A Clio virtual assistant is a trained remote helper who runs the day-to-day work that keeps a firm on track. They handle phones, scheduling, billing, and follow-up. You get the same work, with less cost and less stress.
This page tells you what a Clio virtual assistant does, what it costs, and how to hire one. It also has a quick cost tool you can use right now.
Quick overview
- What they do: Phones, scheduling, intake, billing, follow-up, marketing, reviews.
- Where they work: Remote. They log in like any team member.
- Cost: Often 50% to 70% less than a local hire.
- Tools they use: Clio Manage, Clio Grow, Clio Drive, Clio Payments, Clio for Clients (portal), Microsoft Outlook, Google Workspace, Docusign.
- Safety: All assistants sign an NDA and follow strict confidentiality rules to protect privileged client data under attorney-client standards.
- Hours: Full time only. We do not offer part time. See why.
Why firms need help now
Law firm owners spend too many hours on admin work inside Clio instead of serving clients.
- intake forms and new client data pile up in Clio with no one to enter them fast
- billable hours go unlogged because no one tracks time entries every day
- documents sit unorganized in Clio Drive and lawyers waste time searching for files
- follow-up emails and court deadline reminders slip through the cracks
- invoices stay unpaid because no one chases clients through Clio Payments on time
A Clio virtual assistant lifts the load. You keep the in-house team for the high-value work. The remote helper takes on the rest.
Tasks a Clio virtual assistant can do
Client intake and data entry
- create new matter records in Clio for each incoming client
- fill out custom intake forms and save answers to the correct contact profile
- upload signed retainer agreements to the client matter folder
- tag and categorize contacts so your pipeline stays clean and searchable
- send welcome emails using Clio templates after each intake is complete
Time tracking and billing
- log daily time entries for attorneys based on notes or call logs they share
- review open matters for missing time and flag them before billing deadlines
- generate draft invoices in Clio Manage and send them to the right clients
- follow up on unpaid invoices by email and update payment status in Clio
- reconcile trust account transactions and keep ledger notes accurate each week
Document and file management
- organize uploaded files inside Clio Drive using a consistent folder structure
- name and rename documents to match your firm naming convention
- send documents for e-signature through Clio and track completion status
- archive closed matter files and remove duplicate or outdated versions
- prepare document templates inside Clio for common forms your firm reuses
Calendar and deadline management
- add court dates, hearings, and client calls to Clio Calendar for each matter
- set reminder tasks in Clio for statute of limitations and filing deadlines
- reschedule appointments and update all linked matter events when plans change
- send calendar confirmations and prep instructions to clients before each call
- block focus time for attorneys and protect it from routine scheduling requests
Reporting and client communication
- run weekly matter status reports from Clio and share summaries with partners
- pull accounts receivable aging reports and highlight overdue balances
- draft client update emails using matter notes pulled from Clio
- monitor the Clio client portal for new messages and respond within 24 hours
- compile monthly productivity and revenue reports for firm leadership review
Try the Clio VA cost tool
Use this small tool to see your possible monthly savings. Move the sliders to match your business. The math runs in your browser. Nothing is sent anywhere.
Quick Clio VA Cost Tool
Full-time only at Stealth Agents (40 hours per week, 4.33 weeks per month).
Full-time local hire (40 hrs/week): $0 per month
Stealth Agents full-time agent (40 hrs/week): $0 per month
Estimated monthly savings: $0
All math runs in your browser. Move the sliders to fit your business. Stealth Agents only offers full-time helpers.
What does a Clio virtual assistant cost?
- Local hire: $22 to $35 per hour, plus benefits and turnover.
- Stealth Agents virtual assistant: starts at $10 per hour, up to $15 per hour for senior helpers. Full-time only (40 hours per week).
- Typical savings: 50% to 70% lower monthly cost.
- No payroll tax, no PTO accrual, no office space, no equipment.
- Scale to a second or third full-time helper as your business grows.
Why we only offer full-time agents
Stealth Agents only offers full-time agents. Studies of 1,000+ part-time hires show part-time workers leave within 2 to 3 weeks, cannot be sourced with specialized skills, and waste training hours. We invest in full-time helpers so you get someone who learns your business and stays. Read why.
What a founder says about hiring a Clio VA
A Clio virtual assistant handles the daily admin your attorneys should never touch. When billing, intake, and follow-up run on time, firms collect more revenue and serve clients better. That is the real value a trained VA brings to any legal practice.
Teo Adiputra, Founder of Stealth Agents
How to hire a Clio virtual assistant
Use this short, plain plan.
- Write down the 5 jobs you want off your plate first. Be plain.
- List the tools you use today. Pick a helper who knows them.
- Book a 30-minute call to share your jobs and your goals.
- Run a 2-week pilot on one job. Track the result with a number.
- Roll out to the rest. Keep weekly check-ins for the first 60 days.
Related reading on Stealth Agents
- All industry virtual assistant pages
- Full virtual assistant services
- Stealth Agents pricing
- Meet the team behind Stealth Agents
Frequently asked questions
What does a Clio virtual assistant do?
A Clio virtual assistant manages day-to-day tasks inside Clio Manage and Clio Grow. This includes data entry, time tracking, billing, document organization, calendar management, and client follow-up so your attorneys can focus on legal work.
How much does a Clio virtual assistant cost through Stealth Agents?
Stealth Agents offers full-time Clio virtual assistants at $10 to $15 per hour for a 40-hour work week. This is 50 to 70 percent less than hiring a local legal admin. Visit /pricing/ to see current plans.
Is my client data safe with a virtual assistant?
Yes. Every Stealth Agents assistant signs a confidentiality agreement before starting. They are trained to handle privileged legal information with care and follow your firm security rules inside Clio.
How do I get started with a Clio virtual assistant?
Go to /contact-us/ and tell us about your firm size and Clio workflow. We match you with a trained assistant, walk you through onboarding, and have your VA ready to work inside Clio within a few days.
Ready to hire your first Clio virtual assistant?
Hiring a Clio virtual assistant is one of the fastest ways to give your team back time. The work gets done. The cost goes down. Your customers get a faster reply. Book a free call and we will match you with a trained helper in 7 to 10 days.
