Posts Tagged ‘Clio’
How to Improve Your Client Onboarding with Clio
Onboarding is one of the most critical client-facing processes for any law firm. It applies to every client you take on, and it has a huge impact on customer experience. Get it right, and you’ll see the benefits in client retention, customer satisfaction, and reduced admin hours for your team. Get it wrong, and you…
Read MoreThe legal sector is changing: six predictions for law firms and lawyers in 2023
To those of us who have worked in the legal sector for a while (20+ years in my case), it’s clear that we are in a time of considerable change. As with most industries, the legal world shifted dramatically in response to the Covid-19 pandemic, but there are changes beyond this. For a long time,…
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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