You Lead, We Optimize—Clio Done Right.
One-on-One Expert Guidance For Your Firm
Stop Fighting Your Tech. Start Running Your Firm.
Clio is powerful. But is it working for you—or are you working around it?
You know there’s a better, smarter, and faster way to run your firm. But who has the time to tinker, troubleshoot, and trial-and-error their way to efficiency?
We do.
Introducing Clio Optimization by Lawyerist.
Think of us as your legal tech pit crew—fine-tuning your Clio setup so you can hit top speed without the breakdowns.
We’ll help you:
Streamline workflows
Friction should be in your arguments, not your software.
Master task lists & calendar rules
So nothing slips through the cracks.
Automate document creation
Let Clio do the busywork.
Upgrade your client portal
Because first impressions (and follow-ups) matter.
Dial in reporting
Get the data you need without the spreadsheet migraines.
You practice law. We optimize Clio.
Let’s make this easy.
Have questions? Send us an email or
text us at 612-424-9855.
Level Up Clio for Your Firm
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No More Billing Bottlenecks.
We’ll help you track time and expenses seamlessly, generate invoices on time, and record payments—both electronic and traditional.
Ditch the Manual Work.
Clio Desktop and Drive changed the game for document storage—but storage is just the beginning. Why stop at saving files when you could be automating, templating, and e-signing your way to a seamless workflow?
Intelligent Sorting, Better Insights.
Your firm isn’t cookie-cutter—your Clio setup shouldn’t be either. Custom fields let you track exactly what matters to your practice.
Task Management, But Smarter.
Let's build smart, flexible task workflows that keep everything on track—so you know who’s doing what, what’s next, and what’s falling behind at a glance.
Bridge the Grow-Manage Gap.
We’ll help you build a powerful, automated Grow pipeline and smart intake forms that capture exactly what you need—so when a prospect becomes a client, their case data flows straight into Clio Manage.
Right Person, Right Tools
We’ll work directly with your attorneys, staff, and virtual assistants to make sure everyone is equipped, trained, and ready to get the most out of Clio.
Have questions? Send us an email or
text us at 612-424-9855.
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?
Every other week, a member of your team will collaborate with our Legal Tech Advisor and Clio expert in a focused two-hour work session—turning insights into action, one step at a time
How long will the entire process take to complete?
Commit to three months, and unlock the full potential of your learning journey. This timeframe ensures you gain deep, well-rounded expertise—without rushing through the process.
Have questions? Send us an email or
text us at 612-424-9855.
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