Clio Support
Virtual assistants trained in Clio Manage and Clio Grow who handle daily operations and administration in your Clio account.
Clio is one of the most widely used practice management platforms in the legal industry, but many firms only scratch the surface of its capabilities. DocketHire provides virtual assistants who are trained in Clio Manage and Clio Grow and can handle the daily operational tasks that keep your firm running efficiently. From matter management and contact entry to billing and document storage, our staff ensure your Clio account is well maintained and fully utilized.
Our Clio trained assistants manage the administrative tasks that attorneys and paralegals should not have to handle. They create and update matters, enter time entries, prepare invoices, manage calendars, upload documents, and maintain your contact database. For firms using Clio Grow, they manage your intake pipeline, track leads through every stage, and ensure no opportunity is lost. They also configure custom fields, activity descriptions, and workflow automations to streamline your processes.
Getting the most out of Clio requires consistent daily attention. DocketHire assistants keep your data clean, your billing current, and your workflows running smoothly. They generate reports on firm productivity, financial performance, and caseload distribution so you have the visibility you need to manage your practice effectively. Whether you are a solo practitioner or a growing firm, our Clio support helps you work more efficiently and profitably.
Key Tasks
- Create and manage matters, contacts, and related records in Clio
- Enter time entries and prepare invoices in Clio Manage
- Manage the intake pipeline in Clio Grow
- Upload and organize documents within Clio matter files
- Configure custom fields, tags, and activity descriptions
- Manage calendar events and deadline entries
- Set up and maintain Clio workflow automations
- Generate financial and productivity reports
- Reconcile Clio billing with QuickBooks or other accounting software
- Train team members on Clio features and best practices
- Manage user permissions and firm settings
Tools & Platforms
How It Works
Review Your Clio Setup
We assess your current Clio configuration and identify opportunities for improvement.
Assign a Clio Specialist
A trained assistant handles daily Clio administration and operations.
Optimize Your Workflows
We refine your Clio setup over time to maximize efficiency and ROI.
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Get started with Clio Support
Get started with a qualified legal virtual assistant today.