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About
ACT provides consulting services to professional service firms for Clio Case Management, incorporating change management, project management, design and build, training manuals and delivery of training. I work with Clio’s onboarding team to deliver a full service all the way through to Go Live and post implementation. I work with firms for their needs, looking at their processes to enhance end user experience, release capacity, improve functionality and make the most out of Clio.
Services
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Custom Workflows
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Enhanced Training
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Automation
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Custom Development
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Document Templates
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Design and Build workshops
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System Design
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.