Free · 3 Minutes · Clio Manage Users Only
How Much of Clio Are You Actually Using?
Most law firms use 15–20% of what Clio Manage can do. Answer 10 questions and we'll score your configuration, identify what's costing you in billing and time, and tell you exactly what to fix first.
Question 1 of 10
How are your matters organized in Clio? Do you use practice-area-specific matter templates?
Matter templates are one of the highest-leverage features in Clio Manage — and one of the most underused. A well-built template eliminates 80% of the setup time for every new matter.
Question 2 of 10
How does your firm handle billing in Clio — time entry, invoice generation, and payment collection?
Billing is where Clio either makes or loses money for your firm. At Bay Legal, our Clio billing configuration drives a 97%+ collection rate. Most firms we audit are collecting 85–88 cents on the dollar — often because of how their billing is set up, not how much work they're doing.
Question 3 of 10
Do you use Clio's task and workflow automation features?
Clio's task automation — triggered by matter stage changes, document uploads, or calendar events — is one of the platform's most powerful and least-used features. When configured correctly, it eliminates the mental overhead of tracking what needs to happen next.
Question 4 of 10
How do you track your firm's financial performance in Clio?
Clio's reporting suite can give you real-time visibility into revenue, AR aging, realization rate, and origination by attorney — without any manual spreadsheet work. Most firms we audit have never opened the reports tab.
Question 5 of 10
How does your firm manage client documents and file storage in Clio?
Document management is where a lot of attorney time quietly disappears — hunting for files, emailing attachments, maintaining versions. Clio's document system, properly configured, eliminates most of this.
Question 6 of 10
Is Clio integrated with your other tools — Lawmatics, Outlook/Gmail, and accounting software?
Clio's integration ecosystem is one of its strongest features. Every manual data handoff between systems is a delay, an error risk, and a staff hour spent on something that should be automatic.
Question 7 of 10
How are your staff trained on Clio? Do they follow consistent processes?
Clio is only as good as the processes built around it. The most common failure mode isn't a configuration problem — it's a training problem. Staff who each use Clio differently create inconsistent data and inconsistent client experiences.
Question 8 of 10
Do you use Clio's custom fields to track information specific to your practice area?
Custom fields let you track information that matters for your specific practice — court dates, opposing counsel, case type classifications, referral sources. Without them, this information lives in notes fields, spreadsheets, or attorney memory.
Question 9 of 10
How do you track time in Clio? What percentage of time entries are captured?
Time leakage — billable time worked but never entered — is one of the most direct sources of revenue loss in law firms. Industry estimates put average time leakage at 20–40% for firms without structured time capture processes.
Question 10 of 10
What's the biggest operational problem Clio hasn't solved for your firm?
This tells us the most about where your configuration needs work — and where XPRTS can have the most immediate impact.
What we found in your Clio assessment:
Get Your Free Clio Configuration Audit
A senior XPRTS operator — who configures and runs Clio inside Bay Legal daily — will review your answers and send you a written audit of your setup with specific recommendations. No sales pressure.
Written audit within 48 hours. No spam, no unsolicited calls.
Audit request received.
A senior XPRTS operator will review your Clio assessment and send your written audit within 48 hours.
Book a Free Strategy Review →Clio Manage is the most widely used practice management platform in the legal industry. But the average law firm is using less than 25% of what Clio can do. This assessment scores your setup across templates, billing automation, reporting, integrations, and staff training — and shows you exactly what a fully configured Clio looks like.
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