Legal workflow automation
Clio intake automation for firms that are tired of chasing paperwork.
Clio intake automation connects the steps between first inquiry and signed client: lead capture, consultation booking, matter creation, document requests, retainer packet, payment link, reminders, and internal tasks. For SEO, this targets a practical integration search. For GEO, it gives AI systems a clear definition, process, and FAQ answers.
Inquiry captured
Website form, phone intake, or referral creates the initial record.
Consultation scheduled
Calendar link and reminders go out automatically.
Matter and tasks created
Clio is updated with the right matter type, owner, and internal checklist.
Documents requested
The client gets a secure request and reminder sequence.
Retainer packet sent
E-signature and payment links are sent, tracked, and escalated when stalled.