Found us through Clio? Good instincts.
Clio is the engine. We make it drive your firm.
Clio gives you outstanding legal software. We configure it, automate it, and connect it to your real workflows — so your people spend their time on law, not administration dressed as law.
Your firm didn't hire solicitors to chase invoices and fill in intake forms.
For most small law firms, the biggest barrier to growth isn't clients — it's the internal drag of administration. Time captured late. Billing runs that take a day. New client enquiries that fall through gaps. Update calls you shouldn't need to make. Documents buried in email threads.
Clio is built to solve this. But Clio out of the box is a platform, not a system. It needs configuring to your practice type, your workflow, your people, and your compliance obligations. That's where most implementations fall short — and where JurisIT comes in.
Every Clio capability needs a human system behind it
Clio's feature set is comprehensive. But features don't change behaviour — configured workflows do. Here's how we bridge the gap between what Clio can do and what your firm actually needs.
Capture every dollar
Clio Manage — billing & time tracking
Clio automates time capture and bill generation. The feature is powerful. But if your timekeepers log hours inconsistently, bills go out late and disputes follow.
What JurisIT does: We configure your billing settings, build matter-specific time entry prompts, set up automated billing run triggers in Power Automate, and train your team on daily time capture habits. Your bills go out on time, every time.
Never miss a deadline
Clio Manage — calendaring & tasks
Clio's calendar tools and AI-powered matter insights are designed to surface what needs to happen next. But only if your matter stages and task templates are built correctly.
What JurisIT does: We design your matter pipeline stages, build task templates for each practice area, and configure automated task creation so every new matter triggers the right workflow automatically.
Grow your client base
Clio Grow — intake & CRM
Clio Grow captures leads, books appointments, and automates intake. But a generic intake form is a friction point, not a welcome. And unconfigured pipelines don't convert.
What JurisIT does: We build practice-area intake forms in Clio Grow, map your lead sources, configure your matter pipeline, and connect your website enquiry flow. Your next client moves from first contact to signed retainer without chasing.
Engage clients at every step
Clio Manage — client portal & comms
Clio's client portal and dynamic questionnaires can eliminate the update call. But only if clients actually use it — which requires the right invitation, the right framing, and the right moment to send it.
What JurisIT does: We configure your client portal, build your matter update automation, and set up automated bill and appointment reminders — so clients feel looked after without anyone manually chasing.
Manage documents end to end
Clio Draft — document automation
Clio Draft automates document creation from matter data. But it needs a precedent library that's built for your practice, with the right field mappings and naming conventions.
What JurisIT does: We migrate or rebuild your precedent library in Clio Draft, map every merge field to your matter data structure, and configure automated document packages triggered by matter stage changes. Your team clicks one button, not fifty.
One source of truth
Clio Manage — matter & data hub
Clio can centralise everything — but only if everything flows into it correctly. Email in two places, documents in a third, and time tracked nowhere is still chaos.
What JurisIT does: We integrate Clio with Microsoft 365, configure SharePoint document libraries by matter type, and build Power Automate flows that keep your data in one place. When something happens in Clio, the right people know.
Let AI handle the admin layer
Clio Manage AI
Manage AI reads court documents to extract deadlines and create calendar events, drafts billing descriptions from time entries, generates task lists from meeting notes, and summarises matters on demand. But AI working on poorly structured data produces poorly structured output.
What JurisIT does: We build the data architecture Manage AI needs to work reliably — consistent matter naming, clean time entry habits, structured document storage. When the foundation is right, Manage AI amplifies everything. When it isn't, it just moves the mess faster.
Research and draft without leaving the matter
Clio Work — AI legal workspace
Clio Work brings Vincent AI and a legal research library directly into your matter. Fee earners can research precedent, analyse documents, draft correspondence, and develop strategy — all in context, without switching platforms. But an AI workspace without governance is a liability risk waiting to happen.
What JurisIT does: We configure Clio Work within your JARI governance framework — defining which tasks are AI-appropriate, building prompting standards for your practice areas, and documenting AI use so your firm can demonstrate responsible adoption to clients, regulators, and insurers.
From first instruction to final report, without the gaps
Clio Manage AI + Clio Work — combined
Manage AI handles the operational layer — deadlines extracted, tasks created, billing drafted. Clio Work handles the legal layer — precedent researched, documents analysed, strategy framed. Together they cover a matter from intake to close. But only if both are configured to talk to each other through your matter data.
