Practice Managment Buildout - CLIO 

This is a ground up build.  You either have no practice managment at all, you are switching from another program to Clio or you have Clio and it is just not set up properly.

We start with a Lean Law Firm Analysis

This includes:

  • DEFINE:        Defining exactly what value your client wants.
  • MEASURE:    Measure your current processes to see what is or is not working.
  • ANALYZE:     Understand why we do it this way - cut out the waste!
  • IMPROVE:     Chart out a new path.
  • CONTROL:   Test out the new path and set up a process for continuous improvement.  

Once we have the New Process Map - we build out the following:

  • Intake Forms

    • Turn your intake forms into powerful data collection tools
  • Custom Fields

    • Everything you need to know about a person or a case is programmed in
  • Workflows 

    • Don't miss steps in the process anymore - everything will be automated to get things done
  • Drip Email Campaigns

    • Stay in touch with potential, existing and former clients
  • Document Templates

    • Never fill out a court form again 
  • Billing Parameters

    • Get paid for the work you do
  • Task Lists

    • Keep your team on task