Posts by kelliesimpson
11 top tips for organising you and your law firm
One of the reasons law firms often reach out to a legal virtual assistant like me is that they’re struggling to keep on top of their admin, processes and organisation. It’s understandable – there are only so many hours in a day and casework is always going to end up taking priority over organising your…
Read MoreHow I set and planned my goals and visions for 2022 in six easy steps
So many of us start a new year with great intentions. We think about our goals and maybe even make some resolutions…but is that enough to get you to where you want to be? I think where most of us go wrong, (myself included,) is not planning enough. How many of us actually sit down…
Read MoreHOW I HELPED MY CLIENT STREAMLINE THEIR ONBOARDING PROCESS USING CLIO GROW
In this blog, I want to give you a detailed example of how I have used Clio Grow with one of my legal clients to streamline their onboarding process. I’ll outline the tools they were using before and how we’ve managed to bring all these different processes together with Clio. If you’ve missed the previous…
Read MoreCase studies from using Clio – how I help my legal clients. Part 2 of my Spotlight on Clio series!
I’ve used a few different legal case management systems over my 20-year career working as a PA and I must say that Clio is one of my favourites. It’s one of the reasons I became a Clio Ambassador as I think it has so much potential to help legal professionals. In this blog post, I’ll…
Read MoreSpotlight on Clio: tips, advantages, and case studies of using Clio in your law firm.
Part 1 | 7 Benefits of using Clio for your law firm I started using Clio last year with some of my legal clients and it has completely changed how I work! I now use Clio nearly every day to help with client intake, CRM, document management, appointment booking, billing and more. Earlier this year,…
Read More5 reasons to work with a Virtual Assistant this summer
Summer is finally here and for many of us, thoughts are turning to holidays and long weekends away. However, when you run your own business, taking time off can seem impossible. There’s the worry of missing out on client calls and returning to an overflowing email inbox. So, for summer peace of mind this year,…
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