Get 10x More Out of Clio Without Adding a Single New Tool
You're already paying for Clio Manage and Clio Grow. We build the automations, task triggers, intake pipelines, and workflow configurations your team never had time to set up — fully inside Clio.
Average Clio utilization before optimization. Most firms leave the majority of functionality untouched.
Saved per staff member per week once intake and task automation is live.
Typical time from kickoff to first automations running in your Clio account.
Four Core Automation Areas We Configure in Every Clio Engagement
Every automation is built natively inside your existing Clio account — no third-party tools required unless you want deeper integrations.
Intake & Lead Pipeline Automation
New lead submits a form → Clio Grow automatically creates a contact, assigns a pipeline stage, triggers a follow-up task for your intake team, and sends an acknowledgment — without anyone touching the keyboard.
Matter Workflow & Task Automation
When a matter moves to a new stage, Clio automatically creates the right tasks, assigns them to the right staff, and sets deadlines — ensuring nothing falls through the cracks on any active case.
Document Template Population
Intake form completed → Clio auto-populates your document templates with client data, generates the document, and saves it to the matter file. Eliminates manual data entry for every client document you produce.
Billing Reminders & Invoice Automation
Automated invoice generation triggers, overdue billing reminders, and payment follow-up sequences built directly into Clio — so your billing cycle runs without staff intervention.
A Typical Clio Intake Automation Flow
This is what a fully automated Clio intake pipeline looks like once we're done building.
Lead submits intake form
Clio Grow contact auto-created
Practice area routing triggers correct pipeline
Follow-up task assigned to intake staff
Lead converts → Matter auto-created in Clio Manage
Document templates populated & tasks assigned
Every Automation We Configure in a Standard Clio Engagement
These are the exact automations we build and test before handoff — documented and trained with your team.
Stage-triggered task creation
Matter moves to new stage → task list auto-created and assigned to correct staff member.
Document template population
Intake form completion triggers automatic population of client-facing document templates.
Clio Grow pipeline automation
New lead → automated follow-up sequence with scheduled tasks and reminders.
Billing reminders & invoice triggers
Automated billing cycle notifications and overdue invoice follow-up sequences.
Calendar & deadline automation
Matter type-specific deadlines auto-calculated and added to calendar on matter creation.
Practice area routing
Custom intake form routing based on practice area — each type triggers the correct workflow.
Lead conversion → matter creation
When a lead converts in Clio Grow, a matter is automatically created in Clio Manage with all data transferred.
Staff notification rules
Automated alerts to the right team member when a matter reaches key milestones or stalls.
Everything Included in Your Clio Optimization Engagement
Every engagement is fully documented and handed off with training — not just built and abandoned.
Workflow Audit
Full review of your current Clio setup, identifying gaps, unused features, and automation opportunities before a single build begins.
Automation Build
All automations built, tested against your real firm data, and verified before handoff. No partial builds, no unfinished workflows.
Staff Training
Live walkthrough of every automation with your team — so staff know exactly how the new workflows operate from day one.
Documentation
Written workflow guides for every automation built — so your team can reference, onboard new staff, and maintain without us.
30-Day Support
One month of post-launch support included. We fix issues, make adjustments, and ensure everything is running cleanly in production.
Performance Baseline
Before and after metrics documented — so you can see exactly how much time your firm is saving once automations are live.
- Full Clio workflow audit (Manage + Grow)
- All automations built and tested
- Document template configuration
- Pipeline and intake flow setup
- Staff training session
- Written workflow documentation
- 30 days of post-launch support
- Delivery in 2–4 weeks from kickoff
Not Sure If This Is the Right Tier for Your Firm?
Book a free 30-minute strategy call. We'll review your current Clio setup, identify your biggest automation opportunity, and tell you exactly what a custom build would look like — no commitment required.
Not Sure Which Tier Is Right for Your Firm?
Book a free 30-minute strategy call. We'll identify your biggest automation opportunity and recommend the right system — no sales pressure, no commitment required.
Unlock what your firm is capable of.
Secure AI automation systems built specifically for small and midsize law firms.
