n-Clio tracks the matter. Who's updating everyone else about it?
Clio is legal practice management software: matters, contacts, documents, time tracking, and billing in one system, with Clio Grow handling intake and lead tracking on the front end. It's built to be the firm's hub. The gap shows up at the edges, the intake call that still gets typed into Clio by hand later, the client who calls asking for a status update nobody had queued up. We connect Clio to the rest of your firm's systems so that information moves on its own.
What We Build on Top of Clio
A call comes in, or a web form gets submitted, and somebody still has to open Clio and create the matter and contact by hand before anything else can happen. We build the handoff so a new lead from your intake line, website, or call tracking tool creates the Clio matter and contact automatically, with the right fields already filled in.
Once a matter's open, the retainer agreement or engagement letter usually gets drafted separately and emailed out as its own step. We connect Clio's matter data to your document and e-signature tools so the right document generates and goes out the moment the matter's created, and the signed copy comes back and attaches to the matter without anyone chasing it down.
Clients ask for status updates because nothing tells them anything until they call. We build the notifications that fire off a text or email the moment a matter moves to a stage you define, no paralegal deciding on a given afternoon that it's time to update everyone.
If your firm runs Clio's billing alongside a separate accounting system, we handle getting invoice and payment data between the two correctly, matched to the right matter and client, instead of someone reconciling two systems by hand at month end.
A Real-World Scenario: Mid-Sized Personal Injury Firm
New-client intake by phone, Clio for matters and billing, a separate e-signature tool for retainers.
Before
An intake call ends, and the paralegal types the client's details into Clio from handwritten notes, then opens the e-signature tool separately, finds the retainer template, fills it in again, and sends it. If the client signs at 9pm, nobody notices until the next morning.
After
The intake call ends and the matter and contact already exist in Clio, pulled straight from the intake form. The retainer goes out for signature within minutes, pre-filled from the matter record, and the signed copy lands back on the matter automatically. The paralegal's first real task is reviewing a file that's already set up, not building one from scratch.
Running your firm on Clio and still re-entering the same client details three times?
Tell us where a new matter stalls right now, intake, document generation, billing, client updates, and we'll walk through what's actually worth connecting. And if Clio isn't where your firm loses the most time, that's fine too, we automate whatever's manual, in Clio or anywhere else your practice runs.
Let's talk