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.
INCREASE PRODUCTIVITY AND PROFITABILITY
Practice Management solutions
From web-based systems like Clio and Actionstep, to more traditional software like Timeslips and Amicus, we work with some of the best practice management tools, ensuring you get the solution to best meet your needs.
WE DON't JUST sell software. we provide solutions to improve your business
tools for productivity
We work with a lot of the leading solutions so we can identify the best product for your firm.
products we support
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.
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”.
Shari was also honored with the prestigious 2023 Clio Partner Impact Award for Customer Success.
In 2025-2026, Shari was asked by Clio to travel and speak in four different cities for the Clio Connects Roadshow, helping firms to get more out of Clio features. Shari has also been a presenter at the national Clio Conference in 2024, 2025 and will be speaking again in 2026 in Boston.
PRODUCTS WE SUPPORT
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.
products we support
CARET LEGAL
Caret Legal, formerly Zola Suite, pulls the pieces that usually live in separate systems into one place. Email is built directly into the platform, so messages get filed to the matter as you work instead of sitting in an inbox nobody else can see. Behind that sits full back-office accounting, including trust, which means many firms can run their books without maintaining a second system alongside it.
Add document management, workflow automation, a client portal, and reporting, and Caret Legal covers a matter from intake through the final invoice. We help firms decide whether it is the right fit, configure it around how they actually work, bring their history over, and train their team.
products we support
SAGE TIMESLIPS
For over 30 years, Timeslips has been one of the most customizable and flexible time and billing products in the market.
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.
products we support
Amicus Attorney
Amicus Attorney Premium is a 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 this outstanding solution.
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.
products we support
TIMESOLV
TimeSolv is built around one thing and does it thoroughly: getting your time captured and your invoices out the door. Time can be entered at your desk, from your phone, or offline when you have no signal at all, and the billing side handles hourly, flat fee, retainers, LEDES, and trust accounting without a workaround. More than thirty reports show you where your hours and your revenue are actually going.
For firms that want serious time and billing without replacing everything else they use, TimeSolv is often the right answer. It connects to QuickBooks, Xero, NetDocuments, Dropbox, and LawPay, and we can help you configure it, bring your history over from your current system, and train your team to use it.
products we support
AND much MORE!
Borek Consulting Group can help you with many other practice management solutions.
With a huge amount of industry knowledge and an exceptional network of colleagues around the globe, no matter what software you currently use (or have your heart set on), we can help you achieve success.