Before you spend two months recruiting a full-time hire to babysit handoffs inside Clio, split the open seat in two:

• Automate the clicks: intake-to-matter sync, document assembly, and billing triggers directly inside Clio

• Offload the desk work: dedicated intake coordination, paralegal support, scheduling, and client status updates under your attorneys’ supervision

• Go live in days rather than waiting months on recruiting and onboarding