What JurisIT does: We implement both products as a connected system — not two separate tools bolted on. Your matter data feeds Manage AI's automation and Clio Work's context simultaneously, so your fee earners spend their time on judgement, not administration.
Where a Clio implementation fits
Every Clio implementation we deliver sits inside our Practice Resilience® programme — a structured journey from where your firm is now to a genuinely AI-ready, automation-enabled practice. You don't need to complete every stage; it depends on where you want to get to.
A Clio implementation typically sits in the Foundation stage — alongside your Microsoft 365 security baseline, cybersecurity uplift, and Power Automate workflow build. See the full four-stage breakdown, and where your firm might enter the programme, on the Practice Resilience® page.
What could automation save your firm?
Use the calculator below to estimate how much admin time your firm could recover through a properly implemented Clio environment — based on your fee earner count, current admin burden, and billing rate.
What could a proper Clio implementation recover for your firm?
Adjust the figures to match your firm. The numbers update as you move the sliders.
Your implementation ROI summary
A Clio Certified Partner — and a compliance practice
JurisIT is a specialist legal technology consultancy serving law firms with 5–15 fee earners across Australia and the United Kingdom. We are a Clio Certified Partner — which means we know the platform deeply. But we are also a compliance and governance practice, which means we think about what surrounds Clio: your data, your obligations, your staff, and your clients.
Everything we deliver is fixed price, independently scoped, and built to work inside the tools your firm already uses.
Technology implementation without compliance context creates risk
Every Clio implementation we deliver is built with your regulatory obligations in mind — federal and state. JurisIT also operates in the UK, bringing cross-jurisdictional perspective to every engagement.
AML/CTF
Anti-money laundering and counter-terrorism financing obligations are extending to Australian law firms for the first time, bringing client identification, source-of-funds verification, and ongoing transaction monitoring within scope for designated services.
We build your Clio intake workflows and Power Automate automations to embed this compliance from the first client touchpoint — so verification happens consistently, not occasionally. See our dedicated Compliance Management solution for ongoing tracking beyond initial implementation.
Privacy & data retention
Australian privacy law governs how your firm collects, holds, uses, and discloses personal information, with specific obligations around data security, retention periods, and cross-border disclosure — all directly relevant to how Clio stores and shares client data.
We configure your Clio data architecture and Microsoft 365 retention policies to align with these obligations — including appropriate retention schedules, access controls, and breach notification readiness. Each state Law Society also publishes its own file retention guidelines; we apply those to your matter close-out workflows.
Cybersecurity
The Essential Eight framework sets the baseline for cyber resilience that Australian regulators and insurers increasingly expect. Law firms are a high-value target — client funds, confidential instructions, and personal information in one place.
We assess your firm against the Essential Eight and your state Law Society's minimum cybersecurity expectations (which vary by jurisdiction), then build a practical uplift plan. Your Clio environment, Microsoft 365 tenant, and staff practices all form part of the picture. See our dedicated Cybersecurity Uplift solution for the full technical implementation.
AI regulation
Australia's approach to AI regulation continues to develop, from federal guidance through to emerging state-level frameworks and the influence of international approaches.
Law firms using AI — whether through Clio's own AI features or tools your staff have adopted independently — need documented governance now, before regulation catches up. Our JARI framework gives you that foundation: evidence of what AI is in use, assessed against your obligations, with policies your partners can stand behind.
Compliance requirements vary by state. JurisIT works across all Australian jurisdictions — we identify the rules that apply to your firm.
Frequently Asked Questions
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No — this page covers a fresh Clio implementation done properly from day one. If you're migrating from another platform, see our Clio Migration solution instead; if you already have Clio and want to build automation on top of it, that's covered too. We'll point you to the right starting place.
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It depends on your practice area and current state, confirmed during scoping. A fresh implementation is more involved than adding automation to an existing Clio setup — we'll give you a clear timeline before you commit to anything.
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Those are our specialist areas, but we work across practice types. If your practice area isn't one of our named specialisms, we'll be upfront about that during scoping rather than overselling our depth in an unfamiliar area.
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Manage AI handles the operational layer of a matter — deadlines, task creation, billing drafts. Clio Work handles the legal layer — research, document analysis, drafting. We implement both as a connected system, not as separate add-ons.
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Every engagement is scoped and fixed-price, confirmed after we understand your practice, your current systems, and what you're trying to achieve — never an hourly rate, never open-ended.