MME Consulting Services

Awesome Databases
Clio Gold Partner logo
Phoenix, Arizona, USA
Available Remotely Nationwide


We’ve found that software that requires little to no setup just doesn’t do much. First, we help you decide what to keep, what goes, and what to buy. We coordinate with all the techies and the software gets installed properly, data gets imported, customizations get made, procedures are created and people get trained.


  • Custom Workflows
  • Document Templates
  • Document Migrations
  • Workflow customizations
  • Data & document migration
  • 3rd party app integrations
  • Client intake
  • Webinar 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.

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