Clio is the heartbeat of my law firm. My professional services consultant unlocked the doors to taking my business deep into the abilities Clio has to offer—completely changing how my firm functions and saving me massive time, while teaching me so many things along the way.
President and Founder of Sando Law, P.A.
efficiency
Get live, virtual training with one of our product experts to access tailored workflow recommendations and hands-on coaching to maximize efficiency, organization, and profitability at your firm.
We train on all features and help customize Clio products to what your firm needs. We aim to understand what processes you’re currently using outside of Clio and show how Clio works where you work.
One of our training consultants will develop a custom training plan and deliver it on your home turf. We’ll ensure your team is quickly set up to use Clio effectively, while setting aside time to work one-on-one with individual team members for additional training and consultation.
Our team members are ready to perform fast, efficient, and secure data migrations from over 100 different software providers to get you up and running quickly in Clio.
We’ll help you migrate from any starting point—no manual dragging and dropping required. When your documents are in Clio, you can take advantage of features like sharing in Clio for Clients, e-signature, and summarization.
Five layers built and executed for you: firm foundation, matter structure, billing engine, cost and activity catalog, and reporting. Over 250 decisions, made with you and in the right order, before anyone logs in on day one.
A senior project leader who owns the plan to launch: discovery, dependencies, cutover planning, and coordination of configuration, migration, and third-party work so they converge on your go-live date.
We come back after go-live with your real utilization data and fix what is not being used, while there is still time to correct course.
Training changes what people know. Change management changes what people do. Our AI Services help firms move past tool activation to real AI adoption: live in your environment, on your matters, with your team doing the work.
An in-depth strategic review of your firm that delivers a clear, ROI-driven roadmap to implement AI, streamline operations, and eliminate bottlenecks.
A hands-on workshop series where our consultants team up with your firm to build and deploy AI prompts, automations, and workflows directly in your Clio environment. Working sessions on real matters, not a demonstration or a lecture.
