For law firms on Clio · Gilbert, Arizona
You are paying for all of Clio. Use all of Clio.
Trust ledgers, scheduled reports, communications on the matter, task chains, court deadlines, payment links and buttons inside Clio’s own screens are all in the API your subscription already includes. Most firms use a fraction of it. We wire the rest, and we run the maintenance it quietly needs.
Carlos & Erick
Six workflows, wired once
Where the hours go back.
Trust reports, straight from the ledger
Clio exposes matter and client trust balances and the bank transaction ledger through its API, and can schedule its own trust reports. We wire the delivery, the replenishment flags and the monitoring around them.
How we build itNew matters that set themselves up
Contact, matter, custom fields, folder skeleton and kickoff calendar entries in one chain, with a task template list applied the moment the matter opens.
How we build itEvery call and email on the file
Clio can record email and phone communications against the matter through its API, so the file is complete without anyone copying messages in by hand.
How we build itCourt-rule docketing calculates the deadline chain from a trigger event by jurisdiction, so the calendar is right the first time.
Aging balances chased with Clio payment links and dignified reminders, with the payment webhook confirming receipt.
Documents merged from your saved Clio templates against the matter, delivered as PDF or native format for review.
The part most firms never switch on
What Clio’s API opens up.
Matter and client trust balances, the bank transaction ledger, trust requests to top a client up, and Clio’s own trust ledger and trust listing reports generated and scheduled on demand.
Communications can be written onto the matter as records, which is how the file becomes the whole story without anyone pasting messages in by hand.
A document can be merged from your saved Clio template against a matter and returned as PDF or native format, ready for review.
A task template list applies to a matter the moment it opens, with cascading due dates, and court-rule docketing calculates deadline chains from a trigger event by jurisdiction.
Custom actions put our tools in Clio’s own matter, contact and document screens, so your team never learns a second system.
Clio’s API cannot create a bill, record a manual payment or move money between accounts. Collections run on payment links instead, with the payment event confirming receipt. We would rather you hear that here than after signing.
The maintenance nobody mentions
Clio’s webhooks expire, at most thirty-one days out, and a silently dead subscription is how automations stop working without anyone noticing. Renewal is a scheduled job we run and monitor as part of care, along with token health and the per-user rate limits Clio applies. It is unglamorous, and it is the difference between an automation that works in month one and one that still works in month twelve.
Two to four weeks, scoped first
How it lands.
Map
We sit with the person who actually runs your office, watch the real clicks, and register a private Clio app scoped to your firm, which is self-serve and does not wait on anyone’s approval queue.
Build
We build against Clio's documented API with a private app scoped to your firm. Fixed price, agreed in writing before work starts.
Run
We watch it monthly, renew what Clio expects us to renew, and tune it as the firm changes. Everything stays on accounts the firm owns.
Confidential by design
Built for privilege, not around it.
- Nothing we build gives legal advice. Automation handles logistics: matter setup, documents from your templates, updates, reminders, reporting.
- Client data stays inside Clio and the systems you control. We put the data-flow design in writing before launch, so you can see exactly what moves where.
- Model training is off on every tool we use. Your matters never train, improve or fine-tune any AI model.
- The app is registered to your firm. Workflows, numbers and records stay with you, whoever maintains them.
What it costs
Fixed price, agreed before work starts.
Scoped, fixed, owned
Two to four weeks depending on scope. The workflows, the app registration and every account stay with the firm. If we part ways, it keeps working.
Scope it on a callRun, watched, tuned
Monthly monitoring, maintenance and enhancement, including the webhook renewals Clio requires, with a real person answering when something changes at the firm.
Ask what it coversTrust reports, delivered
The scheduled trust balance report plus monitoring, produced through the Clio API rather than rebuilt by hand, against the $600-plus a legal bookkeeper charges for the same reconciliation grind.
Scope it on a callTrue totals are itemized before you sign, and the Clio app is registered in your firm’s name.
Questions firms actually ask
The honest answers, up front.
Can Clio produce trust reports automatically?
Yes. Clio exposes matter and client trust balances and bank transaction ledgers through its API, and it can generate and schedule its own trust ledger, trust listing and trust management reports. We wire the delivery, the replenishment flags and the monitoring around them, so the report arrives without anyone rebuilding it by hand.
What can Clio automate that other platforms cannot?
Three things stand out in Clio’s API: email and phone communications can be written onto the matter, documents can be generated from your saved templates, and task template lists can be applied to a matter the moment it opens. Court-rule docketing can also calculate deadline chains from a trigger event by jurisdiction.
What cannot be automated in Clio?
Clio’s API cannot create a bill or record a manual offline payment, and it cannot initiate transfers between bank accounts. Collections are automated through payment links and Clio Payments instead, with the payment webhook confirming receipt. We tell you these boundaries before you pay for anything.
Is this compatible with confidentiality and privilege?
Yes, by design. Automation handles logistics: matter setup, documents from your templates, scheduling, updates and reporting. It gives no legal advice, and everything it touches lives in systems your firm controls. We put the data-flow design in writing before launch.
Who owns the workflows and the data?
The firm does, entirely: the accounts, the workflows, every record. If we ever part ways, it all stays with you, still running.
See it scoped before you pay for anything.
Thirty minutes with the person who runs your office. We will tell you honestly if Clio already does what you need.
See you on the call. Carlos & Erick