Simple Smart Solo

Simple Smart Solo I help Estate Planners get MORE out of CLIO, super fan of legal tech and AI, Ironman, Wonder Widow

🚨 ONLY 5 DAYS LEFT!Clio users, this is your very loud, very friendly reminder. 👀The LawPay integration with Clio ends Au...
08/26/2026

🚨 ONLY 5 DAYS LEFT!

Clio users, this is your very loud, very friendly reminder. 👀

The LawPay integration with Clio ends August 31, which means you've got just 5 days to make the move to Clio Payments.

If it's been sitting on your to-do list, this is the part where we stop pretending future-you has unlimited time. 😂

The good news? You still have time to get it handled.

🍋 Need help making the transition? Simple Smart Solo can help you get your Clio payment setup ready before the deadline. https://linktr.ee/simplesmartsolo

Don't wait for Day 5 to become Day 0.

Next week is the last week of the LawPay integration with Clio.If you're still using the LawPay integration, the clock i...
08/21/2026

Next week is the last week of the LawPay integration with Clio.

If you're still using the LawPay integration, the clock is officially ticking. ⏰

The integration sunsets on August 31, so now is the time to get your transition to Clio Payments sorted out.

Don't wait until the last day and turn a simple software change into a full-blown Monday morning headache. 😅

Need help making the switch? That's exactly what we're here for. 🍋

Book a call here: https://linktr.ee/simplesmartsolo

Let's get your payments set up before the deadline.

08/19/2026

Five things that will make you want to switch to Clio.

Meanwhile, I’m doing a plank. Because apparently explaining why Clio can make your practice easier wasn’t enough cardio. 😂

From keeping client intake organized to automating repetitive tasks, getting paid faster, and finally using the features you’re already paying for, Clio can take a lot of the daily chaos off your plate.

And yes, there are more than five reasons.

Want to see what Clio could actually do for your practice?

Contact me here https://linktr.ee/simplesmartsolo

Let’s talk. 🍋

Building a law practice is a lot like putting together a puzzle. 🧩You don't need every piece figured out today.You need ...
08/12/2026

Building a law practice is a lot like putting together a puzzle. 🧩

You don't need every piece figured out today.

You need the right pieces in the right places.

Your systems. Your workflows. Your client intake. Your communication. Your billing. Your technology.

And eventually, you need to stop being the person holding every single piece.

That's where smarter systems come in. 🍋

Simple Smart Solo helps estate planning and probate attorneys get more from Clio, streamline their workflows, and reduce the day-to-day chaos of running a practice.

Ready to put the pieces together?

🔗 Click the link in our bio to get started.

08/10/2026

Independence is something that can’t be bought or magically changed. I wish it could. It’s hard watching loved ones lose their independence and fight to reclaim it however and wherever possible. Little things like being able to cut up steak 🥩 on his own, is so important to my dad. He only has grip strength in his left hand, his right hand 🫱 is paralyzed. Right side was former dominant. It’s comical and slight scary to think that my mom Carrie’s a knife 🔪 but whatever works. Where’s my fellow sandwich 🥪 generation at?

🎙️ I had the chance to sit down with Terrell A. Turner, CPA, host of the Law Firms and Finance podcast, for a conversati...
08/07/2026

🎙️ I had the chance to sit down with Terrell A. Turner, CPA, host of the Law Firms and Finance podcast, for a conversation every Clio user should hear.

We talked about:
🍋 What the LawPay changes mean for law firms
🍋 Why Clio Payments is becoming the next step
🍋 How attorneys can prepare before the August 31 deadline
🍋 Practical tips to make the transition without disrupting your firm

If your firm uses Clio, this episode is packed with insights to help you stay ahead instead of scrambling at the last minute.

Watch the episode and let us est takeaway in the comments!
https://www.youtube.com/watch?v=CBkEijh_lZ0

📅 Book a Discovery Call today! https://linktr.ee/simplesmartsolo

08/06/2026

I’ll call this “aging with dignity.” my dad is what is known as a left side hemi. He lost function of his left side when he had a stroke about eight years ago. He’s come a long way, but it’s still really important to make things safe for him around the house and to preserve his independence. Typically you would do grab bars on the wall, but that’s the right side in this bathroom so if that doesn’t work. A countertop is not really great either because if it gets wet, it’s gonna be slippery. I think we found this beauty on Amazon and my late husband installed it about five years ago. This is one more thing that gives us peace of mind. Estate planning attorneys often have a part of their practice where they work with with seniors that are aging rapidly and declining in their physical abilities. It’s important to know what resources exist to make things easier for both the clients that you serve and the families that they support.

08/05/2026
08/05/2026

My 87-year-old dad. A giant pair of Bose Bluetooth headphones. And a mission — I swear I love him, but I could not survive one more afternoon of 1950s tapes on repeat at volume 100. 😂

Here’s the thing though: it wasn’t about the fancy tech. It was finding the one simple fix, then practicing it over and over until it just… stuck.

That’s basically my whole job too. You don’t need more software. You need the right piece, and someone patient enough to help you actually use it until it’s routine.

08/04/2026

🚨 This is the last month you can use LawPay's integration with Clio.

After the 31th, if your firm is still using it, now's the time to move to Clio Payments.

The sooner you start, the easier the transition.

Book a discovery call and let's squeeze the stress out of this change. https://linktr.ee/simplesmartsolo

While you're there, grab our FREE resources:

📖 EA 101 Guide

📖 Intern 101 Guide

They're packed with practical ideas to help you build the support systems your firm needs so you can spend less time managing tasks and more time practicing law.

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