Assistants who work in Clio

They start with deadlines and diary: hearings, filing dates and client meetings coming up, confirmed and reminded. Then yesterday's time, reconstructed from calendars, call logs and emails, entered against the right matters and activity codes and queried with the fee earner where it is unclear. Through the day they open new matters from accepted intakes, file documents, prepare letters from templates and move the Clio Grow pipeline along. Weekly they prepare the bill run and the unbilled time report. The end-of-day note lists matters opened, hours captured and anything needing an attorney decision.

Our legal assistants are trained on Clio before they join a firm: matters, contacts, activities and time capture, document templates, billing, the client fund records, calendaring and Clio Grow intake. The training is ours, and it is internal. We do not claim Clio vendor certification for our staff, and AssistBPO is not a Clio partner, reseller or affiliate. The product name on this page identifies the software your firm uses. During the match we will describe exactly which parts of Clio the proposed assistant has worked in and for what kind of practice.

Plans depend on hours, desks and coverage. Get a staffing plan within 1 business day. A dedicated legal assistant is priced per person for a monthly block of hours in your time zone, not per matter or per bill, so a heavy filing month does not change what you pay. Your Clio subscription and user seats stay on the firm's own account and are billed by the vendor directly. Small firms often combine matter admin with intake and reception hours in one block rather than splitting the work.

No. They are administrative staff, not lawyers, and they say so to clients in plain words. They can confirm appointments, explain your process and fee arrangements as you have written them, collect intake information, chase documents and answer questions about where a matter stands. Anything that requires judgment about the law, the merits of a case, deadlines a client should rely on or fee quotes outside your published schedule goes to the attorney with a written summary. We set the script with you and the team lead audits calls against it.

They record receipts and allocate them to matters so your books and your matter balances agree. They do not move money. Disbursements, transfers between accounts and reconciliation remain with the people your jurisdiction's rules and your firm policy permit, which in most firms means the responsible attorney and the bookkeeper. The assistant's role is accurate, timely data entry and a clean audit trail, plus flagging anything that looks wrong, a receipt with no matter, a balance below a scheduled payment, before it becomes a problem.

Create a user in your own Clio account with the permission set your firm uses for support staff, matter access limited to the practice areas they support if you prefer. They sign in from a managed company device with two-factor authentication and never a shared login. Clio records activity against their name, so file access is auditable. Every assistant signs a confidentiality agreement covering client information before onboarding, and access is removed the day an engagement ends or a person changes.