Clio Manage setup and reporting
- Custom fields and matter stages
- KPI dashboards from stage dates, time entries and invoices
- Billable-hour and origination reporting by attorney
A CLIO CONSULTANT
WHO ALSO WRITES THE CODE.
Clio does a great deal out of the box. Firms usually call us when they need it to follow their own process: stage targets it doesn’t track, intake forms it doesn’t offer, or years of data sitting in a system they are leaving.
We configure Clio to match, and we build the pieces it doesn’t include.
Start with a Clio review- Active matters
- 64
- On track
- 50%
- Behind or at risk
- 32
- Lifecycle target
- 7 months
Average days in current stage
Measured from each matter's stage start date in Clio.
What we do
with Clio.
Clio Grow intake
- Intake forms with conditional questions
- Contact creation, tagging and contact-select fields
- Automated reminders and follow-ups
Migrations and imports
- Daylite to Clio migrations
- Bulk imports with a test run before anything goes live
- Clean-up of contacts and custom-field values
Integrations
- Clio API development
- Clio connected with Lawmatics, QuickBooks Online, RingCentral, DocuSign and Outlook
See it working
- Which matters are falling behind schedule?Clio matter timeline and KPI dashboard · Clio Manage
- Where are our new clients actually coming from?Intake and marketing attribution dashboard · Lawmatics · Intaker · Clio Manage
- Which follow-ups are waiting on us?Intake automation console · Clio Grow · RingCentral · DocuSign
- Is the firm as profitable as it looks?Law firm financial dashboard · QuickBooks Online · Clio Manage
Common questions
Which Clio products do you work with?
Clio Manage and Clio Grow. Much of our work sits where they meet, such as an intake finished in Grow that has to become a properly set-up matter in Manage.
Can you move our data into Clio from another system?
Yes. We have migrated firms from Daylite and imported records from spreadsheet exports. We run a test import first and check the result with you before the real one.
Will custom work break when Clio updates?
We build on Clio’s published API wherever it covers the job, and we document what we build. If Clio changes something, you will know exactly where to look.
Tell us what you wish Clio did for your firm.
Start with a Clio review