Primary ConsultantJack Schaller
Blue Bell, PA
Crosspointe Consulting Group
We are a national consulting firm with offices in six cities in the U.S., specializing in software and related technology services for law offices and professional services firms. We bring many years of experience to our projects, and offer a wide array of services for companies looking to successfully implement a Clio system.
- Live training
- Account customization
- Data migrations
- Using Clio with accounting programs (QuickBooks, Xero)
- Using Clio with third-party applications
- Clio integrations with NetDocuments
- Familiar with many of the law office management products on the market today
- Certified consultants for NetDocuments
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.
Get everything you need to run your practice
Manage your cases, contacts, and billing from anywhere—with intuitive time tracking, calendaring, unlimited document storage, and more.Learn about Clio’s features
Protect your firm data
Store your firm information in the cloud and keep your data safe with 256-bit encryption, multiple data backups, and a 99.9% uptime guarantee.Learn about security
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.