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Free · 3 Minutes · Clio Manage Users Only

How Much of Clio Are You Actually Using?

Most law firms use 15–20% of what Clio Manage can do. Answer 10 questions and we’ll score your configuration, identify what’s costing you in billing and time, and tell you exactly what to fix first.

Clio Configuration Assessment Question 1 of 10
Question 1 of 10

How are your matters organized in Clio? Do you use practice-area-specific matter templates?

Matter templates are one of the highest-leverage features in Clio Manage — and one of the most underused. A well-built template can standardize setup for every new matter.

Select the answer that best describes your current Clio setup.
Question 2 of 10

How does your firm handle billing in Clio — time entry, invoice generation, and payment collection?

Billing is one of the areas where Clio configuration can materially affect consistency, collections follow-up, and staff workload.

Select the answer that best describes your current Clio setup.
Question 3 of 10

Do you use Clio’s task and workflow automation features?

Task templates and workflow rules can reduce the need for someone to remember and manually assign every recurring next step.

Select the answer that best describes your current Clio setup.
Question 4 of 10

How do you track your firm’s financial performance in Clio?

Consistent reporting can make revenue, AR, collections, and matter trends easier to review without rebuilding the numbers manually each time.

Select the answer that best describes your current Clio setup.
Question 5 of 10

How does your firm manage client documents and file storage in Clio?

Document organization affects how quickly staff can find matter files, maintain consistent folders, and keep records connected to the right matter.

Select the answer that best describes your current Clio setup.
Question 6 of 10

Is Clio integrated with your other tools — Lawmatics, Outlook/Gmail, and accounting software?

Every manual handoff between systems creates another place for duplicated entry, delays, or inconsistent information.

Select the answer that best describes your current Clio setup.
Question 7 of 10

How are your staff trained on Clio? Do they follow consistent processes?

A configured system only works when the team understands how the firm expects matters, tasks, documents, time, and billing to be handled.

Select the answer that best describes your current Clio setup.
Question 8 of 10

Do you use Clio’s custom fields to track information specific to your practice area?

Structured fields make practice-specific information easier to capture consistently, filter, and report than information stored only in free-form notes.

Select the answer that best describes your current Clio setup.
Question 9 of 10

How do you track time in Clio? What percentage of time entries are captured?

For hourly work, time-capture habits affect billing completeness. Even flat-fee firms may track effort internally to understand matter profitability.

Select the answer that best describes your current Clio setup.
Question 10 of 10

What’s the biggest operational problem Clio hasn’t solved for your firm?

This answer helps identify where the current configuration or operating process needs the most attention.

Select the answer that best describes your current Clio setup.
Your Clio Configuration Assessment
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Your Results

Primary Clio Configuration Gap

Use the results as a starting point for a deeper review of your Clio matter structure, billing, automations, reporting, integrations, training, and data quality.

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Your Answers So Far

Your selected answers will appear here as you complete the assessment.

    Built by Clio Operators

    XPRTS configures and runs Clio Manage inside Bay Legal, PC every day. Our billing configuration drives a 98.5% collection rate. Every insight in this assessment comes from live operational experience.

    Learn about Clio consulting

    Clio Manage is the most widely used practice management platform in the legal industry. But the average law firm is using less than 25% of what Clio can do. This assessment scores your setup across templates, billing automation, reporting, integrations, and staff training — and shows you exactly what a fully configured Clio looks like.

    Common Questions

    Frequently Asked Questions

    A focused Clio configuration for a single practice area typically takes 1–2 weeks. A full multi-practice-area build with Lawmatics integration and custom KPI dashboards typically takes 3–4 weeks. XPRTS conducts Clio configurations remotely and does not require on-site access.

    A fully configured Clio includes practice-area matter templates with task lists and document checklists, automated invoice generation and payment reminder sequences, online payment integration, trust accounting automation, custom fields for case-specific data, Lawmatics integration for zero-manual intake handoff, and KPI dashboards showing revenue, AR aging, and collections rate.

    XPRTS configures automated invoice generation on a fixed billing schedule, online payment links embedded in every invoice, and automated payment reminders at 7, 14, and 30 days past due. At Bay Legal, PC, this configuration drives a 98.5% collection rate. The automation runs without any staff involvement — invoices go out on schedule and reminders fire automatically.

    XPRTS focuses primarily on Clio Manage configuration. For intake automation, XPRTS recommends Lawmatics over Clio Grow because Lawmatics provides more sophisticated pipeline automation, lead source attribution, and follow-up sequencing specifically designed for law firm intake workflows.

    XPRTS audits your existing configuration first, then extends or rebuilds what needs to change. Partial configurations are the most common starting point. The audit identifies what’s working, what’s broken, and what’s missing — then XPRTS builds from that baseline rather than starting over.

    Not Sure Which Platform Is Right for Your Firm?

    Request a free Strategy Review. We’ll audit your current tech situation and give you a specific recommendation.

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