Barsam Consulting

Law Firm Consulting Services
Clio Certified Partner logo
Newport Beach, CA
Available Remotely Nationwide


I work with small and mid-sized firms to help your transition to Clio be as seamless as possible.

After wearing many hats in the law firm space for over 15 years I started my own consulting firm to assist firms nationwide optimize their use of legal technology to gain back time in their practice.
I offer consulting and training from start-up to application and can also work with you on custom workflow automations, additional integrations and streamlining your intake process.
I would love to learn more about your practice and discuss working together to achieve your goals. I offer remote consultations and am also available to travel nationwide.


  • Custom Workflows
  • Enhanced Training
  • Automation
  • Custom Development
  • Integrations
  • Client Intake Workflow Training


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.

Back to all consultants