Clio
Stop spending your time tracking down missing files, calculating hours, and creating invoices.
Clio keeps everything organized and in one place…your matters hours, and client details. And Clio lets you bill time from tasks and generate the invoice as you work on them.
Clio Expertise
As a top Clio consultant, Shari Borek of Borek Consulting Group was asked by Clio (corporate) to author the article, “Your Complete Guide to Effective Small Law Firm Management”. Read more.
Actionstep
Actionstep is a powerful cloud-based practice management system. The unique advantage of Actionstep is that it is centered around ‘workflow’ – or how your firm operates. You can create workflows with unique steps to make your firm more efficient, automate your tasks, documents, and emails, and ensure nothing gets missed. More than just matter management, Actionstep is a complete practice management system that can handle all your time billing, accounting, trust accounting, and reporting. Actionstep also integrates with Microsoft Office, Gmail, and many other leading software services.
Caret Legal
“End to End practice management” built for the business of law. From Prospect to Client to Profit. Includes intake, practice management and billing, and built in Accounting.
Features include exceptional matter & email management, sophisticated billing & accounting, and robust reporting in the cloud.
Sage Timeslips
Designed to simplify your billing, Sage Timeslips includes everything you need to record your time and expenses and invoice your clients. Borek Consulting Group have been Sage Timeslips Certified Consultants since 1998 and can help your firm with installation, customization, training and support.
Amicus Attorney
Amicus Attorney Premium & Amicus Attorney Small Firm Classic
Amicus Attorney Premium and Amicus Attorney Small Firm Classic are practice management solutions for attorneys. Amicus Attorney is designed to help you improve the efficiency and profitability of your firm and to help you get the most out of the time you spend practicing law. As Certified Amicus Consultants, we can help you to best take advantage of these outstanding solutions.
Amicus Attorney Premium Billing
Amicus Premium Billing adds billing, collections and trust to Amicus Attorney Premium Edition, enabling it to manage these important aspects of your practice.
I have worked with Shari for many years now and her guidance has been instrumental to our success. As most of our work is flat-fee for each project, effectively tracking our time so we can more accurately determine future estimates has been critical. I cannot say enough good things about her and the team at Borek Consulting Group.
Jeffrey Kostick
President, Flying Chimp Media
Shari epitomizes the ideal qualities of a true expert professional dedicated to providing outstanding client service. Over the more than 20 years I have known Shari, she is always tirelessly dedicated to her clients, regularly going “above and beyond” to take care of their needs. I know that if Shari is on my team, things will be done right, and that peace of mind is priceless.
Marla S. Grant, Esq.