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, built to supercharge your Clio experience using the tools your firm already relies on—like Microsoft 365, Google Workspace, and more.
We design powerful automations using Make.com to connect Clio with the rest of your tech stack — streamlining operations, eliminating repetitive tasks, and delivering results you didn’t think were possible.
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!
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!
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!
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!
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.
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.
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.
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
Let’s Chat
Get in touch with us to discuss your needs.
