Clio Setup & Optimization Clio Certified Partner
Clio configured for the way you actually work.
Many law firms are using 50% or less of what Clio can do. Whether you're setting up for the first time or have been on Clio for years, ClearPoint configures it to match how your firm actually works, so it saves time instead of creating it. With Clio Accounting now available in Canada, that can include your books too.
Which one are you?
New to Clio or already using it. We help both.
The problems are different. So is the work. Tell us where you are and we'll focus on what matters most for your situation.
Set up right the first time.
From blank slate to billing in 2 to 4 weeks, configured for your practice area and law society compliant from day one.
- → 6–12 month DIY setup becomes 2–4 weeks with ClearPoint
- → Trust accounting errors become compliant from day one
- → Separate accounting software becomes Clio Accounting set up alongside billing
- → Canadian data residency confusion becomes proper server configuration
- → No workflows built becomes practice-specific automation ready to use
- → Staff unsure how to use it becomes trained and confident on day one
Get full value from your system.
A full audit of how you're using Clio: what's misconfigured, what's unused, and what's quietly costing you time and revenue every day.
- → QuickBooks or Xero running alongside becomes your books moved into Clio Accounting
- → 50%+ of features unused become a full audit and targeted training
- → Manual trust transfers become a quick, compliant routine
- → Underused reporting becomes custom productivity reports for your matters
- → Clio Grow sitting idle becomes a working intake and pipeline system
How it works
Three steps from assessment to optimized.
No lengthy onboarding. No vague timelines. Here's exactly what happens when you work with ClearPoint on your Clio setup.
Discovery call
A focused 45-minute conversation about your practice area, team size, current tools, and what's not working. We come in with specific questions, and you leave with a clear picture of what the engagement will look like.
Assessment & plan
We assess your current Clio configuration, or map out what a new setup needs to include. You receive a prioritized plan with specific deliverables, timelines, and what we need from you to move forward.
Implementation
We configure, train, and optimize, working around your schedule, for a fixed fee quoted up front. New setups are typically live within 2 to 4 weeks, and every build ends with a written playbook. Optimization engagements vary by scope, but most firms see measurable workflow improvements within 30 days.
What the data shows
What Clio's own data shows for solo and small firms.
These figures come from Clio's 2025 Legal Trends Report, based on real solo and small firm data. The gap between average firms and the ones using these tools well is measurable.
Source: Clio Legal Trends Report 2025, Solo & Small Firm data
Your firm should be hitting these numbers. If it isn't, the gap is often in how your practice management software is configured, not how hard your team is working.
Book a free assessmentWhy ClearPoint for Clio
Any IT consultant can install Clio. We configure it like a law firm operator.
The difference between a Clio setup that works and one that just runs is whether the person configuring it understands how billing, trust accounting, and matter management actually interact inside a real Canadian law firm.
What you get that a general IT consultant can't provide:
- Trust accounting configuration that meets your law society's trust rules, including By-Law 9 in Ontario: not just technically functional, but audit-ready
- Billing workflow setup based on how Canadian firms actually bill, docket, and collect, including CAD-specific reporting
- Clio Accounting setup and migration from a Certified Clio Accounting Partner, with HST and receivables tied out before you switch
- Clio Grow intake configuration tied to your actual client intake process, not the default template
- Staff training grounded in legal operations context, so your team learns the why, not just the how
- Post-implementation support from someone who will still answer the phone when something needs adjusting
Ready to get Clio working the way it should?
Book a free 45-minute Clio assessment. We'll review your current setup, identify the gaps, and tell you exactly what needs to change, with no obligation to engage further.
New setup or existing user, the assessment is the same. Free, focused, and no sales pitch.
ClearPoint is a Clio Certified Partner and may receive a referral fee from Clio. It never changes your price.