Clio Certified Partner

Your law firm,
running at its
full potential.

We implement Clio, add AI to every layer of your practice, and train your team — so you capture more billable time, convert more clients, and grow without adding overhead.

Book a Free Consultation See how it works
Clio Certified Partner
Serving firms nationwide
Free 45-min consultation
Law firm team working together
Trusted by law firms across the US
Billable hrs captured
+32%
↑ avg after Clio setup
Setup time
2–4 wks
Full implementation
We migrate from PracticePanther MyCase Actionstep Smokeball Any legacy system → Clio
Powered by Clio

The world's #1 legal platform. We get you there — and set you up for success.

Clio is trusted by over 150,000 legal professionals across 90+ countries. As a Certified Partner, we handle your complete implementation. Once you're running confidently, Clio's award-winning support team takes over.

Clio Manage
Practice management — cases, billing, documents, calendar, and time tracking
Clio Grow
Client intake, CRM, lead conversion, and marketing tools
Clio Draft
Advanced document automation, court forms, and questionnaires
Clio Work ✦ AI
Legal AI workspace — case analysis, strategy, and AI-powered reasoning
✓ Time tracking ✓ Legal billing ✓ Online payments ✓ Trust accounting ✓ Client portal ✓ Document automation ✓ Court e-filing ✓ Mobile app ✦ AI legal analysis ✦ 300+ integrations
Clio Plans — From $49/user View all plans →
EasyStart
Time tracking, billing, documents, e-signatures
$49/user
Essentials
Templates, client portal, 300+ integrations
Custom
Advanced Popular
Automation, custom reports, priority support
Custom
Expand
Full Clio Grow CRM, lead automation, ROI tracking
Custom

We help you choose the right plan based on your firm's size, practice areas, and goals — then handle the entire setup and migration.

Clio
PracticePanther
Actionstep
Best for
Solo to midsize
Solo & small
Enterprise
Pricing
Transparent
Moderate
+450% in 2024
AI workspace
✓
—
—
300+ integrations
✓
~50
~80
Setup simplicity
Easy
Easy
Complex
AI-First Approach

We don't just set up software.
We add AI to every layer.

Most firms use Clio as a tool. We configure it as an intelligent, AI-powered operating system — where automation handles the repetitive work and your team focuses entirely on practicing law.

AI inbound & outbound call agents

Answer calls 24/7, qualify leads, handle outbound follow-ups, and book appointments — fully integrated with your Clio workflow.

Automatic call transcription & logging

Every call transcribed, summarized, and logged to the right Clio matter automatically — no manual note-taking, ever.

AI website assistants & lead capture

Intelligent chat agents on your website answer questions, qualify prospects, and feed them directly into Clio Grow's intake workflow — around the clock.

Automated billing & collections

Smart invoice reminders, payment follow-ups, and collections sequences that recover revenue without anyone lifting a finger.

Modern law office team collaboration
Inbound call flow
Call comes in → AI agent answers → Qualifies lead → Books meeting → Logs to Clio
What We Deliver

Everything your firm needs,
from day one to ongoing growth.

We get you fully set up on Clio, trained, and running with confidence. After 90 days, Clio's own support team takes over — and we stay available as your AI and integration consultant.

Book a free consultation
Legal professionals in a meeting
01

Clio Setup & Implementation

Full Clio deployment — Manage, Grow, Draft, and Work — configured around your practice areas, billing structure, and workflows from scratch.

02

Software Migration

Zero-loss migration from PracticePanther, MyCase, Actionstep, Smokeball, or any legacy system. Every matter, contact, document, and billing record arrives intact.

03

AI Call Agents & Transcription

AI agents that answer and make calls 24/7, with automatic transcription and logging to the right Clio matter — no missed leads, no manual notes.

04

Workflow Design & Automation

Rebuild your intake, matter progression, billing, and deadline workflows into AI-assisted processes that run automatically in Clio — start to finish.

05

Staff & Management Training

Role-by-role Zoom training for every team member — attorneys, paralegals, and admins. We stay until every person is fully confident using Clio.

06

VXT & App Integrations

Connect VXT, QuickBooks, Office 365, e-signature tools, and more to Clio — every call logged, every app synced, every workflow seamless.

07

Website & AI Chat

Redesigned websites with embedded AI assistants and Clio Grow intake — converting visitors into qualified leads automatically, around the clock.

08

Billing & Collections

Automated invoice reminders, trust accounting setup, and smart collections workflows that recover revenue without awkward manual follow-ups.

09

Ongoing AI Consulting

After the 90-day handoff to Clio support, we stay available as your AI and integration specialist — adding capabilities and optimizing as your firm grows.

"We get your firm live on Clio, fully trained, and running with confidence. At 90 days, Clio's team takes over support. We stay on as your AI and integration specialist — adding capabilities as you grow."
The Clio Experts engagement model
Our Process

Simple, transparent,
and built around your firm.

Remote-first, Zoom-based, and designed to keep costs manageable. We work around your schedule and move at a pace that works for your team.

1

Free discovery consultation

A free 45-minute Zoom call to understand your current setup, goals, and what your firm needs. No obligation — just an honest assessment.

2

Custom plan & Clio subscription

We recommend the right Clio plan, help you subscribe, and deliver a clear implementation scope with timeline and transparent pricing.

3

Remote setup & migration

We configure your entire Clio environment remotely via screen share — matters, billing, workflows, AI tools, and integrations. Data migrated cleanly from your current system.

4

Team training via Zoom

Role-by-role Zoom training sessions for every team member. We don't hand off a manual — we work with your team until everyone is confident.

5

90-day handoff to Clio support

Once your firm is running smoothly, Clio's award-winning support team takes over. We remain your dedicated AI and integration consultant going forward.

Team in a video consultation meeting
1
Weeks 1–4
Setup & Migration
Clio configured, data migrated, AI tools deployed, integrations live
Led by: Clio Experts
2
Weeks 5–12
Training & Optimization
Team trained, workflows refined, firm running confidently on Clio
Led by: Clio Experts
3
Day 90+
Handoff & Ongoing
Clio support handles platform. Clio Experts stays as your AI consultant.
Support: Clio · AI consulting: Clio Experts
Get Started

Ready to see what your firm can become?

Book a free 45-minute Zoom consultation. We'll assess where your firm is today and show you exactly what's possible — no pressure, no hard sell.

HoursMon – Fri · 9:00 AM – 9:00 PM EST
LocationFlorida-based · Serving firms nationwide
Book a Free Zoom Consultation
45 minutes with our team. We'll review your current setup, walk you through what Clio can do for your firm, and outline a clear path forward.
Schedule on Calendly
No commitment · AI assistant available 24/7
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