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.
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.
Lawmatics is the industry’s leading legal CRM and marketing automation platform, built to streamline marketing and intake with powerful features like email drip campaigns, conflict checking, and event management. With advanced automation and AI, Lawmatics enables law firms to deliver a seamless client experience, win more business, and accelerate growth.
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 & text notification, we can also post leads directly into your Clio Grow system.
Case Status aims to transform the client experience in the legal industry through consumer-focused innovation that guarantees personalized attention and appreciation for every client. Our cutting-edge software and mobile app actively involve clients throughout their legal journey, ensuring they stay well-informed, content, and empowered. By automating communication, our solution simplifies interactions and enables law firms to monitor and improve client satisfaction, resulting in business growth through referrals and favorable reviews. With an intuitive interface, seamless integrations, and an acclaimed client app, we are revolutionizing the client engagement practices of law firms.
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.
You didn’t start your firm to track time.
You started it to serve clients – – and build a business that scales your bottom line and your impact.
With Fidu, you (and your team) replace billable hours with automation, AI, and recurring revenue.
Sell, deliver, and scale subscription and flat fee legal services – – without burning out – – in Fidu!
InfoTrack integrates with Clio Manage to streamline the litigation workflow. By automatically syncing client data, case documents, and billing information to and from any Clio matter, InfoTrack helps law firms manage eFiling, process serving, eSignatures, and more with greater speed and accuracy. The results: Improved productivity and profitability.
Lead Science empowers law firms with an industry-leading platform and specialized expertise to improve website leads and drive sales. 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.
From answering calls and messages in real time to appointment scheduling, your clients will receive the care and support they need with LEX Reception. Our legal receptionists are on hand 24/7 so you’ll never miss a call or a future case.
Precedent is the AI-powered bridge between plaintiff firms and insurance carriers. They accelerate the pre-litigation process with AI, from claim setups to demands to release and payments, helping firms achieve faster resolution and higher settlements.
Spellbook is the most complete AI suite for transactional lawyers, helping lawyers review, draft, and compare contracts to market standards. Spellbook uses OpenAI, Anthropic and other large language models to detect conflicting terms, list missing clauses, provide negotiations suggestions and more, all directly in our Microsoft Word add-in or Associate Desktop App.
Stafi provides dedicated virtual staffing for law firms of all sizes. We thoroughly vet and train top-tier candidates in client-facing roles, administration, and legal support, with ongoing expert guidance to help you navigate your growing team—so you can focus on practicing law and building your firm, not managing HR headaches.
Studio 3 Marketing is legal marketing re-imagined. Combining superior Creative + innovative Strategy + proprietary Technology, we build premier websites and digital campaigns that make marketing dollars work. Based in Los Angeles, Austin and Tampa, we offer Design, Branding, SEO, Social Media, Paid Ads, Email, Photography and Video production services.
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.
ActiveProspect is the only consent-based marketing platform helping growth marketers and lead vendors scale revenue growth through quality lead acquisition and distribution while protecting against litigation risk. Our software is designed to help you engage directly with prospects truly interested in your products and services.
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 automated time-tracking platform, powered by AI. We integrate with workflows (like Microsoft 365, Google, Adobe, Zoom) and capture billable time as you work, generating a completed time report with client-matter matching and auto-generated narratives. Lawyers using Billables have recovered 15%+ more billable hours while saving their time and sanity.
Clearbrief (2025 Legalweek Innovator of the Year) is an AI-powered legal writing application for legal-grade accuracy in Word, trusted by serious litigators, in-house teams, and courts. Clearbrief backs every claim with clickable, verifiable citations your whole team can access—right in Word. Our curated classic and genAI tools don’t require prompting.
It’s time to get paid for your hard work. CollBox is the Collection Specialist platform that has recovered $100M+ for law firms just like yours. Award winning, AI-enhanced processes & automation meets professionally trained, US-based callers that handle all past-due bill chasing so your team can get back to what matters most — serving your clients. Finalist for Best New App in the 2023 Clio Integration Awards. Featured by the ABA, ALA, LawNext, and more.
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.
Win your case before it begins. Our AI assistant helps litigators instantly draft deposition outlines, gain real-time strategic intelligence during questioning, and accelerate post-deposition review. For high-litigation firms, Deposely is more than an efficiency boost—it’s a new engine for growth and revenue.
Gauvreau is a cutting-edge cloud based professional services firm, founded in 2008 with the aim of helping entrepreneurs advance their business through proactive financial services. They are an entrepreneurial firm that prioritizes innovation and offer solutions to help advance entrepreneurs towards realizing financial freedom.
Intaker is a cutting-edge technology company focused on law firm growth automation. Intaker is best known for its fully customizable website chat, AI agents, and various communication and engagement tools supporting firms of all sizes. With Intaker, lawyers build meaningful connections, increase efficiency, and improve workflow.
