Category / Law Practice Management
The Bottom Line: Hiring a Virtual Assistant Will Increase Your Profitability
As we meet with attorneys throughout the country at various bar associations and conventions, one of the most common questions we get asked revolves around the profitability of hiring a virtual assistant. Most attorneys…
Tips on Delegating Work to a Virtual Assistant
Now that you’ve realized you are both overworked and overwhelmed as an attorney, where do you turn for help? We see the wheels turning in your head and are here to help. Even…
Four Ways You Can Grow Your Practice with Virtual Assistants
Originally written for Clio but is reposted with permission. You may have seen any number of tweets or blog posts in the past year suggesting that robots are going to either replace or…
Do I Really Need an Assistant for my Firm?
If you open up the dictionary and look up either legal assistant or paralegal, you will find the following description: “Warning…these positions including the following duties: receptionist, office manager, accountant, support staff and quasi-lawyer…
5 Tips for Keeping Your Distributed Team Engaged
With the ever-increasing move toward virtual law firm models, there is relentless talk about technology and how to use it to crank out your daily workload. There is no end to the…
Managing Trust Accounts in Clio
Many states have rules in place regarding how attorneys need to maintain lawyers’ trust accounts. These rules vary from state to state but the common underlying theme is that as a lawyer,…
Collection Realization Rates the Clio Way: Have you looked at yours lately?
The financial health of your law firm or any business is ultimately dependent on three simple concepts: Getting the work (selling your product – yes, you are a salesperson disguised as a…
A Clio Workflow for Collecting on Past Due Accounts
A Clio Workflow for Collecting on Past Due Accounts Want to make sure the collections work on past due accounts gets delegated and completed? Well, here is a way to do it –…
Clio and Tracking Prospects – A Little Creative use of Clio
There are many times I get asked if there is a way to track prospect clients in Clio. So, while this is not perfect, it is a nice simple way to accomplish…
Setting up Your Clio Task Feeds
Clio integrates very well with Google Apps. For example, it’s easy to get your task list to show up on your google calendar (or Outlook or iCal if you’re into that sort…
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