Clio is legal practice management software that helps small law firms organize matters, contacts, documents, calendars, tasks, time entries, and billing in one place. Instead of tracking a file across email, shared drives, spreadsheets, and paper notes, your team works from a shared matter record that shows what has happened, what is due, and what has been billed.
Small firms often struggle with Clio not because the product is wrong, but because the setup never matched how the firm actually works. Matter types and custom fields pile up, documents live in two places, time entry habits vary by lawyer, and billing becomes a month-end scramble. Over time, staff work around the system instead of in it, and leaders lose confidence in matter status and unbilled time.
HarjTech supports Clio for small Canadian law firms and legal teams that want the system to stay usable and trustworthy. We help you shape matters, fields, and workflows around your real practice, clean up contacts and matters, fix document and calendar connections, tidy time and billing setup, and support your team when something breaks. The goal is a practice system that keeps files organized, reduces admin chasing, and helps you bill accurately without adding friction to legal work.
With steady support, Clio becomes a system the whole firm can rely on. Lawyers can see matter status without chasing updates, staff can find documents without hunting through drives and inboxes, and billing reflects the work actually done. That consistency reduces admin friction and helps the firm serve clients with confidence.
Yes. Time capture and billing are among the most common reasons firms ask for help. We review how time is entered, how matter and activity categories are set up, and where unbilled time tends to get stuck. We then tidy the setup and document a simple routine your team can follow.
We also help you check billing workflows, invoice templates, and reporting so you can see what is unbilled, what is outstanding, and what needs follow-up. The goal is accurate, timely billing without turning time entry into a burden for lawyers and staff.
Small habits make the biggest difference. Consistent time entry, clear activity categories, and a regular billing review help the firm see unbilled work early instead of discovering it at month-end. We help you set up a routine that is easy to follow and easy to check.
Your work is handled by HarjTech, led by Harjot and supported by vetted subcontractors where needed for delivery. You will have a clear point of contact and a record of what was done.
We work inside the access you approve and within the scope you agreed to. You keep ownership of your Clio account and your data. We follow your firm's confidentiality expectations and document changes so you can see what was done and why.
Communication stays simple. You will know what is planned, what is in progress, and what was completed. If a question needs your decision, we will explain the options in plain language and wait for your go-ahead before changing anything that affects your data or your team.
Yes. We start with a review of your current setup, including users, permissions, matter types, document storage, integrations, and data quality. We document what we find and agree on priorities with you before making changes.
We also confirm that your firm owns its Clio account and data, and that admin access is held by the right people. If a previous provider still holds access, we help you transition it cleanly so nothing depends on someone who is no longer supporting you.
We keep the transition low-disruption. Your team keeps working while we review and document the setup, and we agree on any changes before we make them. If there are urgent issues, we address those first so the handover does not leave you waiting for help.
Ongoing support means you have someone to call when Clio misbehaves, and someone proactively keeping it tidy. That includes troubleshooting, user and permission changes, small workflow and field adjustments, document and calendar checks, integration monitoring, and plain-language answers for staff.
We keep a simple log of changes and issues, so you can see what was fixed and what is planned. The aim is steady reliability: fewer surprises, cleaner matter files, and a system that stays aligned with how your firm works as it grows.
Support is practical, not theoretical. When staff ask the same question twice, we document the answer so the next person does not need to ask again. When a small fix prevents a larger cleanup later, we make it and note it, so you can see the value of staying current.
Clio does not need to replace everything you use. We help it fit alongside your accounting, document storage, email, calendar, and e-signature tools, with clear rules for what lives where. That avoids double entry and keeps your team from guessing which system holds the current version.
If a tool is duplicating work or causing repeated errors, we will say so. We will not push you to change tools for the sake of it. The goal is a simple, connected setup that keeps matter files organized without extra admin work.
We also help you avoid rip-and-replace churn. If a tool is working well, we keep it and make the connection better. If two tools overlap, we help you decide which one should own each piece of data, so your team has one clear place to update and one clear place to look.
Yes. We support migrations from spreadsheets, shared drives, and other practice systems. We start by reviewing what you have, deciding what to bring over, and agreeing on how to handle duplicates, old matters, and incomplete records. A migration is a good time to clean house, not to copy every old problem into a new system.
We plan the move in stages, test with a sample of matters first, and check counts and key fields after import. We also help your team learn the new layout so they can start working in Clio with confidence from day one.
After the move, we stay available while your team settles in. Early questions are normal, and quick answers in the first weeks help staff build good habits. We will check counts and key records again after cutover so you can trust that nothing important was left behind.
We help you apply practical security habits. That includes setting up roles and permissions so staff see only the matters they need, managing user access when people join or leave, reviewing sharing and export settings, and helping you use strong sign-in practices.
For backups, we help you confirm what Clio retains, how to export key data on a schedule, and who is responsible for keeping a copy. We also help you document who can change settings or export data, so access stays controlled as your team changes. Your firm keeps ownership of its data throughout.
We also recommend a regular access review, especially when roles change or staff leave. A short quarterly check of who can see, edit, or export data helps you catch stale access early and keeps your security posture aligned with how the team actually works today.
Both. Fixed-scope work fits a defined job, such as a cleanup, a matter template rebuild, a document organization project, or an integration. We agree on what is included, what is not, and what done looks like before we start.
Ongoing support fits firms that want someone to watch the system, answer staff questions, fix issues, and make small improvements over time. Many small firms start with a fixed-scope cleanup and then move to ongoing support to keep matters from drifting back into disorder. We will recommend the option that fits your situation on the scoping call.
Many businesses start with one defined project and then decide on ongoing support once they see the system stay clean. There is no obligation to commit to ongoing support up front. We will recommend a starting point that fits your budget, your team size, and how much change the system needs.