A Clio automation consultant builds automation directly inside Clio, so the repetitive work around your matters gets handled without a person driving each step, and does it without pulling your team off the case management software they already know.
Plenty of automation pitches quietly mean "move everything onto our platform." We don't. We build on top of the Clio you already run.
This is also where we've done the most work. We keep several automations running against Clio at once for one firm, on a single connection we refresh every day so nothing silently drops in the middle of a matter.
What we automate in Clio
Intake. A new lead becomes a contact and a matter with the right fields filled and the right people assigned, before anyone touches a keyboard.
Mail and documents. Incoming mail and scanned documents get read and filed to the matter they belong to, instead of piling up for someone to sort.
Client communication. Clients hear from the firm at each case milestone, automatically, in the firm's own voice.
Reporting. The numbers partners actually check, pulled from Clio and delivered on a schedule instead of assembled by hand.
We build in Clio, we don't replace it
Your case management system is where your team lives. Ripping it out to install ours would cost you weeks of retraining to solve a problem that doesn't need it. We work through Clio's API, everything stays in your account, and if we ever parted ways you'd keep all of it. If you already know you want this built, our Clio automation service lays out exactly what we run inside Clio and how the engagement works.
What happens if it misses
You don't pay for it. We agree on the specific result before anything gets built, write it into the agreement, and if the system doesn't hit it, there's no bill. Every automation logs each run and alerts us the moment something fails, so a problem gets caught the same day, not three weeks later when a client asks why they never heard back.
Common questions
What does a Clio automation consultant do?
They build automation directly inside Clio so the repetitive work around your matters gets handled without a person driving each step: intake, filing incoming mail and documents to the right matter, client updates at case milestones, and the reports partners actually check. The point is to make Clio carry more of the work your team does by hand.
What can you automate in Clio?
The parts that eat your team's day. New leads becoming contacts and matters with the right fields and people assigned, incoming mail and documents read and filed to the correct matter, texts and emails to clients at each milestone, and reporting pulled and delivered on a schedule. If it happens the same way every time in Clio, it can usually be automated.
Do I have to switch off Clio to automate it?
No. We build on top of the Clio you already run, through its API, and everything stays in your account. Your team keeps working the way they know, and nothing moves to a system they would have to relearn.
What if the automation misses something?
We agree the result up front and write it into the agreement, so if the system misses it, you don't pay for it. Everything runs in your own Clio and accounts either way, and every automation logs its runs and alerts us if something fails.
Want to see what's worth automating in your Clio setup? Book a free operations audit. Half an hour, we go through your team's day inside Clio and flag what's automatable. Yours to keep, no strings.