Top 9 Clio Integrations to Simplify Your Legal Practice

Best Clio Integrations You Should Consider

Here’s a list of Clio integrations that can make a big difference in your day-to-day work. Let’s dig in.

1. Briefpoint

If you’re spending hours on discovery requests and responses, Briefpoint can seriously lighten your load. It’s one of the most helpful Clio integrations for law firms dealing with civil litigation, personal injury, or employment matters.

With Briefpoint, you can draft your discovery documents in minutes. Powered by artificial intelligence, it handles things like Requests for Admission, Requests for Production, and Interrogatories for every U.S. state and D.C.

But here’s what really makes it stand out: it talks to your clients in plain English. Briefpoint takes the legal jargon out of the process, so your clients can answer questions without getting confused.

Then, it takes those answers and drops them right into your response documents. No back-and-forth, no guessing.

Getting started is easy. There’s no setup or onboarding. Just sign in and go. Inside Clio, you’ll upload the opposing counsel’s request, add objections (which Briefpoint can help write), and let the tool collect responses from your client.

If you’re looking to save time and skip the hassle of drafting from scratch, Briefpoint is a great place to start. Give it a try today!

2. NetDocuments

NetDocuments is a smart choice if you want better control over your Clio documents. As part of a strong practice management software setup, it helps you organize everything in one secure place, which cuts down on time spent searching through messy folders.

It’s built for legal practice needs, making it easy to search, edit, and share documents without slowing down your day. Since it’s cloud-based, you can access your case files anytime, anywhere, whether you’re handling a court deadline or meeting prospective clients.

If document management has been a pain point for your firm, connecting NetDocuments with Clio can clean up your workflow fast and keep your legal practice running smoothly.

3. Casetext

Casetext, now known as CoCounsel, is a great Clio integration if you want to make legal research faster and less of a grind. It connects right to your Clio matter, so you can jump into search court records, statutes, and case law without switching tools.

You can run keyword searches across millions of digital documents and get results that actually match the legal issues you’re working on. It’s built to save you time and cut down on duplicative data entry. Plus, it lets you link your research directly to the case you’re handling.

If legal research is eating up too much of your day, Casetext can make it a whole lot simpler and a lot less frustrating.

4. DocuSign

DocuSign is one of the easiest ways to improve client relationships while cutting down on delays. Instead of waiting for clients to print, sign, and send back paperwork through postal mail, you can send everything electronically right from your Clio software.

It’s perfect for things like case initiation documents, engagement letters, and other forms you need signed fast. Plus, it’s a huge help during client onboarding, making the first steps simple and professional.

By adding DocuSign to your Clio setup, you can move past slow administrative processes and get your matters moving quicker. For example, instead of mailing out a retainer agreement and waiting a week, you can send it through DocuSign and have it back the same day.

5. Docket Alarm

Docket Alarm makes it easy to stay on top of court filings without all the manual checking. It connects directly to your Clio platform, so you can pull in important updates without missing a beat.

You can import data like case statuses, bankruptcy notices, and new filings straight into Clio Manage. It even helps with client intake by letting you know right away when there’s a completed proof of service or a major update tied to your client’s case.

For instance, instead of waiting for a court to mail a filing notice, Docket Alarm can send it straight to your dashboard, help you respond faster, and keep your cases moving.

6. Lawmatics

Lawmatics is a smart Clio integration if you want to make lead generation and client intake easier. It helps you bring in new clients by automating things like intake forms, follow-ups, and scheduling.

Everything is automatically synchronized with your Clio account, so once a lead becomes a client, their information is already in place. No extra typing, no missed details.

Lawmatics also integrates seamlessly with Clio Manage, so you can streamline operations across intake, marketing, and client communication. If you’re looking for a better way to keep new clients coming in without piling more admin work on your plate, Lawmatics is a great pick.

7. QuickBooks

When it comes to handling firm finances, QuickBooks doesn’t just make life easier; it makes client billing feel almost effortless. Instead of juggling spreadsheets or worrying about missed payments, you can connect QuickBooks to your Clio account and pull billing info straight from your existing matters.

You’ll keep accurate records without having to enter the same numbers twice. Everything lines up, which means fewer mistakes and less time fixing errors. That’s a big plus when you’re trying to build a stronger client experience and avoid billing headaches later.

QuickBooks is one of the best tools out there for lawyers who want to spend less time crunching numbers and more time focusing on their clients.

8. CaseMail

CaseMail is a great Clio integration if you’re tired of dealing with the hassle of certified mail. It lets you send documents electronically while still meeting compliance requirements, which means no more standing in line at the post office.

It’s built for legal work, so whether you’re filing something with the Supreme Court, an appellate court, or just serving documents in a regular case, CaseMail keeps everything official and trackable.

Plus, it stores the legal information you need alongside your Clio matters. It keeps the same facts organized without any extra busywork.

9. AgileLaw

AgileLaw is built to help you run depositions more efficiently, especially if you’re looking to cut down on the paper trail. It brings everything online—exhibits, annotations, and transcripts—so you’re not stuck shuffling documents around.

\What makes it stand out is the way you can build a custom action for each deposition. That means smoother workflows and fewer surprises during the process. It also drastically cuts the time you’d normally spend organizing and sharing exhibits.

If you’re already using Clio to manage your cases, Agile Law fits right in by keeping your deposition prep fast, simple, and completely digital.

Need A Great Clio Integration? Start With Briefpoint

If you’re new to Clio integrations and not sure where to begin, Briefpoint is a smart starting point. It’s fast, easy to use, and solves a problem every busy legal practice faces: drafting discovery documents.

And once you see how much smoother your workflow gets, you’ll start spotting other areas where integrations can help too, whether it’s managing documents, handling billing, or improving client intake.

So if you’re ready to make your legal practice more efficient without adding more steps, connect Briefpoint to your Clio account and see the difference for yourself.

Try it out today and let your software do more of the work!