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Enhance Clio with document assembly, intake, and other custom automations

Start for free

Save time on data entry

Create branded online forms that allow you, or the public, to automatically create / update Contacts and Matters in Clio.

Automate documents

Populate Word/PDF/email templates with Clio data. This goes beyond “find & replace”; you can add complex logic to your templates.

Build legal products

Build robust self-help tools for sale directly to consumers, or allow other professionals to purchase and customize your automation for their own practice.

Free Templates

Download templates to quickly add automations to Clio. Templates are editable via the App Builder.

Intake + Engagement Letter

Online form that collects information from the public, automates an engagement letter, and then automatically creates a new Contact and Matter in Clio with the letter attached.

Self-Help Tool + Lead Generator

Online self-help form for creating a power of attorney. The public can also hire you to review their new legal document. If so, a Contact and Matter is automatically created in Clio.

User testimonials

Ashley McGee

Memphis Bar Association

“I was surprised by the intuitiveness of the platform as well as the limitless possibilities. I could not believe how quickly I was able to build out the first phase of our statewide intake app after consulting’s user guide and one brief conference call.”

Josh Waddell

Siskind Susser

“We have been building expert systems at our law firm for well over three years and Community.Lawyer has set itself apart. Whether it’s their excellent support, out-of-the-box ideas, or their app marketplace, Community.Lawyer is helping us redefine what it means to deliver quality legal service.”

Ready to enhance Clio with your automations?

With this integration, you have everything you need to create an innovative practice: document automation, client intake, and the ability to sell your own legal products.