Law Firm Operations
Feeling overwhelmed by inefficiencies?
We can help. Crafting clear policies and procedures, streamlining workflows, and implementing the latest technology for maximum efficiency. We’ll develop winning business strategies, train your staff to reach their full potential, and create a positive work environment that keeps your top talent engaged. Let us optimize your operations and unlock the full potential of your law firm.
Technology
Tech Headache? We’re the Cure.
We help navigate IT decisions, select and implement powerful legal software, manage seamless data migrations, and build user-friendly intranets. Our document management solutions keep your firm organized and secure. We take the tech burden off your shoulders so you can focus on what matters most – practicing law.
Document Migrations
New Software? Relax, we’ve got this.
We seamlessly transfer your practice’s critical documents using our expert team. Leveraging years of experience in law firm operations, business intelligence, and data analytics, we ensure every migration is accurate, efficient, and minimally disruptive to your workflow. We tailor each migration to your firm’s unique needs, providing a seamless transition backed by collaborative support.
Clio Support
Clio confusion? We’ve got answers.
From troubleshooting to workflow optimization, we provide expert Clio support to help your firm get the most out of the platform. Whether you need assistance with integrations, customizations, or ongoing maintenance, we ensure Clio works for you—not the other way around. Let us handle the details so you can focus on your clients.
Clio Training
Master Clio. Maximize efficiency.
We offer tailored Clio training designed to empower your team. Whether you’re new to Clio or looking to enhance your firm’s use of its features, our hands-on training sessions help streamline workflows, increase adoption, and improve overall efficiency. With customized guidance, your team will be Clio pros in no time.
Clio Implementation & Setup
Your firm. Your process.
Your Clio—set up for success.
Transitioning to Clio? We ensure a smooth implementation by configuring Clio to match your firm’s workflows, automating processes, and integrating essential tools. From initial setup to advanced customization, we get Clio working the way you need it—efficient, intuitive, and optimized for your practice.
UNLOCK POSSIBILITIES WITH ELO AUTOMATIONS
ELO Automations is a division of Elevate LawOps, designed to give your firm the same automation advantages large firms enjoy — without the need for full-time staff. Think of us as your Fractional Workflow Automator: we supercharge your Clio experience using the tools your firm already relies on — like Microsoft 365, Google Workspace, Dropbox, Calendly, and more.
We design powerful automations using Make.com, connecting Clio to your tech stack to streamline operations, eliminate repetitive tasks, and deliver results you didn’t think were possible.
Smarter systems. Less busywork. Real results.
Clio Automation – Automatic Task Reassignment When Team Members Change
Keep your law firm’s matters moving — even when team roles shift.
This Clio automation detects when a matter’s Responsible Attorney, Legal Assistant, or Staff member is updated and automatically finds all incomplete tasks and reassigns them to the new team member
Ensuring nothing slips through the cracks!!
One-Time Setup Fee
Starting At $1,195
Unlimited Users
Clio Automation – Task Based Conflict Check Report
Run quick, consistent conflict checks right from a Clio Manage Task—automatically.
This automation generates a Conflict Check Report using your firm’s Clio data by just creating a task. With just a few clicks, get a report with links to matching contacts, matters, and related contacts.
No more manual searches or overlooked relationships!
One-Time Setup Fee
Starting At $1,495
Unlimited Users
Clio Automation – Automatically OCR Documents
Say goodbye to unreadable scans and unsearchable uploads.
This automation keeps your documents discoverable and your team efficient, without changing a thing about how they upload files. It saves a new searchable version of PDF files, converts image files (JPG/PNG) to searchable PDFs, and saves them to the same location in Clio.
One-Time Setup Fee
Starting At $1,495
Unlimited Users
Clio Automation- Automatically Remove Future Events when a Case Is Closed
Tired of calendar clutter from closed cases in Clio?
This automation has you covered. A automation that automatically deletes all future calendar events when a matter is marked as closed in Clio. No more manual cleanup, no more confusion over outdated events.
Keeps your calendar clean and current!
One-Time Setup Fee
Starting At $795
Unlimited Users
Clio Automation –
Overdue Assigned Tasks Notification Email
Never let overdue tasks fall through the cracks again.
This automation sends personalized email notifications for overdue tasks in Clio—keeping your team accountable and your cases moving forward.
One-Time Setup Fee
Starting At $1,095
Unlimited Users
Clio Automation – Automatically Add Assigned Team & Reminders to Calendar Events
Streamline your calendar management in Clio with this powerful automation!
This automation adds the assigned legal team to new Clio calendar events and sets personalized reminders for each team member so nothing slips through the cracks
Consistent calendar entries every time!
