Clio’s Preferred Marketing Partner, Scorpion, is the leader in helping law firms succeed through RevenueMAX, a complete collection of digital marketing solutions created to drive maximum revenue to law firms. Scorpion wins law firms more clients, more revenue, and most importantly, better ROI.

Lawmatics is an industry’s leading legal CRM and marketing automation platform for converting leads into clients. Firms use Lawmatics to streamline lead intake, qualify leads, automate workflows, run marketing campaigns, and gain full-funnel visibility—all in one AI-powered platform designed to help law firms scale and grow.

VXT is the phone system built for law firms. VXT Phone integrates with Clio to display client information on incoming calls and automatically saves important details, such as billable time and full call transcriptions, to the correct case. VXT Meet does the same for meetings. Together, they help firms save time, mitigate risk, and increase revenue.

4LegalLeads.com connects prospective clients seeking legal help directly to your law firm in real-time via inbound calls and exclusive leads. Perfect for solo or large multi-state firms, you can customize by location and area of practice. Focusing on your long term-success, we require no monthly contract, offer prorated refunds, and credit for invalid leads. In addition to real-time email and text notification, we can also post leads directly into your Clio Grow system.

Case Status is the only AI-powered Client Intelligence™ platform that integrates seamlessly with Clio, transforming firm data into smarter communication, elevated client experiences, and measurable growth—all in one secure, branded portal.

ChartSquad is the market leader in Medical Record Retrieval, Management, and Portability operating solely under HIPAA and HITECH. Founded by industry experts, we offer AI-powered summaries, detailed chronologies, and impressive case tools that reduce time on-desk and case costs — without contracts, red tape, or sky-high fees.

Hona transforms how law firms manage client communication by seamlessly integrating with their CMS. As attorneys work on the case, Hona automatically updates clients via a user-friendly portal, keeping them informed on every phase of their case. With features like explainer videos, FAQs, and mass messaging, Hona reduces redundant client inquiries, saving firms time and boosting efficiency. Firms using Hona can handle up to 25% more cases annually, increase revenue by $120K–$300K, and achieve a 20% rise in 5-star reviews. Hona will elevate client satisfaction while driving growth for modern law firms.

InfoTrack is a litigation workflow platform that unifies court filing, process serving and docket syncing into a single connected workflow that integrates with existing case management software. InfoTrack boosts productivity by reading documents and auto-filling forms, so users can spend less time on manual data entry and more time supporting their clients. Learn more at http://infotrack.com

Lead Science empowers law firms with an industry-leading platform and specialized expertise to improve website leads and drive new client acquisition. As a trusted partner, we offer comprehensive, data-driven solutions that optimize websites, boost search visibility, and create captivating user experiences. Partner with us to increase leads, enhance your firm’s reputation, and achieve remarkable growth.

Studio 3 is a full-service marketing agency for law firms, offering branding, web design, SEO and AIO, digital advertising, social media, and video production. Founded in 2011, we are 200+ in-house professionals with a 5.0-star review rating, ranking in the top 3% nationally for performance, and winners of the 2025 and 2026 Best Website Design awards from the National Trial Lawyers Association.

ZillaMetrics fixes what most law firms are missing—unified data. Our AI-powered dashboard connects your scattered systems and audits your marketing automatically. Your competitors guess with spreadsheets. You scale with clarity. Platform + performance = 7-figure growth.

Discover Service of Process Made Simple™, with ABC Legal. Order service of process for your case in seconds. Get reliable legal document delivery from qualified process servers anywhere in the country. Updates and documents sync automatically to Clio Matters. It’s that easy. Add the app to your Clio account to sign up and get started.

Ajax is the best-reviewed, most accurate AI timekeeper for Clio-using firms. Our AI tracks work across email, docs, calls, meetings, and more – then drafts entries in your voice, in real time. No timers, no guesswork. Firms using Ajax bill 3-5 more hours per week with less stress, higher accuracy, and zero disruption to their day-to-day.

Billables AI is an AI-powered legal operations platform that automatically captures time from everyday workflows across Microsoft, Google, Zoom, and more. It generates detailed, compliant time entries without start-and-stop timers, learning firm and client billing preferences to streamline pre-bill review and increase realization.

