Clio intake workflow that opens the matter clean

Clio intake fails when staff retype facts the client already entered. FirmOps wires sign, pay, and intake into a Clio-ready packet so matter open is a handoff, not a second form.

From lead to Clio matter

Capture on the website or ad, send one client link, complete retainer and payment, then push structured fields into Clio with the documents attached.

Where the firm brain helps

After the packet lands, the Managed Firm Brain can read status, draft follow-ups, and surface stalled intakes — without sending client messages unsupervised.

Not Clio-only

Clio is a common stack for our ICP. FirmOps stays tool-agnostic: if the firm is on Filevine or SmartAdvocate, we qualify the same intake pattern against that system of record.

Intake automation Clio AI automation Retainer sign & pay Managed Firm Brain

See it on a 15-minute live demo

Bring one bottleneck. We will map where the firm brain, marketing, or intake layer fits — and what stays human.

Book a 15-minute live demo