Clio Certified Services

Expert and Certified Support for Your Law Practice

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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.

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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

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

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William Brown
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I’ve had a great experience with Equivity from the very beginning. The hiring and onboarding process was seamless, transparent, and welcoming. Communication has been clear at every step, and the team has gone out of their way to make me feel supported and valued right from the start. What stands out most about Equivity is their professionalism combined with a genuinely warm and collaborative culture. From HR to the Paralegal Director, everyone I’ve interacted with has been approachable, responsive, and dedicated to setting me up for success. I’m excited to be part of a company that values its people and provides the resources and structure to thrive. I highly recommend Equivity to anyone looking for a professional, supportive, and growth-oriented workplace.
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Jack Duran
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doing well
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Michael Monteforte
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We have loved working with Equivity! Excellent staff, reasonable rates, and very easy to communicate with. Highly recommend!
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Ronnie Tinsley
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Great service
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Lori Board
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Excellent customer service and communication. Highly recommend!
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Melina Montes
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Equivity has been a great addition to our business. Their proactive approach, commitment, and attention to detail have played a great role in the success of our operations. Equivity truly went the extra mile to understand our operation and assemble an exceptional support team! Their representatives demonstrate a high level of professionalism and consistently provide excellent customer service. Equivity is the perfect choice if you're seeking top-tier service tailored to meet your business needs.
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Anna Lisa Perez
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Equivity's customer service is excellent. I am pleased with the efficiency and helpfulness of their team members. I would recommend using them to other vendors..
Google
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Excellence Team
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Equivity is a game-changer. Their team is highly knowledgeable and skilled in customizing their services to match our specific needs, which is super impressive. They frequently ask for our feedback and are quick to adapt to our requirements. Highly recommended!

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.​