Clio Virtual Assistant Services
Clio is the leading legal practice management software, used by over 150,000 law firms globally. It manages cases, contacts, documents, billing, calendars, and client communications in one GDPR and PIPEDA-compliant platform. Hire a dedicated, Clio-certified VA from The Human Capital and get expert platform management starting at $700/month.
Platform Expertise
What Your Clio VA Does
Clio is the leading legal practice management software, used by over 150,000 law firms globally. It manages cases, contacts, documents, billing, calendars, and client communications in one GDPR and PIPEDA-compliant platform. Businesses that rely on Clio know how much operational complexity lives inside the platform. A dedicated Clio VA from The Human Capital takes ownership of that complexity — so you get the full value of the software without the time cost of managing it yourself.
Your VA is not a generalist who learned Clio last week. Every Clio VA placed by THC has completed platform-specific training and is verified on the core workflows before being matched with a client. THC legal VAs complete Clio Certified training and have hands-on experience across matter management, billing workflows, and client communication modules before placement.
Specific Clio tasks your VA handles:
- Matter creation and case file management
- Client intake via Clio Grow (formerly Lawyaw)
- Document generation and template management
- Time tracking and billing entry
- Court deadline and task calendar management
- Client communication via Clio for Clients portal
- Trust accounting and billing oversight support
- Report generation for matter status and billing
Hire a Clio VA
Platform-trained. Matched in 48 hours. Starting at $700/mo.
Training & Certification
How THC Validates Clio Expertise
01
Platform Training
THC legal VAs complete Clio Certified training and have hands-on experience across matter management, billing workflows, and client communication modules before placement.
02
Skills Assessment
Every Clio VA completes a platform-specific skills assessment covering the core workflows before being added to our qualified VA pool.
03
Live Verification
During the interview process, VAs demonstrate Clio proficiency in real time. No self-reported expertise — we verify it directly.
Right For You?
Who Needs a Dedicated Clio VA
Solo practitioners drowning in client intake and billing
Small law firms needing dedicated legal admin support
Legal practices expanding without adding full-time staff
Attorneys wanting to maximize billable hours vs admin time
Related Services
Services That Use Clio
Pricing
Clio VA Plans — Starting at $700/Month
Same pricing, regardless of which tool your VA specializes in. Part-Time or Full-Time, month-to-month, with no lock-in.
Common Questions
Clio VA FAQs
How quickly can I get a Clio VA?
Most clients are matched with a dedicated, platform-trained VA within 48 hours of the strategy call. Your VA is verified on this specific tool before placement.
Is my Clio VA dedicated to my account?
Yes. One dedicated VA, assigned exclusively to your account. They specialize in Clio and become deeply familiar with your specific setup, workflows, and preferences.
What if my VA isn't proficient enough in Clio?
THC VAs go through platform-specific training and verification before placement. If you find the skill level isn't right, we rematch at no extra cost — our 97% first-match success rate means this is rare.
Do I need to train my Clio VA?
Minimal training required. Your VA arrives knowing the platform. You'll spend onboarding time sharing your specific account structure, preferences, and workflows — not teaching basic platform use.
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