Organize your Estate or Probate practice. Optimize your processes. You'll find happier clients, & maybe even the long-lost top of your desk.
Poorly planned processes are stealing your time, energy, and focus. But, here’s the good news: if you have Clio, you already have part of the solution. What's the other part? Someone that can show you how to squeeze more out of it (that's us).
We'll work with you to get it in place if you don't, and get the most out of it if you already do.
Maybe you have a few things figured out but we both know you're only scratching the surface.
Intake, case management, workflow, we help you get Clio to lift where you need the most support.
You know the ones—the sticky notes on your desk, computer, and maybe even your steering wheel. You need to remember that your brain isn’t a filing cabinet, and the wall isn't for note taking.
This kind of thing can lead to missed follow-ups, lost client details, and wasting time hunting for documents.
Simple Smart Solo steps in to clean up the mess, optimize your workflows, and build systems that actually work. Easy. Peasy. Lemon ... well, you get it.
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We're here to work with you. To sit down and get to know you and your needs. To find the simplest way to make your firm better organized and more efficient. It's all to give you time to focus on your actual work, and maybe even your life outside the firm.
You're paying for the whole thing. That's 99% wasted. Lost. Gone. Forgotten.
Seems pretty silly right? You can start fixing that percentage today. Not tomorrow. Not next week. Don't spend another day spending.
You need to be using, implementing and smoothly managing with Clio. It can do so much, and we can help you get there.
It's a team effort to get these systems in place. But it's worth it. We promise.
This is a one-hour introductory call where we talk about what you’re looking for, and make sure we’re a good match. If we’re aligned and you’re ready to move forward, we’ll start the next step.
We’ll do a 2-hour deep dive into your practice—analyzing your current systems and tools. Then you'll get a detailed analysis outlining where you need the most help, and where we see the biggest opportunities for improvement.
Based on the analysis, our team will map out the work to be done. We’ll review the plan together, and you’ll have the opportunity to prioritize what matters most to you. Then together, we’ll finalize a strategy that fits your firm's needs.
It's time to roll up our sleeves, because this is where theory becomes practice. We'll work with you in person—either for one full day or two half days. During this time, we’ll implement the changes, and make sure you’re confident in all the improvements.
Yes, there's one more step, because the work doesn’t stop after implementation. We'll check in with you regularly to make sure the systems we’ve built are working for you and your firm.
We'll help free up your time for what truly matters—your actual work, your life, and your family. That means fewer nights microwaving leftovers when the house is already asleep, and maybe even actually making it to the game on time. Let's get your Clio systems dialed in and get your work/life balance, balanced.
