Locations

Blanchard, OK, USA
877-323-0008

Available Remotely Nationwide

Beyond Square One

Tailoring software processes above and beyond the basics.


We provide today’s leading software consulting, implementation and training services to busy professional organizations, law firms and corporations of various industries.

Clio Specializations

  • Clio Account Setup
  • Document Templates & Automation
  • Migrations
  • Training

Certifications

  • Microsoft Certified Professional
  • NetDocuments Partner
  • QB Cloud ProAdvisor Certified
  • QB ProAdvisor Certified
  • Microsoft Word certified – custom Word ribbons, templates and letterhead

The Team

  • Donna Brown - Headshot

    Donna Brown

    Partner

  • Amy Crump - Headshot

    Amy Crump

    Partner

Badges

  • CCC Since 2010



Locations

Blanchard, OK, USA
877-323-0008

Available Remotely Nationwide

Why choose Clio?

Clio offers all you need to run a law practice from intake to invoice, with powerful tools to manage cases, clients, documents, bills, calendars, time tracking, reporting, and accounting.

Simple matter management

A user-friendly layout ensures important case information is intuitively presented and easy to access. See it now.

Accurate time tracking

Start tracking time with one click, continue a previous entry, and easily see your total number of recorded hours in a single day. See how it works.

Streamlined billing

Make billing your favorite part of the month—create, approve, and send bills in minutes, not days. Learn how.

Easy credit card payments

Get paid faster—39% faster—with secure online payments and industry-low processing rates. Learn more.

Powerful reporting and dashboards

Get instant insight into your firm’s performance and finances so you can make better business decisions.

Matters Dashboard
Timekeeper
Billing
Credit Card Payments
Dashboard
Matters Dashboard

Simple matter management

A user-friendly layout ensures important case information is intuitively presented and easy to access. See it now.

Timekeeper

Accurate time tracking

Start tracking time with one click, continue a previous entry, and easily see your total number of recorded hours in a single day. See how it works.

Billing

Streamlined billing

Make billing your favorite part of the month—create, approve, and send bills in minutes, not days. Learn how.

Credit Card Payments

Easy credit card payments

Get paid faster—39% faster—with secure online payments and industry-low processing rates. Learn more.

Dashboard

Powerful reporting and dashboards

Get instant insight into your firm’s performance and finances so you can make better business decisions.

No installations. No disruptions.

We’ve helped thousands of lawyers get started with Clio. Clio’s live and on-demand training options will get you onboarded as seamlessly as possible.

  • Risk-free sign-up, no installations required. With our browser-based software, you don’t need to worry about installations or updates.
  • Comprehensive data migrations. We’ll import all your data from multiple sources into one repository of information.
  • World-class, in-house training and support. Get the most out of Clio with help from our award-winning customer success team.

Protect your client data.

We know that data security is paramount for law firms, which is why we go above and beyond to protect your firm’s information.

Clio stores all data on high-security servers with 256-bit SSL encryption and storage redundancies to prevent loss due to catastrophic events. Advanced permissions and password features ensure only authorized staff get access.

Testimonial
Integrations

Connect Clio with anything.

Clio’s App Directory allows you to easily find and connect your firm to over 70 leading apps that integrate directly with Clio. Integrations include Microsoft Office 365, Box, Zapier, Fastcase, QuickBooks Online and many more. With Clio as your firm’s central platform, your practice can go deeper, and further, than with any other tool.

Disclaimer

Please note, Clio doesn't guarantee the service of any one consultant. We don’t necessarily review advisors' listings and we don’t recommend or guarantee the service provided by any one advisor – always perform your own due diligence and be comfortable with whomever you decide to partner with.

Clio Certified Consultant means that representative(s) have been assessed by Clio as proficient in the use and resale of the Clio application. Clio’s certification process does not assess any individual or advisor’s proficiency as an accountant, consultant, law firm advisor, etc.

Clio Certified Consultants are not employees of Clio.

Find another Clio Certified Consultant