Ongoing Support 

We won't leave you hanging after a Clio Buildout - we are here for your team for ongoing support! 

GOLD Level Support - $1500/month

  • One 1-hour zoom meeting per month to go over needs and expectations or to offer team training
  • Up to ten new document templates 
  • Up to ten new task lists 
  • One hour of Clio diagnostics and advice
  • Access to Well Balanced Legal Youtube Channel for ongoing team training

SILVER Level Support $1000/month

  • One 30 minute zoom meeting per month to go over needs and expectations or to offer team training
  • Up to 5 new document templates 
  • Up to 5 new task lists 
  • 30 minutes of Clio diagnostics and advice
  • Access to Well Balanced Legal Youtube Channel for ongoing team training

BRONZE Level Support $750/month

  • One 30 minute zoom meeting per month to go over needs and expectations or to offer team training
  • Up to 5 new document templates or up to 5 new task lists 
  • Access to Well Balanced Legal Youtube Channel for ongoing team training

Contact us for other FLAT FEE options to optimize your firm's processes.