Equivity is proud to offer Clio Certified Partner services to our clients. Our team of highly skilled professionals can help you optimize your use of the Clio platform and streamline your day-to-day operations.
Whether you’re a solo practitioner or part of a large firm, our team of Clio Certified Partners is well-equipped with the expertise and experience to tailor Clio according to your unique requirements. We offer comprehensive assistance, starting from setting up Clio Billing for streamlined invoicing, easy revenue tracking, and enhanced profitability to creating custom workflows that will save you time and ensure precision in your document management processes. Your designated Clio Certified paralegal will be there to support your firm with client intake, case management, document handling, time and expense tracking, billing, online payments, and much more! By utilizing Clio, you can enjoy numerous benefits, including:
- Expert Guidance: If your law firm is new to using Clio, our team of Clio Certified paralegals can provide you with the expertise and guidance you need during the implementation process. We will ensure a seamless transition and help you make the most out of Clio’s powerful capabilities.
- Time and Cost Savings: Unlock your law firm’s full potential by entrusting the setup and optimization of Clio to our Clio certified paralegals. With their expertise, you’ll save valuable time and resources, enabling you to dedicate yourself fully to serving your clients and excelling in your practice.
- Tailored Solutions: Our paralegals recognize that each law practice is unique, so whether your firm is new to Clio or has been using it for a while, they will collaborate closely with you to customize Clio’s features, ensuring a seamless alignment with the unique requirements of your practice.
Discover a more efficient way of working. Schedule a consultation today to learn how we can help you enhance your processes, save time and money, and fully leverage the power of Clio.
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
NDAs and Conflict Checks
What people are saying About Equivity
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!
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.
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.
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.
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.
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.
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!
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.
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!
Equivity’s virtual assistants are intelligent, flexible and super-responsive. They have a real personal touch and always go the extra mile for us.
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.
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.
Choose a plan that works for you. No long-term contracts and you can increase, decrease, or cancel your plan at any time!
Establish key objectives, discuss communication methods, and create a plan for success with your assistant and Client Experience Manager.