Membership Includes....

  • Exclusive Monthly Webinars

    Get ready to uplevel your use of Clio with actionable content that you won't find anywhere else!

  • Weekly Solution Sessions

    You bring the problem and we'll bring the solution! Join our team as we brainstorm & design the answers to your toughest Clio challenges.

  • New User Clio Training

    Set your team up for success! Send up to 1 user per month to our week long virtual New User Clio Training and watch their productivity increase.

  • Collaborative Online Community

    Get access to a community of Clio users pushing the limits of what practice management can do. Save your time and sanity by not recreating the wheel!

  • Document Template Audits

    Are your templates buying you 75% more time? Let our team take a look at your Clio Document Templates and suggest ways to make them even more robust!

  • Task List Audits

    Looking to improve what you've started? Let our team take a look at your Clio Task Lists and suggest ways to boost their effectiveness in making your firm more proactive!

  • Calendar Syncing

    New to Clio or just not comfortable syncing your Google or Outlook Calendar to Clio? No problem! We'll make sure it's done right!

  • and more...

    We're just getting started! We can't wait to add more value with other exclusive resources such as written procedures, templates and more.