Counsel CPAs is a specialized accounting firm which is headquartered in the Los Angeles area with a full complement of services geared towards servicing law firms. Counsel CPAs offers accounting, tax strategizing, and law firm management for solo and small law firms. Our firm specializes in helping law firms across the U.S. regain their billable hours and maximize profits. We take care of your back-office management so you can focus on what you do best—practicing law!

For over a decade, CPN Legal has served as a trusted advisor to attorneys and law firms. Through our accounting and bookkeeping services, we will help keep your law firm fiscally strong while providing growth strategies to increase your bottom line. Your success is our success, and we put this belief into practice in every area of our work. When you partner with CPN Legal, you can spend more time accruing billable hours and scaling your business, and less time organizing your finances. Our team of 25+ accountants, bookkeepers, and KPI specialists are based in Cincinnati, OH, and serve over 300 clients around the nation. We will run your books while you run your business.

Legal Soft specializes in virtual legal staffing, connecting law firms with U.S.-trained remote professionals like attorneys, paralegals, and case managers. Their cost-effective, scalable solution helps firms streamline operations, reduce overhead, and boost productivity with dedicated legal support.

MetLife Legal Plans provides voluntary group legal benefits to companies and organizations. Operating since 1977, MetLife is the largest provider of legal benefits in the country. MetLife offers trusted representation to members through its Attorney Network of ~18,000 vetted attorneys and Panel Law Firms—with payments under a standard fee agreement.

NOMOS Marketing is a full-service marketing agency for lawyers on a mission to make the law more approachable, more accessible, and ultimately more human. We create client-centered marketing strategies that combine authentic storytelling, high-quality visuals, and design to engage and capture your ideal clients.

Ooma provides a leading business phone service that helps legal professionals stay connected and maintain professional client experiences from anywhere. With Ooma Office, you can make and receive phone calls from your home office, clients’ offices, courtrooms, or on-the-go. Our sophisticated, yet simple and affordable VoIP phone system helps you manage calls quickly and efficiently so you can focus on each case and contract outcome.

PointOne uses AI to automate timekeeping for law firms, ranging from boutiques to the Am Law 20. Our AI time tracker is the most advanced on the market—tracking tasks everywhere lawyers work and generating complete time entries with human-like narratives. PointOne syncs seamlessly with Clio and is available on Windows, Mac, iPhone, and Android.

Ruby is the #1 live receptionist team for legal professionals. We combine industry-leading training and AI-enhanced technology to answer calls, capture opportunities, and create meaningful connections. Our receptionists are 100% human and based in the United States. Features include lead qualification & intake, sentiment analysis, and much more.

Steno offers exceptional court reporting services combined with best-in-class technology and deferred payment options. Steno was built by tech and legal experts who saw a need for a better experience. We remove financial and technical hurdles so you can focus on the case. From creating bespoke solutions for your technical needs to providing flexible financing, Steno is revolutionizing the way court reporting is done.

Tempello helps law firms eliminate lost billable time and reduce billing errors with AI-powered automation. Email Capture generates time entries in Clio from attorney email activity, freeing up valuable hours and increasing billables by up to 30%. BillChecker reviews draft invoices for compliance issues, duplicates, and billing inconsistencies.

The Modern Firm has helped more than 2,000 solo attorneys and small law firms grow through branding, websites, and digital marketing, with a team that genuinely understands small firm life. We’ve been doing this for 25 years, with no long-term contracts, no lock-in, and clients who rarely leave.

YoCierge provides cloud-based medical record retrieval services for law firms. The service flows through Clio to seamlessly integrate to order and store records. In addition, YoCierge is currently connected to millions of hospitals and medical providers, enabling the downloading and sharing of medical records in a matter of minutes.

AltFee legal pricing software revolutionizes law firm scoping and pricing by offering a foundation for fixed fees and alternative fee structures. This system empowers firms to precisely assess and assign value to projects, vital in a landscape where AI/efficiency gains drastically shorten task timelines. Ensuring alignment between service prices and delivered value, AltFee encourages teams to share insights, collaborate, and analyze data trends. This collaborative approach enables confident scoping and pricing without the fear of underpricing.

BluShark Digital was once the in-house marketing team of a law firm that scaled from 2 to 40 lawyers in under a decade largely due to digital marketing techniques. BluShark Digital has since established itself as a best in class digital agency helping small businesses stand out online through cutting edge digital marketing strategies across the four fundamentals of high-quality technical optimization, sophisticated content curation, authoritative link-building, and local optimization. We bring more than just leads – we bring results.

