Practical IT for firms that would rather be practicing law
Legal is where I focus first, and everything connects back to one idea: Clio and Microsoft 365 should feel like one system, not two.
Clio ↔ Microsoft 365 integration
The seam between Clio and Microsoft 365 is where most small firm IT problems hide. As a Clio Certified Partner with a Microsoft architecture background, I work both sides of it.
Integration oversight
Keep the Clio and Outlook, calendar, and document sync healthy, and troubleshoot it when it breaks.
Clio Draft
Set up and tune document automation so your templates pull the right matter data every time.
Word template cleanup
Consolidate, fix, and standardize the templates your firm actually uses.
Clio Grow intake builds
Intake forms and pipelines that capture what you need and flow cleanly into Clio Manage.
Microsoft 365 for legal teams
You are probably already paying for tools that could save hours every week. I set them up around how a law firm works.
SharePoint and intranet
Matter portals, document libraries, and a firm knowledge base people actually use.
Exchange and Outlook
Email management, shared calendaring, and archiving that supports your compliance needs.
Power Platform
Automated intake workflows, e-signature routing, and reporting without custom software.
Licensing and admin
Tenant governance, role-based access, and making sure you are not paying for licenses you do not need.
AI and Copilot integration
AI can help a small firm, but only if it respects client confidentiality. I help you adopt it carefully, inside the Microsoft environment you already trust.
Drafting support
Use Microsoft Copilot to speed up first drafts, summaries, and correspondence.
Knowledge retrieval
Find precedent, prior work product, and firm knowledge faster with Copilot and Azure AI.
Workflow automation
Pair AI with Power Platform to take repetitive steps off your plate.
Confidentiality-first document pipeline
Classify, rename, and tag large document sets inside your own Microsoft 365 tenant using locally run AI. No client content goes to third-party AI providers.
IT strategy and advisory
Fractional CTO-level guidance for firms that need a senior technology voice but not a full-time hire.
Security posture
MFA, access reviews, device policies, and practical steps to protect client data.
Vendor decisions
An independent second opinion before you sign with a new software vendor or IT provider.
Technology roadmap
A clear, prioritized plan for the next 12 months that fits your budget and your firm's size.
Beyond legal
The same approach works for other small practices and businesses. If that is you, let's talk.
Not sure where to start?
That is what the discovery call is for. Tell me what is frustrating you and we will figure out the right first step together.