LAWCLERK helps lawyers get work done. Thousands of law firms rely on our talented remote associates to bill more hours, reduce overhead and increase profit. We offer Project, Hourly and Subscription solutions to get you the exact help you need, when you need it. Plus, we integrate with Clio! Use code CLIO25 on your next Project of $500 or more to get a $100 Amazon gift card.
LawKPIs delivers easy-to-use dashboards tailored for small and mid-size Clio firms. With real-time insights into performance, profitability, and efficiency, and seamless integration with Clio, Lawmatics, and QuickBooks, LawKPIs empowers firms to make smarter decisions, streamline operations, and achieve strategic growth effortlessly.
LawPro.ai empowers personal injury lawyers to maximize case value—faster. Our AI-driven platform streamlines medical record review, generates clear summaries & chronologies, and delivers actionable case insights. Optimize strategy, boost efficiency, and gain a winning edge with LawPro.ai.
Levitate helps small firms build authentic relationships and stay top of mind with clients through relationship-focused marketing. Our Client Happiness platform makes it easy to send personalized content across channels. From one-to-one scaled emails to online reviews, scheduling tools, custom websites, and more, Levitate can grow your business with a single tool– saving you time and money while building better relationships for happier clients. Whether your firm wants to grow, retain, or simply work smarter, your Levitate team will curate strategies tailored to you.
Lucrum Legal Accounting™ is the leading accounting solution for successful business owners and attorneys. At Lucrum we know that profit isn’t just about revenue—it’s about control, clarity, and confidence. Our unique Show Me The Profit® program is designed to build your business’s Powerful Financial Firewall™, ensuring your profits work for you—not against you. Start each day with absolute clarity—know exactly how much cash you have on hand, where your money is going, and how to take control of your financial future. Be empowered to make proactive, strategic financial decisions with real-time information to drive sustainable growth.
NetDocuments enables legal professionals to do their best work with an intelligent document management system (DMS) that goes beyond getting organized and brings to life seamless AI, powerful workflows, and smarter experiences. The #1 trusted cloud-native DMS for 25+ years, NetDocuments delivers tools to make work easier throughout the document lifecycle — from award-winning automation and AI to email management, search, collaboration, document bundling, advanced security, and more. The platform also integrates with 150+ other technologies, including Microsoft 365, DocuSign, and practice management systems, making it a core solution that meets users wherever they work.
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 live virtual receptionist team thousands of legal professionals use to save time and win more clients. Features include 24/7 answering in English and Spanish, customized call handling, seamless Clio integration, and 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.
Supio is the superior AI for plaintiff law. It combines specialized AI and human expert accuracy in a unified platform across pre-litigation and litigation to help firms work smarter, settle bigger and win more in court. Supio is the AI legal team all in one purpose built for your case.
Tempello is an AI-driven time-tracking app that seamlessly generates accurate time entries in Clio from your email communications. By removing the burden of manual time entry, Tempello frees up hundreds of hours each month for attorneys and staff and increases billable hours by up to 20% by identifying billable emails that are frequently missed.
VERA Saves Hours of Legal Document Analysis with AI-powered tools for legal professionals. Extract schedules and deadlines directly to your calendar, summarize depositions and medical records, and create narrative timelines—turning hours of work into minutes.
Visa is one of the world’s leaders in digital payments. Our purpose is to uplift everyone, everywhere by being the best way to pay and be paid. We facilitate global commerce and money movement across more than 200 countries and territories among a global set of consumers, merchants, financial institutions and government entities through innovative technologies.
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.
Since 2009, 1SEO Digital Agency has empowered law firms to dominate online. Trusted by over 1,000 clients worldwide, we craft performance-driven marketing strategies designed to generate quality leads and maximize ROI. Every campaign is tailored to drive measurable growth, ensuring your budget works as hard as you do.
Alert Communications offers comprehensive legal answering, intake booking, and marketing services designed to streamline operations for law firms. With advanced Voice + AI technology, they improve efficiency, enhance client engagement, and optimize lead capture. By integrating human and AI-powered solutions, Alert Communications ensures fast, effective, and personalized client interactions.
AltFee 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.
Ambillient AI is the leading AI-powered legal billing solution that captures all legally relevant information from every client meeting. By automatically generating activity entries, and with unparalleled accuracy, applying the correct UTBMS codes, attorneys can spend less time on manual data entry and more time practicing law.
We’re Anders, a team of CPAs and industry-focused advisors. Every day, our partners and staff serve as a catalyst for those striving to achieve their highest potential and carry this mission on to our clients and community. Through a collaborative approach and a combination of tax, audit and advisory services, we help our clients achieve their goals while focusing on what matters most.
