Let Clio handle intake tasks for you
Bring in clients faster and with less effort. Thousands of Canadian legal professionals trust Clio to enhance the efficiency and productivity of their firms.
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One click is all it takes
As new client inquiries come in, easily apply automations to set the intake process in motion: from scheduling appointments and collecting client information with intake forms, to sending emails and more.
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Easily work the way you want
Start with pre-built templates for automated intake workflows that can be customized to your firm’s unique processes.
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Insights that grow with your firm
Monitor your pipeline of incoming clients and see what automated tasks are in progress.
Legal workflow automation software that keeps clients engaged
Make the whole intake process straightforward for both you and your clients. Improve your conversion rate with an efficient intake process where every step is automated.
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Never miss a step
When incoming clients complete a task, the next step triggers automatically so they aren’t left waiting.
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Balance automated and personalized client communications
Use unlimited email templates, timed-delivery email scheduling, and automated text reminders to keep potential clients in the loop.
Get started today
See how Clio will help your law firm get organized and practice more efficiently.
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Legal workflow automation software FAQs
What is legal workflow automation software?
Legal workflow automation software is designed to automate repetitive tasks such as appointment scheduling, email communication, and task management within a law firm. This software helps optimize processes to enhance accuracy and ensure that deadlines are met without manual intervention.
What does law firm workflow management involve?
Law firm workflow management involves organizing and optimizing legal processes such as intake, case updates, and billing. It automates these processes to improve productivity and reduce turnaround times.
What specific features should I look for in workflow software for law firms?
When selecting workflow software for law firms, prioritize features like automated email notifications for clients, customizable task assignment for team members, deadline reminders for critical filings, and robust integration with your existing case management systems. These functionalities will enhance operational efficiency and improve client communication.
How can I choose the right legal workflow management software for my firm?
To choose the right legal workflow management software, assess your firm’s size and structure to ensure scalability. Identify specific needs based on your practice area, such as data capture or customizability. Prioritize essential features like automated task management, user-friendly interfaces, and robust reporting capabilities. Additionally, evaluate the quality of customer support and ensure the software integrates seamlessly with your existing systems—like your case management and billing software—for a smoother workflow.
How does Clio’s law firm workflow software improve task management for law firms?
Clio’s workflow automation software helps law firms manage tasks by automating routine actions such as client follow-ups, information capture, and appointment scheduling. Lawyers can set automated triggers for specific events, ensuring that critical steps are never missed. This keeps law firms organized, reduces manual errors, and boosts overall productivity.
