Resources

Useful resources and downloads all in one place.

 

11 ESSENTIAL ACTIONS TO MAKE YOU AND YOUR LAW FIRM MORE ORGANISED

FREE DOWNLOAD

 

If you work in the legal sector, you’ll want to read our free law firm organisation guide. Full of practical tips, recommendations and actions, this eBook will help you to address the organisational challenges you and your law firm face. By following the step-by-step guide, you’ll take charge of your processes, bring order to your filing, discover helpful tools and much more!

 

WHAT’S INCLUDED?

  1. How to map and document your processes and create SOPs.
  2. Help to organise your filing and folder structures.
  3. Details of tools to help organise your law firm and CRM processes.
  4. Strategies and tips to delegate work more effectively.
  5. How to template legal documents and processes.
  6. Time management techniques.
  7. How to compile an operations manual.

What are you waiting for? Get your free download now.

Download your FREE eBook now

11 ESSENTIAL ACTIONS TO MAKE YOU AND YOUR LAW FIRM MORE ORGANISED

[/et_pb_text][/et_pb_column][et_pb_column type="1_2" _builder_version="4.17.6" global_colors_info="{}"][et_pb_button button_url="https://exceptional-speaker-5079.ck.page/f2fa55aa5c" url_new_window="on" button_text="DOWNLOAD NOW" button_alignment="center" _builder_version="4.17.6" _module_preset="default" custom_button="on" button_bg_color="#E9835B" button_use_icon="off" custom_margin="50px||||false|false" custom_padding="20px|20px|20px|20px|false|false" global_colors_info="{}"][/et_pb_button][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built="1" _builder_version="4.17.6" _module_preset="default" background_color="#FFFFFF" custom_margin="||||false|false" custom_padding="0px||80px||false|false" top_divider_color="#FFFFFF" global_colors_info="{}"][et_pb_row column_structure="3_4,1_4" _builder_version="4.17.6" _module_preset="default" global_colors_info="{}"][et_pb_column type="3_4" _builder_version="4.17.6" _module_preset="default" global_colors_info="{}"][et_pb_text _builder_version="4.17.6" _module_preset="default" text_font_size="18px" global_colors_info="{}"]

What tasks can Clio help with? – A quick guide

Clio is a really comprehensive tool and we use it with a lot of our legal clients. If you work in the legal sector you can likely save yourself time and improve internal and client-facing processes by switching to Clio.

Here are some of the areas where Clio could help your law firm:

[/et_pb_text][/et_pb_column][et_pb_column type="1_4" _builder_version="4.17.6" _module_preset="default" global_colors_info="{}"][et_pb_image src="https://kelliesimpsonlegal.co.uk/wp-content/uploads/sites/2002/2022/07/icon-clio.png" alt="Icon - Clio" title_text="Icon - Clio" show_bottom_space="off" align="center" _builder_version="4.17.6" _module_preset="default" global_colors_info="{}"][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row column_structure="1_2,1_2" _builder_version="4.17.6" _module_preset="default" global_colors_info="{}"][et_pb_column type="1_2" _builder_version="4.17.6" _module_preset="default" global_colors_info="{}"][et_pb_text _builder_version="4.17.6" _module_preset="default" text_font_size="18px" global_colors_info="{}"]

  • Client intake;
  • Customer Relationship Management (CRM);
  • Issuing, tracking and chasing invoices;
  • Recording time spent on client tasks;
  • Document management;
  • Adding and tracking potential leads to pipelines;
  • Coordinating and tracking client communications;
  • Closely monitoring client pipelines, identifying customer trends and tracking opportunities;

[/et_pb_text][/et_pb_column][et_pb_column type="1_2" _builder_version="4.17.6" _module_preset="default" global_colors_info="{}"][et_pb_text _builder_version="4.17.6" _module_preset="default" text_font_size="18px" global_colors_info="{}"]

  • Running reports on marketing ROI, referral revenue and overall business growth;
  • Saving emails;
  • Appointment bookings;
  • Creating document templates and adding custom fields so information can be populated when a document is created;
  • Reporting – e.g. creating matter lists, revenue and billing; and
  • Querying and reporting on WIP.

