You own operations.
We keep Clio aligned.
A Clio execution partner for ops teams. We manage rollout risk, keep billing
and reporting reliable, and give requests one place to go.
Trusted by law firms across North America for over 15 years
Clio Governance & Change Control
Clio gets harder to govern as the firm grows.
New hires, partner changes, billing updates, and new practice needs introduce exceptions. Without change control, those exceptions harden into workarounds that pile up over time. We put decision owners and approval rules around every Clio change, so updates are reviewed once, documented, and implemented consistently. Clio stays predictable, auditable, and a reliable source of truth.
Firm-Wide Clio Standardization
Keep workflows and billing rules consistent as the firm grows.
We standardize Clio across the firm so it works the same way for everyone. Workflows, permissions, templates, automation, and billing follow a clear model instead of one-off decisions. New staff onboard faster, reports mean the same thing across practice groups, and exceptions stop multiplying.
Clio Remediation & Rebuilds
Fixing what is already broken.
When parts of Clio no longer reflect how the firm operates, we fix the underlying structure and rebuild only what is not working — while preserving what already works.
- ✔ Workflow rebuilds and system cleanup
- ✔ Billing configuration fixes
- ✔ Sync and integration fixes
- ✔ Permissions and role cleanup
- ✔ Template and automation repairs
Role-Based Adoption & Enablement
Changes happen. We make sure they don't break the firm.
We run Clio adoption with your ops team. Every change is piloted first, then rolled out in stages. Role-specific training shows billing staff, paralegals, and partners exactly what changes for them, so adoption sticks.
Ongoing Clio Operations
One place to send requests. One team to run them through.
We run the day-to-day operation of your Clio environment. Issues, user questions, and change requests are handled quickly and consistently through one point of contact. We triage requests, ship changes cleanly, and keep Clio stable as the firm evolves. Your ops team sets priorities. We handle execution.
You keep the firm moving.
We keep the systems behind you stable.
Clio doesn't run in a vacuum. Your email, documents, billing data, and phones all connect to it.
We keep those systems consistent so Clio changes land cleanly and stay that way.
Operational Support for Ops
We handle access, onboarding, and support across email, devices, and files. Fixes are repeatable and documented, so ops is not answering the same questions all week.
Security and Audit Support
We maintain the controls, monitoring, and evidence so audits, reviews, and insurer requests do not derail ops.
Billing and Reporting Support
We keep the integrations and data inputs that drive billing and reporting reliable. Reporting stays trustworthy, and billing does not turn into a recurring cleanup cycle.
Why Ops Needs One Place for Clio Requests
Ops is the default owner for everything Clio touches: changes, billing issues, reporting questions, and rollout coordination. Most of it arrives by hallway ping and email, with no queue, no owner, and no record of what was decided.
ALT Care Plus replaces that with a single request path and a team accountable for running it. You set priorities. We ship the changes and document the decisions.
ALT Care Plus
One plan covering Clio and the systems around it: support, security, and continuous improvement.
Support
Day-to-day coverage so ops is not the help desk:
- One place for questions and requests
- Access and onboarding handled cleanly
- Repeat issues get fixed once and documented
Security
Controls and evidence maintained for legal work:
- Access control across Clio, email, and files
- Backups, retention, and monitoring kept current
- Support for audits and insurer requests
Success
Changes improve over time without disrupting ops:
- Clio changes piloted, then rolled out in stages
- Billing workflows and reporting inputs kept reliable
- Templates, automations, and workflows improved over time
Trusted by Law Firm Operations Leaders
What managing partners and administrators say about working with ALT.
Mariano significantly improved how I manage my work at the firm. Now I have a streamlined operating structure that lets me delegate more effectively and keep things moving without having to manage everything myself. I love coming to work, and that's in large part due to the clarity and stability his systems brought to our operations.
— Neil Gornto
I used to think being busy and overwhelmed was just part of the job, but Michael showed me a different way. He helped me implement systems that streamlined everything we do behind the scenes. Having one company to coach me and support me through the process was exactly what I needed, and no other agency offers this.
— Susan Tataryn
ALT made a huge difference in how my firm operates. The partnership brought clarity and structure to what felt like constant chaos. Every process now runs so much smoother, and it's clear that ALT truly cares about helping us succeed. Working with them has given me the confidence that my firm is on solid ground, and I'm incredibly grateful for their support.
— Arthur Cogan
Tony has been a tremendous help in reshaping how my practice operates. I was buried in management tasks and couldn't figure out how to get out of it. Tony helped put our operations into a system that actually works, so things move forward without everything running through me. It's been a real blessing for our team and our clients.
— Chadwick Boyd
One owner across the tools you already use.
When you're ready, let's look at your Clio request queue
We'll review what we'd take over,
how requests flow, and what gets fixed first.
What to expect
We'll ask a few questions about how Clio requests come in today, what tends to pile up, and where billing or reporting issues resurface. From there, we'll walk through what we'd take over first, how requests would flow, and whether it makes sense to move forward.
We do three things in order:
- Intake + ownership: establish one request path, decision owners, and approval rules, so requests have a single owner.
- Stabilize: stop repeat issues and protect billing and reporting, so day-to-day work stays predictable.
- Standardize: align workflows, permissions, templates, automation, and reporting inputs, so Clio runs on one operating model.
Your ops team keeps priorities, partner decisions, and approvals. We take over execution: request intake, configuration changes, user and admin issues, documentation, and keeping standards consistent across Clio and the surrounding systems.
Yes. We start by stabilizing the parts that affect day-to-day work — reporting, access, and integrations — so the firm can keep operating. Then we clean up workflows, templates, and permissions in small, tested releases so improvements don't create new problems.
We can work alongside your MSP or internal IT. They keep owning infrastructure, devices, and day-to-day IT. We focus on Clio operations: governance, change control, standardization, adoption, and the request queue.
Everything goes through one place. We triage, confirm priority and approval if needed, ship the change, and document what was decided. Your ops team sets priorities. We handle execution.
Everything goes through one intake path. We tag it, route it, and track it. You can see what's in progress, what's waiting on approval, and what shipped — so nothing gets lost in email or hallway asks.
We document the rules of the road as we go: billing rules, permissions, templates, workflows, and reporting inputs. This keeps the system consistent as people change roles or new needs come up.
Yes. If your firm relies on a tool, we support it — issues, integrations, user access, and anything that affects how your team works. We coordinate with vendors when needed so your team doesn't have to.
Have more questions? We're happy to help.
Talk to a Clio Operations Partner →