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.
Virtual Paralegal & Legal Assistant Plans and Pricing
Choose an Annual Plan to save 15% off our monthly rates!
Click here to view our California rates.
Need A Customized Plan or a Virtual Assistant Team?
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
Thoroughly Vetted
NDAs and Conflict Checks
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.