Equivity’s Clio Certified Partner services are designed to help you get the most out of Clio and streamline your daily tasks. Whether you’re a solo practitioner or part of a large firm, our expert team customizes Clio to fit your specific needs.
We offer complete support, including setting up Clio Billing for seamless invoicing and revenue tracking, as well as creating custom workflows to save time and boost accuracy in document management.
Why Choose Equivity’s Clio Services?
- Expert Setup & Guidance: Our paralegals ensure a smooth transition to Clio, helping you fully leverage its powerful tools.
- Save Time & Money: We take care of setup and optimization, so you can focus on serving clients.
- Custom Solutions: Whether you’re new to Clio or an experienced user, we tailor the platform to match your practice’s needs.
Ready to simplify your workflow? Contact us today to see how Clio can enhance your efficiency, save time, and reduce costs.
How Can A Clio Certified Paralegal Help Your Law Practice?
Wondering what a Clio certified paralegal virtual paralegal can do for you? Your dedicated paralegal can handle essential tasks like:
- Client intake
- Case management
- Document handling
- Time and expense tracking
- Billing and online payments
Work Smarter, Not Harder.
Discover how Clio can streamline your workflow and transform your law practice.
Schedule your free demo today.
CLIO CERTIFIED PARALEGALS
YOU CAN TRUST
We understand how important it is to have confidence in the paralegal in whom you entrust your client’s information. From hiring to IT policies, we work each step of the way to safeguard your information.
Employees, Not Freelancers
Our paralegals are Equivity employees, not freelancers, with years of experience in their profession.
Thoroughly Vetted
We thoroughly vet all employees, including doing reference and background checks, to guarantee they have the relevant experience.
NDAs and Conflict Checks
All paralegals sign a non-disclosure agreement to safeguard client information and we routinely run conflict checks to keep confidential information in the right hands.
What people are saying About Equivity
How Does It Work?
Flexible and Fast.
Customized support & scalable
plans to fit your needs.
Talk to Us
During this 30-minute call, we will assess the skillsets and hours you need and answer any questions you have.
Placement & Interview
We will send you a detailed bio of the best assistant for your needs and, if you prefer, you can schedule a one-on-one interview with them.
Sign Up
Choose a plan that works for you. No long-term contracts and you can increase, decrease, or cancel your plan at any time!
Kick-Off Call
Establish key objectives, discuss communication methods, and create a plan for success with your assistant and Client Experience Manager.