Starting at
$200
per month USD
10% discount for Clio customers Learn More
Key benefits for your firm
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Reduce your unbillable hours. Increase your billable hours.
Walter dramatically reduces administrative and low-value tasks across your firm, freeing up you and your team to do more valuable, more billable, and less frustrating work. -
Walter enables law firms. It doesn’t disrupt them.
Software companies are looking to cannibalize your client relationships. Walter does the opposite. It gives you a central system of record that keeps critical data under your control and functionality that prevents third parties from inserting themselves into your client relationships. -
Set your clients up for success.
With Walter, your clients get on-demand access to their data and key documents, which saves them administrative hassles and time. It reduces costs & errors and helps them maximize the value of their ESOP, close financings faster, receive funds through integrated payments, and be transaction-ready.
How Walter works with Clio
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Integrates with Clio Manage so you can view your client’s cap table in Walter and generate startup questionnaires from Clio
- From a Matter in Clio, create a questionnaire in Walter to share with a startup client to automate their incorporation process
- Click through to a client’s cap table in Walter from their Matter in Clio
- Quickly access the Client and Matter in Clio from your Entities page in Walter
Ready to improve your workflow with Walter and Clio? Get Started
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Helpful resources
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Getting set up
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Security and privacy policy
We are committed to protecting your privacy.
View Walter’s privacy policy and terms of service.
View Clio’s privacy policy and terms of service.
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Additional support
Contact Walter’s Support at [email protected] or visit the help centre.