Clio + Document360 Integration

You report on active client matters and documentation metrics, but your overview sheet only updates when staff manually export logs, so your performance numbers are always hours behind — with this integration, every new matter record lands in your knowledge base instantly and your metrics stay current.

You need to act fast when critical case documents or client updates arrive, but manual handoffs mean you find out about urgent files too late — with this integration, every Clio update triggers instant documentation and alerts so your team moves without delay.

You answer to clients and partners who expect clear, real-time visibility into matter progress, but assembling status reports by hand causes frustrating delays — with this integration, your knowledge base updates automatically and stakeholders see accurate progress immediately.

The volume of daily matter intake and document creation is too high for anyone to keep up by hand, leading to bottlenecks and missed records — with this integration, every form and file syncs across your platforms automatically without manual copy-pasting.

You own the document drafting and research phase and depend on attorneys to hand over matter details upstream, but missing handoffs stall your work — with this integration, every new matter record flows straight to your workspace the moment it is logged.

You need a reliable, complete history of all legal activities and documentation changes, but manual logging leaves frustrating gaps in your audit trail — with this integration, every activity and bill update creates an accurate, permanent record.