Legal Support
HOW TO IMPROVE YOUR CLIENT ONBOARDING – A CASE STUDY
In a recent blog post, we highlighted how a poor client onboarding process could be costing you time and money and gave examples of what a good and poor onboarding process looks like. You can read more at: Is your client onboarding process costing you time and money? Today, we want to illustrate how you…
Read MoreIs your client onboarding process losing you clients and money?
Last year I was asked to speak at the Legal Ex conference in London. Having worked in the legal sector for over twenty years I knew what a big opportunity this was. However, I also felt a responsibility to present something that would not only be interesting, but valuable, to an audience of time-stretched lawyers…
Read More11 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 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,…
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