Clio
app.clio.comClio is a practice management platform built for law firms to manage matters, clients, documents, and billing in one place. It helps teams stay organized with structured case records and automation that keeps workflows current. Widely used by legal professionals, Clio is known for improving day-to-day case coordination—so firms can spend less time on admin and more time serving clients.
Connect Clio so BOBs can proactively maintain your case records and operational workload. When new case information appears, BOBs can instantly react—turning documents, activities, and billing changes into the right next steps, such as updating matter details or generating the tasks your team needs to respond on time.
With Clio acting as the system of record for matters and billing, BOBs can keep matters “fresh” without manual checking. This unlocks use cases like near real-time case triage, automatic follow-ups tied to billing status, faster internal coordination, and consistent matter hygiene across your firm—so your team always knows what changed and what to do next.
What can BOBs do with Clio?
Perform actions
- Create New Matter
- Create New Task
- Update Matter
Listen to real-time events
- Bill State Updated (Instant)
- New Activity (Instant)
- New Document (Instant)