Get Clio implemented right the first time—by a certified partner who knows law firms
Considering Clio for your practice? We're a Clio Affiliate Partner that helps law firms implement Clio Manage and Clio Grow correctly from day one—so you avoid the costly mistakes that leave firms with half-configured systems and frustrated staff.
Lloyd Solves is a Clio Affiliate Partner that builds complete practice management systems for law firms. We configure Clio, connect your intake tools, and deliver the reporting you need to grow.
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The problem with DIY Clio setup
Clio is powerful software—but power without proper configuration leads to frustration. Most firms that try to implement Clio on their own end up with:
Half-configured systems
Custom fields that don't match your practice areas, intake forms that create duplicate contacts, and workflows that nobody follows because they weren't designed with your team's input.
Months of trial and error
Your attorneys and staff spend hours watching tutorials and experimenting with settings instead of serving clients. The learning curve costs real money.
Disconnected tools
Clio doesn't talk to your phone system, your marketing tools, or your intake forms. You're still copying and pasting between systems.
No reporting visibility
You bought Clio expecting clear dashboards, but you can't answer basic questions like: How many leads came in this month? How fast did we follow up? Which marketing channels actually produce signed cases?
The result: you paid for enterprise software but you're still running on spreadsheets and sticky notes. A proper implementation fixes this from day one.
Our solution
Done-for-you Clio implementation by Lloyd Solves
Clio Manage and Clio Grow configured specifically for your practice areas, matter types, and team structure
Integrations with your existing tools—phone systems, intake forms, marketing platforms, accounting software
Dashboards and reports that show you what's actually happening in your pipeline from first call through collected fees
We handle the technical complexity so your team can focus on practicing law—not fighting with software.
What you get
1 Complete Clio Manage & Grow configuration
- Practice area and matter type setup tailored to your firm
- Custom fields, billing codes, and task templates
- User roles and permissions configured for your team structure
- Document templates and automation rules
2 Intake system setup
- Online intake forms that capture the right information for each practice area
- Automated lead routing so inquiries go to the right person immediately
- Follow-up sequences that keep prospects warm while your team responds
- Integration with your website and advertising campaigns
3 Integrations with your existing tools
- Phone systems (Aircall, RingCentral, etc.) for call logging and recording
- Accounting software (QuickBooks, etc.) for revenue reporting
- Marketing tools for campaign tracking and attribution
- Any other tools in your stack via Clio's API or Zapier
4 Dashboards and reporting
- Pipeline visibility showing leads, consultations, and signed matters
- Source attribution so you know which marketing channels work
- Team performance metrics for intake and case management
5 Training and documentation
- Role-specific training for attorneys, intake coordinators, and admins
- Step-by-step guides inside Clio so new hires can follow your process
- Ongoing support during your first 90 days
How it works
Discovery call
We learn about your practice areas, team structure, current tools, and goals. We'll confirm whether Clio is the right fit and outline what a successful implementation looks like for your firm.
Design and configure
We design your matter types, custom fields, intake forms, and integrations. You'll see progress in a shared project plan with clear milestones. Your input shapes every decision—we don't hand you a generic template.
Train and launch
We train your team by role, provide step-by-step documentation inside Clio, and go live with your new system. We stay close for the first 90 days to answer questions and fine-tune workflows based on real usage.
Outcomes you can expect
Firms that implement Clio properly from the start see measurable results within the first 90 days:
Every inquiry captured
Intake forms, calls, and referrals automatically create records in Clio with the right routing
No more double entry
Information flows between systems automatically—your team enters data once
Know what's working
Dashboards show pipeline health, source attribution, and team performance in real time
Automated intake response
Prospects get immediate confirmation and nurture while your team responds
Most importantly, your team will actually use the system because it was built around how they work—not forced on them as a generic template.
Why implementation matters
The difference between success and struggle
We've seen firms try to implement Clio on their own. Six months later, they're frustrated: intake coordinators are still using spreadsheets, attorneys ignore the system because it doesn't match their workflow, and leadership can't get the reports they need.
The root cause is almost always the same: the system was configured generically instead of being designed around how the firm actually operates.
When we implement Clio, we start by understanding your practice areas, your team's workflow, and your growth goals. Then we configure every piece—matter types, intake forms, automation rules, dashboards—to support how your firm works.
As a Clio Affiliate Partner, we have the training, experience, and direct relationship with Clio to ensure your implementation is done right.
Integrations we configure
We connect Clio to the tools you already use—or help you choose the right ones.
Aircall
Call logging, recording, and click-to-dial from Clio
Intaker
AI-powered legal intake and lead qualification
HubSpot
Marketing automation and advanced reporting
Zapier
Connect Clio to 5,000+ other apps and tools
Our goal is to make Clio the hub of your practice—with all your other tools feeding into it seamlessly.
Pricing and packaging
Outcome-based, flat-fee projects
- Fixed scope and timeline for discovery, build, and launch
- Clear deliverables for architecture, integration, dashboards, and training
- Optional ongoing optimization support once the core system is live
On your discovery call we'll confirm whether you're a fit and outline a recommended path with a clear investment and expected payback.
Frequently asked questions
It depends on your firm. Clio Manage handles case management, time tracking, and billing. Clio Grow adds intake forms, a legal-specific CRM, and e-signatures. Many firms benefit from both, but we'll recommend the right combination based on your size, practice areas, and growth goals.
Yes. We help firms migrate from systems like PracticePanther, MyCase, Rocket Matter, and others. We'll map your existing data, plan the migration, and ensure nothing gets lost in the transition.
Most implementations take 6 to 10 weeks from kickoff to go-live, depending on your firm size, number of practice areas, and integrations needed. We'll give you a specific timeline after our discovery call.
We're a strong fit for firms with 5+ attorneys or high matter volume where the efficiency gains from proper implementation have meaningful financial impact. If you're smaller but growing quickly, we can still help.
Clio's onboarding is designed for the average firm. We design for your specific firm—your practice areas, your team's workflow, your integrations, your reporting needs. We also stay with you through the first 90 days to ensure adoption, not just setup.
Get Your Free Clio Consultation
Tell us about your firm and we'll reach out to schedule a discovery call.
Ready to get Clio implemented the right way?
Schedule a free consultation with our team. We'll learn about your firm, confirm whether Clio is the right fit, and outline what a successful implementation looks like—no pressure, no obligation.