Legalboards
- CLIO MANAGE
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Key benefits for your firm
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Your Clio Matters, Now With a Visual Workflow
Clio stores your matters. Legalboards turns them into a visual board where you can see every open case, what stage it is in, and what needs to happen next. No spreadsheets. No chasing people for updates. Everything your team needs to move work forward is right there on the board. -
Move a Stage. Tasks Create Themselves.
When a matter moves from Intake to Drafting, Legalboards can automatically create the next task, assign it to the right person, and set the deadline. No manual entry. No dropped handoffs. The firm runs the same way every time, whether you have 10 open matters or 800. -
Stop Spending Billable Time on Status Updates
If your paralegals spend part of every day answering "where are we on this?" that time is gone. Legalboards gives everyone in the firm a live view of every matter without meetings, emails, or follow-ups. Firms using Legalboards report reclaiming 30+ hours a month in coordination time.
How Legalboards works with Clio
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See Every Matter Moving Through Every Stage
Connect Legalboards to your Clio account and your matters appear on a visual Kanban board instantly.
Each column is a stage in your workflow — Intake, Active, Drafting, Review, Closed, and each card is a matter pulled directly from Clio.Move a card and Legalboards triggers whatever comes next: a task assigned to your paralegal, a deadline set, a client note logged. Your Clio data stays in Clio. Legalboards adds the layer that shows you how work is actually moving.
No duplicate data entry. No new system to learn from scratch. If your team already uses Clio, they can start using Legalboards the same day.
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Built for the People Who Run the Files
Most workflow tools are built for project managers.
Legalboards is built for paralegals and office managers who live inside Clio every day and need to know, right now, which matters are stalled, which deadlines are coming up, and who is supposed to be handling what.Practice area templates for Estate/Probate, Family Law, and Personal Injury mean you are not starting from a blank board. The stages, the automations, and the task structure are already mapped to how your firm actually works.
Firms using Legalboards alongside Clio have 78% higher lifetime value than firms using Clio alone.
Not because Legalboards replaces anything, because it fills the gap Clio was never designed to cover.
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Helpful resources
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Getting set up
If you need detailed instructions on connecting Legalboards to Clio, you may visit this site.
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Security and privacy policy
We are committed to protecting your privacy.
View Legalboards’s privacy policy, terms of service and security policy. -
Additional support
Contact Legalboards’s support at mailto:[email protected]