Clio Specialists
Clio, set up the way your firm
actually works.
We implement and configure Clio for UK law firms — building out your matter types, billing templates, client portal and workflows from scratch rather than leaving you on the defaults.
The problem
Most Clio implementations stop at installation.
Default configuration nobody uses
Clio's out-of-the-box setup is generic. Without proper matter type configuration, custom fields, billing templates and workflows built for your practice areas, the system doesn't fit how your firm works — so people work around it.
Training that didn't stick
A two-hour onboarding session with a vendor rep is not training. Six months later, half the team has reverted to email and spreadsheets because they never understood what the system could do for them.
Islands of data
Clio connected to nothing. Time recorded in Clio, bills sent from Word, trust account managed in a spreadsheet, document management in a shared drive. The integration that would save the most time is always the one that was never done.
Our services
Implementation, configuration and ongoing support.
Implementation & migration
New Clio setup or migration from another system — contacts, matters, documents and billing history moved and configured correctly.
Matter type configuration
Custom matter types, custom fields, document templates and billing arrangements built for your specific practice areas.
Workflow automation
Clio Grow funnels, automated reminders, document generation and task sequences built around how your fee earners work.
Billing & trust
Time recording setup, billing templates, trust account configuration, payment processing and reconciliation workflows.
Team training
Practice-area-specific training for fee earners, secretaries and accounts — built around how your firm will actually use the system.
Ongoing support
A point of contact who knows your Clio configuration and can resolve issues, roll out updates and optimise as your firm evolves.
The process
Audit. Configure. Train. Support.
Clio audit
We review your current Clio configuration — what's set up, what's unused, what's wrong. Even on a new implementation, we start by understanding how your firm works before touching the system.
Configure & build
Matter types, custom fields, templates, automations and integrations built for your practice areas. Done once, done properly.
Train & support
Your team trained on the configuration we built — not generic Clio training. Then ongoing support as your needs change.
Why us
We've configured Clio for law firms like yours.
Legal-native, not tech-native
We understand law firm workflows, billing arrangements, trust accounting rules and practice area requirements. Clio expertise applied with legal knowledge behind it.
We don't just implement — we optimise
Most implementations stop when the system is live. We keep improving the configuration as your firm's needs evolve and Clio releases new functionality.
One team across everything
Part of LawTools' wider Operate service — so your Clio configuration works with the rest of your legal tech stack, not in isolation.
Common questions
Before you ask — here are the honest answers.
Straight answers about how we work, what to expect and what it costs.
Still have questions? We're happy to talk through your specific situation — no pitch, no pressure.
Get Started
Book a Clio
review.
Whether you're new to Clio or already live and frustrated, we'll assess your configuration and tell you what to fix.
Implementation
Configuration
Training
Support
Prefer to email?
hello@lawtools.ioTell us about your firm
How can we help?
Complete the form and we'll come back to you within one working day.