Clio Certified Services

Expert and Certified Support for Your Law Practice

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.

Clio Certified Partner logo

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

Virtual Paralegal & Legal Assistant Plans and Pricing

Choose an Annual Plan to save 15% off our monthly rates!

Monthly
Annual

Click here to view our California rates.

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

Ken Paskins Headshot
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I have had full time admins running large business before and I never will again with this team. Their flexibility to get the job done is second to none!

Ken Paskins
Founder and CEO
GCE Strategic Consulting
Casey Melvin Headshot
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I am a brand new jewelry startup founder, and I was very lucky to come across Equivity. I was matched with an experienced VA with high-level executive assistant experience. Couldn’t be happier. 10/10.

Casey Melvin
Co-Founder, CEO
De Rigueur Designs 3D Jewelry
ken beck testimonial
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The quality and professionalism of Equivity virtual assistants is outstanding. My virtual assistant not only provides excellent executive administrative support, but can also anticipate my needs and handle complex projects. We now utilize Equivity for our marketing and membership programs as well. I highly recommend their services.

Kenneth Beck
Co-Founder & CEO
CEO Connection
April Dodson
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Equivity knows how to create a business owner, sales person, CEO more time to do what they are good at. Or, simply focus on some much needed time off. I own a business and not one of our employees is a specialist in social media and blogging. So I hired an expert in the field. We are wowing my industry with content. I am very excited about my future with this company. I could not be more happy.

April Dodson
President
BidSlot Marketing
mark-walsh
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Within hours I knew Equivity was one of the best investments I’d ever made. Erica handles my schedule with prompt, professional courtesy that makes life as a freelancer SO much easier. I’m very glad I went with Equivity.

Mark Walsh
Freelancer
Darrell Darnell
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I came to Equivity to get more than just an administrative helper, but a project manager who could exercise discretion and judgment without close supervision. My virtual assistant has exceeded my expectations and has become a critical component of my business.

Darrell Darnell
Owner
Pro Podcast Solutions
alana rivera
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I hired on Equivity because with my business growing and expanding so rapidly, I was constantly getting bogged down by administrative minutia. My VA has been a huge help with everything from data entry to website updates and even to customer and vendor outreach. I can now actually focus my efforts on running and growing my business. I highly recommend Equivity’s services!

Alana Rivera
Founder and Owner
Etta + Billie
charlie daniel
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I’ve always wanted to start a business where my entire front office is subcontracted to third party professionals to keep overhead below average and professionalism above average. This includes bookkeeping, client communications, scheduling, marketing and anything else I need. I’ve tried dozens of firms and people trying to piece it together with no luck. Then I met Eric and Equivity. They are handling all of this for me and more. So I now have the time to focus on what I am good at; sales. My employees love working with them too. Since we are approaching one year together, we are thinking alike too which is a great sign for the team. Definitely recommended. A 5-Star operation.

Charlie Daniel
Founder
Car Nanny
troy helming
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Convenient, high quality, great price. I will be increasing the hours we hire on Equivity for the foreseeable future. Patty does excellent work for us!

Troy Helming
Principal
Clean Energy Fund
carrie beckner
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Equivity’s virtual assistants are intelligent, flexible and super-responsive. They have a real personal touch and always go the extra mile for us.

Carrie Beckner
Executive Team Office Manager
Pariveda Solutions
marlo turner
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When I came to Equivity, I needed an assistant with specialized skills—someone who could manage administrative projects and also master our complex inventory management system in a short period of time. Equivity matched me with a virtual assistant who has exceeded my expectations.

Marlo Turner
President
Gateway Specialty Imports

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.​