Civille delivers comprehensive digital marketing and website solutions for law firms. Civille combines advanced SEO, localized search optimization, and generative engine optimization to help firms stand out in traditional and AI-driven search results. High-performance websites, AI-powered conversion tools, and advanced integrations with leading practice management systems create a seamless, modern engine for attracting and converting clients.

DecisionVault is an intake portal for attorneys that replaces the intake forms or fillable PDFs they’re currently using. It has a client-facing side—the portal, which makes it easy for clients to fill in an online questionnaire. Then on the backend, the attorney can review, use, and export this information in several ways—and sync it over to their other legal tools through one of our many integrations.

Estateably is a cloud-based probate and fiduciary accounting platform that integrates seamlessly with Clio. Create matters, automate forms and reports, and manage estate assets with ease. Trusted by 5,000+ practitioners in the US and Canada and SOC2 Type II certified. Watch a quick video and book a demo today!

EstateMin modernizes trusts and estates departments. We replace pen-and-paper and fragmented processes with a structured, digital intake workflow that captures accurate client information upfront, reduces administrative burden, and improves the client experience from first contact.

Eve Legal is the AI platform that plaintiff law firms use across the entire case lifecycle to handle more cases, reduce time on desk, and increase settlement values. Over 800 plaintiff firms have chosen Eve to go AI-Native and deliver better outcomes for clients.

Lawbrokr reshapes the first step of the client journey by offering legal consumers a clearer, more intuitive way to engage with a firm. Through interactive workflows, prospects quickly understand whether a firm can assist them, while the firm receives richer data to qualify leads early. Each firm creates dedicated links that can be placed anywhere potential clients discover them, ensuring every interaction begins with clarity, confidence, and better-quality information.

MLA’s Hire an Esquire simplifies legal hiring and puts you in the driver’s seat. Post your job for $250 and receive instant recommendations from our network of 32,000+ attorneys and paraprofessionals. Instantly identify candidates with the right bar license and practice area expertise. Your Firm + Our On-Demand Talent = Scalable Success.

MoveDocs is the only Personal Injury Solutions Platform dedicated to helping attorneys optimize case outcomes while minimizing the costs to do so. MoveDocs integrates essential medical, financial, and professional services on a free, HIPAA-compliant platform that seamlessly connects to major CMS platforms including Filevine, CasePeer, SmartAdvocate, vCase, Litify, Clio (coming soon), and more. Since 2006, MoveDocs has been used by over 40,000 personal injury attorneys in the US and has a database of over 10,000 medical providers that serve personal injury patients.

Querious is the first Legal Conversational Intelligence™ platform purpose-built to preserve attorney-client privilege. It joins you on Zoom, Teams, Meet, phone, and in-person calls — generating real-time legal insights, syncing notes and billing to Clio, and turning client conversations into actionable business data that helps your firm retain clients and grow.

Want your records in 1 day and pay no provider fees? Records On Time is a medical record retrieval company built by a practicing personal injury attorney for law firms that need records faster, cheaper, and without the hassle. With same-day EHR access from 400,000+ providers, zero provider fees, and a flat $49.95 per request, we eliminate the delays and hidden costs that slow your cases down. Records flow directly into your CMS — Neos, Needles, SmartAdvocate, Litify, FileVine, Clio, and CASEpeer — with no portals, no contracts, and no setup fees. HIPAA-compliant. SOC 2 certified. 99% completion rate.

ScanSnap document scanners are essential for digitizing case files, contracts, and legal documents efficiently. They offer fast, double-sided scanning, integration with Clio and cloud connectivity. These features enhance data accuracy, improve workflow efficiency, and support quick access to information, making them ideal for law firms.

Second Chair Ai is your personal second chair associate that joins depositions with you live to flag witness inconsistencies while suggesting follow up questions in real-time. Second Chair will also do your depo prep for you by generating a very thorough outlines- and also prepare your client to be deposed. Don’t do depositions naked.

Providing access to more than 1 billion data points, TransUnion’s TruLookup data solutions help law firms retrieve actionable information aggregated from public records, publicly available social media profiles and alternative data sources to enhance their practices and strengthen their cases.