Auto Recovery Cost (ARC) automates print, copy, and scan billing directly into Clio—no manual entry. It integrates with systems like PaperCut, Equitrac, Copitrak, and more, syncing matters and adding Clio numbers to copiers. For $249/month, ARC ensures accurate billing and saves admin time with a fully automated workflow.
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.
Bollenbacher & Associates, LLC is a CPA firm offering tax preparation, payroll, bookkeeping, compilations, reviews, and tax planning for individuals and small-to-medium businesses. We operate in 30 states and 4 countries outside the US. Our mission is to proactively deliver quality consulting, tax, and accounting services with integrity and concern for our clients and team.
Briggs & Riley delivers premium, innovative luggage designed to elevate every journey backed by a 100% lifetime guarantee, while Solo New York offers stylish, sustainably crafted bags designed for modern professionals.
Browns Integrated Technologies Ltd is a family-run firm with bases in the US, Egypt, and the UK. They provide tailored IT solutions for SMEs—from one-off consultancy to 24/7 managed services, helpdesk support, custom software development, and seamless multi-site installations—technology that works around your business.
Bundledocs provides legal professionals with ‘’cloud -first’’ document binding and PDF editing services. We partner with Clio to deliver a fully integrated document workflow to our global client base. From closing books for commercial transactions, to complex high volume court e-filings, Bundledocs provides an easy-to-use and cost-effective service, accessible anywhere, anytime.
Canon’s wide variety of document and check scanners can be used to improve collaboration and productivity. Find the perfect tool for your next project.
Clio-integrated Websites. Custom Marketing. Clear Results. Case Closed.
Codes Health was founded by a team from MIT to automate medical record retrieval and review for law firms. We combine world-class software and expert oversight to ensure near-zero error rates and fast turnarounds. Trusted by top firms to reduce overhead and win more cases.
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!
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.
Send same-day U.S. Mail using our FREE Clio-certified app! Integrated into Clio Manage, every mailing is printed in-house and includes our patented signed Proof of Service and Certification forms. Trusted by attorneys, healthcare and professionals nationwide since 1995.
Visit our EDEX Mailing booth to sign up or send a free trial mailing.
Estateably is a leading innovative cloud-based estate and trust administration & accounting software provider. By combining streamlined data inputs with powerful document and court-formatted accounting report automation, the Estateably product suite empowers organizations and fiduciary professionals to do business more efficiently. The platform is used by over 900 firms and over 2,500 practitioners across North America.
Is your firm’s marketing machine up and running yet?
We can help! Flying Disco is a technology consulting company that implements bespoke advertising strategies, lead generation and virtual assistant support. With over a decade of experience, we leverage the power of traditional direct mail advertising along with innovative digital strategies to develop your client intake pipeline and grow your business.
Frost Law is comprised of skilled tax, business, litigation, and estate attorneys, CPAs, CFPs, and other professionals. Our attorneys and tax professionals are widely recognized for their proven substantive and procedural capabilities, which enable them to identify and develop tax or business strategies that meet our clients’ needs.
Get Staffed Up is a staffing company founded by two lawyers and designed for law firms. Our mission is to help lawyers delegate their way to freedom. We do that by finding, vetting, and providing firms with the top 1% of professional English-speaking virtual assistants based in Latin America and South Africa to work exclusively for you, full-time, and during your work schedule.
Save money and your biggest resource – TIME! Start staffing your law firm the smarter way with our incredible executive assistants, receptionists, marketing assistants, intake specialists, billing assistants, legal assistants, and happiness coordinators!
Stuck in the grind? Build a practice you love & a life you enjoy…and have time for both. We help lawyers streamline legal & business workflows, delegate effectively, and manage time better. Our experts get the people, processes & technology working efficiently in your practice, so you can focus on what matters and unlock your firm’s potential.
ion8 is a full-cycle business management consultancy that partners with companies to streamline their processes and improve their bottom line. ion8’s Call Connector is a custom-built web app that integrates your telephony system with your legal practice management system or customer relationship management system. Call Connector integrates Clio with Dialpad or RingCentral to automatically log calls, view contextual information about contacts, associate calls to matters, store call recordings, generate AI summaries, and more.
Be sure to drop by our booth at ClioCon to learn more about our products and services.
At Law Firm Mentor, we provide our clients with one-to-one business coaching, group coaching, in-person retreats, resources and checklists, and community support via our private member community and social media channels. We deliver the right content, at the right time, and at the right level as you progress from lawyer to law business CEO.
Lawbrokr is pre-intake platform that leverages gamification to capture better quality lead data, all while boosting your law firms web traffic conversions. Lawbrokr’s platform provides each firm with a unique link that can be placed on a firm’s website and anywhere else that people search for law firms. The link connects legal consumers to a set of simple but effective qualifying questions. In just a few clicks, the consumer gains an understanding of the services offered, and the firm receives visibility into case details.
