Legal Support
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 More5 Tasks that you could outsource to a Legal PA
It’s really amazed me recently how much busier my work has become as more and more legal professionals look to outsource their work. In today’s blog I’m going to share 5 legal tasks that could be outsourced to a Legal PA. Most lawyers are used to having their own PA, it’s normal practice when you…
Read More10 hacks for getting the most out of your Virtual Assistant
Once you’ve hired a Virtual Assistant it’s important to work on maximising the benefits of working with them. Let’s take a look at 10 hacks for small business owners and entrepreneurs who are looking to get the most out of their Virtual Assistant. 1 | Provide clear instructions This is particularly important, especially at the…
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