Make the Most Out of Clio
One-on-One Clio Optimization
with Our Legal Tech Experts
Build the Practice Management Foundation
Your Firm Needs
Clio is a wonderful tool. But one size doesn’t fit all,
and out-of-the-box isn’t the same as tailored-to-you.
Are you a Clio user who knows that there's a better, smarter, and faster way to do things...but you just don't know how?
Introducing Clio Optimization from Lawyerist.
With Clio Optimization, you'll work one-on-one with our legal tech experts to harness the power of Clio for maximum efficiency and productivity.
Our Legal Tech Advisor will help you:
• Develop efficient workflows
• Use task lists effectively
• Establish calendar rules
• Automate document creation
• Enhance your client portal
• Fine-tune Clio reporting
• And more!
If the questions above and topics below speak to you, book a call!
Level Up Clio for Your Firm
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Understand and Implement Stronger Billing Processes
Invoicing and billing are the lifeblood of the business side of a firm. Make the most of Clio’s offerings to best track time and expenses, timely generate bills, and record electronic and traditional payments.
Maximize Document Storage, Template, and Automation Tools
Clio Desktop and Drive revolutionized Clio’s document story. Combine this storage with templates, automation, and e-signatures to create hassle-free document processes.
Use Matter and Contact Custom Fields to Sort and Report
Custom fields are how Clio lets you track facts unique to your practice. Make the most of fields and field sets to capture, sort, and report.
Build Robust and Flexible Task Workflows
We work with you to build robust, yet flexible, task lists to track work and get a complete picture of staff workload.
Bridge the Grow-Manage Gap
Turning leads into clients drives a law firm. You'll work to build a powerful Grow pipeline and intake forms so that when the prospect becomes a client, the Manage matter reflects what you collected in the recruitment process.
Right Person, Right Tools
Set your team up for success with the skills and knowledge to make Clio more powerful. We’ll work with your attorneys, staff, and virtual assistants to ensure each gets the most from your choice of Clio.
What Others Are Saying About Clio Optimization
"I have a picture in my head of how to do it and feel confident doing it on my own." Wynnie
"This was so very helpful. Thank you very much!" Liza
"I feel a lot better about document automation and hammering it out on my own." Rebecca
The Details
How much does
Clio Optimization cost?
Our Clio Optimization program costs
$1,500 / month with a minimum
three-month commitment.
How many hours will
I spend each week?
Someone from your team will meet
with our Legal Tech Advisor and
Clio expert for a two-hour work block
every other week.
How long will the entire process take to complete?
Participants are required to make a
three-month commitment. This timeframe will allow for the most well-rounded learning experience.
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