Cloud Based ZeroTrust Solutions

We are partners with several services complimentary to Clio. Google’s G Suite, Microsoft O365, Box, DropBox, and RingCentral (hosted phone system in the cloud.) We can help you evaluate these cloud options and provide training and implementation services.

Clio Specializations

  • Clio Account Setup
  • Document Templates & Automation
  • Migrations
  • Training
  • Office 365 Integrations
  • 3rd Party Integrations


  • Box Reseller
  • Dropbox Partner
  • Google Certified Associate
  • MacOS and OS X Certified
  • Microsoft Certified Professional
  • Zapier Integration Developer Partner


  • English
  • Spanish

Key benefits for your firm

  • Integrations

  • Document Migrations

  • Data Migrations

Overland Park, Kansas, USA


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.