You own operations.
We keep Clio aligned.
A Clio execution partner for ops teams. We manage rollout risk, keep billing and reporting reliable, and give requests one place to go.
Clio Governance & Change Control
Clio gets harder to govern as the firm grows.
New hires, partner changes, billing updates, and new practice needs introduce exceptions. Without change control, those exceptions harden into workarounds that pile up over time. We put change control in place with clear decision owners and one request path, so updates are reviewed once, documented, and implemented consistently. Clio stays predictable, auditable, and a reliable source of truth.
Firm-Wide Clio Standardization
Keep workflows and billing rules consistent as the firm grows.
We standardize Clio across the firm so it works the same way for everyone. Workflows, permissions, templates, automation, and billing follow a clear model instead of one-off decisions.
The result is predictable execution, easier governance, and fewer exceptions as the firm grows.
Clio Remediation & Rebuilds
Fixing what is already broken.
When parts of Clio no longer reflect how the firm operates, we fix the underlying structure and rebuild only what is not working, while preserving what already works.
- Workflow rebuilds and system cleanup
- Billing configuration fixes
- Sync and integration fixes
- Permissions and role cleanup
- Template and automation repairs
Role-Based Adoption & Enablement
Changes happen. We make sure they don’t break the firm.
We run Clio adoption with your ops team. Changes are piloted, then expanded in stages with clear ownership and timing. Role-specific training and reinforcement keep changes consistent, so adoption sticks.
Ongoing Clio Operations
One place to send requests. One team to run them through.
We run the day-to-day operation of your Clio environment. Issues, user questions, and change requests are handled quickly and consistently through one point of contact. We triage requests, ship changes cleanly, and keep Clio stable as the firm evolves. Your ops team sets priorities. We handle execution.
You keep the firm moving.
We keep the systems behind you stable.
We keep the surrounding systems stable, secure, and consistent so Clio changes land cleanly and stay that way.
Operational Support for Ops
We handle access, onboarding, and support across email, devices, and files. Requests flow through one place with repeatable fixes, so ops is not answering the same questions all week.
Security and Audit Support
We maintain the controls, monitoring, and evidence so audits, reviews, and insurer requests do not derail ops. Security stays consistent as the firm evolves.
Billing and Reporting Support
We keep the integrations and data inputs that drive billing and reporting reliable. Reporting stays trustworthy, and billing does not turn into a recurring cleanup cycle.
Why Ops Needs One Place for Clio Requests
As the firm grows, ops becomes the default owner for Clio changes, billing issues, reporting questions, and rollout coordination. New hires, partner preferences, and new practice needs create exceptions and one-off fixes that pile up over time.
ALT Care Plus gives ops one place to send requests and one team to run them through. You set priorities. We ship changes, document decisions, and keep billing and reporting reliable as the firm evolves.
Trusted by Law Firm Operations Leaders
We operate Clio day-to-day so it stays reliable, controlled, and clean as the firm grows.
Mariano significantly improved how I manage my work at the firm. Before working with him, I was overwhelmed trying to keep up with day-to-day operations, and it felt like I was constantly drowning in details. Now I have a streamlined operating structure that lets me delegate more effectively and keep things moving without having to manage everything myself. I love coming to work, and that’s in large part due to the clarity and stability his systems brought to our operations.
— Neil Gornto
My firm has had the privilege of working with Michael, and it’s been a transformative experience. I used to think being busy and overwhelmed was just part of the job, but Michael showed me a different way. He helped me implement systems that streamlined everything we do behind the scenes. Having one company to coach me and support me through the process was exactly what I needed, and no other agency offers this.
— Susan Tataryn
ALT made a huge difference in how my firm operates. The partnership brought clarity and structure to what felt like constant chaos. Every process now runs so much smoother, and it’s clear that ALT truly cares about helping us succeed. Working with them has given me the confidence that my firm is on solid ground, and I’m incredibly grateful for their support.
— Arthur Cogan
Tony has been a tremendous help in reshaping how my practice operates. I was buried in management tasks and couldn’t figure out how to get out of it. Tony helped put our operations into a system that actually works, so things move forward without everything running through me. It’s been a real blessing for our team and our clients.
— Chadwick Boyd
Trusted by modern Clio-powered law firms
Here’s how ALT Care Plus helps modern firms run more secure, efficient, and predictable practices.
Mariano significantly improved how I manage my work at the firm. Before working with him, I was overwhelmed trying to keep up with day-to-day operations, and it felt like I was constantly drowning in details. Now I have a streamlined operating structure that lets me delegate more effectively and keep things moving without having to manage everything myself. I love coming to work, and that’s in large part due to the clarity and stability his systems brought to our operations.
— Neil Gornto
My firm has had the privilege of working with Michael, and it’s been a transformative experience. I used to think being busy and overwhelmed was just part of the job, but Michael showed me a different way. He helped me implement systems that streamlined everything we do behind the scenes. Having one company to coach me and support me through the process was exactly what I needed, and no other agency offers this.
— Susan Tataryn
ALT made a huge difference in how my firm operates. The partnership brought clarity and structure to what felt like constant chaos. Every process now runs so much smoother, and it’s clear that ALT truly cares about helping us succeed. Working with them has given me the confidence that my firm is on solid ground, and I’m incredibly grateful for their support.
— Arthur Cogan
Tony has been a tremendous help in reshaping how my practice operates. I was buried in management tasks and couldn’t figure out how to get out of it. Tony helped put our operations into a system that actually works, so things move forward without everything running through me. It’s been a real blessing for our team and our clients.
— Chadwick Boyd
One owner across the tools you already use.
When you’re ready, let’s look at your Clio request queue
We’ll review what we’d take over, how requests flow, and what gets fixed first.