Over 19 years of experience providing case management and billing assistance to small and mid-sized law firms and other professional organizations. Skill set includes billing expertise, software implementation, collaborative customer training, and database customization to include electronic bill delivery and digital invoice submission. Experience in "on-premise" and cloud based "Software-as-a-Service" environments.
- Live training
- Data migrations
- Document Templates & Automation
- Using Clio with Google Apps
- Using Clio with Outlook
- Using Clio with third-party applications
- Database Customization with Custom Fields and Sets
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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.