In 2021, Shari was asked to participate in an Experts Panel about why Firms are Switching from Timeslips to Clio. Though it’s been five years, many of the core concepts remain the same.
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/