Advanced Clio: Automating Workflows and Managing the Full Matter Lifecycle

Most law firms use Clio to track matters, calendar events, and billable time. But Clio can do considerably more to reduce repetitive work and help ensure that important steps are not overlooked. Taking advantage of those capabilities requires understanding how Clio’s task lists, matter templates, matter stages, and automated workflows work together. This session will demonstrate how to configure Clio Manage to support repeatable processes and automate routine activities. Attendees will learn to build reusable task lists, configure matter templates, organize matters into stages, and create automations that respond to matter creation or changes in matter stages. We will also examine how these features can work together to standardize recurring work without unnecessarily complicating everyday operations. Rather than simply reviewing available features, the session will walk through practical examples of configuring workflows.

Opening a matter in Clio is easy. Keeping that matter organized, tracking its progress, and ensuring that work gets completed efficiently requires more thoughtful use of the software. Many firms rely on Clio as a central repository for matter information without fully taking advantage of its tools for managing the matter lifecycle. This session will demonstrate techniques for using Clio to organize and manage matters from opening through closing. Attendees will learn how to configure matter details, use custom fields to capture important information, organize documents and communications, track matter progress, and manage tasks and deadlines. We will also examine how to use Clio’s matter stages to identify where work stands and how to develop a consistent matter-closing process. Through practical demonstrations, attendees will see how to make Clio a more effective tool for managing active matters, maintaining consistent records, and identifying work that needs attention.