Locations

Vancouver, BC
888-858-2546

Whistler, BC
888-858-5566

Available Remotely Nationwide

Blue Leaf Consulting

Blue Leaf Consulting focuses on maximizing law firm efficiencies and security by implementing sounds processes and integrating cloud-based solutions at every step.


Blue Leaf Consulting has been working in the Vancouver and Whistler area for over three years. We specialize in helping organizations improve their performance, primarily through the analysis of existing organizational problems and the development of plans for improvement through implementing proven cloud technology practices.

Clio Specializations

  • Account Customization
  • Document Templates & Automation
  • Integrations
  • Migrations
  • Training

Certifications

  • Dropbox Partner
  • Google Certified Associate
  • MacOS and OS X Certified
  • Office 365
  • Vonage Reseller

API/Development

  • Custom Coding
  • Custom Development/Reporting

Languages

  • French

The Team

  • Blue Leaf Consulting for Clio

    Krista Lee

    CEO

  • Blue Leaf Consulting for Clio

    Troy James

    COO

  • Blue Leaf Consulting for Clio

    Ana Atwal

    CFO

  • Blue Leaf Consulting for Clio

    Bill Cane

    CLO

Badges

  • CCC Since 2015
  • ClioCon Attendee 2014
  • ClioCon Attendee 2015
  • ClioCon Attendee 2016
  • ClioCon Attendee 2017



Locations

Vancouver, BC
888-858-2546

Whistler, BC
888-858-5566

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