Clio Setup and Management

Successful law firm partners understand the importance of having a seasoned advisor on their team who offers more than just basic accounting services. That’s why law firms, legal practitioners, and related professionals in the legal industry turn to Counsel CPAs for comprehensive accounting, tax, and law firm management solutions.

 

Whether you run a small practice or an established firm, our expertise and resources are designed to help you foster growth and achieve your business goals. In partnership with Clio, a leader in practice management and billing solutions, Counsel CPAs empowers your firm to maximize profitability through strategic direction and tailored guidance.

 

By utilizing advanced law firm practice management tools like Clio, we help our clients catalyze their practice expansion, streamline operations, and achieve sustainable growth.

 

Clio Setup & Management

Clio is an attorneys dream come true! This law firm practice management tool helps save us and you time and makes every bit of running a law firm smooth and easy. From file management, accounting, managing leads, Clio makes it super simple to use their platform, and don't worry if you're scared of technology and apps, that's why we are here to help you! Counsel is ready to help you manage your Clio account and help you understand how to navigate through it.