Simple Smart Solo
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I help Estate Planners get MORE out of CLIO, super fan of legal tech and AI, Ironman, Wonder Widow
06/18/2026
Your law firm shouldn't steal every evening, weekend, and soccer game.
Most attorneys don't need to work harder. They need a system that remembers things for them.
That's where Clio shines.
When your workflows, deadlines, client communication, and billing are organized, you spend less time managing chaos and more time living your life.
Because the goal isn't just a successful law firm.
The goal is having a life outside of it.
Hiring a bookkeeper had an unexpected bonus.
My tax accountant is way happier. 😂
Instead of sorting through my scattered notes, random receipts, and "I swear I saved that somewhere" system, they get clean, organized books.
The bookkeeper speaks accountant. The accountant speaks bookkeeper.
Everyone wins. ☕📚
Your body and your law firm have a lot in common. Ignore them for a few months and suddenly you're wondering how things got so messy. 😅
You don't get fit by doing one perfect workout.
So if your firm feels a little chaotic right now, don't panic. Start with one small improvement and keep moving.
Future You is already sending a thank-you note.
I recently hired a bookkeeper.
Not because I can't do bookkeeping. Because I shouldn't be spending my time doing it.
Every hour I spend in spreadsheets is an hour I'm not helping attorneys simplify their firms and reduce the chaos.
Sometimes the smartest move isn't working harder.
It's getting the right help.
What's one task you're ready to take off your plate? 👇
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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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. 🍋
I had an amazing time joining the Center Stage Podcast with Danny Decker talking about one of the biggest silent killers in law firms:
Clients slipping through the cracks.
Listen to the full episode here:
Spotify: https://bit.ly/center-stage-on-spotify
Apple Podcasts: https://bit.ly/center-stage-apple-podcasts
YouTube: https://youtu.be/nErFljDDluI
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. 🍋
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
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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