An Adnan Feroz Group company
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Finance, docs & HR

Clio

Legal practice management: matters, time, billing.

Best for: Law firms

Group playbook

The Accounting Doc

our CPA firm in Pickering, Ontario

How Clio fits at The Accounting Doc

Engagement letters, NDAs and onboarding packs were emailed as attachments and chased by hand.

  1. Clio (legal practice management: matters, time, billing) sends each document from a template, tracks opens and collects the signature.
  2. Signed documents file themselves against the client in the CRM.
  3. Reminders go out automatically on day three and day seven; a person steps in after that.

What changed: Onboarding is a sequence, not a chase.

Lesson: If a document is sent more than twice a month, it needs a template.

Group playbook: how this job is set up across the Adnan Feroz Group companies. The method, not measured results.

Where it fits (1 industry)

  • Law firms: Matters, time and billing

    Matters, time tracking, billing and client portal in one system.

    Watch out: Check data location against your clients' requirements.

Compare: Koinly or Clio

Review status
Desk review, November 2026. Not yet hands-on tested.
Pricing
Set by Clio and changes often. Check the current plans on their site.
Who you buy from
Clio directly. Your account and contract are with them.

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