Clio Accounting is now available in Canada. Having just completed Clio’s Canadian partner training, I cover where it’s strong, where it’s still thin, and what firms need to get right before switching, from bank feeds and GST/HST setup to migrating trust records cleanly.
Delegation Isn’t the Hard Part. Letting Go Is. You need help, you can’t predict the work, and you’re not sure
What Ontario Lawyers Need to Know When an LSO Practice Review Notice Arrives A practice review notice from the Law
The Revenue Problem Most Small Firms Aren’t Tracking When lawyers think about revenue problems, write-offs and slow-paying clients usually come
The LSO Wants Firms to Succeed. The Process Is Manageable. But Best If You Already Know What They Are Going
Your Intake Form Isn’t Admin. It’s Infrastructure. The fields you collect at intake — and the type of fields you
