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WHAT’S NEW IN CLIO : APRIL 2025 It’s always g WHAT’S NEW IN CLIO : APRIL 2025 It’s always great to see new updates on @goclio and there are some really useful ones for Clio Manage which include: ➡️ NOTES & TASKS Both now have rich text formatting meaning you can bold, underline, italic text, use bullet points and also hyperlinks - I know this will make a huge difference. ➡️ AUTOMATED WORKFLOWS Love this update. If using matter stages, when you move a matter into the next stage, automatically assign a task list or create a document. ➡️ PAYMENTS & ENHANCEMENTS Make it easier for clients by creating ongoing payment plans and collect regular payments for office and client accounts ➡️ DARK THEME Change up the visual aspect of Clio and work in dark mode. ➡️ MULTI-CURRENCY BILLING A feature I requested ages ago is now here! Being able to add different currencies for billing ➡️ ATTACHING EXPENSE RECEIPTS This one is HUGE! You can now attach receipts when adding an expense, AND you can attach this receipt to the invoice when sending. Which new feature is going to help you the most?
Crazy how these trends really do take off. Work Crazy how these trends really do take off. Work Kellie 👩🏼‍💻 v Gym Kellie🏋🏼‍♀️ I made my doll earlier in the week, ready to post but then EVERYONE ended up posting and I thought “ill leave it” but then my friend @mandehlou made me the Gym Kellie and I really wanted to share the 2 sides of me. And who doesn’t love a bit of Friday Fun 😍 #aidoll #chatgptdoll #kelliesimpsonlegalltd #legalindustry #femaleledbusiness #virtualassistantmovement #femalelawyers #femalelawyer #businesslawyers #uklawyers #legalprofession #legalprofessionals #devonbusiness #ukbusinesswomen #femaleled #executiveassistants #legalassistant #lawblog #legalexperts #instalawyers #lawyersoffice #lawyer_club #businessadministration #uksmallbusinesses
📍ISLE OF SKYE ⛰️ I knew this place would 📍ISLE OF SKYE ⛰️ I knew this place would be amazing but WOW it was more than that, it was incredible. Absolutely stunning. Have had the best few days away. Lucky to have friends who live in Skye so spend a few nights with them. We really have been super lucky with the weather, at times it was hard to believe we were in Scotland and the UK. Great to have a couple days off from work to totally reset and relax. #isleofskye #scotland #isleofskyescotland #kelliesimpsonlegalltd #beautifulscotland #timeofffromwork #downtime #resetyourmind #relaxationmode #boutiquelawfirm #virtuallegalassistant #legalpa #legalsupport
💼 How to create a seamless onboarding experienc 💼 How to create a seamless onboarding experience using Clio Grow We often think of first impressions in terms of the first time we meet someone in person. However, in business, first impressions often happen online – on your website, by email, and during onboarding. ⚠️ Many law firms aren’t meeting client expectations in this area. Clio found 79% of consumers expect a response to an initial email enquiry in the first 24 hours. However, when they contacted law firms to test this, 67% didn’t even reply. Law firms need to take control of their client pipeline and improve their onboarding. In this month's blog, I explain how Clio Grow can help you to create a seamless onboarding experience (link in bio). 📃 In the blog, I highlight how you can use Clio Grow to: ☑️ Automate workflows – Standardising your emails and forms ☑️ Create checklists & tasks – To track onboarding actions ☑️ Schedule appointments – To simplify booking ☑️ Create email & document templates – To save time and ensure consistency ➡️ The result: A smoother, client-friendly process that improves first impressions and saves time. Check out the blog today, plus be sure to check back for more Clio insights over the coming months.
FINALE: How Outsourcing Transformed My Business 😃 If you’ve been following me over the last two weeks, you’ll know I’ve been talking about how to find, outsource, and set up a Virtual Assistant relationship for success. But here’s the thing—I don’t just talk about outsourcing, I live it. When I first outsourced in January 2021, I was doing it all myself. Fast forward to now, my team has grown, and I have two PAs, a copywriter, and a structured system that allows us to achieve so much more. Take this series as an example: ✔️ I planned the content and recorded the videos. ✔️ Emma (PA) edited the videos. ✔️ Stacey (PA) created the graphics and content. ✔️ Nick (Copywriter) put together the e-Book and email series. We use Asana to track tasks, delegate effectively, and make sure projects like this run smoothly. This means more efficiency, less stress, and business growth. You can’t do it all yourself. If you want to scale, you need to start delegating and outsourcing. To make it easier, I’ve pulled all the videos from this series into an e-Book called: SMART OUTSOURCING Learn how to elevate your efficiency by hiring your own Legal VA in 8 easy steps 📥 To Download - check the comments for the link. 📥
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