Clio and Microsoft 365, finally working together.
Most small firms run on two systems: Clio for matters and billing, Microsoft 365 for email, documents, and calendars. The trouble lives in the seam between them. That seam is my specialty.
Clio
- Matters and contacts
- Intake (Clio Grow)
- Templates (Clio Draft)
- Billing and trust
Microsoft 365
- Outlook and Exchange
- SharePoint and OneDrive
- Word and Teams
- Copilot and Power Platform
Sync, permissions, templates, email filing: I manage the boundary.
- Clio Certified Partner
- Former Microsoft Cloud Solution Architect
- 25+ years in enterprise technology
- NDA and data handling addendum on every engagement
Your tools are fine. The gaps between them are not.
Clio and Microsoft 365 are both excellent. Getting them to cooperate is where small firms lose hours every week.
Email that never reaches the matter
Client correspondence sits in Outlook while the matter file in Clio stays incomplete. Everyone files differently, or not at all.
Templates nobody trusts
Word templates with broken merge fields, outdated letterhead, and three versions of the same engagement letter.
No one owns the IT
Licensing, security settings, and vendor questions land on whoever has a free minute. Usually that is you.
Four ways I help
Clio ↔ M365 integration
Sync oversight, Clio Draft, Word template cleanup, and Clio Grow intake builds.
Learn more →Microsoft 365 for legal
SharePoint, Outlook, Power Platform, and licensing set up for how a law firm actually works.
Learn more →AI and Copilot
Practical, confidentiality-aware adoption of Microsoft Copilot and Azure AI.
Learn more →IT strategy and advisory
Fractional CTO-level guidance on security, vendors, and your technology roadmap.
Learn more →Senior IT help, without a full-time hire
Most clients start with a monthly advisory retainer: a set block of my time each month for guidance, oversight, and the small fixes that keep things running. Bigger projects are scoped separately so there are no surprises.
Discovery call
A short conversation about how your firm runs today and where it hurts.
Assessment and plan
I review your Clio and Microsoft 365 setup and give you a clear, prioritized list of what to fix first.
Ongoing advisory
A monthly retainer with a standing call, priority access, and hands-on help when you need it.
Let's talk about your firm's setup.
No pitch deck, no pressure. Tell me what is getting in the way and I will tell you honestly whether I can help.