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Your No-code and AI Automation PartnerBoost Efficiency with Clio Manage Automation
Enhance your legal practice by automating critical workflows in Clio Manage. Connect with accounting, CRM, and email platforms effortlessly to streamline client and case management processes, reducing manual tasks and boosting productivity.
When a New Client is Added
1. Automate Client Communication
Send automated welcome emails to new clients.
Create an Invoice
2. Automate Billing Process
Automatically generate invoices for newly closed cases.
When a Case is Closed
3. Generate Closing Reports
Create and share case summary reports automatically.
Sync Calendar Events
4. Automate Scheduling
Synchronize legal appointments with digital calendars.
Log Time Entries
5. Automate Time Tracking
Automatically log time spent on tasks from other tools.
- Repeat -
Automation Benefits
Clio Manage Automation Benefits
Enhance your legal practice with benefits from automating Clio Manage.
Save Time with Automated Processes
Cut down on repetitive tasks and focus on lawyering.
Accurate Billing
Reduce errors by generating invoices automatically.
Enhanced Client Experience
Keep clients informed with timely updates and communications.
Simplified Scheduling
Never miss an appointment with calendar syncs.
Improved Workflow Management
Manage cases more efficiently with integrated tools.
Data Security and Compliance
Securely automate data transfers while staying compliant.
Features
Clio Manage Automation Features
Powerful automations to streamline legal workflows and enhance practice efficiency.
- 1Automated Client Onboarding
Streamline onboarding with automatic data entry and client communication.
- 2Smart Invoice Generation
Automatically create and send invoices based on case milestones.
- 3Integrated Time Tracking
Log time across multiple apps for accurate billing.
Outcomes
Business Outcomes from Clio Manage Automation
Realize significant improvements in productivity and client satisfaction by automating Clio Manage workflows.
30%
Increase Case Closure Efficiency
50%
Reduce Manual Data Entry
40%
Enhance Client Communication
We Might Have Solved Your Problems Already
Explore automations for Clio Manage
See how you can improve your work process by leveraging AI and Automation.
FAQ
Clio Manage Automation FAQs
Addressing common questions and concerns about automating Clio Manage.
Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.