Organise all your tasks with your new personal assistant: Clio

Running your practice demands a lot of time and energy. So, when you start feeling the pressure, it’s time to hire a personal assistant to help organize your tasks, manage your calendar, facilitate billing, coordinate customer communications, track time spent and lighten your overall load. Lucky for you, Clio is not only your ideal assistant but also the most cost-effective employee you’ll ever have.

The Problem

Finding the right assistant.

According to a 2014 survey conducted by the American Bar Association, there are a few essentials that need to be considered when choosing a personal assistant.

Must have features The six most desired features for a practice management solution are:

  • Scheduling/reporting
  • Contact management
  • Conflict checking
  • Centralized case/matter management
  • Document management
  • Time and billing

A solid reputation matters — a lot 92% of respondents using cloud services considered the name and reputation of the cloud vendor as either very important (70%) or somewhat important (22%) to their decision.

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