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.17.6" _module_preset="default" global_colors_info="{}"][et_pb_column type="4_4" _builder_version="4.17.6" _module_preset="default" global_colors_info="{}"][et_pb_text _builder_version="4.17.6" _module_preset="default" text_font_size="18px" global_colors_info="{}"]To find out more about Clio and how it could help with structuring your onboarding and client processes, contact us today. You’ll also find more Clio resources below.[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.17.4" _module_preset="default" custom_padding="||||false|false" global_colors_info="{}"][et_pb_column type="4_4" _builder_version="4.16" _module_preset="default" global_colors_info="{}"][et_pb_image src="https://kelliesimpsonlegal.co.uk/wp-content/uploads/sites/2002/2022/01/CLIOLegalReports.png" alt="CLIO Legal Trends Report 2021" title_text="CLIO Legal Trends Report 2021" url="https://www.clio.com/resources/legal-trends/2021-report/read-online/?utm_source=KellieSimpson&utm_medium=Blog&utm_campaign=LTR-Partner" url_new_window="on" align="center" _builder_version="4.16" _module_preset="default" custom_margin="||-4px|||" global_colors_info="{}"][/et_pb_image][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built="1" _builder_version="4.17.4" _module_preset="default" background_color="#1A365C" custom_margin="||||false|false" custom_padding="80px||||false|false" global_colors_info="{}"][et_pb_row _builder_version="4.16" _module_preset="default" global_colors_info="{}"][et_pb_column type="4_4" _builder_version="4.16" _module_preset="default" global_colors_info="{}"][et_pb_text _builder_version="4.17.6" _module_preset="default" text_orientation="center" background_layout="dark" global_colors_info="{}"]

SPOTLIGHT ON CLIO: TIPS, ADVANTAGES, AND CASE STUDIES OF USING CLIO IN YOUR LAW FIRM.

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.17.4" _module_preset="default" custom_margin="||||false|false" custom_padding="||||false|false" global_colors_info="{}"][et_pb_column type="4_4" _builder_version="4.16" _module_preset="default" global_colors_info="{}"][et_pb_blog fullwidth="off" include_categories="290" show_author="off" show_categories="off" show_pagination="off" _builder_version="4.17.6" _module_preset="default" custom_padding="||0px|||" global_colors_info="{}"][/et_pb_blog][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built="1" _builder_version="4.17.6" _module_preset="default" custom_padding="120px||120px||false|false" top_divider_style="mountains2" top_divider_color="#1A365C" bottom_divider_style="slant" bottom_divider_color="#1A365C" bottom_divider_flip="horizontal" global_colors_info="{}"][et_pb_row module_class=" et_pb_row_fullwidth" _builder_version="4.16" width="89%" width_tablet="80%" width_phone="" width_last_edited="on|desktop" max_width="89%" max_width_tablet="80%" max_width_phone="" max_width_last_edited="on|desktop" custom_margin="||||false|false" custom_padding="40px|0px|0|0px|false|false" make_fullwidth="on" global_colors_info="{}"][et_pb_column type="4_4" _builder_version="4.16" custom_padding="|||" global_colors_info="{}" custom_padding__hover="|||"][et_pb_text _builder_version="4.17.4" max_width="44%" max_width_tablet="100%" max_width_phone="100%" max_width_last_edited="on|phone" global_colors_info="{}"]

CONTACT Kellie for a free 30 minute consultation call

If you're running at full capacity and could do with more hours in your day then please get in touch - I'd love to hear from you.

[/et_pb_text][et_pb_button button_url="https://kelliesimpsonva.co.uk/contact/#" url_new_window="on" button_text="Contact Kellie" button_alignment="left" _builder_version="4.16" custom_button="on" button_text_size="18px" button_text_color="#ffffff" button_bg_use_color_gradient="on" button_bg_color_gradient_stops="#00265b 0%|#1a365c 100%" button_bg_color_gradient_start="#00265b" button_bg_color_gradient_end="#1a365c" button_icon="I||divi||400" button_icon_color="#ffffff" custom_margin="20px||20px||false|false" animation_style="fade" global_colors_info="{}"][/et_pb_button][/et_pb_column][/et_pb_row][/et_pb_section]