Clio + Lawmatics:
The Complete Law Firm
Operating System
Neither Clio nor Lawmatics is complete on its own. Clio manages matters. Lawmatics manages intake and marketing. Together — properly integrated — they cover the entire client lifecycle from first inquiry to collected payment with minimal manual intervention.
The Complete Client Lifecycle
One System from Inquiry to Payment
Inquiry lands — Lawmatics captures it
Lead submits a form, calls, or emails. Regardless of source, Lawmatics captures the inquiry immediately and creates a contact record. Automated response goes out within minutes.
Nurture and qualification — Lawmatics manages the pipeline
Lead moves through intake stages: inquiry → contacted → consultation booked → consultation held → engagement sent → retained. Automated drip campaigns run for leads that go cold. No lead is manually tracked.
THE INTEGRATION POINT — Lead converts, matter auto-creates in Clio
When a lead signs the engagement letter in Lawmatics, a matter is automatically created in Clio with all intake data pre-populated — contact info, case type, custom fields. Zero double entry. Zero manual handoff.
Matter management — Clio takes over
The matter is now fully inside Clio. Task sequences trigger automatically. Documents are organized. Time is tracked. Deadlines are set. The attorney and staff work inside Clio without needing to touch Lawmatics again.
Billing and collections — Clio closes the loop
As work is completed, time entries are captured. Invoices are generated and sent automatically. Payment reminders fire on a defined schedule. Collections escalate automatically for overdue balances. The 97%+ rate is the result.
Dashboards and reporting — visibility across the whole system
Lead volume and source attribution in Lawmatics. Caseload, revenue, AR, and utilization in Clio. Financial performance in QuickBooks. The firm owner sees everything from one set of dashboards without pulling a single manual report.