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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.

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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.

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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clients call with address or phone changes, you manually update their record in Clio, but other staff members still use outdated contact information from memory or old emails.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
DisclaimerAll data is based on anonymized FullSpec mapping sessions and proprietary industry research. Learn more

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.

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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.

Finance

Billing & WIP to Invoice

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

8.0k hrsIdentified
30Mapped
View
Legal

Court Date & Deadline Docketing

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

552 hrsIdentified
24Mapped
View
Operations

Court Filing & Service of Process

Managing filing checklists, deadlines, proof-of-service tracking.

272 hrsIdentified
16Mapped
View
Finance

Pre-Bill Review & Edit Workflow

Routing pre-bills to partners and capturing edits without printouts.

559 hrsIdentified
13Mapped
View
Operations

Matter Opening & File Setup

Auto-creating folder structures, task lists, deadline calendars.

182 hrsIdentified
13Mapped
View
Operations

Conflict Check Automation & Clearance

Running conflict searches across clients, parties, related entities in minutes.

660 hrsIdentified
12Mapped
View

Tools commonly connected to Clio

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

Mailchimp logoMailchimpEvernote logoEvernoteGmail logoGmailMicrosoft Outlook logoMicrosoft OutlookGoogle Contacts logoGoogle ContactsSlack logoSlackGoogle Sheets logoGoogle SheetsGoogle Calendar logoGoogle CalendarGoogle Drive logoGoogle DriveHubSpot logoHubSpotSalesforce logoSalesforceTrello logoTrello

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.

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