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.
Extract and cite text from any document 12x faster, eliminating hundreds of hours of tedious manual work. LexSelect streamlines PDF document review for legal professionals so you can focus on high-value billable work and minimize the risk of human error. Easy to use, set up in seconds, and integrates with Microsoft Word. Try it now for free.
LinkGraph is an award-winning SEO agency that bring’s together powerful AI technology with human expertise to dominate search for brands across industries. Focusing on a complete holistic SEO experience, we combine technical optimizations, expert content, high-authority backlinks, and UX enhancements to grow your brand — Not just traffic.
Live Oak will support you with customized banking products focused on your success. We offer loans, business checking and business savings nationwide. With a fusion of extraordinary service and expertise, our team embraces a creative approach to solving problems and surpassing goals. We understand the nuances of your business model and will help you avoid costly mistakes. This is more than just your day job – it’s who you are. Let’s craft a financial solution that will help you thrive.
Magenta Fusion Brandworks, a division of Modern Marketing Legal, specializes in branding, social media management, and website development for law firms and legal businesses. We create strategic, professional identities that enhance visibility, attract clients, and drive growth. From branding to digital marketing, we guide your firm to success as you follow the magenta line.
MeanPug Digital is loyal marketing for ambitious law firms. We specialize in award-winning design and branding, web development, CRM, custom software development, content implementation, PR, SEO, social media, video production, digital & traditional advertising, and consulting for ambitious firms.
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.
NotaryPro is the trailblazer behind Canada’s first remote online notary services platform. Its secure and convenient solution enables clients to meet with a notary public online in under 7 minutes, from anywhere. Since 2016, NotaryPro has proudly served over 400,000 clients across Canada and worldwide, including over 1,000 corporate entities.
Our solutions integrate directly with Clio, bringing automated Queues workflow to your firm’s billing process to reduce the number of days in your billing cycle and uncover “found money” with time-saving A/R notices and cost recovery.
Practice AI is the all-in-one AI operating system built for modern law firms. From client intake, document retrieval, and case analysis to demand letters, medical summaries, litigation support, and settlement disbursement, we streamline every step of the legal process to save time, boost outcomes, and grow your practice.
Reusser is a Midwest-based digital agency helping businesses grow through strategy, branding, development, and marketing. For over 25 years, we’ve delivered award-winning work, enterprise solutions, and a service-first approach that drives real results.
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.
Sonix Legal is the world’s most accurate AI-powered transcription platform built for legal professionals. Fast, secure, and highly accurate transcripts of depositions, hearings, client interviews, and bodycam/dashcam videos. Fully SOC 2 compliant, timestamps, speaker labeling, and seamless exports. Trusted by thousands of legal teams worldwide.
We combine content marketing with paid advertising to create a complete marketing strategy. Our award-winning websites, blogs, videos, social media, and email marketing establish trust and connect you with your audience. And when you’re ready to expand beyond referrals, we use targeted ads and lead magnets to attract and convert high-quality leads.
Sprunger Alliance provides group access to discounted, time-saving administrative services. The group purchasing model leverages collective buying power to secure better rates than members could typically get on their own.
Sprunger Global has served communities both local and global since 2019. As a nonprofit legal services provider, we strive to engage for good, demonstrating our passion for service through professional expressions of faith and love. We believe that lawyers can and should contribute positively to communities both near and far, and that this contribution is strengthened through collaboration with others. Locally, Sprunger Global offers legal clinics, pro bono events, and networking opportunities. Globally, Sprunger Global seeks to build strong communities of practice that impact the lives of those in need of legal assistance. Sprunger Global encourages mutual engagement by U.S. and foreign attorneys to create a global community of “best practice”, immersing legal professionals personally and professionally into cultures of immeasurable depth and breadth. We believe that providing pro bono services to communities in need abroad is transformative, for the community served and for those who serve.
Virtual Latinos is a leading talent agency that helps law firms and other businesses connect with the top 1% of professionals from Latin America, all working in U.S. time zones. We focus on building long-term working relationships that drive success, prioritize productivity, and create life-changing opportunities.
VXT is the only phone system built for law firms. With its Clio integration, VXT automatically captures time, syncs contacts, and saves file notes, including a call transcript and AI-generated summary, helping your firm save time, mitigate risk, and increase revenue.
WiseTime®, an autonomous, AI powered timekeeping solution accurately captures every billable minute.
It even recognizes Clio matters and allocates your time to the right case. No manual entry or start-stop.
Get detailed data in a private timeline that allows you to bill clients faster.
Increase your billable hours and save time with WiseTime.