Legal platform support
Hire a Clio virtual assistant.
A dedicated platform operator for the recurring work that keeps Clio accurate, useful and connected to your team. Relevant experience is verified for the specific candidate and role. The candidate-specific evidence is checked, and client workflows, permissions and integrations are covered during onboarding.
Who this role is for
- ●Solo attorneys who need administrative ownership without another local hire
- ●Small firms with intake, matter and billing queues
- ●Legal teams that need consistent practice-management administration
Signals you need an owner
- ●New matters and intake records are incomplete
- ●Time, billing and client follow-up are delayed
- ●Matter tasks and documents are difficult to audit
Buyer decision summary
When should a business choose a Clio virtual assistant from THC?
Choose THC when the work needs one accountable owner and you want matching, onboarding support, performance review and continuity planning included around the role.
- Best for
- Solo attorneys who need administrative ownership without another local hire Small firms with intake, matter and billing queues Legal teams that need consistent practice-management administration
- Operating model
- One dedicated virtual assistant supported by a THC Client Manager, not a rotating task queue.
- Starting price
- $700 per month for up to 20 hours per week
- Matching
- THC targets an initial match within 48 hours when the required combination is available on the bench. Specialized requirements can take longer and are confirmed after role review.
- Client responsibility
- Legal advice, conflicts decisions, representation, trust-account authority, fee exceptions and substantive legal work remain with attorneys or authorized firm personnel.
Review the supporting facts and anonymized engagements in the THC evidence and claims register.
Configure, maintain, monitor and report
What the Clio VA can own
Create contacts and matters from approved intake
Maintain matter tasks, calendars and document records
Prepare time and billing entries for attorney review
Administer approved client-portal communications
Report missing inputs, overdue tasks and billing exceptions
Client inputs
- ●A named system owner and approver
- ●Role-based access with the minimum permissions required
- ●Documented stages, service levels, templates and escalation rules
- ●Examples of completed work and known exceptions
Typical integrations
- ●Clio Grow and Clio Manage
- ●Approved payment system
- ●Microsoft 365 or Google Workspace
- ●Firm document storage and e-signature
Operating KPIs
- ●Complete intake rate
- ●Matters missing required fields
- ●Tasks overdue by owner
- ●Billing items awaiting approval
- ●Client requests awaiting response
Onboarding and operating rhythm
From permissions to dependable ownership.
Days 1 to 3: confirm queues, volumes, access, controls, approvers, templates and escalation rules.
Week 1: shadow completed examples and document the working checklist.
Weeks 2 to 3: run supervised work, reconcile exceptions daily and establish baseline KPIs.
Week 4: review quality, capacity, continuity and reporting with the Client Manager.
Approval boundaries
Legal advice, conflicts decisions, representation, trust-account authority, fee exceptions and substantive legal work remain with attorneys or authorized firm personnel.
Dedicated support with continuity planning
One dedicated VA accumulates workflow context. The Client Manager supports onboarding and performance review, while documented procedures, permissions and handoffs protect continuity if coverage changes.
Common questions
Clio VA FAQs
Can THC provide a Clio VA with a specific credential?+
THC verifies relevant Clio experience during matching. If your role requires a specific legitimate credential, tell us and we will verify candidate-specific evidence before presentation.
What can a Clio virtual assistant own?+
The role can own approved administrative workflows such as Create contacts and matters from approved intake, Maintain matter tasks, calendars and document records, Prepare time and billing entries for attorney review. Scope, permissions, service levels and approvals are documented before independent work begins.
How does matching work?+
THC first searches its bench, then recruits for the requirement, and can arrange appropriate certification before placement. Relevant experience and required credentials are verified for the candidate and role before presentation.
How fast is matching?+
THC targets an initial match within 48 hours when the requirement is available on the bench. Credential-specific or uncommon combinations may require recruiting or certification, so the expected timeline is confirmed after role review.
Who manages the VA?+
The VA is dedicated to the client. A THC Client Manager supports onboarding, service review and continuity planning; the client retains workflow approvals and business decisions.
What does it cost?+
Part-Time support is $700 per month for up to 20 hours per week. Full-Time support is $1,300 per month for up to 40 hours per week. There is no setup fee. Scope and credential requirements are confirmed before matching.
Related platform, role and planning pages
Define the platform, credential and workflow.
Tell THC what your role must know. We will confirm the matching path and verify the requirement before presenting a candidate.
Build My Clio VA Role