Written by the team that runs Bay Legal, PC every day. Every article is based on systems we’ve implemented, results we’ve measured, and mistakes we’ve fixed.
Practical guides covering legal technology, intake, staffing, and firm operations.
Revenue collected, AR aging, caseload by matter type, new matters opened, intake conversion rate, and speed-to-lead. How to build this Clio dashboard and…
Most Clio installations are less than 25% configured. Here
A fractional COO for a law firm manages operations so the managing attorney can practice law and grow revenue. Here
A complete guide to integrating Clio Manage with Lawmatics — connecting intake automation to practice management so that signed engagement letters automatically create Clio matters.
How to configure Clio trust accounting for IOLTA compliance — client ledgers, trust-to-operating transfers, three-way reconciliation, and avoiding the most common trust account violations.
How to build Clio Manage matter templates for each practice area — task lists, document checklists, custom fields, and calendar rules that create consistency across your entire caseload.
How to configure Clio billing automation — automated invoice generation, online payment integration, and payment reminder sequences that drive 98.5% collection rates.
Start with a Strategy Review and get a prioritized recommendation for your firm’s systems, intake, staffing, or operations.