Skip to content
Kellie Simpson 1 white
  • Home
  • About
    • Meet your Founder
    • Meet the Team
  • Services
  • Testimonials
    • Kind Words
    • Case Studies
  • Blog
  • Home
  • About
    • Meet your Founder
    • Meet the Team
  • Services
  • Testimonials
    • Kind Words
    • Case Studies
  • Blog
BOOK A CALL

Posts Tagged ‘Legal CRM’

HOW I HELPED MY CLIENT STREAMLINE THEIR ONBOARDING PROCESS USING CLIO GROW

By kelliesimpson | October 7, 2021 | 0

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 More

Case studies from using Clio – how I help my legal clients. Part 2 of my Spotlight on Clio series!

By kelliesimpson | September 14, 2021 | 0
Case Studies - Clio

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 More

Spotlight on Clio: tips, advantages, and case studies of using Clio in your law firm.

By kelliesimpson | September 2, 2021 | 0

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 More

Recent Posts

  • Essential tips and tools to help you work remotely with a Virtual Assistant (VA)
  • 5 signs you’re ready to outsource to a legal VA 
  • How to create a seamless onboarding experience using Clio Grow 
  • Real Stories: How our Virtual PAs Transformed These Overworked Legal Professionals
  • Why Your Law Firm’s Marketing Needs a Virtual Marketing Assistant: Blogs, Newsletters, and Social Media

Recent Comments

  • David Williamson on Networking for beginners – what to expect when you start networking!
  • Kellie Simpson on How to use Asana to organise and simplify your meal planning
  • amy kaye on How to use Asana to organise and simplify your meal planning

Archives

  • June 2025
  • April 2025
  • March 2025
  • February 2025
  • December 2024
  • November 2024
  • October 2024
  • July 2024
  • June 2024
  • April 2024
  • March 2024
  • January 2024
  • November 2023
  • October 2023
  • September 2023
  • July 2023
  • June 2023
  • May 2023
  • April 2023
  • March 2023
  • January 2023
  • December 2022
  • November 2022
  • July 2022
  • May 2022
  • April 2022
  • February 2022
  • January 2022
  • October 2021
  • September 2021
  • July 2021
  • May 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • November 2018
  • October 2018

Categories

  • Asana
  • Clio
  • Clio Series
  • Event Management
  • Legal Support
  • Organisation & Productivity
  • Uncategorized
  • Updates
  • Virtual Assistant

Meta

  • Register
  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Stay in the know

Get ready to outsource, organise and manage your admin like a pro!

Every two weeks I'll be sharing tips, tools and advice to help you get on top of your admin and organisation.

Your business won't know what's hit it.

Follow me on Instagram

Follow on Instagram
Kellie Simpson 2 white
  • Press
  • Home
  • Pricing
  • Contact

PRIVACY POLICY          COOKIE POLICY         TERMS OF USE 

Kellie Simpson Ltd. | Allrights Reserved 2025

Site by Claire Moorhead Co