Hivelight

How Hivelight works with Clio

• Project-manage matters in Hivelight, complete the work in Clio

  Once your Clio matters are in Hivelight, you deploy and track the work in one place while your team executes it in Clio. Apply flexible, reusable workflows to any matter, with role-based task assignment that re-routes automatically when the team changes, so nothing gets dropped. Track every matter against its deadlines on a live, colour-coded board, and let progress reporting fall out of the work as it’s ticked off.
  • Deploy work with reusable, adaptable workflows — not one rigid template.
  • Tasks assign by role and seniority, and re-route when people change.
  • A live board shows exactly where every matter is up to.
  Partners and practice managers see the whole picture; fee-earners keep working the way they already do in Clio.

• See team workload and stay ahead of every deadline

  Because the work is structured, Hivelight turns your Clio matters and tasks into a live view of the whole firm. See who’s overloaded and who has capacity, so you can allocate the next matter to the right person and plan hiring and leave against real demand. Manage by exception — your attention goes to the matters and milestones at risk of slipping, while on-track work runs itself. And when a court date or filing deadline moves, cascade the change through the whole downstream plan in one action, so the schedule always reflects reality.
  • Team workload and capacity in one view — spot overload before it bites.
  • Manage by exception — focus on what’s at risk, leave on-track work alone.
  • Move a date once and the downstream plan re-dates automatically.