Sound familiar?
What law firms on Clio tell us before a project starts.
- A new inquiry comes in by web form or phone and someone types it into Clio a second time.
- Every new matter needs the same folders, tasks and engagement letter, and we set them up by hand.
- Time entries go missing because nobody records calls and emails when they happen.
- Overdue invoices only get chased when someone remembers to look.
- Partners ask for a report on matters by stage and we build it in a spreadsheet each month.
What we build
Each one is a working piece you can open and check when it's done.
Intake into Clio
Web forms, calls and emails land as a contact and a matter in Clio with the details filled in, and the right attorney is told right away.
API integrations and data sync CRM setup and lead pipelinesMatter templates that set themselves up
When a matter opens, its folders, task list, deadlines and first documents are created from the template for that practice area.
n8n, Make and Zapier automationDocuments filed where they belong
Signed agreements and incoming attachments are saved to the right matter, named the same way each time, instead of sitting in an inbox.
API integrations and data syncBilling reminders
Unpaid invoices tracked by age, with a polite reminder to the client and a short list for whoever handles billing.
n8n, Make and Zapier automationUpdates your clients actually get
A short status message goes out when a matter reaches a set stage, so clients stop calling to ask where things stand.
n8n, Make and Zapier automation AI chatbots trained on your businessMatter and workload reporting
Open matters by stage, attorney and practice area on one page the partners can check without asking anyone.
Dashboards and reportingWhat we connect it to: Gmail, Google Calendar, Google Sheets, QuickBooks, Zapier, Make, n8n.
Industries that use it: Law firms.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Intake form to open matter
Example: a small family-law firm gets inquiries through a website form. Each one becomes a contact and a draft matter in Clio, with a conflict-check task for the paralegal and an acknowledgement sent to the person who wrote in.
Web form, Clio API, emailExample project
New matter setup
Example: a two-attorney estate planning practice opens about a dozen matters a month. Opening one creates the same task list, the client folder and the engagement letter for review, so nobody builds them from memory.
Clio webhooks, Google Drive, n8nExample project
Monthly workload page
Example: a firm with five attorneys wants open matters by stage and attorney in one place. The numbers are pulled from Clio each morning into a simple page the partners open on Monday.
Clio API, Google Sheets, dashboardQuestions people ask first
Do we have to change how we use Clio?
No. We build around the way your firm already works in Clio. If a step only makes sense with a change to your setup, we say so in the scope and you decide.
How does this connect to Clio?
Clio has a documented API and webhooks, and it also works with automation tools such as Zapier. We check what your plan and setup allow before we propose anything.
What about client confidentiality?
We build in your own accounts, with the access you give us and no more. Client details stay in systems set up for them, and we plan with you where each piece of data is allowed to go before we build.
How do we start?
Tell us the one task in Clio that wastes the most time each week. We reply with questions or a written scope.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
hello@pushbuild.com