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.

AWS is the world’s most comprehensive cloud platform, trusted by millions—from startups to enterprises and government agencies—to accelerate innovation. With nearly two decades of leadership in cloud and generative AI, AWS delivers industry-leading security, reliability, and performance on the most extensive global infrastructure, empowering organizations of every size to build faster and reduce costs.

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.

Lyft helps legal professionals stay on the move. Whether you’re headed to the office, the courtroom, or the airport, we’ll match you with a reliable ride — so you can focus on the work, not the commute.

Nationwide Legal brings filing, service of process, appearance counsel, courtesy copies, and more directly into Clio. Built by former Clions who understand the workflow, our integration helps firms move matters from Clio to court without the usual friction, vendor juggling, or manual handoffs.

Smith.ai is the end-to-end intake system 4,000+ law firms trust to run their front office. AI and human agents answer in seconds and work together to answer, qualify, convert, and retain new clients, 24/7. Intake data syncs seamlessly with Clio, MyCase, Lawmatics, DocuSign, LawPay, and more, so teams have everything they need to take the next step.

The AI notetaker and phone system for lawyers. During your calls and meetings, VXT takes notes for you so you can focus on your client. Afterwards, it summarizes and saves those notes, along with a time entry, to the right matter in Clio, and drafts a follow-up email based on your conversation.

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.

Trusted by over 5 million customers worldwide, Bluehost is the AI-powered platform that helps small businesses, firms, developers and agencies build, grow and run online. Bluehost’s high-speed performance hosting and secure AI tools simplify everything from site creation to client acquisition to marketing. With 24/7 human support along the way, Bluehost is built to grow and simple to run.

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.

CTM helps businesses understand which marketing efforts drive calls, leads, and customers. Our platform tracks every interaction and uses AI-powered insights to help teams respond faster, and grow revenue.

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.

LEX Reception keeps law human. We provide 24/7 legal receptionist services for law firms and solo attorneys, answering every call with the kind of understanding that only real people can offer. Our service helps our clients intake faster, rank higher, win more, and lawyer better.

FindLaw & Super Lawyers are part of the nation’s largest Legal Authority Network, helping law firms build the credibility, visibility, and trust that influence both AI and consumer decisions. Because today’s legal consumers research and validate attorneys across multiple trusted sources, we help your firm stand out where hiring decisions are made.

MinuteBox is a modern legal entity management and governance platform designed to manage the entire lifecycle of a corporate entity and all other forms of legal entities. As an entirely cloud-based platform, MinuteBox provides legal professionals with seamless access both in-office and remotely across multiple devices. With streamlined record keeping management and built-in precedent automation, discretionary client access, industry-leading security, it seamlessly integrates with Clio. Combine this with MinuteBoxAI to lets users search and query entity records or documents in plain, natural language. Let MinuteBox be the one-stop-shop for your entity management and governance needs!

Rev is the Investigative Platform for the evidence your matters turn on — depositions, recorded statements, interviews, hearing audio, body cam. Pull files straight from your Clio matter, turn hours of recordings and documents into a searchable, citable record, and draft findings with every line traced to the source file.

Nothing is generated that you can’t verify.

Headquartered in Austin, TX, Rev helps firms build a stronger record on every matter.

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.

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.

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.

Intaker is the AI intake engine built for personal injury firms. Respond to every new lead in seconds across chat, text, phone, LSA, WhatsApp, and Meta. Automate follow-up, qualifying, and scheduling from one platform. Trusted by 2,000+ law firms to capture more leads and sign more clients.

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.

NetDocuments is the leading cloud-native document and email management system built exclusively for legal professionals. For 25+ years, law firms and corporate legal teams have trusted our secure, AI-powered platform for document management, search, and collaboration, helping legal teams work smarter and stay focused on clients, 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.

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.

Quo is the shared business phone and inbox that gives your team one place for every call, text, and customer. Quo’s native integration with Clio Manage gives law firms a complete communication record inside the practice management system they already rely on with no manual logging, no switching tools, no lost context.

AI-powered document redaction built natively for Clio. Import from any matter, permanently redact names, financial data, medical records and 40+ PII types automatically, save back as a new file. Originals never overwritten. First 50 pages on us every month, no credit card required.

Royal Cyber Inc is a leading provider of digital solutions to businesses and individuals around the world. Mili by RC is an AI-powered legal workforce that helps law firms automate and streamline legal operations. With 35+ specialized AI agents coordinated by an intelligent orchestrator, it supports various litigation and legal administrative tasks—24/7.

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.

