You Already Have Clio.
Let’s Make It Work.
Most firms we work with didn’t buy the wrong software. They bought good software and configured it in week one of a busy year, before they knew how the firm would actually grow. This is the most common engagement we run, and it doesn’t require starting over.
Start Here
This Is Normal
Almost every Clio installation we audit was set up correctly for the firm that existed at the time. Then the firm added a practice area. Then it hired someone who did intake differently. Then an automation fired at an awkward moment and somebody switched it off, meaning to come back to it. Then the person who understood the original setup left.
Nobody made a bad decision. Configuration drift is what happens to every operational system that isn’t deliberately maintained, and law firms are particularly exposed because the people running them are billing hours rather than administering software.
What we see in audits is consistent enough to predict: firms are using a fraction of what they already pay for every month. Not because they’re careless — because the setup was never revisited after the firm outgrew it.
The good news is that a partly-used system is easier to fix than an empty one. Your data is already in Clio. Your team already knows where things are. What changes is the structure underneath, and most of that change is invisible to daily users.
Week One
What the Audit Covers
We map your current configuration against how your firm actually operates. One week, and you get the full gap map whether or not you engage us for the rebuild.
- Matter architecture — matter types, practice-area templates, naming and numbering conventions, and whether documents are organized by structure or by habit.
- Custom fields — what’s defined, what’s actually populated, and what reporting you can’t do because the data was never captured. This is the single most common root cause of “the reports don’t tell me anything.”
- Task templates and workflows — which sequences exist, which fire, and which steps live in someone’s memory instead of the system.
- Billing configuration — rate tables, bill themes, automated bill runs, time-entry practice, and where the lag sits between work completed and invoice sent.
- Trust accounting — client ledger separation, three-way reconciliation structure, and whether your setup produces what your bar actually requires.
- Collections — reminder sequences, payment links, autopay, escalation, and AR aging. This is usually where the fastest money is.
- Reporting and dashboards — which reports exist, which anyone reads, and which numbers the owner still asks a person to pull by hand.
- Integrations — Clio Grow or Lawmatics, QuickBooks, Zapier or Make, Google Workspace, and where data is being retyped between systems.
- Users and permissions — role structure, access levels, and whether staff are working around restrictions rather than within them.
- Data hygiene — duplicate contacts and matters, orphaned records, and inconsistent entry that will undermine reporting no matter how well the reports are built.
The Rebuild
What the Rebuild Actually Changes
The most common question at this stage is whether a rebuild means starting over. It doesn’t.
- Your data stays — matters, contacts, documents, time entries, and billing history remain in place. We restructure around them.
- Your interface mostly stays — staff who know where things are keep knowing. The changes they’ll notice are things appearing automatically that used to be manual.
- The structure underneath changes — matter types get defined properly. Custom fields get created and backfilled where it’s worth doing. Templates replace habits. Automations get rebuilt against triggers that will actually become true.
- Retraining is the hard part, and we plan for it — training a team on a new system is straightforward. Retraining a team that has spent two years building workarounds is harder, because the workarounds feel like competence. We run live sessions inside your real workflows, and the 30-day check-in exists specifically to catch people quietly reverting.
Honest Scoping
When a Rebuild Isn’t the Right Answer
Occasionally the honest recommendation is something else. We’ll tell you if:
- Your data is too inconsistent to build on — if matter and contact records are duplicated at scale, a structured re-entry may cost less than working around the mess permanently.
- You’re on the wrong platform — Clio is excellent and it isn’t universal. Firms doing heavy document assembly in Word, or immigration work with form-driven workflows, sometimes belong on Smokeball or Docketwise. Other platforms →
- The problem isn’t Clio — sometimes the practice management system is fine and the bottleneck is intake, staffing, or a process nobody has written down. The Strategy Review is designed to find that before you spend money on the wrong fix.
We’d rather say so at the Strategy Review than three weeks into a build.
Common Questions