Clio is a very popular, and rightfully so, cloud-based practice management (PM) tool. I have been working with Clio as a consultant for a few years now and thought it was time to share my experiences in a few specific areas. View Full Post 
A Consultant’s Guide to Clio
Clio is a very popular, and rightfully so, cloud-based practice management (PM) tool. I have been working with Clio as a consultant for a few years now and thought it was time to share my experiences in a few specific areas. View Full Post 
After a whirlwind trip, out team is back from The Worldox 2018 Conference in New Orleans, LA. This conference was nothing short of a great time and what’s even better, is was are plenty of exciting news coming from World Software (Worldox). 
Email and file sharing, in my experience, continue to be the most common security obstacles. Firms and organizations purchase additional software to meet this need. Use of the software is often inconsistent, or users ignore the software due to extra steps and lack of training or understanding.