Clio users, Assign Tasks to your Virtual Assistant Seamlessly

Clio users, Assign Tasks to your Virtual Assistant Seamlessly

All it takes is a couple of clicks.


There is a Better Way Than Email to Assign a Task to Your CuroLegal Virtual Assistant

The most common way to assign a task to a virtual assistant is by simply sending an email describing the task to the virtual assistant. The problem with this method is the lawyer’s inability to track tasks and the necessity to create even more reminders to check on the task, which is just another thing to do. And sending a task by email keeps clogging the inbox. No one wants that.

If you're a Clio user, just take the following steps: 

1. Open Clio Tasks. 

2. Select "Add."

3. Fill in what's left. 

4. The virtual assistant will get a notification like the one below to log into Clio and get started working on your task. 

Clio and Custom Counsel virtual assistants allow lawyers to get time back and focus on the law part of representing clients. This easy method of assigning tasks to a virtual assistant using Clio will help minimize your inbox and empower you to effectively delegate tasks.