitability, look no further than our Fractional CFO Services. Post-implementation, in lieu of hiring a full-time CFO, we can help you create high-impact financial results with our Fractional CFO Services – a suite of offerings that you can easily budget with our flat-fee monthly service model.

Clio for Law Firms of the Future. There is no need to go it alone. 

START SMALL


We are a growing firm and don't have a formal case management system.
We are interested in:
  • Getting our contacts, matters, time tracking, expense tracking all in one system.
  • Having a secure client portal for communications.
  • Invoicing with online payments.
  • A built-in firm dashboard with utilization, realization, and collection metrics.
  • Managing tasks and calendars from a single, cloud-based platform.

IMPROVE CLIO


We are already on Clio Manage and want to improve productivity and automation
We are interested in:
  • Creating automated workflow and tasks.
  • Automating client agreements and other frequently used work product.
  • Better understanding how to run case management review session using matter data.
  • Implementing customized fields to improve productivity and data collection.

IMPROVE INTAKES


We want to improve how we are following up on new client leads and converting to cients.
We are interested in:
  • Tracking all intakes through web-based lead generation and phone calls.
  • Creating a digital pipeline to track prospects.
  • Offering online calendaring and appointment scheduling for new client consults.
  • Tracking the sources of our prospective new clients.
  • Analyzing conversion metrics and ROI for our marketing spend.