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Connect Clio Manage and Clio Grow to automated intake, matter updates, and billing workflows.
Clio is one of the most common operating systems for small and mid-size law firms. I build automations that capture new leads from Clio Grow, move qualified matters into Clio Manage, and keep intake, documents, and billing from getting stuck in email chains.
Clio's API makes it possible to connect intake, matter management, billing, and client communication into one automated flow. I use it to route new leads, pre-fill matter records from intake forms, trigger document request sequences, and sync payment status back into the firm's workflow. The biggest win is reducing the handoff friction between marketing, intake, and legal staff.
Lead intake from Clio Grow pushed into matter creation workflows
Client document request sequences tied to matter stage changes
Consultation booking and reminder flows synced to intake records
Billing follow-up automation based on outstanding balances
Matter status notifications routed to attorneys and staff automatically
Ready to integrate Clio into your workflows?
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