Legal Tech Implementation & Training for Clio
Turn Clio Into Your Firm’s Most Powerful Tool (Instead of Just an Expensive Calendar App)
Tailored for Law Firms and Legal Professionals
Streamlined Client Intake
Document Automation
Simplified Billing
Unmatched Expertise, User-Friendly Training, Ongoing Support.
Stacey M. Lake, Founder of Lawfecta
Clio isn’t just a case management tool—it’s the difference between a law firm that runs and a law firm that’s running you into the ground.
Client Intake & Onboarding Automation
Streamline contracts, payments, and document requests in one seamless workflow. Automate pre-screening, scheduling, and lead follow-ups.
Case & Matter Management That Actually Works
Standardize case workflows so your team follows consistent processes. Use task automation to assign deadlines and responsibilities so nothing gets missed.
Seamless Integration With Current systems
Integrate seamlessly into your existing software ecosystem. Ensure a smooth integration process, enhancing overall workflow efficiency.
Billing & Payments Without the Guesswork
Automate invoicing, retainer tracking, and trust accounting so you get paid faster.
Team Collaboration & Productivity
Centralize document storage, case notes, and task tracking so your team isn’t wasting time looking for information.
TRAINING AND ONGOING SUPPORT
We train your TechParalegal to run, update, and optimize your system so it remains an asset, not a forgotten tool.
Regain control of Your valuable time
Our Legal Technology Process
Step 1: Strategy & System Mapping
Before we build anything, we establish a clear roadmap tailored to your firm’s specific workflows
Step 2: Development & Implementation
Once the strategy is finalized, we begin the structured build-out of your custom system.
Step 3: Testing and Knowledge Base
We refine the system to ensure accuracy, usability, and long-term sustainability.
Step 4: Deployment & Optimization
We officially launch your new system and ensure your firm is set up for long-term success.
Choose Your Path
Two Ways to Work With Us
We get it—every law firm has different needs. That’s why we offer two ways to get your legal tech in order.
Efficiency, Innovation, Growth
Ready to Take the First Step? Let’s Talk.
No pressure. No commitment. Just a conversation about how we can make your law firm’s tech actually work for you.
Innovative Approaches to Enhance Your Practice
How We Transform Your Legal Tech
We specialize in Clio, Gavel.io, Dubsado, and Blue.cc/Bloo, making sure your firm:
✔ Automates redundant tasks so you can bill more and manage less.
✔ Has an actual workflow that your team follows (instead of guesswork).
✔ Stops wasting money on software no one knows how to use.
We work with you to map out processes, automate workflows, train your team, and ensure your firm actually benefits from the tech you invested in.
Advance Your Practice
What We Do
✔ Legal Tech Implementation – We set up, configure, and optimize your systems.
✔ Process Mapping & Automation – We streamline how you work.
✔ TechParalegal Training – We train and place tech-savvy paralegals to keep your system running.
✔ Workflow Documentation & SOPs – Your firm gets a custom knowledge base.
Get the FREE "Assessing Your Time Drain" E-book
Are you drowning in a sea of time-consuming tasks, hindering your ability to focus on core legal matters? This free e-book, designed by Lawfecta, is an insightful guide for attorneys to identify and outsource tasks strategically, reducing the time drain, and strategically outsourcing tasks for maximum efficiency.
Download "Assessing Your Time Drain" Now
Download our E-book now and discover the difference strategic outsourcing can make for your legal practice.
Pioneering Since 2017
Why Trust Lawfecta?
Because we’ve spent years proving that lawyers don’t have to drown in admin work to run a profitable firm.
Get In Touch
ADDRESS
Crestline, CA 92325
ADMINISTRATION HOURS
Mon - Thurs 10am - 5pm PST
PHONE NUMBER
877.852.9332
Hello@Lawfecta.com