Posts by kelliesimpson
HOW 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,…
Read MoreHow to use Asana to create a Vision Board
Asana is a great tool for planning, organising and tracking tasks and collaborating with colleagues. Asana is also a great tool for creating online vision boards and I’m going to show you exactly how in today’s blog. Firstly, if you’ve not heard of Asana, check out my blog “What is Asana and how does it…
Read MoreHow I manage my business with Asana
If you work with various clients and wear many different hats it helps having a tool where you can manage all your processes, tasks and deadlines. In today’s blog I’m going to share how I manage my business with Asana, it really is a god send. When you’re really busy it can be so easy…
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