Articles
Running a firm on Clio and Outlook, in plain language.
Short pieces on the work the assistant does and the problems it was built for. No jargon, no hype, and honest about what software cannot do.
Filing Outlook email to Clio matters, and why it slips
Where the gaps in a matter's correspondence come from, and what reading the mailbox against the matters catches.
Finding the billable time you forgot to enter
Where missed time hides, why timers miss it, and how the mailbox and calendar against Clio's entries surface it as possible missing time.
What a paralegal can hand to an assistant
Intake, deadlines on two calendars, chasing outstanding items, pre-bill preparation, a discovery index, and what stays with the paralegal.
Claude Code for law firms: what it is and what it needs
The model versus the program that runs it on your computer, why that keeps client data in the building, and what a firm needs.