Primary BusinessLaw Firm Consultant
Primary ContactLee Taylor
Available Remotely Nationwide
Stratus Legal Consulting
Work Smart, Live More.
I specialize in assisting mid-sized firms transition to Clio.
After practicing law for more than twenty-years and running a law firm for fourteen of those, I know your concerns and how to address them. I provide onsite consultations and assist in coordinate training, onboarding and migration to Clio. I use Clio to run my own practice and would love to show you why you should too.
- Clio Account Setup
- Document Templates & Automation
- 3rd Party Integrations
I have used both Quickbooks and Xero in my practice and I am familiar with both systems and how they seamlessly integrate with Clio.
I am happy to travel to give onsite consultations to mid-sized firms anywhere in the Southeast. I can also meet personally with solo or small firms in Western North Carolina, the upstate of South Carolina and Eastern Tennessee.
I do not provide IT services but work with my client’s existing IT team or, if requested, assist them in finding new resources.
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.