One-Time Setup Fee
Starting At $1,695
Unlimited Users
Clio Automation – Reassign Matter & Calendar Events
Reassigning matters in Clio just got a whole lot easier.
This automation allows you to quickly reassign a matter and all associated calendar events with just a few clicks. Whether someone is going on leave, transitioning roles, or exiting the firm, this workflow makes team handoffs smooth and error-free.
One-Time Setup Fee
Starting At $1,395
Unlimited Users
Clio Automation –
Conflict Check Report
Run quick, consistent conflict checks—automatically.
This automation generates a Conflict Check Report using your firm’s Clio data. With just a few clicks, get a report with links to matching contacts, matters, and related contacts.
No more manual searches or overlooked relationships!
One-Time Setup Fee
Starting At $1,695
Unlimited Users
Clio Automation – Incomplete Time & Expense Notification Email
Catch incomplete time and expense entries before they cause billing headaches.
This automation reviews saved time and expense entries in Clio for missing critical information—like missing descriptions, missing time, and missing matter information—and sends an email notification to the responsible user to fix it.
One-Time Setup Fee
Starting At $1,095
Unlimited Users
Precision-Driven Legal Data Services
ELO Data is the data-focused division of Elevate LawOps, offering expert solutions for law firms that need to move fast and work smart. Whether you’re migrating case data, organizing documents, or cleaning up years of legacy records, we bring the precision and power of advanced tools—and the expertise to match.
At the core of ELO Data is our in-house Business Intelligence Analyst (BIA). Unlike traditional consultants, our BIA brings a strategic, analytical mindset to every project—ensuring your data not only moves, but moves with purpose. This role bridges the gap between law firm operations and actionable insights, so your team can make decisions with confidence, not guesswork.
The ELO Data Deduplication Tool for Clio Manage
Our tool uses machine learning to analyze your contact and client data across first name, last name, emails, phone numbers, and addresses. It assigns a confidence score to each potential duplicate and follows your firm’s preferences for cleanup.
Stop Worrying About Syncing Clio Grow and Manage.
Many firms hesitate to sync Clio Grow and Manage because of the risk of creating thousands of messy duplicates.
We eliminate that concern by cleaning up your data after the sync — removing not only duplicates created during the process but also duplicates that have accumulated over years of inconsistent data entry.
Sync your systems confidently and finally work from a single, accurate source of truth.
Document Migration Services with Universal Migrator
ELO Data helps law firms migrate documents from legacy systems like Network Drives, Box, OneDrive, Worldox, and more.
We use Universal Migrator to ensure documents are accurately transferred, organized by client and matter, and easy for your team to access.
Our process is designed to preserve your folder structure and maintain consistency, so your documents are where you expect them to be.
Whether you’re migrating thousands or hundreds of thousands of documents, we tailor the process to your firm’s specific needs. We make sure nothing important is left behind.
The result is a smooth transition to Clio Manage with clean, organized, and fully accessible files — ready for your team from day one.
ELO Data takes a different approach to data migration
Before we migrate your contacts, clients, and matters into Clio Manage, we clean and organize your data to ensure you’re starting with reliable, accurate information — not duplicates, outdated records, or inconsistencies.
We use Universal Migrator to efficiently move your data into Clio, but what sets us apart is our focus on cleanup first. Our proprietary Data Cleanup Tool identifies duplicates and ensures your records are ready to use.
Because when it comes to migration, the old saying holds true: garbage in, garbage out. We make sure what goes into Clio is organized, accurate, and aligned with how your firm will work tomorrow in Clio.
The result is a smoother migration, cleaner data from day one, and fewer headaches for your team down the road.
about us
Elevating Law Firms with Expertise and Passion
We are passionate about helping law firms achieve their full potential. With decades experience in operations and business management, we bring a unique blend of real-world expertise and cutting-edge technology knowledge to your firm.
Here’s what sets usapart:
Strategic Visionary: We work collaboratively with you to develop actionable business strategies and goals, creating a roadmap for success.
Tech Savvy: We are well-versed in legal software and platforms, helping you select and implement the right tools to streamline your workflows.
Operational Efficiency Expert: From data migration and document management to IT and intranet setup, we optimize your operations for maximum efficiency.
Training & Development Champion: We empower your team by providing targeted training and coaching.
We understand that you need a trusted partner, not just a consultant. That’s why we take a collaborative approach, working closely with you to understand your specific needs and challenges. Whether you want to implement a new legal software or are looking for a complete operational overhaul, We’re here to help.
Let’s unlock your law firm’s potential. Contact us today for a consultation and discover how we can be your “Secret Weapon” for success.
Contact Info
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