Shari was recently asked to participate in an Experts Panel about why Firms are Switching from Timeslips to Clio
Some key takeaways:
Adapting to a new system:
– Get buy in from key staff
– There’s no “overnight” solution, it takes planning, patience and commitment to the process
– Invest in training
Common Roadblocks
– Make sure that your data is in good shape prior to conversion (this applies to all types of conversions!)
– Do your due diligence and make sure all key factors (or deal breakers) are reviewed
If you have any questions, or would like to learn more please contact us: https://borekconsulting.com/contact/