Work Smart,Live More

INTRODUCTION TO CLIO

I offer a free one-hour introduction to Clio that listens to your firm’s specific needs. This introduction can be virtual or in-person. I will show you how Stratus can help take your practice to the next level of profitability and productivity. I will describe how Clio will give you peace-of-mind and answer any questions you have about the complete law office management system that is Clio.

Try Clio For Free

ONBOARDING TO CLIO

Stratus will create a specialized onboarding plan for your firm that includes initial account setup, Outlook/Gmail integration, and QuickBooks software integrations if requested. Our training is targeted, so your attorneys and staff will receive exactly the training that they need. We also offer advanced training in task list creation and law office automation. When your firm’s needs require, we provide assistance in working with any of the two hundred Clio-integrated partner companies.

Typically, a firm of twenty employees would require five targeted training sessions, usually completed in multiple small groups. We begin with how to use the calendar, create contacts and matters, and major Clio components. Subsequent training sessions include billing, advance task creation and management, document automation, and reports. We offer additional training for firms wishing to use the powerful integration with Quickbooks or any of the other 200 Clio integrations. Your firm will have regular “office hours” for the first three months, and these can continue depending on your needs. This allows employees or management to meet with us virtually to ask questions, resolve issues, or identify additional needs at a set time every week. We are available through email and phone as well.

OPTIMIZATION OF CLIO

Do you already work in Clio but have not yet discovered its full potential? I am here to help. I will visit your office/s in-person or virtually, meet with your attorneys and staff, and determine how your firm can optimize all of Clio’s amazing features and those of their integrated partners.

Stratus will create a specialized optimization plan for your firm. This can include integrating Clio’s billing system with QuickBooks, advanced task list creation based on practice area, document automation, and other powerful features. Optimization plans include office hours one day a week for the first three months so you can get all your Clio questions answered.

Try Clio For Free!

Servicesstratuslegalconsulting2023-01-24T18:27:45+00:00

What Clio Does for Your Firm

Billing Made Easy

Client Contact

Unlimited Cloud Storage

Calendaring

Time Tracking

Document Management

Client Portal

Website Builder

Accounting

Online Payments

Client Intake

Task Management

Try Clio for Free!

Testimonials

King Law Offices would not have its success without the work of Lee Taylor and Stratus Legal Consulting. I have worked with Lee from the beginning of our firm, from one office with five employees to our current sixteen offices covering two states and over eighty team members. Lee has incredible knowledge and technical skill, and as a fantastic courtroom attorney who actually ran a thriving law firm, she understands what we are going through and the challenges we face. Her highest skill, however, is her curiosity. She loves to learn about her customer, and never makes a recommendation without first fully understanding the constraints we are facing.

Quite simply, if you own a law firm, you need Lee Taylor and Stratus Legal Consulting.

Brian King, King Law

“Lee made our transition to Clio seamless. She was always available and eager to help with our questions. Making the move to Clio has made our practice so much better. I can’t say thank you enough!”

Horn, Pack, Brown & Dow

“Lee Taylor efficiently helped us understand what Clio has to offer and highlight the areas with greatest potential for improvement.”

James Ellis, Stone & Christy

Contact Stratus