Simple Certified Mail is the trusted platform for sending USPS Certified Mail online. Since 2009, we’ve helped law firms and businesses eliminate manual mailing, ensure compliance, and maintain reliable proof of delivery for their most important correspondence.

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.

Bambiz is the trusted growth partner for estate planning and elder law firms ready to scale. We combine proven marketing, strategic guidance, and deep industry expertise to deliver consistent, measurable growth for our clients, partners, and our own company. That track record earned Bambiz a place on the 2026 Inc. 5000 list.

Blockscout helps law firms investigate cryptocurrency and digital assets without needing specialized blockchain expertise.
Built on Blockscout’s blockchain analytics and intelligence technology, LawScout gives legal teams a faster, more practical way to understand where crypto has moved, who may control it, and where additional records may be obtained.

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.

Candle AI is the unified intelligence layer between Clio and your inbox. Embedded directly in Outlook & Gmail, Candle surfaces client and matter information from Clio alongside every email, generates context-aware responses, captures billable email time, and creates notes, tasks, and calendar events without leaving the inbox.

Canon’s imageFORMULA document scanners and imageCLASS laser printers deliver high speeds, flexible and reliable feeding capabilities, and high output quality, affording users the ability to capture and convert documents, store, and share information. With Canon office solutions, legal professionals can improve costs and efficiencies, as well as enhance document management, security, compliance and customer satisfaction.

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.

Delphoria Systems LLC unites Delphoria Legal Intelligence and Delphoria Learning, drawing on nearly 15 years of experience across law, legal technology, information security, operations, and education to help small law firms choose smarter technology, protect their data, streamline operations, and build stronger, more profitable practices.

DocketBird connects your federal and state court dockets directly to Clio. New filings are automatically renamed and saved to the right Clio matter, and court deadlines are auto-calendared in Clio the moment they hit the docket. AI driven case analytics and search put every filing at your fingertips — less docket admin, more time on the case.

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.

EstateScribe is an AI-powered workspace built for estate planning attorneys. It turns intake data and attorney-guided interviews into completed, jurisdiction-specific estate planning documents in minutes – with automated intake workflows, secure white-labeled client portals, and the attorney always in control.

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.

FileScience is a trusted partner with Clio. FileScience is built to make backup and recovery simple, repeatable, and reliable; it reduces IT burden with recovery that is straightforward for attorneys and staff, not just technical teams. With end-to-end encryption and granular version history, teams can recover precisely what they need with confidence.

Foundation AI is the Document Operations Platform for scaling law firms — connecting every document that enters the firm with the person, system, or workflow that depends on it.

Law.com is the leading source of strategic intelligence for the global legal industry, trusted by the world’s top law firms and in-house legal teams. Through proprietary data, expert analysis, and market-leading events, we transform disconnected information into connected intelligence, helping legal professionals anticipate change and act with confidence.

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.

LawKPIs is an AI-powered legal operating system that helps law firms run like a business. By connecting Clio, Lawmatics & QuickBooks in one place, you get complete visibility into your firm’s growth, profitability, productivity & financial health — with AI that proactively surfaces the right insights so you always lead with confidence.

From intake to billing- Legalboards helps you to organize, track, & manage all the things that go into successful legal practice management. Be more productive with organization and automations tailored to your workflow. By using an agile approach, you’ll be able to clearly understand and improve your workflows.

Lenessa gives every law firm enterprise-grade intake intelligence on its own website. Refined across millions of prior legal intake categorizations and 50+ areas of law, it engages prospects 24/7 in any language, qualifies and routes inquiries in real time, with fraud screening, ad attribution, and key platform integrations.

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.

Philips Speech Processing Solutions develops professional AI-powered speech and voice solutions for legal, healthcare, and other professional industries. With more than 4 million users in 50+ countries and over 70 years of experience, we help organizations streamline documentation, improve workflows, and increase productivity.

Ramp is smart financial infrastructure that helps companies save time and money on every dollar spent — automating approvals, payments, and books. 70,000+ organizations have saved $12B+ and 27M hours with Ramp, which now powers $200B+ in annual purchases. Learn more at ramp.com.

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.

The 20 MSP is a nationwide managed IT services provider delivering proactive IT support, cybersecurity, cloud solutions, compliance, and 24/7/365 support. We help businesses reduce risk, improve productivity, and simplify technology through reliable, secure, and strategic IT solutions tailored to their needs.

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.

Trustate is an all-in-one trusts and estates operations platform designed to streamline the entire estate lifecycle, from planning through funding and administration. Built by attorneys for attorneys, Trustate replaces fragmented workflows with a single, integrated system that helps legal professionals work more efficiently, reduce risk, and deliver a better client experience.