Simple Smart Solo

Simple Smart Solo I help Estate Planners get MORE out of CLIO, super fan of legal tech and AI, Ironman, Wonder Widow

Free 30-day trials of Clio Work are starting to roll out for Clio Manage customers, and this is a pretty big moment for ...
06/03/2026

Free 30-day trials of Clio Work are starting to roll out for Clio Manage customers, and this is a pretty big moment for legal tech.

For attorneys working on their own, the amount of paperwork alone can feel like trying to drink from a firehose wearing a suit.

At Simple Smart Solo, we help attorneys build Clio systems that support real workflows, real deadlines, and real humans trying to leave the office before 9 PM for once.

If your Clio setup currently feels like organized chaos with a nice logo, let’s fix that. 🍋

DM us to talk about making Clio Work fit your practice.

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06/02/2026

Every lawyer wants a smoother practice. But just like getting in shape, you don't get there overnight.

You get there one step at a time.

Keep moving forward. Small changes add up faster than you think.

Need help getting your firm organized in Clio? Send us a DM. 🍋

Starting May 27th, Clio is launching free 30-day trials of Clio Work for existing Clio Manage customers in the US.The po...
05/28/2026

Starting May 27th, Clio is launching free 30-day trials of Clio Work for existing Clio Manage customers in the US.

The potential here is huge for law firms.

Clio Work can help attorneys:

• Analyze large document sets in minutes

• Pull risks, obligations, and timelines faster

• Generate drafts and summaries from existing work

• Build stronger arguments with cited legal precedent

• Keep sensitive client data secure inside Clio

Starting May 27th, Clio is launching free 30-day trials of Clio Work for existing Clio Manage customers in the US.

The potential here is huge for law firms.

Clio Work can help attorneys:
• Analyze large document sets in minutes
• Pull risks, obligations, and timelines faster
• Generate drafts and summaries from existing work
• Build stronger arguments with cited legal precedent
• Keep sensitive client data secure inside Clio

I help estate planning attorneys actually USE Clio properly so their systems work smarter, not harder.

Before your trial starts, DM me.

Let’s get your firm ready for it. 🍋

Law firms don’t usually have a lead problem.They have a “someone forgot to follow up and now the client hired another at...
05/26/2026

Law firms don’t usually have a lead problem.
They have a “someone forgot to follow up and now the client hired another attorney” problem. 💀

I had an amazing time joining the Center Stage Podcast with Danny Decker talking about one of the biggest silent killers in law firms.

If your firm feels like organized panic wearing a blazer, this episode is for you.

Watch it the full episode here: https://www.youtube.com/watch?v=nErFljDDluI

We hope you had a great memorial day weekend. Just a little reminder... If your “day off” still includes answering email...
05/26/2026

We hope you had a great memorial day weekend.

Just a little reminder... If your “day off” still includes answering emails, chasing deadlines, and hunting for sticky notes… your systems need backup.

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05/20/2026

Your Clio setup shouldn't look like a junk drawer with tabs open everywhere. 😅

One question we hear all the time: How many matter stages should you actually use in Clio Manage? Too few and things get messy. Too many and you're building a maze nobody wants to walk through.

In this short video, we're breaking down how to keep matter stages simple, organized, and useful so your workflow works for you.

Stop babysitting your firm. DM us and let's get Clio working smarter.

Summer memories shouldn't happen on the other side of the glass door. ☀️💻If your laptop keeps showing up at the kitchen ...
05/19/2026

Summer memories shouldn't happen on the other side of the glass door. ☀️💻

If your laptop keeps showing up at the kitchen counter while everyone else is at the pool, your systems might need help. Clio can take a lot off your plate with automations, workflows, reminders, and fewer "wait... did I forget something?" moments.

Because summer should include family time, not surprise admin avalanches.

DM us and we'll help you set up Clio so your firm runs smoother and you're ready for summer. 🍋

Still drafting documents the hard way?Clio Draft just made things a whole lot easier.Now you can automate document tasks...
05/13/2026

Still drafting documents the hard way?

Clio Draft just made things a whole lot easier.

Now you can automate document tasks with AI, from gathering client information to creating drafts in less time. Plus, you get access to up-to-date court forms for your area, all inside Clio’s platform.

Translation:
Less repetitive work.
Less stress.
Way fewer tabs open at 11 PM. 😅

Stop babysitting your firm. DM me and let’s set this up right. 🍋

My hand hurts.Not from typing. From writing.I’m a tech consultant. I live on my iPhone. I talk to text. I haven’t held a...
05/11/2026

My hand hurts.
Not from typing. From writing.
I’m a tech consultant. I live on my iPhone. I talk to text. I haven’t held a pen long enough to feel it in years.
But last weekend at in Lake Lure, I met people worth the hand cramp.
So I went old school. Stamps. Stickers. Handwritten notes.
Because some connections deserve more than a LinkedIn “great to meet you!” notification.

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28036

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