Services
Custom Workflows
Automation
Document Templates
Bilingual Workflows
Case Management Workflows
Branding
Evelyn joined Gomez Legal just two months after I opened my solo practice. At the time, I had recently invested in Clio and recognized both its potential and hers. Seeing how quickly she learned, I decided to invest in her future, and in my firm’s future, by sponsoring her Clio certification. It remains one of the best decisions I’ve made. Since then, Evelyn has harnessed the power of the Clio Suite to transform the way our virtual practice operates. She has built and refined automated intake workflows, customized forms, templates, task lists, and custom fields that allow us to provide a seamless experience for both our clients and our team. Because a majority of our clients are Spanish-speaking, bilingual accessibility has always been essential. When we encountered limitations with intake form availability, Evelyn embraced the challenge and developed customized English and Spanish solutions that better served our clients and reflected the needs of our practice. Her ability to optimize Clio goes far beyond intake. She has created systems and templates that maximize efficiency, promote consistency, and ensure that our processes remain clear and organized. Whenever I encounter a challenge on the platform, I know I can rely on Evelyn to find a solution. Now, more than a year later, Evelyn has become an invaluable part of both Gomez Legal and the broader Clio community. As a solo practitioner, I know I cannot do everything myself. Thanks to Evelyn’s expertise and her commitment to leveraging Clio to its fullest potential, I don’t have to. She has helped us maximize our time and resources while delivering a better experience for our clients. Any firm that chooses to work with her for its Clio needs will be making an excellent decision.
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.