--- title: "Assistants who work in Clio" description: "A Clio virtual assistant handles client intake, matter setup, billing entries and calendar dates. Our US office oversees the daily work. Start with a call." url: https://assistbpo.com/software/clio/ updated: 2026-09-20 publisher: AssistBPO (SS Support Network LLC) language: en-US --- # Assistants who work in Clio AssistBPO's Clio virtual assistant is an employed legal assistant who works inside your firm's own Clio account. Opening matters, capturing time entries, filing documents, chasing signatures, preparing bills and keeping the intake pipeline in Clio Grow moving. [Get a staffing plan](https://assistbpo.com/get-a-staffing-plan/) [Book a 20-minute call](https://assistbpo.com/book-a-call/) Your account, your client data, your file ownership. We supply the person, a trained backup and a team lead. In short - Matters opened correctly, with contacts, practice area and billing set - Time captured daily, documents filed, bills drafted on your cycle - Named legal assistant, trained backup, team lead reviewing files weekly Clio Legal practice management by Themis Solutions Inc. · US, UK, CA, AU Clio is a product of Themis Solutions Inc. The name and mark identify the software we work in; AssistBPO claims no partner, reseller or certification status unless held. Updated September 2026 · Reviewed by [Issabela Masters](https://assistbpo.com/team/issabela-masters/) ## Why do Clio users need a virtual assistant? Most small firms do not lose money on the law. They lose it on the twenty minutes a day that never get recorded, the matter opened without a practice area so no report is trustworthy, the bill that goes out on the 18th because nobody had time on the 5th, and the intake in Clio Grow that goes cold while everyone is in court. Clio holds all of this, and it holds it honestly, which is why the gaps are so visible when you finally look. An assistant closes them. They open matters properly, capture time from calendars and call logs the same day, keep documents named and filed, prepare the bill run and keep new enquiries moving so a good case never goes quiet. ## What can a virtual assistant do inside Clio? **Matters** : Opens matters with client and related contacts, practice area, responsible attorney, billing method and custom fields filled, so reports and conflict searches work later. **Time entries and activities** : Captures time from calendar events, call logs and emails on the day it happens, applies your activity descriptions and rates, and chases fee earners for the gaps. **Documents and templates** : Files documents to the right matter with your naming convention, generates letters and forms from document templates, and prepares bundles for review. **Billing and invoices** : Prepares draft bills for approval, applies discounts and write-offs you authorize, sends approved invoices and follows up on aged receivables politely. **Trust and client funds** : Records receipts and matter allocations for your bookkeeper to reconcile. Disbursements, transfers and reconciliation stay with the people your rules allow to do them. **Calendar and deadlines** : Maintains court dates, limitation and filing deadlines, sets reminders ahead of each one and confirms hearings and client meetings the day before. **Clio Grow intake** : Works the intake pipeline, sends and chases intake forms, books consultations, runs conflict-check data collection and records the referral source on every new enquiry. **Tasks and reporting** : Keeps task lists current per matter and pulls weekly reports on billable hours, unbilled time, matter status and revenue by practice area. ## Integrations we handle - Clio and [QuickBooks Online](https://assistbpo.com/software/quickbooks-online/) Invoices and payments synced for your bookkeeper; the assistant clears sync errors and mismatched client names before month end. - Clio and [Microsoft 365](https://assistbpo.com/software/microsoft-365/) Outlook mail and calendar connected under your own tenant so emails file to matters and hearings appear on the firm calendar. - Clio and [Google Workspace](https://assistbpo.com/software/google-workspace/) Gmail, Drive and Calendar linked for firms on Google, with document filing and calendar entries handled from the matter. - Clio and [Lawmatics](https://assistbpo.com/software/lawmatics/) Marketing and intake automation running ahead of Clio; the assistant keeps the handoff clean so nothing is entered twice. - Clio and [RingCentral](https://assistbpo.com/software/ringcentral/) Calls logged against matters with notes and duration so phone time is captured instead of forgotten. - Clio and [Zapier](https://assistbpo.com/software/zapier/) Website enquiry forms creating Clio Grow contacts with source tracking; zap history reviewed each morning. ## Which Clio admin tasks can you delegate? - Open new matters with full client and billing details - Enter and correct daily time entries for fee earners - Chase missing time before the bill run - File and rename incoming documents to matters - Generate letters and forms from document templates - Prepare draft bills and send approved invoices - Follow up on aged receivables on your schedule - Record client fund receipts for the bookkeeper - Diarize court dates, limitation and filing deadlines - Send and chase Clio Grow intake forms - Book and confirm consultations - Pull the weekly unbilled time and matter status report ## Roles that work in Clio Front desk & phones ### Intake specialist Dedicated intake specialist - Warm, structured phone manner that puts anxious callers at ease - Script discipline with judgment on when to slow down or escalate - Accurate capture of names, dates, facts and the caller's own words Works in Hire a remote intake specialist [Intake specialist](https://assistbpo.com/roles/intake-specialist/) Executive & admin ### Administrative assistant Dedicated administrative assistant - Accurate data entry with a habit of double-checking - Strong document formatting in Word, Google Docs and PDF tools - Spreadsheet skills: lookups, filters, pivot tables, basic formulas Works in Hire a remote administrative assistant [Administrative assistant](https://assistbpo.com/roles/administrative-assistant/) Data & back office ### Data entry specialist Dedicated data entry specialist - Typing at 60 words a minute or better with near-perfect accuracy - 10-key numeric entry for invoices and financial data - Spreadsheet skills: formulas, lookups, validation, pivot tables Works in Hire a remote data entry specialist [Data entry specialist](https://assistbpo.com/roles/data-entry-specialist/) ## Services delivered in Clio - [Client intake services for small business](https://assistbpo.com/services/client-intake/) - [Law firm virtual receptionist](https://assistbpo.com/services/law-firm-reception/) - [Document management outsourcing](https://assistbpo.com/services/document-management/) - [Data entry services](https://assistbpo.com/services/data-entry/) ## Other legal practice management tools we work in - [MyCase](https://assistbpo.com/software/mycase/) - [All tools](https://assistbpo.com/software/) ## Frequently asked questions ### What does a Clio virtual assistant do day to day? 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. ### Do you have Clio certified assistants? 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. ### How much does a Clio virtual assistant cost? 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. ### Will the assistant give legal advice to our clients? 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. ### Can the assistant touch our trust or client account? 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. ### How do we give the assistant access safely? 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. Next step ## Your desk, staffed. Wherever you are. Tell us what is overloaded. A named person replies within 1 business day with a staffing plan, and we propose your assistant within 72 hours. [Get a staffing plan](https://assistbpo.com/get-a-staffing-plan/) [Book a 20-minute call](https://assistbpo.com/book-a-call/) Or call [+1-657-777-0006](tel:+16577770006) during US, UK or Australian business hours, or [hear our demo receptionist](https://assistbpo.com/demo-line/). - A named assistant proposed within 72 hours - Employed, screened and managed staff, never freelancers - Your hours, your tools, your data --- Source: https://assistbpo.com/software/clio/ · Contact: https://assistbpo.com/contact/ · Full site map for agents: https://assistbpo.com/llms.txt