Clio is a leading cloud-based legal practice management platform that helps law firms run their day-to-day operations with greater efficiency and ease. Its suite of tools covers every stage of the client journey – from intake and CRM, to time tracking, document management, billing, online payments, calendar coordination and secure client communication.
For users, the integration delivers a simple but powerful improvement: move documents seamlessly between Clio and Legal Ready’s products.
This means firms can move documents into Disclosure Ready without needing to switch platforms or rely on duplicated processes. It’s a streamlined way to manage matter documentation, reduce friction and keep workflows progressing from start to finish.
Whether you’re preparing documents for briefs, supporting litigation processes or managing disclosure workflows, the Clio integration helps ensure your Legal Ready product workspace stays aligned with your matter activity in Clio.
Clio supports firms across the full client journey – from intake and CRM through to billing, document management and secure client communication. By integrating with Clio, we’re making it easier for firms to connect matter management with the workflows and tools that support litigation and disclosure work.
This integration is designed to support:
- More connected workflows across platforms
- Less manual handling of key documents
- Greater consistency in matter management
- A smoother experience for legal teams managing high volumes of documents
Click below to start the Clio integration process.