Automate the manual work in Clio

FullSpec maps how Clio fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

Clio by the numbers

Insights from real process mapping sessions that involve Clio.

No processes mapped yet using Clio. Map a process that uses Clio to see automation data here.

Map a Clio automation

Top 5 Clio friction points when done manually

1

Time entries scattered across Clio

Attorneys log time in Clio throughout the day but you must manually hunt through multiple matters and timekeepers to compile accurate billing reports.

78% report this

2

Client contact updates in Clio lag

When clients call with address or phone changes, you manually update their record in Clio, but other staff members still use outdated contact information from memory or old emails.

71% report this

3

Matter status syncing with Clio fails

You close matters in Clio but must manually notify accounting, billing, and document management teams because Clio does not automatically trigger handoff workflows.

63% report this

4

Invoice reconciliation against Clio takes hours

After Clio generates invoices, you manually cross-check them against timesheets, expenses, and retainers to catch billing errors before sending to clients.

54% report this

5

Duplicate contacts pile up in Clio

You manually search and merge duplicate client and opposing counsel records in Clio because the system does not flag or prevent duplicates during data entry.

29% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Clio

Browse popular Clio automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.

Add new Clio contacts to Mailchimp lists

Mailchimp + Clio

Add tags to Evernote with new Clio matters

Evernote + Clio

Create Gmail labels from new Clio matters

Gmail + Clio

Log new Microsoft Outlook emails and create time entries in Clio

Microsoft Outlook + Clio

Turn new Clio Matters into Google Contacts

Google Contacts + Clio

The most popular processes that use Clio

See which Clio workflows businesses automate most often. Pick one to map it and get your free build plan.

Customer Support

Client Updates & Status

Clients get clear, timely updates at every stage of their matter without staff lifting a finger.

128 hrssaved/month

Court Date & Deadline Docketing

Keep every filing deadline, hearing date, and response window on the right calendar without anyone doing the maths by hand.

28 hrssaved/month

Billing & WIP to Invoice

Convert unbilled time and disbursements into accurate client invoices without the manual collation grind.

333 hrssaved/month

Document & Information Collection

Clients submit everything your practice needs before the matter stalls, without a single phone call from your team.

45 hrssaved/month

Matter Intake & File Setup

A new matter is ready to work the moment a client signs, with every system updated and every document waiting.

30 hrssaved/month

Tools commonly connected to Clio

Most automations involve more than one tool. These are the ones that show up most often alongside Clio.

Microsoft Outlook

Google Contacts

Google Calendar

Clio Automation questions

Ready to automate your work in Clio?

Tell FullSpec which Clio task eats the most time. We'll help you map it, scope it, and create your free build plan.